Healthcare Innovation

Letters With This Theme

Quarter Letter Date Fund Name Letter Theme Tickers Keyword
2025 Q3 Oct 14, 2025 View Healthcare Innovation, Infrastructure, Semiconductor Growth AAPL, APPF, ASML, BRO, CMG, CRM, DE, GOOG, INSM, INTU, MELI, PODD, SARP, TSM Artificial Intelligence, growth, healthcare, inflation, semiconductors