Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Apr 29, 2026Fund LettersAlger Small Cap Focus FundCGNX Cognex Corporation Scientific & Technical InstrumentsElectronic Equipment, Instruments & Components Bull NASDAQArtificial Intelligence, Automation, Logistics, Machine vision, manufacturing, recurring revenue, semiconductors, turnaround
Apr 29, 2026Fund LettersAlger Small Cap Focus FundNBIS Nebius Group Internet Content & InformationIT Services Bull NASDAQArtificial Intelligence, Cloud computing, data centers, Gpu, high-performance computing, infrastructure, machine learning, vertical integration
Apr 29, 2026Fund LettersAlger Small Cap Focus FundRBC RBC Bearings Incorporated Tools & AccessoriesIndustrial Machinery Bull NASDAQAerospace, Bearings, competitive moat, Cyclical Recovery, Defense, Free Cash Flow, industrial machinery, manufacturing
Apr 29, 2026Fund LettersAlger Spectra FundNVDA NVIDIA Corporation SemiconductorsSemiconductors & Semiconductor Equipment Bull NASDAQAccelerated Computing, AI infrastructure, AI training, cloud infrastructure, data centers, Graphics Processing Units, market leadership, semiconductors
Apr 29, 2026Fund LettersAlger Spectra FundAPP AppLovin Corp. Advertising AgenciesInteractive Media & Services Bull NASDAQAI-Powered Platform, Data Analytics, Demand Side Platform, e-commerce expansion, Mobile Advertising, Mobile Gaming, network effects, user acquisition
Apr 29, 2026Fund LettersAlger Spectra FundMSFT Microsoft Corporation Software - InfrastructureSoftware Bull NASDAQAzure, Cloud computing, contract backlog, Digital transformation, Enterprise software, generative AI, GPU capacity, operating leverage
Apr 29, 2026Fund LettersAlger Spectra FundNBIS Nebius Group Internet Content & InformationIT Services Bull NASDAQAI infrastructure, data centers, GPU Cloud Computing, high-performance computing, Hyperscaler Agreements, machine learning, operating leverage, vertical integration
Apr 29, 2026Fund LettersAlger Spectra FundWDC Western Digital Corporation Computer HardwareTechnology Hardware, Storage & Peripherals Bull NASDAQAI infrastructure, areal density, Cloud computing, data storage, Hard Disk Drives, hyperscalers, industry consolidation, long-term contracts
Apr 29, 2026Fund LettersAlger Spectra FundGEV GE Vernova Inc. Specialty Industrial MachineryElectrical Equipment Bull New York Stock ExchangeAI data centers, Electrification, energy infrastructure, energy transition, Gas turbines, Power generation, Services Business, Wind Energy
Apr 29, 2026Fund LettersMairs & Power - Balanced FundWM Waste Management Waste ManagementEnvironmental & Facilities Services Bull New York Stock Exchangedefensive, environmental services, Industrials, infrastructure, Landfills, Recycling, waste management
Apr 29, 2026Fund LettersMairs & Power - Balanced FundPANW Palo Alto Networks Software - InfrastructureSystems Software Bull NASDAQAI, cybersecurity, Enterprise security, growth, Information Security, Software, technology
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund1211.HK BYD Company Ltd Auto ManufacturersAutomobiles Bull New York Stock ExchangeAdvanced Packaging, China, Electric Vehicles, Lithium, Semiconductor assembly, supply chain, technology infrastructure, vertical integration
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund- KIWOOM Securities Co Ltd Capital MarketsInvestment Banking & Brokerage Bull New York Stock Exchangeearnings growth, financial services, investment banking, Revenue Growth, securities brokerage, South Korea, wealth management
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund2360.TW Chroma ATE Inc Scientific & Technical InstrumentsElectronic Equipment & Instruments Bull New York Stock ExchangeAdvanced Node, AI Testing, Capital equipment, Precision Instruments, Semiconductor Capex, Semiconductor Testing, Taiwan Technology
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund005930.KS Samsung Electronics Co Ltd Consumer ElectronicsSemiconductors Bull New York Stock ExchangeAI infrastructure, DRAM, hyperscaler, memory semiconductors, Nand, Pricing power, Semiconductor Cycle, South Korea
Apr 29, 2026Fund LettersAmerican Century Emerging Markets Fund3037.TW Unimicron Technology Corp Electronic ComponentsElectronic Components Bull New York Stock ExchangeAdvanced Manufacturing, AI infrastructure, Electronic Components, high-performance computing, PCB, Semiconductor Packaging, Taiwan Technology
Apr 29, 2026Fund LettersMinot Light Capital PartnersICCC ImmuCell BiotechnologyPharmaceuticals Bull NASDAQAnimal Health, capacity expansion, Corporate Governance, Management Change, market share gains, Micro-cap, turnaround, Veterinary Products
Apr 29, 2026Fund LettersMinot Light Capital PartnersBOBS Bob's Discount Furniture Specialty RetailSpecialty Retail Bull NASDAQConsumer Discretionary, contrarian, furniture retailer, housing market, IPO, market share gains, strong balance sheet, Unit growth
Apr 29, 2026Fund LettersAmerican Century International Growth FundBNP.PA BNP Paribas SA Banks - RegionalDiversified Banks Bull Euronext Stock Exchangebanking, Capital Base, European banks, france, Interest rates, net interest income, profitability, valuation
Apr 29, 2026Fund LettersAmerican Century International Growth FundENI.MI Eni SpA Oil & Gas IntegratedIntegrated Oil & Gas Bull Borsa IstanbulCapital-light, Downstream Integration, energy, European Gas, Free Cash Flow, geopolitical, Oil & Gas, Upstream

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