Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 31, 2026Fund LettersHood River Capital - International Opportunity FundZDC.TO Zedcor Inc. OtherCommercial Services & Supplies Bull New York Stock ExchangeAI technology, Canada, construction, Equipment Rental, fleet-expansion, infrastructure, Mobile Security, operating leverage, retail, US Expansion
Mar 31, 2026Fund LettersTactile FundRBT.PA Robertet SA ChemicalsSpecialty Chemicals Bull Euronext Stock Exchangeconsumer staples, Cosmetics, family-controlled, france, Luxury goods, Natural-ingredients, Non-Voting Shares, Perfumery, specialty chemicals, vertical integration
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueHON Honeywell International Inc ConglomeratesIndustrial Conglomerates Bull NASDAQAerospace, Automation, Corporate Transformation, industrial conglomerate, Quantum Computing
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueBKNG Booking Holdings Inc Travel ServicesHotels, Restaurants & Leisure Bull NASDAQConsumer Discretionary, network effects, Online Travel, platform, Travel Booking
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueTMUS T-Mobile US Inc Telecom ServicesWireless Telecommunication Services Bull NASDAQessential services, Network Quality, recurring revenue, telecommunications, Wireless
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueAXP American Express Company Credit ServicesConsumer Finance Bull New York Stock Exchangeconsumer finance, Credit Underwriting, High quality, Payments, premium cards
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueCOF Capital One Financial Corporation Credit ServicesConsumer Finance Bull New York Stock Exchangebanking, consumer finance, credit cards, Cyclical, financial services
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueMSFT Microsoft Corporation Software - InfrastructureSystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, SaaS, Software
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueJNJ Johnson & Johnson Drug Manufacturers - GeneralPharmaceuticals Bull New York Stock Exchangecancer treatment, healthcare, Inflammation, Patent cliff, pharmaceuticals
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueDE Deere & Company Farm & Heavy Construction MachineryAgricultural & Farm Machinery Bull New York Stock ExchangeAgricultural Equipment, Construction Equipment, Cyclical Recovery, heavy machinery, manufacturing
Mar 31, 2026Fund LettersClearBridge Investments Large Cap ValueXPO XPO Logistics TruckingGround Transportation Bull New York Stock ExchangeIndustrials, Logistics, Ltl, manufacturing, Transportation
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthANET Arista Networks, Inc. Computer HardwareCommunications Equipment Bull New York Stock Exchangecloud infrastructure, data centers, enterprise, hyperscale, networking equipment, Switches
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthROG.SW Roche Holding AG Drug Manufacturers - GeneralPharmaceuticals Bull Swiss ExchangeBiotech, multiple sclerosis, Oncology, pharmaceuticals, pipeline, Switzerland
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthFCX Freeport-McMoRan Inc. CopperMetals & Mining Bull New York Stock ExchangeCommodities, copper mining, Electrification, Industrial Activity, materials, Mining
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthTSM Taiwan Semiconductor Manufacturing Company Limited SemiconductorsSemiconductors & Semiconductor Equipment Bull New York Stock ExchangeAdvanced Chips, AI, contract manufacturing, Foundry, semiconductors, Taiwan
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthASML ASML Holding N.V. Semiconductor Equipment & MaterialsSemiconductors & Semiconductor Equipment Bull NASDAQAI infrastructure, Equipment, EUV lithography, Netherlands, semiconductors, technology
Mar 31, 2026Fund LettersClearBridge Investments All Cap GrowthAPPL AppLovin Corporation OtherInteractive Media & Services Bull NASDAQAd Tech, AI, Gaming, Mobile Advertising, monetization, software platform
Mar 31, 2026Fund LettersOld West Investment ManagementTMQ Trilogy Metals Inc. Other Industrial Metals & MiningMetals & Mining Bull New York Stock ExchangeAI infrastructure, Alaska, copper mining, Development Project, Electrification, government investment, Metal Exploration, Strategic Metals, supply constraints
Mar 31, 2026Fund LettersOld West Investment ManagementSSNC SS&C Technologies Holdings Software - ApplicationSoftware Bull NASDAQfinancial services, financial technology, Fund Administration, Hedge funds, Multiple compression, private equity, Software, Transfer Agency
Mar 31, 2026Fund LettersOld West Investment ManagementBRKR Bruker Biosciences Corp. Medical DevicesLife Sciences Tools & Services Bull NASDAQAI infrastructure, life sciences, Mass Spectrometry, Microscopy, Nanotechnology, Physical Sensors, Research Tools, scientific instruments

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