Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyLFUS Littelfuse Inc Electronic ComponentsElectronic Equipment, Instruments & Components Bull NASDAQcapital allocation, Circuit Protection, data centers, Electronics Recovery, Industrial Trends, market share gains, power solutions, Utility Infrastructure
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyLIND Lindblad Expeditions Travel ServicesHotels, Restaurants & Leisure Bull NASDAQAdventure Travel, Brand Equity, Disney Partnership, Expedition Cruising, fleet-expansion, Land Experiences, Luxury Travel, multiple expansion
Apr 16, 2026Fund LettersAriel Small Cap Value StrategyGNRC Generac Holdings Specialty Industrial MachineryElectrical Equipment Bull New York Stock ExchangeAI infrastructure, Commercial Industrial, data centers, EBITDA growth, electrical equipment, energy infrastructure, Grid Reliability, Power generation
Apr 16, 2026SubstackRijnberk Invest InsightsASML ASML Holding N.V. SemiconductorsSemiconductor Equipment & Materials Bull Nasdaq Stock MarketAI infrastructure, EUV lithography, Export restrictions, Free Cash Flow, High-NA EUV, installed base revenue, Monopoly, semiconductor industry, supply chain, system upgrades
Apr 16, 2026SubstackStock PursuitPLUG Plug Power Inc. EnergyRenewable Energy Equipment & Services Bull Nasdaq Stock MarketAmazon and Walmart partnerships, Electrolyzers, Gigafactory, hydrogen fuel cells, Jose Luis Crespo, NASA contract, non-dilutive capital strategy, Plug Power, Project Quantum Leap, renewable energy
Apr 15, 2026Fund LettersCullen Enhanced Equity Income FundPCAR PACCAR Inc. Farm & Heavy Construction MachineryMachinery Bear NASDAQAftermarket Parts, Class 8 Trucks, Commercial Trucks, Competitive pressure, Cyclical, Electric Vehicles, manufacturing, Structural Risk, Tariff Exposure
Apr 15, 2026Fund LettersCullen Enhanced Equity Income FundHON Honeywell International Inc. ConglomeratesIndustrial Conglomerates Bull NASDAQAerospace, aftermarket services, Automation, Corporate Restructuring, industrial conglomerate, manufacturing, recurring revenue, spin-off, Sum-of-parts, value unlock
Apr 15, 2026Fund LettersOpen Insights CapitalPTON Peloton Interactive LeisureLeisure Products Neutral NASDAQConsumer Discretionary, Economic Sensitivity, Equity, fitness equipment, new management, Position exit, subscription model, turnaround
Apr 15, 2026Fund LettersOpen Insights CapitalVAL Valaris Oil & Gas Equipment & ServicesEnergy Equipment & Services Bull New York Stock Exchangeconsolidation, Day-rates, Deepwater, Drillships, Energy Services, Equity, Fleet utilization, Jackups, Merger Arbitrage, offshore drilling, warrants
Apr 15, 2026Fund LettersOpen Insights CapitalOXY Occidental Petroleum Oil & Gas E&POil, Gas & Consumable Fuels Bull New York Stock Exchangecapital discipline, debt reduction, dividend, energy infrastructure, Equity, Free Cash Flow, Oil & Gas, Share Buybacks, warrants, WTI
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundAPPF AppFolio Software - ApplicationApplication Software Bull NASDAQAI disruption, Application Software, Cloud-based software, market share gains, Multi-property, property management, Real Estate
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundCRDO Credo Technology SemiconductorsSemiconductors Bull NASDAQAI data centers, connectivity solutions, Data center architecture, High-Speed, hyperscale, semiconductors, Specialized cables
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundIRTC iRhythm Technologies Medical DevicesHealth Care Equipment Bull NASDAQAI-driven, cardiac monitoring, digital healthcare, DOJ inquiry, Health Care Equipment, Remote Monitoring, Wearable devices
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundGENI Genius Sports Internet Content & InformationInteractive Media & Services Bull New York Stock Exchangeacquisition, broadcasting, fan engagement, Interactive Media, Sports betting, Sports Data, technology platform
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundVITL Vital Farms Farm ProductsPackaged Foods & Meats Bear NASDAQAvian influenza, Eggs, Family farms, Packaged Foods, Pasture-Raised, Premium food, supply glut
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundAROC Archrock Oil & Gas Equipment & ServicesOil & Gas Equipment & Services Bull New York Stock ExchangeAI infrastructure, energy infrastructure, LNG Exports, midstream, natural gas compression, Oil & Gas Equipment, Power-Demand
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth Fund- Solstice Advanced Materials OtherSpecialty Chemicals Bull New York Stock Exchangeadvanced materials, capacity expansion, Nuclear, specialty chemicals, spin-off, Uranium conversion, Utility Scale
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundPOWL Powell Industries Electrical Equipment & PartsElectrical Equipment Bull NASDAQCustom-engineered, data centers, electrical equipment, Gulf Coast, LNG infrastructure, production capacity, utility
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundMOD Modine Manufacturing Auto PartsIndustrial Machinery Bull New York Stock ExchangeAI infrastructure, data center cooling, high-performance computing, HVAC, industrial machinery, portfolio transformation, thermal management
Apr 15, 2026Fund LettersCarillon Eagle Small Cap Growth FundAAOI Applied Optoelectronics Communication EquipmentCommunications Equipment Bull NASDAQAI data centers, Communications Equipment, Fiber Optic, hyperscale, infrastructure, manufacturing capacity, Networking

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