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Aerospace
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 27, 2026 |
Antero Peak Group Christopher Smith
|
View | AI, Semiconductors, Energy Transition, Capital Markets, Data Centers, Aerospace | AAPL, ADI, AXON, CAT, COF, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RYCEY, SHOP, SMNEY, TSM, WELL, WFC | aerospace, AI, Capital markets, Data centers, energy, productivity, ROIC, semiconductors |
| 2025 Q4 | Mar 6, 2026 |
Polen Capital – U.S. SMID Company Growth Rayna Lesser Hannaway
|
View | AI, Electrification, Biotechnology, Aerospace | BE, CORT, FSLR, NTNX, NVDA, RKLB, WDC | aerospace, AI, Biotechnology, Electrification, growth, innovation, SMID Cap |