Space

Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Feb 4, 2026 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