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AI Adoption
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
|
View | Value Investing, AI Adoption, Software | FI, GOOG, MEDP | Artificial Intelligence, Cloud, Enterprise, software, value |
| 2025 Q3 | Oct 13, 2025 |
The Baird Chautauqua International Growth Fund Jesse Flores
|
View | Emerging markets, Growth, AI Adoption | 6160 HK, ADYEN NA, BABA, CSU, GMAB, TCS IN | Artificial Intelligence, emerging markets, Global Growth, healthcare, valuation |
| 2025 Q2 | Jul 21, 2025 |
Touchstone Sands Capital International Growth Equity Fund Frank M. Sands
|
View | AI Adoption, Innovation Leaders, Secular Growth | 6273 JP, EVD GR, GALD SW, HEXAB SS, IMCD NA, LONN SW, MELI, ONON, PME AU, SE, SPOT, TSM, WEB SS | AI, Cloud, growth, Platforms |