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Exceptionalism
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2024 Q4 | Jan 31, 2025 |
WestEnd Capital George Bolton
|
View | AI, Concentration, Exceptionalism | BA, MKSI, SNOW | Artificial Intelligence, Data Center Infrastructure, Earnings Expansion, Mega-Cap Technology, U.S. Exceptionalism |