Energy Storage

Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q4 Jan 14, 2026 View AI, Crypto, Defense, Robotics, Energy Storage, Genomics ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology
2025 Q4 Jan 21, 2026 View AI, Semiconductors, Data Centers, Cybersecurity, Energy Storage AAPL, AMAT, AVGO, BE, GOOGL, LRCX, LYFT, MRVL, MSFT, MU, NVDA, ORCL, PINS, TER, WDC, WIX AI, Data centers, Equipment, global, growth, semiconductors, technology
2025 Q4 Jan 19, 2026 View Data Centers, Mortgage, Defense Spending, Energy Storage BE, FLNC, MDA.TO Canada, credit, Data centers, defense, Energy Storage, fixed income, high yield, Mortgage
2025 Q4 Jan 23, 2026 View Private Equity, Capital Allocation, Energy Storage, Renewables AERI.L, BSIF.L, BSRT.L, CGEO.L, CHRY.L, GABI.L, GCP.L, GRID.L, HVPE.L, PIN.L, RMII.L, RNEW.L, USF.L, VH.L Capital Allocation, Discount Arbitrage, Energy Storage, Investment Trusts, private equity, Renewables, Uk, Value Investing