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 |
|---|---|---|---|---|
Hardman Johnston Large Cap Equity Hardman Johnston Global Advisors LLC | “Prysmian was a top contributor, supported by ongoing grid modernization demand. The company's cable systems are central to power transmission upgrades needed for electrification and renewable integration. BSD Analysis: Prysmian benefits from accelerating energy infrastructure investment and regulatory-driven electrification. Strong order backlog and pricing power sustain earnings visibility, with further tailwinds from U.S. cost advantages under favorable tariff structures.” | BULL | Q3 2025 Sep 30, 2025 | 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.