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Power
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 19, 2025 |
LVS Advisory – Growth Luis V. Sanchez
|
View | Energy, LNG, Power | GLNG | Electricity, energy, infrastructure, LNG, Power |
| 2025 Q3 | Oct 20, 2025 |
Hood River Capital – Small Cap Growth Fund Brian Smoluch
|
View | AI, Power | - | Artificial Intelligence, Drones, Power Infrastructure, semiconductors, small caps |
| 2025 Q3 | Oct 20, 2025 |
Hood River Capital – New Opportunities Fund Brian Smoluch
|
View | AI, Power | - | Artificial Intelligence, Growth Investing, Power, SMID Caps, technology |