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Rare Earths
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 30, 2026 |
1290 Essex Small Cap Growth Fund Nancy Prial
|
View | AI, Small Caps, Onshoring, Infrastructure Spending, Defense Spending, Rare Earths | - | AI, defense, energy, growth, infrastructure, semiconductors, small caps, Valuations |