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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jun 30, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, AEHR, ALRS, AMRK, ARIS, DCBO, LAKE, LEU, LMNR, NCMI, NPKI, PLOW, RDVT, SSSS, TILE, UROY, UTL | Defensive, energy, Gene Therapy, materials, Microcap, nuclear, Quality, Utilities | Nuclear power is positioned as critical infrastructure for AI data centers and decarbonization goals. Big tech firms are securing long-term nuclear power deals and investing in small modular reactors. Policy environment supports quadrupling nuclear electricity by 2050 through reformed licensing and federal backing. | TILE ABEO LEU TILE ABEO ARIS LEU |
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| 2024 Q2 | Jul 23, 2024 | Mairs & Power – Small Cap Fund | 0.0% | 9.0% | ALRS, ASB, AZEK, CASY, CFR, CLFD, CVRX, GBCI, HUBG, INSP, JBT, KNF, MEDP, MGPI, NVT, PIPR, QCRH, TNC, WK, WTFC | healthcare, interest rates, Regional Banks, small caps, technology, value | Small cap stocks currently trade at a 40% discount to the broader market as measured by the S&P 500, a 13% discount to the S&P 500 Equal-Weighted Index, and at a 15% discount to small cap stocks' long-term average. Analysts' earnings growth estimates for small cap companies outpace large cap companies for the next several years. The fund continues to see great opportunities to invest in small companies with above-average growth prospects that are trading at favorable valuations. | View | |
| 2025 Q1 | Mar 31, 2025 | Riverwater Micro Opportunities Strategy | - | - | ALRS, ARIS, CCB, CLMB, IMXI, LMNR, NPKI, RDVT, TGLS, UROY, UTL | Defensive, energy, healthcare, Microcap, Quality, technology, Utilities | Aris Water Solutions provides infrastructure and water recycling solutions to energy producers in Texas. The company benefits from growing regulatory focus on water reuse and rising demand for sustainable infrastructure, positioning it well for secular ESG trends. | RDVT CLMB LMNR ARIS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Israel Englander | Millennium Management LLC | $233.2B | $883,887 | 0.00% | 39,249 | +338 | +0.87% | 0.1391% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $2.7M | 0.00% | 117,914 | +23,583 | +25.00% | 0.4180% |
| Cliff Asness | AQR Capital Management | $190.6B | $7.3M | 0.00% | 323,080 | -17,162 | -5.04% | 1.1453% |
| Mario Gabelli | GAMCO Investors | $10.4B | $1.9M | 0.02% | 85,093 | -10,324 | -10.82% | 0.3016% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $4.2M | 0.51% | 227,455 | +58,036 | +34.26% | 0.6609% |