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Critical Minerals
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 18, 2026 |
Ninepoint Partners LP John Wilson
|
View | AI, Crypto, Gold, Energy Transition, Infrastructure, Natural Gas, Critical Minerals | COIN, FIGR, SHOP.TO | AI, crypto, Electrification, energy, fixed income, gold, infrastructure, Natural Gas |
| 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 | Jan 6, 2026 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Energy Transition, Capital Markets, Critical Minerals, Electric Vehicles | MSFT, NVDA, TSLA | Clean Technology, Energy Storage, impact investing, infrastructure, private equity, Renewable Energy, Secondary Markets, Solar |
| 2025 Q4 | Jan 27, 2026 |
Diamond Hill Small Cap Fund Chris Welch
|
View | Resilience, Infrastructure Spending, Critical Minerals, Defense Spending, Real Estate | ALGT, ARE, CIVI, CSR, MVBF, ODC, OZK, POST, RKT, SM, TFIN, TKO, TRNS, WCC | defense, industrials, infrastructure, real estate, Resilience, small cap, value, volatility |
| 2025 Q4 | Jan 11, 2026 |
MJG Capital Fund, LP Matt Geiger
|
View | Precious Metals, Copper, Critical Minerals, Prospect Generation | ALS.TO, BRVO.TO, ELE.TO, KLD.TO, KRY.TO, LRA.TO, RDG.TO | commodities, Copper, Critical Minerals, Exploration, Mining, natural resources, Precious Metals |
| 2025 Q4 | Feb 5, 2026 |
Polen Capital – U.S. Small Company Growth Rayna Lesser Hannaway
|
View | AI, Energy Transition, Critical Minerals, Biotechnology | AGX, BE, CORT, LRN, METC, NVDA, WGS | AI, Biotechnology, Electrification, Energy Transition, growth, innovation, small caps |
| 2025 Q4 | Jan 14, 2026 |
Driehaus Micro Cap Growth Strategy Jeffrey James
|
View | AI, Energy Transition, Small Caps, Data Centers, Technology, Critical Minerals | CRNX, EOSE, IAG, PRAX, WULF | AI, earnings, energy, growth, healthcare, materials, Micro Cap, small caps |
| 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 |