Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersCrossroads CapitalVTY.L Vistry Group PLC Consumer DiscretionaryHomebuilding Bull London Stock Exchangeaffordable housing, Capital-light, government contracts, homebuilding, Partnerships, transformation, UK, Value
Sep 30, 2024Fund LettersCrossroads CapitalNTDOY Nintendo Co., Ltd. Communication ServicesInteractive Media & Services Bull OTCConsole, digital sales, Ecosystem, entertainment, Gaming, IP monetization, Japan, Movies, theme parks
Sep 30, 2024Fund LettersMiller Howard Investments Income-Equity StrategiesETR Entergy Corporation UtilitiesElectric Utilities Bull NYSEElectric Utilities, Equity, Gulf Coast, Industrial Investment, regulated utility, Southeast
Sep 30, 2024Fund LettersTHB Asset ManagementRBBN Ribbon Communications, Inc. Information TechnologyCommunications Equipment Bull NASDAQ5G infrastructure, Communications Equipment, Data Center Interconnect, Fiber Optics, Network Transformation, optical networking, service providers, telecommunications
Sep 30, 2024Fund LettersInvesco Small Cap Value FundQDEL QuidelOrtho Health Care Equipment & ServicesHealth Care Equipment Bull NASDAQCEO transition, diagnostics, healthcare, Medical devices, operational efficiency, turnaround, Value
Sep 30, 2024Fund LettersInvesco Small Cap Value FundRMBS Rambus Technology Hardware & EquipmentSemiconductors Bull NASDAQAI, Artificial Intelligence, Cyclical, Global, memory chips, semiconductors, technology, Value
Sep 30, 2024Fund LettersInvesco Small Cap Value FundBECN Beacon Roofing Supply Capital GoodsTrading Companies & Distributors Bull NASDAQBuilding Products, construction, Distributor, North America, Roofing, Value, Weather Impact
Sep 30, 2024Fund LettersAlger Small Cap Focus FundWFRD Weatherford International plc EnergyOil & Gas Equipment & Services Bull NASDAQcash flow generation, Drilling Technology, energy technology, International Energy, Offshore, oilfield services, shareholder returns
Sep 30, 2024Fund LettersAlger Small Cap Focus FundATEC Alphatec Holdings, Inc. Health CareHealth Care Equipment Bear NASDAQcapital-intensive, cash burn, Healthcare Equipment, market share gains, Medical devices, Spine Technology, Surgical Technology
Sep 30, 2024Fund LettersAlger Small Cap Focus FundPRO PROS Holdings, Inc. Information TechnologyApplication Software Neutral NYSEAI-enabled, B2B Commerce, CPQ Software, Price Optimization, Revenue Management, Travel Technology, Vertical SaaS
Sep 30, 2024Fund LettersAlger Small Cap Focus FundMOD Modine Manufacturing Company IndustrialsIndustrial Machinery Bull NYSEdata centers, Electrification, Emissions Regulations, high-performance computing, HVAC, Industrial technology, thermal management
Sep 30, 2024Fund LettersAlger Small Cap Focus FundQTWO Q2 Holdings, Inc. Information TechnologyApplication Software Bull NYSECloud software, digital banking, financial technology, Fintech, regional banks, SaaS, subscription revenue
Sep 30, 2024Fund LettersAlger Small Cap Focus FundCDNA CareDx, Inc. Health CareLife Sciences Tools & Services Bull NASDAQCMS Coverage, diagnostics, Healthcare Technology, laboratory services, Precision-medicine, Reimbursement, Transplant
Sep 30, 2024Fund LettersAlger Spectra FundPINS Pinterest Inc Communication ServicesInteractive Media & Services Bull NYSEArtificial Intelligence, digital advertising, e-commerce, platform, SMB, social media, Visual Discovery
Sep 30, 2024Fund LettersAlger Spectra FundGOOGL Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, autonomous driving, Cloud computing, digital advertising, search engine, technology, YouTube
Sep 30, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, Digital transformation, Enterprise software, productivity software, technology
Sep 30, 2024Fund LettersAlger Spectra FundMELI MercadoLibre Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQdigital payments, e-commerce, Emerging markets, Fintech, growth, Latin America, marketplace, network effects
Sep 30, 2024Fund LettersAlger Spectra FundMETA Meta Platforms Inc Communication ServicesInteractive Media & Services Bull NASDAQArtificial Intelligence, digital advertising, Global Platform, social media, technology, user engagement, Video Content
Sep 30, 2024Fund LettersAlger Spectra FundAPP AppLovin Corp Communication ServicesInteractive Media & Services Bull NASDAQadvertising technology, Artificial Intelligence, Data Analytics, digital platform, growth, Mobile Gaming, network effects, SaaS
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundPRO PROS Holdings, Inc. Information TechnologyApplication Software Neutral NYSEAI-enabled, B2B Commerce, CPQ, Pricing Optimization, Revenue Management, Rule of 40, SaaS, travel industry

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