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Productivity
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 6, 2026 |
Horizon Investment Zachary Hill
|
View | AI, Small Caps, Productivity | - | AI, Capex, Employment, Fed, productivity, rates, small caps |
| 2025 Q4 | Jan 14, 2026 |
Driehaus Small Cap Growth Fund Jeffrey James
|
View | AI, Small Caps, Productivity, Biotechnology | BBIO, CRNX, CW, FN, GH, XBI | AI, Biotechnology, earnings, growth, healthcare, productivity, small caps |