Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundDXCM Dexcom Health CareHealth Care Equipment & Supplies Bear NASDAQChannel Strategy, Continuous Glucose Monitoring, Diabetes, Healthcare Technology, market share, Medical devices, Regulatory Approval, Sales Force
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundWAB Wabtec IndustrialsIndustrial Machinery Bull NYSEDigital Solutions, Freight Rail, Industrial Equipment, Locomotives, Modernization, rail industry, Transit Systems, Transportation
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundFICO Fair Isaac Corp Information TechnologyApplication Software Bull NYSEcredit scoring, Data Management, Decision Analytics, financial services, Interest rates, Mortgage Activity, Predictive analytics, Software
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundVST Vistra UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEArtificial Intelligence, data centers, electricity demand, Independent Power Producer, Power generation, Power Purchase Agreements, Technology Companies, utilities
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundAXON Axon Enterprise IndustrialsAerospace & Defense Bull NASDAQArtificial Intelligence, Body Cameras, Drones, law enforcement, Public safety, Software, TASER, Technology Solutions
Sep 30, 2024Fund LettersCarillon Eagle Mid Cap Growth FundGEV GE Vernova IndustrialsElectrical Equipment Bull NYSEelectrical equipment, energy transition, Gas turbines, Industrial Equipment, infrastructure, Power generation, spin-off, utilities
Sep 30, 2024Fund LettersMairs & Power - Growth FundKHC Kraft Heinz Consumer StaplesPackaged Foods & Meats Bull NASDAQconsumer staples, dividend yield, Free Cash Flow, Iconic Brands, Operational Transformation, Packaged Foods, turnaround, Value
Sep 30, 2024Fund LettersMairs & Power - Growth FundTTC Toro Company IndustrialsMachinery Bull NYSECyclical, Equipment Manufacturing, Golf, housing market, infrastructure, Landscaping, machinery, Underground Drilling
Sep 30, 2024Fund LettersMairs & Power - Growth FundUNH UnitedHealth Group Health CareHealth Care Services Bull NYSEArtificial Intelligence, defensive, Healthcare services, large-cap, managed care, operational efficiency, Technology Transformation
Sep 30, 2024Fund LettersMeridian Contrarian FundTHC Tenet Healthcare Corp. Health CareHealth Care Providers & Services Bull NYSEAmbulatory surgery centers, healthcare, Healthcare services, Hospital Operator, Outpatient Surgery, Patient Growth, portfolio optimization, Strategic Transformation
Sep 30, 2024Fund LettersMeridian Contrarian FundCACI CACI International Inc. Information TechnologyIT Services Bull NYSEDefense Modernization, defense technology, essential services, government contracts, Government IT, IT infrastructure, Mission-Critical, Stable Growth
Sep 30, 2024Fund LettersMeridian Contrarian FundKRNT Kornit Digital Ltd. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQApparel, Digital Conversion, Digital printing, Energy Efficient, net cash, strong balance sheet, Sustainable Manufacturing, Textile Technology, turnaround
Sep 30, 2024Fund LettersMeridian Contrarian FundCARS Cars.com, Inc. Communication ServicesInteractive Media & Services Bull NYSEattractive valuation, automotive, Dealer Solutions, Digital Marketplace, Digital transformation, e-commerce, earnings growth, Marketing Solutions, Used Vehicles
Sep 30, 2024Fund LettersMeridian Contrarian FundBOWL Bowlero Corp. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSEArcade, Bowling Centers, Consumer Discretionary, consumer environment, entertainment, Family Entertainment, food and beverage, growth strategy, North America
Sep 30, 2024Fund LettersMeridian Contrarian FundNVTS Navitas Semiconductor Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQCyclical, energy efficiency, EV, GaN Technology, Mobile, power electronics, semiconductors, Solar, strong balance sheet, technology leadership
Sep 30, 2024Fund LettersMeridian Growth FundCOO The Cooper Companies, Inc. Health CareHealth Care Equipment Bull NYSEContact lenses, market share gains, Medical devices, medical technology, Reproductive Health, Vision Care, women's health
Sep 30, 2024Fund LettersMeridian Growth FundSMAR Smartsheet Inc. Information TechnologyApplication Software Bull NYSEEnterprise software, Private Equity Target, productivity tools, Project Management, recurring revenue, SaaS, Work Management Software
Sep 30, 2024Fund LettersMeridian Growth FundDOCS Doximity, Inc. Communication ServicesInteractive Media & Services Bull NYSEdigital platform, Healthcare Professionals, Healthcare Technology, Pharmaceutical Advertising, Professional Network, SaaS, telemedicine
Sep 30, 2024Fund LettersMeridian Growth FundGFS GlobalFoundries Inc. Information TechnologySemiconductors Bull NASDAQAutomotive Semiconductors, contract manufacturing, Cyclical Recovery, Geopolitical Diversification, Industrial Semiconductors, semiconductor foundry
Sep 30, 2024Fund LettersMeridian Growth FundZD Ziff Davis, Inc. Communication ServicesInteractive Media & Services Bull NASDAQB2B Advertising, cloud services, digital media, internet services, Media Acquisition, Subscription Business, Technology Media

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