Space
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 |
Carillon Eagle Small Cap Growth Fund Eric Mintz
|
View | AI, Healthcare, Onshoring, Space | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology |