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Growth
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 22, 2025 |
WestEnd Capital George Bolton
|
View | AI, Diversification, Growth | AMD, BABA, BIDU, SNOW | Artificial Intelligence Infrastructure, Enterprise AI, Global Technology Platforms, Mega-Cap Leadership, Semiconductor Competition |