Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityCIEN Ciena Corporation Communication EquipmentCommunications Equipment Bull New York Stock ExchangeAI Traffic, Bandwidth, Communications Equipment, network infrastructure, optical networking, telecommunications
May 1, 2026Fund LettersAristotle Small/Mid Cap EquityAEIS Advanced Energy Industries Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, Capital equipment, data centers, power electronics, semiconductors, technology hardware
May 1, 2026Fund LettersAristotle Core Equity FundTEM Tempus AI, Inc. Health Information ServicesHealth Care Technology Bull NASDAQAI Healthcare, Clinical Diagnostics, Data Monetization, Genomics, growth, Healthcare Technology, Oncology, Precision-medicine
May 1, 2026Fund LettersAristotle Core Equity FundIMNM Immunome Inc. BiotechnologyBiotechnology Bull NASDAQbiotechnology, Clinical trials, Desmoid Tumors, drug development, FDA approval, healthcare, Oncology, personalized medicine
May 1, 2026Fund LettersAristotle Core Equity FundCOHR Coherent Corp. Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, growth, optical networking, Photonics, semiconductors, technology hardware, vertical integration
May 1, 2026Fund LettersBaron Small Cap Fund- Once Upon a Farm, PBC OtherFood Products Bull NASDAQBaby Food, Cold Pressure Technology, Distribution Expansion, Emerging Brand, High Growth, Natural Products, Organic Food, Premium Nutrition
May 1, 2026Fund LettersBaron Small Cap FundGWRE Guidewire Software, Inc. Software - ApplicationSoftware Bull New York Stock ExchangeAI Tailwind, Annual Recurring Revenue, cloud migration, cross-selling, Insurance-software, Property & Casualty, SaaS, Sticky Customer Base
May 1, 2026Fund LettersBaron Small Cap FundIT Gartner, Inc. Information Technology ServicesIT Services Bull New York Stock ExchangeAI disruption, Competitive advantages, Free Cash Flow, IT services, Large Addressable Market, Research Provider, share repurchases, Syndicated Research
May 1, 2026Fund LettersBaron Small Cap FundPLNT Planet Fitness, Inc. LeisureHotels, Restaurants & Leisure Bull New York Stock ExchangeCategory Leader, Cheap Valuation, Fitness Centers, franchise, Low cost, new management, same-store sales, secular growth
May 1, 2026Fund LettersBaron Small Cap FundRBC RBC Bearings Incorporated Tools & AccessoriesMachinery Bull NASDAQAerospace, Bearings, Boeing, Cyclical Recovery, Defense, Industrial, Marine Programs, Top-tier Supplier
May 1, 2026Fund LettersBaron Small Cap FundCGNX Cognex Corporation Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQBest-in-class, growth, Industrial automation, Machine vision, manufacturing, operating leverage, turnaround
May 1, 2026Fund LettersBaron Small Cap FundVRT Vertiv Holdings Co Electrical Equipment & PartsElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAI infrastructure, data centers, digital infrastructure, electrical equipment, growth, liquid cooling, Modular Solutions, thermal management
May 1, 2026SubstackWinter GemsBBD-B.TO Bombardier Inc. Aerospace & DefenseBusiness Jets Bull Toronto Stock ExchangeAerospace, Bombardier, business jets, Challenger series, Defense, deleveraging, Free Cash Flow, Global 8000, Order Backlog, services
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundLITE Lumentum Holdings, Inc. Communication EquipmentCommunications Equipment Bear NASDAQAI infrastructure, Communications Equipment, Hedge Position, optical networking, Photonics, risk management, Short Position
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundCWST Casella Waste Systems, Inc. Waste ManagementEnvironmental & Facilities Services Bull NASDAQAcquisitions, Integration, Recycling, Regional, Resource Management, Solid Waste, waste management
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundPCOR ProCore Technologies, Inc. Software - ApplicationApplication Software Bull New York Stock ExchangeAI Resilient, competitive moat, Construction Software, Contractor Network, network effects, Project Management, proprietary data
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundASAN Asana, Inc. Software - ApplicationApplication Software Bear New York Stock ExchangeAI disruption, cloud, Competitive Threat, Project Management, Short Position, Software, Work management
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundENSG Ensign Group, Inc. Medical Care FacilitiesHealth Care Facilities Bull NASDAQhealthcare, Medicare, Occupancy, Real Estate, Revenue Growth, Senior Living, Skilled Nursing
Apr 30, 2026Fund LettersWasatch Long/Short Alpha FundRBC RBC Bearings, Inc. Tools & AccessoriesIndustrial Machinery Bull NASDAQAerospace, Defense, geopolitical, growth, industrial machinery, manufacturing, Precision Bearings
Apr 30, 2026Fund LettersVoya MI Dynamic Small Cap FundMWA Mueller Water Products, Inc. Specialty Industrial MachineryIndustrial Machinery Bull New York Stock Exchangeindustrial machinery, infrastructure investment, Municipal, Smart Technology, Water infrastructure

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