Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Signia Capital Management Richard Beaven, Colin Kelly | “Itron (ITRI) was a new addition to our Small Cap Value portfolio in Q2 2026. Itron is the leading provider of utility meter solutions providing intelligent grid infrastructure hardware, software, and analytics. In a notable local connection, Itron was originally founded by Spokane-based utility Avista (AVA) in the late 1970s before being spun-out and publicly listed in 1993. Over the last several years, Itron management has focused on leveraging Itron's leading market position in smart meter hardware to build a more consistent, higher-margin recurring business. Through the company's Outcomes and Resiliency segments, Itron provides utility customers with software and analytics to predict and respond to demand peaks, manage potential outages, and detect and address system leaks quickly. Itron has seen strong customer demand within the Outcomes segment growing revenues 22.1% Y/Y last quarter and now representing 16% of total revenues. Management anticipates the Outcomes segment to continue to grow as a percentage of revenues and increase overall profitability. Additionally, two recent software-as-a-service acquisitions, Urbint and Locusview, will meaningfully contribute to the company's Resiliency segment in coming quarters. Trading at roughly 12x 2027 EPS estimates, we believe the transition from a cyclical hardware provider to a faster growth and more consistent recurring revenue model will drive multiple expansion and upside for ITRI.” | NEUTRAL | Q2 2026 Jul 30, 2026 | View Pitch |
Prosper Stars & Stripes Christopher E. Hillary | “Roubaix L/S has delivered strong short-side performance this year. Our strategy targets both idiosyncratic and thematic short opportunities, and one area of focus has been companies that are benefitin” | BEAR | Q1 2026 May 29, 2026 | View Pitch |
Bailard Small Cap Value Strategy Thomas J. Mudge III, Osman Akgun, Blaine Townsend | “Itron is profiled as an ESG solution provider specializing in energy and water resource management. Its products include smart meters, automated street lighting, and acoustic leak sensors that help public utilities optimize demand and conserve scarce resources. These efficient infrastructure management capabilities drive environmental sustainability while improving operational outcomes.” | BULL | Q4 2024 Dec 31, 2024 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
