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Waste Management
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 11, 2026 |
Impax Global Environmental Markets Fund Hubert Aarts
|
View | AI, Water, Energy Efficiency, Industrial Gases, Waste Management, Smart Grid | A, AI.PA, AMAT, ITRI, KYGA.L, LIN, MSFT, RNR, SU.PA, TSM, UNP, VIE.PA | AI, Energy Efficiency, Environmental, global, Industrial Gases, semiconductors, technology, Waste management |
| 2025 Q4 | Jan 13, 2026 |
Laughing Water Capital Matthew Sweeney
|
View | Defense, Small Caps, Waste Management, Technology | LFCR, LQDA, NN, PAR, SES.TO, THRY, UTHR, VTY.L, WCN | Biotechnology, contrarian, defense, Factor Investing, small caps, value |