ATS Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q3	Oct 21, 2025	ClearBridge Mid Cap Growth Strategy	-	-	ATS, QXO	Artificial Intelligence, Biotechnology, healthcare, Industrial Automation, Mid Caps	The fund outperformed through strong stock selection in healthcare and consumer staples, aided by biotech names like Argenx and Alnylam. Managers added positions in Bio-Techne and QXO to capture growth in diagnostics and industrial automation. They remain constructive on mid caps as rate cuts and improving sentiment support selective growth investing.	RBLX	View

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
No pitches found.

BSD Shareholders of ATS

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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BSD Shareholders of ATS

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