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Sustainability
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 26, 2026 |
Impax US Sustainable Economy Fund Scott LaBreche
|
View | AI, Sustainability, Pharmaceuticals, GLP1 | AAPL, AMD, AMZN, AVGO, CLX, CPB, GIS, GOOG, GOOGL, JNJ, LLY, MA, META, MRK, MSFT, NVDA, ORCL, PLTR, STT, V, ZTS | AI, Esg, healthcare, large cap, Pharmaceuticals, semiconductors, sustainability, technology |
| 2025 Q4 | Jan 16, 2026 |
Janus Henderson Global Sustainable Equity Fund Jenna Barnard
|
View | AI, Sustainability, Semiconductors, Energy Transition | 1299.HK, AAPL, AJG, EXPN.L, GOOGL, IFX.DE, KEYS, KLAC, MMC, MU, NTDOY, NVDA, ORCL, PGR, SPOT, STN.TO, TMUS, TSM, UBER, WD, WK | AI, Climate, Energy Transition, global, semiconductors, sustainability, technology |
| 2025 Q3 | Oct 15, 2025 |
Madison Sustainable Equity Fund Maya Bittar
|
View | AI, Sustainability | AMZN, ANET, COST, GOOG, LLY, ORCL, PLAN CN, TEL, TJX, TXN, V | Artificial Intelligence, Cloud Computing, Esg, sustainability, technology |
| 2025 Q3 | Oct 20, 2025 |
Wasatch Micro Cap Fund Ken Korngiebel
|
View | Sustainability, Infrastructure | LMB, PAR, PI, PNTG, VITL | digital transformation, Energy Infrastructure, High Growth, Micro Caps, Sustainable Food |
| 2025 Q3 | Oct 21, 2025 |
Impax Global Environmental Markets Fund Hubert Aarts
|
View | AI, Sustainability, Efficiency | 2308 TT, APTV, CARR, DSFIR NA, KYGA, TEL | AI, Energy Efficiency, Environmental markets, sustainability, Waste management |
| 2025 Q3 | Sep 30, 2025 |
Impax US Sustainable Economy Fund Scott LaBreche
|
View | Sustainability | AVGO, ELV, GOOG, INTC, ORCL, PGR | efficiency, Esg, innovation, Resilience, sustainability |
| 2025 Q3 | Oct 7, 2025 |
North Sky Capital, LLC Scott Barrington
|
View | AI, Sustainability, Energy, Infrastructure, Impact | - | Artificial Intelligence, Energy Transition, impact investing, infrastructure, Renewable Energy |
| 2025 Q2 | Jul 21, 2025 |
Mobius Capital Partners Carlos Hardenberg
|
View | Sustainability, Emerging markets, Governance | - | emerging markets, Engagement, Governance, sustainability |
| 2025 Q2 | Jul 23, 2025 |
Madison Sustainable Equity Fund Maya Bittar
|
View | Sustainability | AAPL, DHR, JPM, LLY, MSFT, NEE, ORCL, PGR, TEL, UNH | Esg, Governance, long-term, Quality, sustainability |
| 2025 Q2 | Jul 31, 2025 |
Impax US Sustainable Economy Fund Scott LaBreche
|
View | Sustainability | AVGO, LLY, MRK, NVDA, ORCL, PGR | Esg, productivity, Resilience, resource efficiency, sustainable economy |
| 2025 Q2 | Jul 18, 2025 |
Impax Global Environmental Markets Fund Hubert Aarts
|
View | Sustainability | APH, IEX, MSFT, NVDA, WAT, ZTS | Energy Efficiency, grid investment, Pricing Power, secular growth, sustainability |
| 2025 Q2 | Jul 22, 2025 |
Janus Henderson Global Sustainable Equity Fund Jenna Barnard
|
View | AI, Sustainability | AJG, PGR, PRY IM, TSM | AI, Electrification, Renewables, semiconductors, sustainability |