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| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 4, 2026 |
Aristotle Small/Mid Cap Equity Dave Adams
|
View | AI, Onshoring, Grid Upgrade | AEIS, AER, AGI, AHCO, AUB, BJ, BKU, CIEN, DY, EHC, HASI, HMN, HQY, HURN, IDA, ITRI, MTSI, NOVT, PRGO, PWP, UGI, WWW | Banking, healthcare, industrials, small cap, technology, Utilities, value |
| 2025 Q4 | Feb 12, 2026 |
RS Large Cap Val Strategy Robert J. Harris
|
View | AI, Value, Data Centers, Grid Upgrade | C, CHKP, ETN, GOOGL, KEY, MDLZ, PNC, REGN, SEE, TEVA, ZBRA | AI, Data centers, financials, Grid Upgrade, healthcare, large cap, ROIC, value |
| 2025 Q4 | Jan 19, 2026 |
Artisan International Fund Mark L. Yockey
|
View | Semiconductors, Energy Transition, Defense Spending, Grid Upgrade | 005930.KS, 0700.HK, 300750.SZ, AI.PA, DANSKE.CO, ELI.BR, NGG, SSE.L, TSCO.L, TSM, UBS | defense, Electrification, Europe, growth, international, semiconductors, Utilities, value |
| 2025 Q4 | Jan 21, 2026 |
Meridian Contrarian Fund James England
|
View | AI, Defense, Semiconductors, Energy Transition, Grid Upgrade | AMD, AMSC, ATZ.TO, AXS, CACI, CCK, DLTR, FCNCA, HNST, LASR, MIR, NVST, PENG, TCBI | AI, contrarian, defense, energy, semiconductors, small cap, turnaround, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Dividends, Nuclear, Data Centers, Grid Upgrade, Independent Power Producers | AEP, BKH, CEG, DTE, MDU, NEE, PEG, PPL, SO, SRE, VST, XEL | Capital Expenditure, Data centers, dividends, earnings growth, Grid Infrastructure, nuclear, Power Markets, Utilities |