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Electrification
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 6, 2026 |
Polen Capital – U.S. SMID Company Growth Rayna Lesser Hannaway
|
View | AI, Electrification, Biotechnology, Aerospace | BE, CORT, FSLR, NTNX, NVDA, RKLB, WDC | aerospace, AI, Biotechnology, Electrification, growth, innovation, SMID Cap |
| 2025 Q3 | Oct 19, 2025 |
Artisan International Fund Mark L. Yockey
|
View | Defense, Financials, Electrification | 079550 KS, 300750 CH, A012450 KS, BABA, CRH, GALD SW, TCEHY, UCB | aerospace, defense, Electrification, Energy Storage, financials |
| 2025 Q3 | Oct 24, 2025 |
Meridian Contrarian Fund James England
|
View | AI, Defense, Electrification | HNST, KRNT, LASR, PENG, PL, PRGO | AI, defense, Electrification, small caps, turnaround |
| 2025 Q3 | Oct 7, 2025 |
Devon Alpha Fund Greg Smith
|
View | AI, Energy, Growth, Infrastructure, Electrification | IFT NZ | Artificial Intelligence, Electrification, Energy Transition, infrastructure, Utilities |
| 2025 Q3 | Oct 29, 2025 |
Polen Capital – U.S. SMID Company Growth Rayna Lesser Hannaway
|
View | Electrification | ALAB, BE, GGAL, MNDY, SOFI, TLN | AI, Data centers, Electrification, power demand, SMID Caps |
| 2025 Q3 | Oct 16, 2025 |
Janus Henderson Global Sustainable Equity Fund Jenna Barnard
|
View | AI, Electrification | IFC CN, PRY IM, SGO FP, SPOT, TEL, TSM | Artificial Intelligence, Data centers, Electrification, semiconductors, sustainability |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Utilities, Data Centers, Electrification | AEP, ATO, ETR, FTS CN, MDU, NRG, PEG, PPL, SRE, VST, XEL | Data centers, dividends, Electrification, Transmission, Utilities |