Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundSE Sea Limited Internet RetailInteractive Media & Services Bull New York Stock ExchangeBrazil, Digital Financial Services, e-commerce, Gaming, market share, platform company, Shopee, Southeast Asia, user acquisition
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundMDB MongoDB, Inc. Software - InfrastructureSoftware Bull NASDAQAI applications, Atlas, Cloud Database, Database Software, Developer Platform, Document-Oriented, NoSQL, Usage-Based Revenue
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundRGEN Repligen Corporation Medical Instruments & SuppliesLife Sciences Tools & Services Bull NASDAQBiologics Manufacturing, Bioprocessing, cell therapy, Chromatography, filtration, gene therapy, Life Sciences Tools, Monoclonal Antibodies, Purification
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundVRT Vertiv Holdings Co. Electrical Equipment & PartsTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAI infrastructure, backlog growth, Cooling Systems, data centers, infrastructure, manufacturing, Power management, supply chain
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundFTAI FTAI Aviation Ltd. Rental & Leasing ServicesAerospace & Defense Bull NASDAQAeroderivative, Aerospace Aftermarket, AI data centers, Aircraft engines, Aircraft Leasing, Aviation, CFM56 engines, Engine Conversion, Gas turbines
Apr 15, 2026Fund LettersAlger Mid Cap Focus FundFIX Comfort Systems USA, Inc. Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, backlog growth, construction, data centers, Electrical Systems, HVAC, hyperscalers, infrastructure, Mechanical Contractor
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundRDDT Reddit Internet Content & InformationInteractive Media & Services Neutral New York Stock Exchangeadvertising, LLM Data Licensing, Online Community Platform, Revenue Growth, social media, stock buyback, Unique Audience, User growth
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundRBLX Roblox Electronic Gaming & MultimediaInteractive Media & Services Bull New York Stock Exchangecash flow generation, Engaged Users, Gaming Hits, Online Gaming Platform, social media, User Behavior, Viral Games, Virtual Experiences
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundAXON Axon Enterprise Aerospace & DefenseAerospace & Defense Bull NASDAQAI implementation, growth metrics, Law Enforcement Technology, Mission-Critical, Public safety, Software, technology integration, valuation compression
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundCVNA Carvana Auto & Truck DealershipsSpecialty Retail Neutral New York Stock ExchangeAutomotive Retail, Cost control, digital platform, e-commerce, Online Used Cars, profitability, Unit growth, Vehicle Refurbishment
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundARES Ares Management Asset ManagementCapital Markets Bull New York Stock ExchangeAlternative Asset Manager, asset management, diversification, infrastructure, Institutional Products, Private Credit, private equity, Real Estate
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundXPO XPO TruckingRoad & Rail Bull New York Stock ExchangeCyclical Recovery, freight transportation, Less-than-truckload, Ltl, Manufacturing PMI, market share, Service Levels, Transportation Services
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundPWR Quanta Services Engineering & ConstructionConstruction & Engineering Bull New York Stock ExchangeAI infrastructure, backlog growth, Connectivity, Construction & Engineering, data centers, Electric Utility, Infrastructure Solutions, Power Infrastructure
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundCASY Casey's General Stores Specialty RetailFood & Staples Retailing Bull NASDAQconvenience stores, Fuel margins, In-Store Sales, Midwest, oil prices, Pizza, Prepared foods, Rural Markets
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundTER Teradyne Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAI workloads, ASIC Testing, market share gains, Next-Generation Memory, Semiconductor Testing, semiconductors, Testing Equipment
Apr 15, 2026Fund LettersCarillon Eagle Mid Cap Growth FundVRT Vertiv Holdings Electrical Equipment & PartsTechnology Hardware, Storage & Peripherals Bull New York Stock ExchangeAI infrastructure, critical infrastructure, data centers, high-performance computing, hyperscale, Power management, semiconductors, thermal management
Apr 15, 2026Fund LettersRewey Asset ManagementDNOW DNOW Inc. Industrial DistributionOil & Gas Equipment & Services Bull New York Stock ExchangeCyclical Recovery, data centers, Energy Distribution, ERP Integration, Industrial distribution, Merger Synergies, Oil & Gas
Apr 15, 2026Fund LettersRewey Asset ManagementKD Kyndryl Holdings Information Technology ServicesIT Consulting & Other Services Bull New York Stock Exchangecontrarian, Free Cash Flow, IBM Spinoff, IT services, transformation, turnaround
Apr 15, 2026Fund LettersRewey Asset ManagementUCTT Ultra Clean Holdings, Inc. Semiconductor Equipment & MaterialsSemiconductor Equipment Bull NASDAQAI, Capital equipment, memory chips, semiconductor equipment, technology, Upcycle
Apr 15, 2026Fund LettersThe Oak BlokeRWA.L Robert Walters Staffing & Employment ServicesHuman Resource & Employment Services Bull New York Stock ExchangeAsia-Pacific, Automation, cost-cutting, Cyclical, Europe, Geographic Diversification, Human Resources, Japan, Operational Leverage, productivity, professional services, Recruitment, turnaround, UK, Value

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