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Infrastructure Modernization
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2023 Q3 | Oct 13, 2023 |
WestEnd Capital George Bolton
|
View | Rates, Earnings Acceleration, Infrastructure Modernization | PWR | earnings acceleration, Grid Modernization, Infrastructure Spending, Interest Rate Volatility, Renewable Integration |