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Infrastructure
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Harding Loevner Global Equity Peter Baughan
|
View | Healthcare, Diversification, Infrastructure | ACN, GOOG, ORCL, TSM | Artificial Intelligence, diversification, healthcare, technology, valuation |
| 2025 Q3 | Oct 15, 2025 |
Royce Investment Partners Small Cap Francis Gannon
|
View | Small Caps, Infrastructure, Industrial Recovery | - | Artificial Intelligence, industrials, Manufacturing, reindustrialization, small caps |
| 2025 Q3 | Oct 14, 2025 |
Ithaka US Growth Strategy Scott O'Gorman
|
View | Infrastructure | CMG, HOOD, ISRG, NOW, NVDA, SHOP | Artificial Intelligence, infrastructure, monetary policy, technology, valuation |
| 2025 Q3 | Oct 14, 2025 |
Parnassus Growth Equity Fund Andrew Choi
|
View | Healthcare Innovation, Infrastructure, Semiconductor Growth | AAPL, APPF, ASML, BRO, CMG, CRM, DE, GOOG, INSM, INTU, MELI, PODD, SARP, TSM | Artificial Intelligence, growth, healthcare, inflation, semiconductors |
| 2025 Q3 | Oct 14, 2025 |
HORAN Capital Advisors David I. Templeton
|
View | Infrastructure | - | Artificial Intelligence, Data centers, Electricity, fiscal stimulus, Rate Cuts |
| 2025 Q3 | Oct 14, 2025 |
Driehaus Micro Cap Growth Strategy Jeffrey James
|
View | Infrastructure, Utilities Capex, Small Cap Earnings | - | Artificial Intelligence, Capex, industrials, small caps, Utilities |
| 2025 Q3 | Oct 14, 2025 |
Alger Small Cap Focus Fund Amy Zhang
|
View | Cloud Computing, Infrastructure, Construction | NBIS, PTLO, TLN, TPC, WING | Artificial Intelligence, Cloud, Construction, Data centers, infrastructure |
| 2025 Q3 | Dec 31, 2025 |
AMG Frontier Small Cap Growth Fund James A.Colgan
|
View | Growth, Infrastructure, Small Cap Recovery | ALGT, CGNX, COHR, EOLS, INSP, LTH, MAT, RARE, RNST, SIMO, U | AI Infrastructure, earnings recovery, Interest Rate Sensitivity, Semiconductor Exposure, Small Cap Growth |
| 2024 Q2 | Aug 7, 2024 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | Private Equity, Infrastructure, Operational Alpha | - | AI Infrastructure, Data centers, Operational Alpha, private equity, Scale Investing |