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Automation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 30, 2026 |
Artisan Focus Fund Christopher Smith
|
View | AI, Automation, Semiconductors, Energy Transition, Data Centers, Space | AAPL, ADI, AXON, CAT, COF, ENR.DE, GE, GS, HWM, ISRG, JPM, LLY, NDAQ, NVDA, ROK, RR.L, SHOP.TO, TSM, WELL, WFC | aerospace, AI, energy, financials, growth, industrials, semiconductors, technology |
| 2025 Q4 | Jan 20, 2026 |
Madison Large Cap Fund Rich Eisinger
|
View | AI, Automation, Quality | A, ACGL, ADI, AMZN, BN, CDW, CPRT, DHR, FERG, FI, GOOGL, HON, KEYS, LOW, NKE, PCAR, PGR, PH, TXN, WDAY | AI, Automation, financials, industrials, large cap, Quality, technology, value |
| 2025 Q4 | Feb 4, 2026 |
Aristotle/Saul Global Equity Fund Howard Gleicher
|
View | AI, Automation, Trade Policy | 005930.KS, 6594.T, 6954.T, 8001.T, CCO, D05.SI, EGB.VI, FCFS, FMC, GOOGL, LEN, LOW, MLM, MSFT, SONY, UBER | AI, Automation, Central Banking, Global Equity, Quality, Trade Policy, value |
| 2025 Q4 | Jan 15, 2026 |
Baillie Gifford -Global Alpha Michael Taylor
|
View | AI, Automation, Semiconductors, E-commerce | ADYEY, AMZN, APP, CRH, DASH, ELV, ENSG, FTAI, GOOGL, MA, META, MLM, MSCI, MSFT, NFLX, NVDA, RPRX, RYAAY, SCI, TSM | AI, global, growth, long-term, Quality, technology |
| 2025 Q4 | Feb 4, 2026 |
Aristotle International Equity Fund Sean M. Thorpe
|
View | Automation, Gaming, Banking, Trade Policy | 005930.KS, 5401.T, 6594.T, 6758.T, 6954.T, 7532.T, ALL.AX, BAP, BN, CCO, D05.SI, EBS.VI, EXPN.L, MUV2.DE, ROG.SW, SAF.PA | Asia, Automation, Banking, Europe, gaming, international, Quality, value |
| 2025 Q4 | Jan 6, 2026 |
The Baird Chautauqua International Growth Fund Jesse Flores
|
View | AI, Automation, China, Semiconductors, E-commerce, Trade Policy | 2269.HK, 6098.T, 6954.T, ASML, BABA, BEKE, BEPC, CSU.TO, D05.SI, FFH.TO, GALDA.SW, GOOGL, INCY, LULU, MA, MU, PRX.AS, REGN, RYA.L, SCHW, SE, TEAM, TEMN.SW, TJX | AI, Automation, China, growth, international, semiconductors, Trade Policy, value |
| 2025 Q4 | Jan 23, 2026 |
Tectonic Investors Jeffrey Everett
|
View | AI, Automation, Semiconductors, Robotics, Critical Minerals | AAPL, GOOGL, META, MP, UBER | Automation, Critical Minerals, Investment, Manufacturing, Physical AI, Robotics, semiconductors, technology |
| 2025 Q4 | Feb 9, 2026 |
Loomis Sayles Global Growth Fund Aziz V. Hamzaogullari
|
View | AI, Automation, Cloud, E-commerce, Streaming | 6954.T, AMZN, BA, BABA, GOOGL, MELI, META, MSFT, NFLX, NKE, NVO, ORCL, QCOM, RACE, SHOP.TO, TSLA, UAA, UL | AI, Automation, Cloud, global, growth, Quality, Streaming, technology |
| 2025 Q4 | Jan 13, 2026 |
Upslope Capital Management George K. Livadas
|
View | AI, Automation, Defense, Japan | 6954.T, 8697.T, BAH, BIO, CCK, CME, DPLM.L, FCN, GOOGL, HOLN.SW, HSIC, HSY, INTC, MKTX, SAND.ST, SMIN.L, STE, TDY | AI, Automation, defense, healthcare, industrials, Japan, Long/Short, mid cap |
| 2025 Q4 | Jan 30, 2026 |
Antipodes Global Value Fund Jacob Mitchell
|
View | AI, Automation, Cloud, Gold, Electric Vehicles | 005380.KS, 0700.HK, AMD, AMZN, ASAI3.SA, BABA, BEKE, BMRI.JK, CRM, GLOB, Gold, GOOGL, HON, IWG.L, JCI, META, MRK, SIE.DE | consumer, financials, global, healthcare, industrials, materials, technology, value |
| 2025 Q4 | Feb 20, 2026 |
Tall Oak Capital Advisors Shawn Jakupi
|
View | AI, Automation, Energy Transition, Critical Minerals, Industrial Policy | AAPL, AEM, ANET, AVGO, BABA, CCJ, CNQ.TO, EDV, EQT, GEV, GOOGL, MELI, MRK, MS, MSFT, NRG, PAAS, PANW, PH, SHOP.TO | AI, Automation, Critical Minerals, diversification, Energy Transition, Industrial Policy, Supply Chain, technology |
| 2025 Q4 | Jan 15, 2026 |
Chevy Chase Trust Amy P. Raskin
|
View | AI, Automation, Inflation, Genomics | AAPL, AMZN, GOOGL, META, MSFT, NVDA, ORCL, TSLA | AI, Automation, Genomics, global, healthcare, inflation, technology, thematic |
| 2025 Q3 | Oct 16, 2025 |
Nightview Capital Arne Alsin
|
View | AI, Automation | AMD, TSM | Artificial Intelligence, Automation, Autonomy, Robotics, semiconductors |
| 2025 Q3 | Oct 24, 2025 |
Mairs & Power – Growth Fund Andrew R. Adams
|
View | AI, Automation | CGNX, JPM, PANW, UNH | AI, Cloud, cybersecurity, Machine Vision, semiconductors |
| 2025 Q2 | Jul 22, 2025 |
Nightview Capital Arne Alsin
|
View | Automation | AMZN, BABA, LVS, TSLA, WYNN, XPEV | Artificial Intelligence, Automation, Autonomy, productivity, Robotics |