Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersAlger Spectra FundAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data centers, Equity, Gaming, growth, semiconductors, Server CPUs
Jun 30, 2024Fund LettersAlger Spectra FundMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQArtificial Intelligence, Azure, Cloud computing, enterprise, Equity, growth, productivity software, Software
Jun 30, 2024Fund LettersAlger Spectra FundAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQArtificial Intelligence, AWS, Cloud computing, Digital transformation, e-commerce, Equity, growth
Jun 30, 2024Fund LettersAlger Spectra FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, Cloud computing, data centers, Equity, GPUs, growth, semiconductors
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundSPT Sprout Social, Inc. Information TechnologyApplication Software Bear NASDAQEnterprise software, Go-to-market, Marketing Technology, SaaS, Sales cycles, social media management, Software Spending
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundSITE SiteOne Landscape Supply, Inc. IndustrialsTrading Companies & Distributors Bear NYSECommodity Products, Hardscape Materials, Irrigation Supplies, Landscape Distribution, margin pressure, Volume Decline, Wholesale Distribution
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundPGNY Progyny, Inc. Health CareHealth Care Services Bear NASDAQBenefits Management, Fertility Benefits, Healthcare Benefits, IVF, Provider Network, Regulatory risk, Reproductive Health
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundGKOS Glaukos Corp Health CareHealth Care Equipment & Supplies Bull NYSEdrug delivery, Glaucoma Treatment, iDose Technology, iStent, Medical devices, MIGS, minimally invasive surgery, Ophthalmology
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundNTRA Natera, Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, Cell-free DNA, Genetic Testing, liquid biopsy, MRD Detection, NIPT, Oncology diagnostics, Transplant Monitoring
Jun 30, 2024Fund LettersAlger Weatherbie Specialized Growth FundSTEP StepStone Group, Inc. FinancialsAsset Management & Custody Banks Bull NASDAQalternative investments, asset management, Carried interest, Evergreen Funds, Fundraising, Institutional Clients, Private markets
Jun 30, 2024Fund LettersHarding Loevner Emerging Markets EquityICICIBANK.NS ICICI Bank FinancialsBanks Bull National Stock Exchange of IndiaBranch Network, Corporate Banking, financial services, India, Private Bank, retail banking, risk management, technology
Jun 30, 2024Fund LettersHarding Loevner Emerging Markets EquityRADL3.SA Raia Drogasil Consumer StaplesDrug Retail Bull B3 (Brazil Stock Exchange)Brazil, Demographics, Drug Retail, e-commerce, market consolidation, Omnichannel, Pharmacy Chain, Scale Advantages
Jun 30, 2024Fund LettersTHB Asset ManagementDAKT Daktronics Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQElectronic Scoreboards, LED Displays, manufacturing, margin expansion, market leader, recurring revenue, sports entertainment, Transportation
Jun 30, 2024Fund LettersMeridian Contrarian FundBEPC Brookfield Renewable Corp. UtilitiesIndependent Power and Renewable Electricity Producers Bull NYSEAI infrastructure, data centers, Global Platform, Hydroelectric, renewable energy, Solar, Wind power
Jun 30, 2024Fund LettersMeridian Contrarian FundAMSC American Superconductor Corp. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQGrid Infrastructure, IP Recovery, Naval Defense, power electronics, turnaround, Wind power
Jun 30, 2024Fund LettersMeridian Contrarian FundTHC Tenet Healthcare Corp. Health CareHealth Care Providers & Services Bull NYSEbusiness transformation, Healthcare services, high-margin, Hospital Divestiture, Outpatient Care, Surgery Centers
Jun 30, 2024Fund LettersMeridian Contrarian FundPRGO Perrigo Company plc Health CarePharmaceuticals Bull NYSEcapital allocation, Consumer Wellness, Management Turnaround, pharmaceuticals, Store Brands, Value
Jun 30, 2024Fund LettersMeridian Contrarian FundCRNC Cerence, Inc. Information TechnologyApplication Software Bear NASDAQAI technology, Automotive Software, autonomous driving, Interface Technology, market share, spinoff
Jun 30, 2024Fund LettersMeridian Contrarian FundEYE National Vision Holdings, Inc. Consumer DiscretionarySpecialty Retail Bear NASDAQHealthcare services, Optical Retailer, pandemic recovery, Specialty retail, technology implementation, turnaround
Jun 30, 2024Fund LettersMeridian Growth FundRELY Remitly Global, Inc. Software & ServicesData Processing & Outsourced Services Bull NASDAQCustomer Acquisition, Digital Financial Services, Digital Native, EBITDA growth, market share gains, money transfer, Remittance Market

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