Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQArtificial Intelligence, consumer electronics, iPhone, Mobile Technology, recurring revenue, services
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, Artificial Intelligence, Cloud computing, growth, Search, Value, YouTube
Jun 30, 2024Fund LettersRiverPark Long/Short Opportunity FundNVDA NVIDIA Corp. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQArtificial Intelligence, data center, Gaming, Gpu, growth, semiconductors, technology
Jun 30, 2024Fund LettersInvesco Small Cap Value FundEPAM EPAM Systems Inc Information TechnologyIT Consulting & Other Services Bull NYSEcash generation, Digital Platform Engineering, Guidance cut, Software Development, Technology Services, Value
Jun 30, 2024Fund LettersInvesco Small Cap Value FundDAVA Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEArtificial Intelligence, Cloud software, Cyclical, Digitization, IT services, Technology Consulting, UK
Jun 30, 2024Fund LettersInvesco Small Cap Value FundGL Globe Life Inc FinancialsLife & Health Insurance Bull NYSEcontrarian, Insurance, life insurance, recovery, Regulatory Overhang, Supplemental Health, Value
Jun 30, 2024Fund LettersRobotti Value InvestorsIFP.TO Interfor Corporation MaterialsForest Products Bull TSXCyclical, Forest Products, Housing, Lumber, materials, North America, Replacement Cost, Sawmills, turnaround, Value
Jun 30, 2024Fund LettersRobotti Value InvestorsMT ArcelorMittal S.A. MaterialsSteel Bull NYSEcontrarian, Eaf, Electric Arc Furnace, Environmental Technology, Global, Industrial, materials, Steel, Ugly Duckling, Value
Jun 30, 2024Fund LettersRS Large Cap Val StrategyCPAY Corpay Inc. Information TechnologyData Processing & Outsourced Services Bull NYSEAcquisitions, capital allocation, cash flow generation, Corporate-payments, Fleet Management, founder-led, Payments, ROIC
Jun 30, 2024Fund LettersRS Large Cap Val StrategyTEVA Teva Pharmaceutical Industries Ltd. Health CarePharmaceuticals Bull NYSEBiosimilars, Clinical trials, Generic Drugs, Leverage reduction, pharmaceuticals, Specialty medicines, turnaround, Value
Jun 30, 2024Fund LettersNewBridge Large Cap Growth EquityVRT Vertiv Holdings Co. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEAI infrastructure, Cooling Technology, data centers, digital infrastructure, GPU computing, market leadership, Power management, technology hardware
Jun 30, 2024Fund LettersNewBridge Large Cap Growth EquityTT Trane Technologies plc IndustrialsBuilding Products Bull NYSEClimate Solutions, Commercial Buildings, data centers, energy efficiency, HVAC systems, Industrials, Operational Leverage, Sustainability
Jun 30, 2024Fund LettersNewBridge Large Cap Growth EquityCELH Celsius Holdings, Inc. Consumer StaplesSoft Drinks Bull NASDAQconsumer staples, Distribution Partnership, Energy drinks, Functional Beverages, health and wellness, Lifestyle Brand, market share gains, product innovation
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundINTC Intel Corporation Information TechnologySemiconductors & Semiconductor Equipment Neutral NASDAQAI products, Cyclical Recovery, margin compression, PC Demand, semiconductors, Strategic Transformation
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundCRM Salesforce, Inc. Information TechnologySoftware Neutral NYSEAI integration, cloud, CRM, Digital Assets, enterprise spending, Sales cycles, Software
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI revenue, Cloud Demand, Enterprise Recovery, market share gains, product launch, semiconductors
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI integration, consumer electronics, Ecosystem, Hardware refresh, OpenAI partnership, Product cycle
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, infrastructure, Long-term holding, Revenue Growth, Secular Trend, semiconductors
Jun 30, 2024Fund LettersColumbia Global Technology Growth FundNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Gpu, Hardware, market leadership, Product cycle, semiconductors, Software Ecosystem
Jun 30, 2024Fund LettersRowan Street CapitalSHOP Shopify Information TechnologyApplication Software Bull NYSEdigital commerce, E-commerce Platform, growth, Merchant Solutions, online retail, SaaS, technology

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