Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersMeridian Growth FundOKTA Okta, Inc. Information TechnologySystems Software Bull NASDAQaccess management, Authentication, cybersecurity, Enterprise software, Identity & Software, SaaS, technology
Sep 30, 2024Fund LettersMeridian Hedged Equity FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQadvertising, AWS, Cloud computing, e-commerce, enterprise spending, Free Cash Flow, long-term growth, marketplace, Retail Margins, Satellite Broadband
Sep 30, 2024Fund LettersMeridian Hedged Equity FundMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull NYSEasset value, BetMGM, Casinos, entertainment, Formula One, Gaming, hospitality, Las Vegas, Macau, Online-Gaming, Real Estate
Sep 30, 2024Fund LettersMeridian Hedged Equity FundPGNY Progyny, Inc. Health CareHealth Care Services Bear NASDAQClient Loss, competitive pressures, Egg Freezing, Employer Benefits, exit, Fertility Benefits, Health Care Services, IVF
Sep 30, 2024Fund LettersMeridian Hedged Equity FundYOU Clear Secure, Inc. Information TechnologyApplication Software Bull NYSEAirport Security, Biometrics, financial services, healthcare, hospitality, Identity Verification, membership growth, Platform Technology, Pricing power, Travel Recovery, TSA PreCheck
Sep 30, 2024Fund LettersMeridian Hedged Equity FundSBH Sally Beauty Holdings, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEbeauty products, Consumer Discretionary, Customer Acquisition, DIY Care, Free Cash Flow, Performance Marketing, Professional Beauty, Specialty retail, Value
Sep 30, 2024Fund LettersMeridian Hedged Equity FundVST Vistra Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEdata centers, Electric Vehicles, Energy Markets, manufacturing, Midwest, natural gas, Nuclear, Power generation, share repurchases, Texas, utilities
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundTPB Turning Point Brands, Inc. Consumer StaplesTobacco Bull NYSE$5 Billion Market, Alternative Smoking, Consumer products, market share gains, Nicotine pouches, Tobacco Alternatives, Tobacco-free Category, Triple-digit Growth
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundEVRI Everi Holdings, Inc. Consumer DiscretionaryHotels, Restaurants & Leisure Bull NYSE56% Premium, Cash Access, Compliance Services, Fintech, Gaming Technology, Hardware Manufacturing, Loyalty Programs, private equity acquisition
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundBYRN Byrna Technologies, Inc. IndustrialsAerospace & Defense Bull NASDAQAdvertising Strategy, Amazon, e-commerce, law enforcement, No Background Checks, Non-lethal Defense, Revenue Growth, Self-defense Solutions
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundVICI Vivid Seats, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAdvertising Market, Competitive pressure, entertainment, live events, online marketplace, Private Equity Overhang, Revenue Growth, Ticket Reseller
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundLZ LegalZoom.com Inc. Communication ServicesInteractive Media & Services Neutral NASDAQattractive valuation, Compliance Services, Leadership Change, Legal Services, Online Platform, small business, Tax Services, Wait-and-See
Sep 30, 2024Fund LettersMeridian Small Cap Growth FundSTRI Stoneridge, Inc. Consumer DiscretionaryAutomobile Components Bull NASDAQAutomotive Components, commercial vehicles, Electronic Safety Systems, Free Cash Flow, Fuel Economy, Insurance Savings, margin expansion, MirrorEye Technology
Sep 30, 2024Fund LettersNZS Capital - GrowthPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull NYSEAuto Insurance, combined ratio, Data Analytics, Digital Disruption, market share gains, risk assessment, technology, Telematics
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 LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI revolution, Artificial Intelligence, capital allocation, custom chips, market dominance, Networking Infrastructure, semiconductors
Sep 30, 2024Fund LettersColumbia Global Technology Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, Fast Follower Strategy, Hardware Refresh Cycle, Product Ecosystem, Smartphones, technology integration
Sep 30, 2024Fund LettersAlluvium Global FundLMT Lockheed Martin Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, Contractor, Defense, Defense spending, geopolitical, government contracts
Sep 30, 2024Fund LettersAlluvium Global FundV Visa Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEasset-light, digital payments, e-commerce, Emerging markets, Fintech, Global, Mobile payments, network effects, Payments, recurring revenue
Sep 30, 2024Fund LettersCrossroads CapitalMGNI Magnite, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadtech, Connected tv, digital advertising, Google Antitrust, Netflix, programmatic advertising, SSP, Streaming

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