Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 15, 2026Fund LettersDodge & Cox Stock FundV Visa Inc. Credit ServicesTransaction & Payment Processing Services Bull New York Stock ExchangeData Analytics, digital commerce, Equity, Fraud prevention, Free Cash Flow, high margins, network effects, Payments, regulatory headwinds, Transaction Processing, Value
Jul 15, 2026Fund LettersHeartland Value Plus FundCCS Century Communities, Inc. Real Estate - DevelopmentHomebuilding Bull New York Stock Exchangebook value discount, capital allocation, contrarian, deep value, Dividend Growth, homebuilding, M&A Target, Real Estate, Share Buybacks, Single family homes
Jul 15, 2026Fund LettersHeartland Value Plus FundFCFS FirstCash Holdings, Inc. Credit ServicesConsumer Finance Bull NASDAQcapital allocation, consumer finance, Cyclical Resilience, defensive, Dividend Growth, gold prices, Inflation beneficiary, Pawn Shops, Share Buybacks, Value
Jul 15, 2026Fund LettersHeartland Value Plus FundLFUS Littelfuse, Inc. Electronic ComponentsElectronic Components Bull NASDAQAI data centers, capital allocation, Dividend Growth, Electronic Components, infrastructure, Power management, semiconductors, Share Buybacks, technology, Value
Jul 15, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyNOW ServiceNow Software - ApplicationApplication Software Bull New York Stock ExchangeAI platform, Digital transformation, Enterprise software, growth, IT Service Management, productivity, SaaS, workflow automation
Jul 15, 2026Fund LettersEmerald Wealth Partners - Growth Equity Strategy6857.T Advantest Semiconductor Equipment & MaterialsSemiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)Advanced Semiconductors, AI chips, duopoly, growth, HBM Memory, Japan, semiconductor equipment, Testing Equipment
Jul 15, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyCRWD CrowdStrike Software - InfrastructureSystems Software Bull NASDAQAI Security, cloud security, cybersecurity, Endpoint Security, Enterprise security, growth, Platform Security, SaaS
Jul 15, 2026Fund LettersEmerald Wealth Partners - Growth Equity StrategyFTNT Fortinet Software - InfrastructureSystems Software Bull NASDAQAI-driven Threats, cybersecurity, Enterprise security, Firewall, growth, Network Security, Platform Security, Software
Jul 15, 2026Fund LettersHeartland Mid Cap Value FundIFF International Flavors & Fragrances Inc. Specialty ChemicalsSpecialty Chemicals Bull New York Stock Exchangedeep value, Flavors, Fragrances, Free Cash Flow, margin expansion, market share, materials, portfolio optimization, Pricing power, Self Help, Share Buyback, specialty chemicals, turnaround
Jul 15, 2026Fund LettersHeartland Mid Cap Value FundMKTX MarketAxess Holdings Inc. Capital MarketsCapital Markets Bull NASDAQCapital markets, corporate bonds, Electronic Trading, Emerging markets, financials, fixed income, free cash flow yield, International, margin expansion, market share gains, operating leverage, Quality Value
Jul 15, 2026Fund LettersHeartland Mid Cap Value FundON ON Semiconductor Corporation SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQautomotive, datacenter, deep value, Electric Vehicles, Industrial, margin expansion, Power management, Self Help, semiconductors, Silicon Carbide, turnaround
Jul 15, 2026Fund LettersBell Global Emerging Companies Fund6368.T Organo Corporation Pollution & Treatment ControlsIndustrial Machinery & Supplies & Components Bull Japan Exchange Group (Tokyo Stock Exchange)AI infrastructure, Industrial Engineering, Japan, recurring revenue, Semiconductor manufacturing, TSMC Supplier, Ultrapure Water, water treatment
Jul 15, 2026Fund LettersBell Global Emerging Companies FundLR.PA Legrand SA Electrical Equipment & PartsElectrical Components & Equipment Bull -AI infrastructure, Building Infrastructure, data centers, electrical equipment, france, Power Distribution, Smart Building
Jul 15, 2026Fund LettersBell Global Emerging Companies FundPGHN.SW Partners Group Holding AG Asset ManagementAsset Management & Custody Banks Bull -alternative investments, asset management, Institutional Investors, private equity, Private markets, Switzerland, Value
Jul 15, 2026Fund LettersBell Global Emerging Companies Fund6146.T SCREEN Holdings Co., Ltd. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull Japan Exchange Group (Tokyo Stock Exchange)AI infrastructure, Capital equipment, Chip Manufacturing, Japan, semiconductor equipment, technology hardware, Wafer Cleaning Systems
Jul 15, 2026Fund LettersAuscap Asset ManagementLOV.AX Lovisa Holdings Specialty RetailSpecialty Stores Bull Australian Securities ExchangeEar Piercing, Equity, Europe, Fast-fashion, global expansion, high-margin, insider buying, Jewelry Retail, Market Share Gain, Multi-brand Strategy, North America, Specialty retail, United Kingdom
Jul 15, 2026Fund LettersAuscap Asset ManagementNCK.AX Nick Scali Specialty RetailHome Furnishings Retail Bull Australian Securities ExchangeAustralia, Capital-light, Consumer Discretionary, Custom Furniture, Equity, Furniture Retail, high-margin, international expansion, store rollout, UK Market Entry, United Kingdom
Jul 15, 2026Fund LettersAlger Spectra FundIREN IREN Limited Capital MarketsIT Services Bull NASDAQAI infrastructure, Bitcoin mining, business transformation, cloud services, data centers, high-performance computing, turnaround
Jul 15, 2026Fund LettersAlger Spectra FundQXO QXO, Inc. Industrial DistributionTrading Companies & Distributors Bull New York Stock ExchangeBuilding Products, consolidation, construction materials, Distribution, Industrials, M&A, Roofing, Value
Jul 15, 2026Fund LettersAlger Spectra FundGFL GFL Environmental Inc Waste ManagementEnvironmental & Facilities Services Bull New York Stock Exchangeconsolidation, environmental services, Industrials, M&A, North America, Recycling, waste management

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