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AI Exposure
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 |
RIT Capital Ron Tabbouche
|
View | Diversification, Private Equity, AI Exposure | - | Artificial Intelligence, Biotech, diversification, gold, private equity |
| 2025 Q3 | Oct 14, 2025 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | Small Caps, AI Exposure, U.S. Growth | AGI CN, CIEN, COLB, HAE, HGV, JHX, MTSI, PNW, PRMB, SCI, WTRG | Artificial Intelligence, M&A, Manufacturing, small caps, Utilities |