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AI Capex
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Driehaus Small/Mid Cap Growth Fund Jeffrey James
|
View | Utilities, AI Capex, Industrial Growth | - | Artificial Intelligence, Capex, energy, industrials, Utilities |
| 2025 Q3 | Oct 14, 2025 |
Aristotle Value Equity Fund Howard Gleicher
|
View | Value Investing, AI Capex | AMP, CTVA, MLM, SNPS, WFC, XEL | Artificial Intelligence, financials, Quality, Trade, value |
| 2025 Q3 | Oct 14, 2025 |
Driehaus Small Cap Growth Fund Jeffrey James
|
View | AI Capex, Small Cap Recovery | - | Artificial Intelligence, Capex, healthcare, industrials, small caps |