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Infrastructure
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 11, 2026 |
Latitude Global Fund Freddie Lait
|
View | AI, Healthcare, Infrastructure, Buybacks, Travel, Discount Retail | AI.PA, ASSA-B.ST, AZO, COR, DEO, DG.PA, DLTR, EIF.PA, GOOGL, ICE, JPM, MCK, RPRX, RYA.L, SHEL, TSCO.L, UNH, V | AI, Buybacks, Europe, growth, healthcare, infrastructure, retail, value |
| 2025 Q4 | Jan 2, 2026 |
N/A – Not a hedge fund The Oak Bloke
|
View | Energy, FinTech, Infrastructure, Mining, Biotechnology | ANIC.L, AUGM.L, BSRT.L, CGEO.L, DEC.L, DGI9.L, FAIR.L, IPO.L, KZG.L, PINE.L, POW.L, PTAL.L, TCAP.L, TMT.L | Biotechnology, Discounts, energy, Fintech, Mining, small caps, United Kingdom, value |
| 2025 Q4 | Jan 5, 2026 |
Greenfield Investment Management Erin Greenfield
|
View | Value, Infrastructure, Pharmaceuticals | BLDR, BNT.DE, CARR, CSU.TO, GOOGL, HEI.DE, INTC, JMHLY, MCK, OMC, POW.TO, RSHO, RYAAY, TAP, WCC | Airlines, Conglomerates, global, infrastructure, Pharmaceuticals, semiconductors, technology, value |
| 2025 Q4 | Dec 31, 2025 |
Fiera Capital Corporation Maxime Ménard
|
View | Private Credit, Infrastructure | - | Asset Management, Capital Allocation, global, infrastructure, private credit |
| 2025 Q4 | Feb 4, 2026 |
Brookfield Asset Management Ltd. Bruce Flatt
|
View | AI, Private Credit, Energy Transition, Infrastructure, Onshoring | NVDA, OAK | AI, credit, Energy Transition, Fundraising, infrastructure, Onshoring, private equity, real estate |
| 2025 Q4 | Feb 19, 2026 |
Tactile Fund LP Dave Waters
|
View | AI, Infrastructure, Luxury, Agriculture | AER, CWK.L, FCG.NZ, GOOGL, GRUMAB.MX, HII, JUNGN.SW, LAMR, MATX, MCEM, META | Agriculture, AI, global, inflation, infrastructure, Luxury, Physical Assets, value |
| 2025 Q4 | Jan 9, 2026 |
Moneta Group Investment Advisors, LLC Aoifinn Devitt
|
View | Gold, Diversification, Small Caps, Infrastructure, Silver | 000660.KS, 005930.KS | diversification, Fed policy, fixed income, geopolitics, infrastructure, international, Precious Metals, small caps |
| 2025 Q4 | Jan 28, 2026 |
Tourlite Capital Management Jeffrey G. Cherkin
|
View | Infrastructure, Data Centers, Space | AERO.SW, FIP, FTAI, GLNG, NFE, NTGR | aerospace, consumer, Event Driven, industrials, infrastructure, Long/Short, small cap, technology |
| 2025 Q4 | Jan 15, 2026 |
L1 Capital Long Short Fund Andrew Larke
|
View | AI, Uranium, Gold, Value, Infrastructure, Travel, Lithium, Steel | ALL.AX, AZJ.AX, BSL.AX, CRH, CTD.AX, FLT.AX, FTT.AX, JHX.AX, LLOY.L, LNW.AX, LSF.AX, MIN.AX, STLD, WGX.AX | Australia, gold, infrastructure, Long/Short, Steel, Travel, value |
| 2025 Q4 | Jan 18, 2026 |
Ninepoint Partners LP John Wilson
|
View | AI, Crypto, Gold, Energy Transition, Infrastructure, Natural Gas, Critical Minerals | COIN, FIGR, SHOP.TO | AI, crypto, Electrification, energy, fixed income, gold, infrastructure, Natural Gas |
| 2025 Q3 | Oct 28, 2025 |
Weitz Multi Cap Equity Fund Wally Weitz
|
View | AI, Quality, Infrastructure | - | Artificial Intelligence, Hyperscalers, infrastructure, Quality, technology |
| 2025 Q3 | Oct 19, 2025 |
American Century Equity Income Fund Kevin Toney
|
View | AI, Infrastructure, Consumer Staples | AMT, CRH, GOOG, JNJ, KVUE, NSC, PCAR | AI, Consumer Staples, dividends, Health Care, infrastructure |
| 2025 Q3 | Oct 24, 2025 |
Mairs & Power – Balanced Fund Robert W. Thompson
|
View | AI, Infrastructure | AMZN, ENTG, FI, FUL, JPM, MSI, TECH, TXN, UNH, WFC | asset allocation, Data centers, inflation, tariffs, Utilities |
| 2025 Q3 | Oct 13, 2025 |
Conestoga Micro Cap Composite David Neiderer
|
View | Infrastructure, Micro Caps | BWMN, CLMB, MAMA, OLO, PHR, PL, PLMR, QTMO, SLP, TKNO, TWST, VCEL, WLDN | Construction, Energy Efficiency, industrials, Infrastructure Spending, Micro Caps |
| 2025 Q3 | Oct 29, 2025 |
Pernas Research Deiya Pernas
|
View | AI, Infrastructure | - | Artificial Intelligence, Capex, Data centers, infrastructure, semiconductors |
| 2025 Q3 | Oct 20, 2025 |
Wasatch Micro Cap Fund Ken Korngiebel
|
View | Sustainability, Infrastructure | LMB, PAR, PI, PNTG, VITL | digital transformation, Energy Infrastructure, High Growth, Micro Caps, Sustainable Food |
| 2025 Q3 | Oct 7, 2025 |
Devon Alpha Fund Greg Smith
|
View | AI, Energy, Growth, Infrastructure, Electrification | IFT NZ | Artificial Intelligence, Electrification, Energy Transition, infrastructure, Utilities |
| 2025 Q3 | Nov 3, 2025 |
Sigil Core Fund Joe
|
View | Crypto, Infrastructure | - | Bitcoin, Decentralized Exchanges, Ethereum, Solana, Stablecoins |
| 2025 Q3 | Oct 24, 2025 |
Mairs & Power – Small Cap Fund Andrew R. Adams
|
View | AI, Small Caps, Infrastructure | AZEK, INSP, MEDP, PATK | AI, Housing, infrastructure, small caps, valuation |
| 2025 Q3 | Oct 19, 2025 |
LVS Advisory – Event Driven Luis V. Sanchez
|
View | Commodities, Infrastructure, LNG | - | commodities, energy, infrastructure, LNG, M&A |
| 2025 Q3 | Oct 29, 2025 |
Eagle Capital Management, LLC Ravenel B. Curry III
|
View | AI, Infrastructure | LSEG LN | AI Applications, AI Infrastructure, Clearinghouses, Index Providers, Market Data |
| 2025 Q3 | Oct 21, 2025 |
TAMIM Fund Australia Small Cap Income Ron Shamgar
|
View | AI, Small Caps, Infrastructure | BVS AU, EHL AU, SYL AU | AI, Construction, infrastructure, small caps, software |
| 2025 Q3 | Oct 7, 2025 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Sustainability, Energy, Infrastructure, Impact | - | Artificial Intelligence, Energy Transition, impact investing, infrastructure, Renewable Energy |
| 2025 Q3 | Oct 28, 2025 |
Voya MidCap Opportunities Portfolio Eric Stein
|
View | AI, Defense, Infrastructure | APP, FIX, KTOS, MLTX, TW, VRSK | Artificial Intelligence, Data centers, defense, infrastructure, Rate Cuts |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Adam Fackler
|
View | Energy, Infrastructure | CAG, CCI, COP, NRG, TTE | cash flow, dividends, energy, income, infrastructure |
| 2025 Q3 | Oct 22, 2025 |
Brasada Focused Equity Strategy Jonathan Reichek
|
View | AI, Inflation, Infrastructure | AMD, AVGO, FERG, NVDA | AI, Housing, inflation, infrastructure, semiconductors |
| 2025 Q3 | Oct 9, 2025 |
Asia Frontier Capital Thomas Hugger
|
View | Emerging markets, Consumer, Infrastructure, Frontier, Vietnam | - | consumption, emerging markets, frontier markets, infrastructure, Vietnam |
| 2025 Q3 | Oct 24, 2025 |
Titan Asset Management Fund 1 LP Mark Bousfield
|
View | AI, Infrastructure, Cybersecurity | BIRK, INSP, KRMN, KTOS, MEG, MRCY, NTSK, PAR, PRMB, WING | Artificial Intelligence, cybersecurity, Data centers, defense, infrastructure |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Infrastructure Adam Fackler
|
View | AI, Infrastructure, Utilities | AMT, CCI, CMCSA, ENB CN, ETR, KMI, OKE, PPL, SRE, TRP CN, UPS | AI, dividends, energy, infrastructure, Utilities |
| 2025 Q3 | Oct 22, 2025 |
Alluvial Capital Management Dave Waters
|
View | Small Caps, Infrastructure | CBL, FTLF, MCB LN, NLOP, NWLM, PHIL, PKST, UD IM, ZEG LN | Europe, infrastructure, real assets, small caps, value |
| 2025 Q3 | Oct 10, 2025 |
Headwaters Capital Management, LLC Christopher Godfrey
|
View | AI, Infrastructure, Autos | BSY, DRVN, INSP, MEDP, ORCL | AI, Autos, Capex, infrastructure, valuation |
| 2025 Q2 | Aug 27, 2025 |
Fawkes Capital Fund Xinyu Ru
|
View | Infrastructure | AVIO IM, MAXR, NVDA, PKE, VH2 GR | ai buildout, DataCenters, Energy Demand, fiscal spending, infrastructure |
| 2025 Q2 | Jul 17, 2025 |
Alger Small Cap Focus Fund Amy Zhang
|
View | Infrastructure | CWAN, FSS, NEOG, RBC, TECH, TPC | Construction, earnings, industrials, infrastructure, spending |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard Investments Infrastructure Adam Fackler
|
View | Infrastructure | AES, CEG, CMS, CSX, NG/ LN, OKE, PPL, TMUS, TPGP, WCN, WMB, XEL | cash flow, Electrification, inflation protection, infrastructure, regulated assets |
| 2025 Q2 | Jun 26, 2025 |
Ninepoint Partners LP John Wilson
|
View | Energy, Infrastructure | - | energy, inflation, infrastructure, Macro, volatility |
| 2025 Q2 | Jul 27, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Tariffs, Small Cap, Infrastructure | ELF | infrastructure, reshoring, Small Cap Equities, tariffs, Technological Innovation |
| 2024 Q4 | Dec 18, 2024 |
Ninepoint Partners LP John Wilson
|
View | Energy, Infrastructure | - | energy, geopolitics, inflation, infrastructure, Macro |
| 2024 Q2 | Jul 17, 2024 |
WestEnd Capital George Bolton
|
View | AI, Infrastructure, DataCenters | AMZN, ARM, AVGO, FCX, HUT CN, META, MSFT, MU, NVDA, PWR, SMCI, TSM | AI Infrastructure, Data Center Expansion, Hyperscaler Capex, power demand, Semiconductor Supply Chain |