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Networking
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Dec 27, 2025 |
ServeTheHome Patrick Kennedy
|
View | AI, Data Centers, Networking | AMZN, CSCO, DELL, NVDA | AI, content, hardware, infrastructure, Networking, technology, Testing |