Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2025Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI capabilities, Artificial Intelligence, Cloud computing, cloud infrastructure, Database Software, double-digit growth, Enterprise software, generative AI, Technology leader
Sep 30, 2024Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEArtificial Intelligence, cloud infrastructure, data centers, Database Software, Enterprise software, growth, Multi Cloud, technology
Sep 30, 2024Fund LettersPolen Capital - Focus GrowthORCL Oracle Corporation SoftwareSystems Software Bull NYSEAutonomous Database, cloud infrastructure, cybersecurity, Database Software, Enterprise software, Private Cloud, SaaS, Systems Software
Sep 30, 2024Fund LettersPolen Capital - Global GrowthORCL Oracle Corporation Software & ServicesSystems Software Bull NASDAQAutonomous Database, cloud infrastructure, Database, Digital transformation, Enterprise software, Hyperscaler Competition, Private Cloud, SaaS
Sep 30, 2024Fund LettersColumbia Global Technology Growth FundORCL Oracle Corporation Information TechnologySoftware Bull NYSEAI workloads, Artificial Intelligence, cloud infrastructure, Cloud Partnerships, Complete Technology Stack, Enterprise software, Picks and shovels
Sep 30, 2024Fund LettersMar Vista Global Equity FundORCL Oracle Information TechnologySystems Software Bull NYSECloud computing, Database Software, Digital transformation, hyperscaler, platform as a service, SaaS, subscription model
Jun 30, 2024Fund LettersMar Vista Global Equity FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSECloud computing, Database, Enterprise software, hyperscaler, migration, Oci, Partnerships, SaaS
Jun 30, 2024Fund LettersAriel Focus FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, cloud platform, Database, Enterprise software, growth, SaaS, technology
Jun 30, 2024Fund LettersBell Global Equities FundORCL Oracle Corporation Information TechnologySystems Software Bull NASDAQAI infrastructure, cloud infrastructure, Database Software, Enterprise software, growth, Partnerships, SaaS
Jun 30, 2024Fund LettersThe Sound Shore FundORCL Oracle Corporation Information TechnologySystems Software Bull NYSEArtificial Intelligence, Cloud computing, Database Software, Digital transformation, Enterprise software, Legacy Technology, Long-term holding
May 23, 2024Fund LettersRGA Investment AdvisorsADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQdigital advertising, growth, large-cap, Metaverse, operating leverage, social media, technology, virtual reality
Mar 9, 2024Fund LettersConcentrated CompoundingADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEAnalytical instruments, contrarian, Cyclical Recovery, Laboratory Equipment, Life Sciences Tools, pharmaceuticals, Value
Jan 1, 2024Fund LettersGeneration Investment Management Global EquityADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Health Care Equipment & ServicesLife Sciences Tools & Services Bull NYSEbiotechnology, Equity, growth, healthcare, Life Sciences Tools, Pharmaceutical Services, Research Instrumentation
Dec 31, 2023Fund LettersParnassus Growth Equity FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEBiotech Tools, Cyclical, Drug Discovery, Healthcare Technology, Laboratory Equipment, life sciences, R&D Services
Dec 31, 2023Fund LettersSouthernSun SMID CapADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Floor & Décor Holdings Consumer DiscretionarySpecialty Retail Bull NYSEDirect Sourcing, Equity, hard-surface flooring, market share gains, Specialty retail, store expansion, Unit economics, Warehouse Format
Dec 31, 2023Fund LettersAristotle Core Equity FundMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertex Pharmaceuticals Health CareBiotechnology Bull NASDAQbiotechnology, cash-rich, Cystic fibrosis, Monopoly, Pain Management, pipeline, rare disease, Value
Dec 31, 2023Fund LettersAriel FundADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Royal Caribbean Group Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEConsumer Discretionary, Cruise, Cyclical, Leisure, operational excellence, Pricing power, Travel
Dec 29, 2023Fund LettersStenham Asset ManagementADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEBioprocessing, Biotech, COVID, FDA Approvals, healthcare, life sciences, pharmaceuticals
Nov 8, 2023Fund LettersJackson Peak CapitalMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertiv Holdings Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAI infrastructure, Bull, Cooling Solutions, data centers, Equity, technology infrastructure, thermal management
Nov 8, 2023Fund LettersJackson Peak CapitalMELI|NFLX|ORCL|TCOM|VRTX|YUMC Vertiv Holdings Information TechnologyElectronic Equipment, Instruments & Components Bull NYSEAI infrastructure, Cooling Solutions, data centers, Equity, technology hardware, thermal management

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