Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundPGNY Progyny, Inc. Health CareHealth Care Services Bull NASDAQClinical Outcomes, Employer Benefits, Fertility Benefits, Healthcare services, IVF, Provider Network, Reproductive Health
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundMEG Montrose Environmental Group Inc. IndustrialsEnvironmental & Facilities Services Bull NYSEAssessment, Chevron Doctrine, Consulting, environmental services, regulatory compliance, Remediation, State Regulators
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundSTEP StepStone Group Inc. FinancialsAsset Management & Custody Banks Bull NASDAQadvisory services, asset management, Carried interest, Customized Solutions, Fundraising, Institutional Clients, Private markets
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundNTRA Natera, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Cell-free DNA, Genetic Testing, liquid biopsy, NIPT, Oncology, Reproductive Health, Transplant Monitoring
Sep 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundHLNE Hamilton Lane Incorporated FinancialsAsset Management & Custody Banks Bull NASDAQadvisory services, alternative investments, asset management, Incentive Fees, Institutional Clients, Private markets
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundCDNS Cadence Design Systems, Inc. Information TechnologySoftware Bull NASDAQAI-driven systems, chip design, electronic design automation, R&D spending, semiconductor IP, Software Tools, Systems-on-Chip, wallet share
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundMU Micron Technology, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI workloads, Cloud computing, data centers, DRAM, High-Bandwidth Memory, Memory Solutions, Nand, semiconductors
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundPINS Pinterest, Inc. Communication ServicesInteractive Media & Services Bull NYSEAd Stack, AI-Driven Tools, Content Visibility, e-commerce, Platform Optimization, SMB Advertising, social media, Visual Discovery
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQadtech, AI-powered, Data Analytics, Demand Side Platform, Mobile Gaming, network effects, Software Revenue, user acquisition
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundCEG Constellation Energy Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull NASDAQAI workloads, Baseload Power, clean energy, data centers, Electrification, Independent Power Producer, Microsoft Agreement, Nuclear Power
Sep 30, 2024Fund LettersAlger Mid Cap Focus FundHEI HEICO Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, Aftermarket Parts, Commercial Aviation, Defense, FAA Approved, Fleet Aging, manufacturing, Oem
Sep 30, 2024Fund LettersAristotle Core Equity FundEL Estée Lauder Consumer StaplesPersonal Care Products Bear NYSEChinese Consumers, Cost Reduction, Management Transition, Premium Beauty, Travel Retail, Volume Recovery
Sep 30, 2024Fund LettersAristotle Core Equity FundHAL Halliburton EnergyOil & Gas Equipment & Services Bull NYSECyclical Recovery, industry consolidation, natural gas, North America, offshore drilling, oilfield services
Sep 30, 2024Fund LettersAristotle Core Equity FundICE Intercontinental Exchange FinancialsFinancial Exchanges & Data Bull NYSEdata centers, Energy Futures, Financial Exchanges, Interest Rate Derivatives, Mortgage Technology, trading volumes
Sep 30, 2024Fund LettersAristotle Core Equity FundTT Trane Technologies IndustrialsBuilding Products Bull NYSEClimate Solutions, Commercial Buildings, data centers, energy efficiency, HVAC, Residential Recovery
Sep 30, 2024Fund LettersAristotle Core Equity FundAMAT Applied Materials Information TechnologySemiconductor Equipment Bull NASDAQAI infrastructure, China Trade Restrictions, NAND Manufacturing, secular growth, semiconductor equipment, technology
Sep 30, 2024Fund LettersMar Vista Global Equity FundMCHP Microchip Technology Information TechnologySemiconductors Bull NASDAQAnalog Components, automotive, Cyclical, Industrial, Inventory Correction, Microcontrollers, semiconductors
Sep 30, 2024Fund LettersMar Vista Global Equity FundMSFT Microsoft Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Cloud computing, Digital transformation, Enterprise software, platform, productivity tools, SaaS
Sep 30, 2024Fund LettersMar Vista Global Equity FundGOOGL Alphabet Communication ServicesInteractive Media & Services Bull NASDAQantitrust, Artificial Intelligence, Cloud computing, Regulatory risk, search engine, technology, Video Platform
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

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