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Innovation
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Nov 5, 2025 |
Franklin Growth Opportunities Fund Grant Bower
|
View | AI, Innovation | - | AI, Growth Stocks, innovation, semiconductors, technology |
| 2025 Q3 | Oct 16, 2025 |
Janus Henderson Forty Fund Nick Schommer
|
View | AI, Innovation, Growth | MELI, MRVL, ORCL, TSM | Artificial Intelligence, Cloud infrastructure, Growth Stocks, innovation, semiconductors |
| 2025 Q3 | Nov 16, 2025 |
The Gabelli Equity Income Fund Mario J. Gabelli
|
View | Innovation | BK, DE, NFG, STT | Balance Sheet, catalysts, dividends, income, valuation |
| 2025 Q3 | Oct 28, 2025 |
Baron Focused Growth Fund Ronald Baron
|
View | AI, Innovation, Consumer | CHH, FDS, FIGS, IBKR, MTN, ONON, SHOP, SPOT, TSLA, VRSK | Artificial Intelligence, consumer discretionary, growth, innovation, technology |
| 2025 Q3 | Oct 8, 2025 |
Orbis Global Equity Ben Preston
|
View | Innovation, Biotech, Healthcare, Value, Growth | ALNY, CRSP, GMAB, INSM | Biotechnology, Gene Therapy, healthcare, innovation, Value Investing |
| 2025 Q3 | Nov 17, 2025 |
Logica Capital Wayne Himelsein
|
View | Innovation | - | convexity, Derivatives, liquidity, Macro, volatility |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford – US Equity Growth Kirsty Gibson
|
View | AI, Innovation, Technology | DUOL, FIG, KNF, NFLX, RBLX, SHOP, TTD, W | Artificial Intelligence, Design Platforms, E-Commerce, innovation, software |
| 2025 Q3 | Oct 28, 2025 |
abrdn U.S. Small Cap Equity Fund Christopher Colarik
|
View | Innovation, Tariffs, Small Caps | - | infrastructure, innovation, reshoring, small caps, tariffs |
| 2025 Q3 | Oct 9, 2025 |
Brown Capital Management International All Company Fund Kayode O. Aje
|
View | AI, Innovation, Growth, Patience, Software | 3064 JP, CYBR, DSY FP, MNDY, SHOP | Artificial Intelligence, Growth Stocks, innovation, long-term, software |
| 2025 Q3 | Nov 17, 2025 | View | Innovation | - | Asset Management, AUM, fees, flows, Restructuring | |
| 2025 Q3 | Oct 20, 2025 |
Baillie Gifford -International Growth Tom Coutts
|
View | AI, Innovation, Healthcare | - | Artificial Intelligence, Biotechnology, Digital Platforms, Healthcare Innovation, Long-Term Growth |
| 2025 Q3 | Oct 28, 2025 |
Canopy Global Small & Mid Cap Fund Jack McManus
|
View | Innovation, Small Caps | MEDP, TREX | Biotech, healthcare, innovation, Quality, small caps |
| 2025 Q3 | Oct 15, 2025 |
ARK Investment Management LLC Cathie Wood
|
View | AI, Innovation, Robotics | - | Artificial Intelligence, Blockchain, Fintech, Genomics, Robotics |
| 2025 Q3 | Nov 5, 2025 |
Icahn Enterprises L.P. Carl Icahn
|
View | Innovation | - | activism, catalysts, Conglomerates, Restructuring, value |
| 2025 Q3 | Oct 14, 2025 |
RTW Investments Roderick Wong
|
View | Innovation, Biotech, Healthcare | - | Biotechnology, Clinical Trials, Gene Therapy, Healthcare Innovation, RNA |
| 2025 Q3 | Sep 30, 2025 |
WS Amati Global Innovation Fund Graeme Bencke
|
View | Innovation | CGNX, CHG LN, DXCM, GLBE, GLOB, LITE, PI, PRCT, RGEN, TLX AU | disruption, growth, innovation, productivity, technology |
| 2025 Q3 | Nov 5, 2025 |
PGIM Jennison Global Opportunities Fund Mark Baribeau
|
View | AI, Innovation, Growth | 1810 HK, APP, GOOG, HOOD, LLY, MELI, NOW, NVDA, ORCL, SHOP, TSM | Artificial Intelligence, Cloud Computing, Digital Platforms, semiconductors, technology |
| 2025 Q3 | Oct 15, 2025 |
Lord Abbett Developing Growth Fund F. Thomas O'Halloran
|
View | AI, Innovation, Small Caps | - | Artificial Intelligence, Growth Equities, innovation, semiconductors, small caps |
| 2025 Q3 | Nov 16, 2025 |
The Gabelli ABC Fund Mario J. Gabelli
|
View | Innovation | AMSF, GTLS, SAND | arbitrage, M&A, regulation, Spreads, volatility |
| 2025 Q3 | Oct 24, 2025 |
NCG Large Cap Growth Strategy Tom Press
|
View | AI, Innovation, Industrials | - | AI, Fintech, industrials, innovation, technology |
| 2025 Q3 | Oct 1, 2025 |
Manole Capital Management Warren Fisher
|
View | Innovation, Inflation, FinTech | - | AI, cash flow, Fintech, inflation, tariffs |
| 2025 Q2 | Jul 11, 2025 |
Jacobs Asset Management, LLC Ryan Jacob
|
View | Innovation | LWLG, RKT | Artificial Intelligence, Digital Platforms, innovation, Internet, scalability |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Global Growth Fund Frank M. Sands
|
View | AI, Innovation, Growth | ABNB, AXON, BLDR, CSL, ICE, MELI, NET, NFLX, NKE, NVDA, ONON, PME AU, TEAM, ZAL GR | AI, Cloud, growth, Platforms |
| 2025 Q2 | Aug 27, 2025 | View | Innovation | HXSCL, NET, NVDA, SPOT | AI, growth, innovation, private equity, technology | |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Select Growth Fund Frank M. Sands
|
View | AI, Innovation, Platforms | AJG, AVGO, CVNA, NFLX, NVDA, RARE, RBLX, SHOP, TEAM, UBER, V | AI, growth, innovation, Platforms |
| 2025 Q2 | Aug 14, 2025 |
RTW Investments Roderick Wong
|
View | Innovation | VRNA | Biotechnology, Clinical Trials, innovation, Life Sciences, volatility |
| 2025 Q2 | Jun 30, 2025 |
Parnassus Mid Cap Growth Fund Ian Sexsmith
|
View | Innovation | - | Artificial Intelligence, diversification, innovation, Market share, Mid Caps |
| 2025 Q2 | Jul 31, 2025 |
PGIM Jennison Global Opportunities Fund Mark Baribeau
|
View | Innovation | AVGO, BYD, CRWD, MELI, MSFT, NFLX, NVDA, NVO, ORLY, SPOT | Artificial Intelligence, Digital Platforms, innovation, productivity, secular growth |
| 2025 Q2 | Jan 1, 1970 |
Green Alpha Advisors Garvin Jabusch
|
View | Innovation | - | Biotechnology, clean energy, disruption, innovation, sustainability |
| 2025 Q2 | Jul 16, 2025 |
ARK Investment Management LLC Cathie Wood
|
View | Innovation | - | AI, disruption, exponential growth, innovation, technology |
| 2025 Q2 | Aug 7, 2025 |
RGA Investment Advisors Jason Gilbert
|
View | Innovation, Conviction | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology |
| 2025 Q2 | Jul 21, 2025 |
Sands Capital Emerging Markets Growth Fund Frank M. Sands
|
View | Innovation, Emerging markets, Digitalization | 006400 KS, 1810 HK, 3347 HK, 6862 HK, BZ, CPNG, DMART IN, GLOB, MDTC, MELI, NU, RADLY, SE, TSM, YMM | AI, Digital, E-Commerce, emerging markets |
| 2024 Q3 | Oct 23, 2024 |
Langdon Global Smaller Companies Greg Dean
|
View | Innovation | YETI | consumer, fieldwork, global, Research, SmallCaps |
| 2024 Q2 | Jul 31, 2024 | View | Innovation | BYD CN, TVK CN | AutoRepair, CapitalAllocation, FreeCashFlow, IndustrialConsolidation, SmallCaps |