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Industrial Gases
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Mar 13, 2026 |
Baumann Capital Benedikt Baumann
|
View | AI, Quality, Industrial Gases, Home Health | AHT.L, AI.PA, LIN, SOL.MI, WIT.MI | AI, Europe, healthcare, Home Health, Industrial Gases, infrastructure, Quality |
| 2025 Q4 | Jan 11, 2026 |
Impax Global Environmental Markets Fund Hubert Aarts
|
View | AI, Water, Energy Efficiency, Industrial Gases, Waste Management, Smart Grid | A, AI.PA, AMAT, ITRI, KYGA.L, LIN, MSFT, RNR, SU.PA, TSM, UNP, VIE.PA | AI, Energy Efficiency, Environmental, global, Industrial Gases, semiconductors, technology, Waste management |
| 2025 Q4 | Jan 31, 2026 |
YCG, LLC Brian Yacktman
|
View | Quality, Social Media, Industrial Gases, Space | AAPL, CPRT, GOOGL, LIN, META, TDG, VRSK | aerospace, Industrial, Long Term, Networks, Quality, Speculation, technology, value |