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Utilities
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 14, 2026 |
13D Activist Fund Ken Squire
|
View | Activism, Semiconductors, Japan, Utilities | 1944.T, 9501.T, 9531.T, EBCOY, FUN, ITGR, KAEPY, WEX | activism, Japan, semiconductors, small caps, Utilities, value |
| 2025 Q4 | Jan 21, 2026 |
International Equity Value Opportunities Aileen Gan
|
View | Value, Logistics, Utilities | DPW.DE, SSE.L | dividends, Europe, international, Japan, Logistics, Utilities, value |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Utilities, Data Centers, Electrification | AEP, ATO, ETR, FTS CN, MDU, NRG, PEG, PPL, SRE, VST, XEL | Data centers, dividends, Electrification, Transmission, Utilities |
| 2025 Q3 | Nov 5, 2025 |
ClearBridge Investments Large Cap Value Robert Feitler
|
View | Semiconductors, Utilities | - | AI Demand, Market Rotation, semiconductors, Utilities, Value Stocks |
| 2025 Q3 | Sep 30, 2025 |
Mondrian Global Equity Fund Aileen Gan
|
View | Utilities, Staples | OHAT LN, PEP | defensives, inflation, regulation, staples, Utilities |
| 2025 Q3 | Oct 14, 2025 |
Driehaus Small/Mid Cap Growth Fund Jeffrey James
|
View | Utilities, AI Capex, Industrial Growth | - | Artificial Intelligence, Capex, energy, industrials, Utilities |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments Infrastructure Adam Fackler
|
View | AI, Infrastructure, Utilities | AMT, CCI, CMCSA, ENB CN, ETR, KMI, OKE, PPL, SRE, TRP CN, UPS | AI, dividends, energy, infrastructure, Utilities |
| 2025 Q2 | Jul 22, 2025 |
Miller Howard Investments Utilities Plus Adam Fackler
|
View | Utilities | AEP, CEG, CMS, EXC, PCG, PEG, PPL, SRE, VST | Data centers, dividends, electricity demand, infrastructure, Utilities |