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Industrial
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 23, 2026 |
Baron Real Estate Fund Jeffrey Kolitch
|
View | Data Centers, Industrial, Homebuilders, Travel, Commercial Real Estate | AMH, AMT, BX, CSGP, DHI, FBIN, GDS, GMG.AX, H, HLT, IRM, JLL, PLD, RKT, SKY, TMHC, TREX, VNO, VTR, WELL | Commercial, Data centers, Housing, Industrial, real estate, REITs, Travel |
| 2025 Q4 | Jan 24, 2026 |
Invesco Discovery Fund Ronald Zibelli
|
View | AI, Semiconductors, Industrial | AVAV, BTSG, CRS, CVLT, CW, EHC, ESAB, FIVE, FN, FROG, GH, HLNE, LITE, LRN, MTSI, RKLB, RMBS, SITM, STEP, TSEM | AI, compounders, growth, industrials, innovation, semiconductors, small caps, technology |
| 2025 Q3 | Oct 12, 2025 | View | AI, Consumer, Industrial | APH, BJ, CTAS, CWRD, EME, IT, MLM, ORLY, VRSK | AI, Automation, consumer, growth, industrials | |
| 2025 Q3 | Oct 30, 2025 |
SouthernSun Small Cap Michael Cook
|
View | Industrial | BCO, CXT, DAR, MOD, SCL | active management, Capital Allocation, industrials, Recurring Revenue, Value Investing |