Pitch Keyword: hyperscalers

Brown Advisors Global Leaders Strategy MRVL

Bull thesis on Marvell Technology Inc from Brown Advisors Global Leaders Strategy

Carillon Eagle Small Cap Growth Fund RMBS

Bull thesis on Rambus from Carillon Eagle Small Cap Growth Fund

Mar Vista’s U.S. Quality Select NVDA

Bull thesis on NVIDIA Corporation from Mar Vista’s U.S. Quality Select

Mar Vista’s U.S. Quality Select AVGO

Bull thesis on Broadcom Inc. from Mar Vista’s U.S. Quality Select

Mar Vista Global Equity Fund AVGO

Bull thesis on Broadcom Inc. from Mar Vista Global Equity Fund

Mar Vista Global Equity Fund NVDA

Bull thesis on NVIDIA Corporation from Mar Vista Global Equity Fund

Mar Vista’s U.S. Quality NVDA

Bull thesis on NVIDIA from Mar Vista’s U.S. Quality

Mar Vista’s U.S. Quality AVGO

Bull thesis on Broadcom from Mar Vista’s U.S. Quality

Munro Global Growth Fund NVDA

Bull thesis on NVIDIA Corporation from Munro Global Growth Fund

Mar Vista Focus Fund AVGO

Bull thesis on Broadcom Inc. from Mar Vista Focus Fund

Mar Vista Global Equity Fund AVGO

Bull thesis on Broadcom Inc. from Mar Vista Global Equity Fund

Mar Vista Strategic Growth Fund AVGO

Bull thesis on Broadcom Inc. from Mar Vista Strategic Growth Fund

Aristotle Core Equity Fund NVDA

Bull thesis on Nvidia Corporation from Aristotle Core Equity Fund

Aristotle Atlantic Core Equity Strategy APH

Bull thesis on Amphenol from Aristotle Atlantic Core Equity Strategy

Mar Vista US Quality Select AVGO

Bull thesis on Broadcom from Mar Vista US Quality Select

Aristotle Atlantic Core Equity Strategy NVDA

Bull thesis on Nvidia from Aristotle Atlantic Core Equity Strategy

Aristotle Core Equity Fund APH

Bull thesis on Amphenol Corporation from Aristotle Core Equity Fund

Columbia Global Technology Growth Fund NVDA

Bull thesis on NVIDIA Corporation from Columbia Global Technology Growth Fund

Columbia Global Technology Growth Fund ALAB

Bull thesis on Astera Labs from Columbia Global Technology Growth Fund

Harding Loevner Emerging Markets Equity 2317.TW

Bull thesis on Hon Hai Precision Industry from Harding Loevner Emerging Markets Equity