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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 31, 2025 | Artisan Global Discovery | 10.8% | 6.8% | ARIS, BAB LN, GDDY, GXI, III LN, IOT, IRTC, MIPS SS, RBC, SAIA, SPOT, SRT GR, TTD, WING | discovery, Global Growth, inflection points, underfollowed, valuation | The letter emphasizes uncovering underfollowed global companies with emerging competitive advantages and accelerating fundamentals. Management focuses on identifying inflection points where earnings power is not yet reflected in valuations. The outlook favors patient capital deployed into mispriced global opportunities. | III LN WING RBC GXI GR SAIA ARIS SPOT IRTC BAB LN |
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| 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 Q1 | May 9, 2024 | Rewey Asset Management | 9.8% | 18.5% | 8035.T, AMAT, ARIS, CAT, COLB, GE, LRCX, MKSI, RELL, WAB | Banking, Commercial real estate, energy, semiconductors, small caps, value, water | RELL is suffering from significant investor neglect due to the downcycle in the semiconductor capital equipment cycle. The manager sees substantial recovery potential as the cycle turns, with the CHIPS Act, AI, PC refresh cycle, 5G, EVs and autonomous driving as drivers. RELL's customers like LRCX are trading at all-time highs while RELL trades near multi-year lows. | RELL COLB ARIS |
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| 2025 Q1 | May 5, 2025 | Horizon Kinetics | - | - | ARIS, GEV, HE, JPM, META, NUE, NVDA, SJT, TPL | AI, commodities, Data centers, energy, infrastructure, Natural Gas, technology, water | Explosive spending by major IT companies on data centers amid mass adoption of artificial intelligence. Meta spending $60-65 billion on data center construction this year, 50% above 2024. Data center buildout has potential to be greatest deployment of private investment capital in history. | HE SJT ARIS |
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| 2025 Q1 | Mar 31, 2025 | Artisan Global Discovery | -3.7% | -3.7% | ARIS, ASND, BAB.L, CCCS, GWRE, ILMN, IRTC, MTSI, PRCT, PSTG, SAIA, SE, SPOT, TTI, TWST, TYL, USFD, VEEV, WAB, WST | AI, Biotechnology, defense, global, healthcare, SMID Cap, technology, Trade Policy | Defense spending is accelerating globally with increasing defense budgets benefiting companies like Babcock. The European Commission announced an €800 billion plan to boost defense spending, and Germany plans to relax debt brakes for defense investments. | View | |
| 2025 Q1 | Mar 31, 2025 | Artisan Partners Small Cap Fund | -10.1% | -10.1% | ALAB, ARIS, ASCB, BFAM, BROS, FRSH, FTAI, GWRE, HALO, INTA, IRTC, KTOS, MOD, MTSI, MYRG, PEN, SG, SN, TWST, VCYT | AI, Biotechnology, Cloud, defense, growth, healthcare, small caps, Trade Policy | The introduction of China's DeepSeek AI model challenged market assumptions around AI infrastructure spending durability. This development raised questions about US leadership in AI and long-term returns on AI investments, particularly impacting data center capacity enablers in the portfolio. | View | |
| 2025 Q1 | Mar 31, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | AAON, ANF, ARIS, FLYW, ITCI, PCVX, PTGX, RBA, SHAK, SWTX | AI, Biotechnology, energy, growth, healthcare, small caps, technology, Trade Policy | Healthcare remains the largest sector in the US at $5 trillion, growing 5% annually driven by aging population and chronic conditions. Recent M&A activity has picked up in pharmaceuticals and medical devices as companies seek portfolio expansion. The sector is generally more favorably priced than most sectors despite recent underperformance. | ANF AAON SHAK PCVX FLY SWTX PTGX RBA ARIS ITCI |
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| 2025 Q3 | Oct 16, 2025 | Riverwater Micro Opportunities Strategy | - | - | ABEO, ALLT, ARIS, AVBC, AVD, BDC, CCB, DCTH, IRMD, MAMA, MEC, NPKI, TILE, UROY, UTL | AI, Banking, healthcare, Microcap, nuclear, Quality, uranium, value | Nuclear power gained momentum as a clean energy solution for AI data centers, with uranium prices strengthening into the high $70s low $80s per pound range. The manager maintains long-standing conviction that nuclear energy will play a critical role in meeting exponential growth in power demands from artificial intelligence infrastructure. | AVD ALLT AVBC DCTH UROY |
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| 2024 Q2 | Jun 30, 2024 | Riverwater Micro Opportunities Strategy | -0.4% | -2.8% | AAPL, ARIS, ATOM, BWB, GOOGL, III, LLAP, LMNR, LMT, META, MSFT, NVDA, PERI, QNST, STM, VECO | Agriculture, AI, Banking, Microcap, semiconductors, small cap, value | AI has contributed to large-cap outperformance but also presents opportunities for microcaps as picks and shovels plays. Veeco Instruments exemplifies this opportunity as a key supplier to companies producing AI chips and servers. | LMNR VECO |
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| 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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| 2024 Q4 | Jan 18, 2025 | Rewey Asset Management | - | 27.3% | ARIS, AVNS, BKR, HAL, KD, SLB, WFRD | Concentration, neglect, Oil Services, small caps, SMID, value | Manager sees significant neglect and undervaluation in small and mid-cap stocks driven by the rise of index investing. Believes reallocation from large-cap tech concentration could drive substantial inflows to small/mid-cap space. Portfolio focuses on profitable companies within the Russell 2500 universe. | WFRD AVNS KD |
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| 2023 Q4 | Jan 18, 2024 | Rewey Asset Management | 9.8% | 18.5% | ARIS, BDC, CADE | Fed policy, rates, Regional Banks, small cap, value, water | Small and mid-cap value outperformed in Q4 2023 rally, with Russell 2500 Value gaining 6.81% in final weeks versus S&P 500's 2.78%. Manager believes value sector was oversold and sees continued appreciation potential as investors rotate from concentrated large-cap growth. | ARIS |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Rewey Asset Management | ARIS Water Solutions Inc. | Energy | Oil & Gas Equipment & Services | Bull | NYSE | dividend, ESG, infrastructure, Oil Services, Permian Basin, Pipeline network, Recycling, Value, water treatment | View Pitch |
| Apr 13, 2026 | Fund Letters | Riverwater Micro Opportunities Strategy | Aris Water Solutions | Utilities | Water Utilities | Bull | NASDAQ | Dividend Growth, Energy Services, ESG, Sustainable Infrastructure, Texas, utilities, Water infrastructure, Water Recycling | View Pitch |
| Apr 13, 2026 | Fund Letters | Horizon Kinetics | Aris Water Solutions | Energy | Oil & Gas Equipment & Services | Bull | NASDAQ | data centers, Disposal Wells, energy, Equity, oilfield services, Permian Basin, Pipeline infrastructure, Recycling, Wastewater Management, Water infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | Rewey Asset Management | ARIS Water Solutions | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Acquisitions, Bull, dividend, energy infrastructure, environmental services, Permian Basin, Water Recycling, Water Solutions | View Pitch |
| Apr 13, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Aris Water Solutions | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Completion Activities, Delaware Sub-basin, Energy Services, Oil & Gas Services, Permian Basin, Water infrastructure, Water Recycling | View Pitch |
| Jan 8, 2026 | Fund Letters | Adam Peck | Aris Water Solutions, Inc. | Industrials | Environmental & Facilities Services | Bull | New York Stock Exchange | infrastructure, midstream, Permian, Recycling, Water | View Pitch |
| Dec 5, 2025 | Fund Letters | Eric Mintz | Aris Water Solutions, Inc. | Utilities | Oil & Gas Storage & Transportation | Bull | NYSE | infrastructure, midstream, Permian, Production, Water | View Pitch |
| Dec 3, 2025 | Fund Letters | Jason L. White | Aris Water Solutions, Inc. | Utilities | Oil & Gas Equipment & Services | Bull | NYSE | Basin, Cyclicality, infrastructure, midstream, oil, Pipelines, Recycling, Water | View Pitch |
| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||