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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 8, 2025 | Mott Capital Management | - | 0.5% | AAPL, BA, ISRG, MSFT, UNH, ZTS | Defensive, healthcare, Performance, technology, valuation, volatility | Manager expresses genuine conflict about AI investments, particularly Microsoft, due to valuation concerns and uncertainty about returns on substantial data center spending. Questions whether AI sector will recoup considerable investments and fears AI risks becoming commoditized technology over time without clear differentiation among models. | ZTS UNH MSFT ZTS UNH MSFT |
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| 2024 Q2 | Aug 1, 2024 | Mott Capital Management | - | 5.3% | AAPL, AMZN, BA, CSCO, GILD, GOOGL, ILMN, ISRG, MA, MSFT, NVDA, SHOP, TSLA, V | Concentration, growth, healthcare, Mega Cap, technology, valuation | Rapid advancements in AI applications will likely support healthcare companies making meaningful advances in formulary and product development. The market has seen significant rotation into mega-cap stocks primarily led by Nvidia, creating substantial divergences across the market. | ILMN |
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| 2025 Q2 | Jul 8, 2025 | LVS Advisory – Event Driven | - | 3.6% | AMD, AMZN, BA, CW, GOOGL, ITOS, LMT, NVDA, RTX | aerospace, Biotech, defense, Event-Driven, growth, Industrial, Liquidations, nuclear | Rising demand for defense electronics driven by increased military computerization and AI integration. Global defense spending acceleration due to high-threat environment with NATO countries pledging increased spending. Foreign military sales growth including AUKUS submarine partnership and direct relationships with companies like Rheinmetall. | ITOS CW |
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| 2025 Q2 | Jul 8, 2025 | LVS Advisory – Growth | - | 15.8% | AMD, AMZN, BA, CW, GOOGL, ITOS, LMT, NVDA, RTX | aerospace, Biotechnology, defense, Event-Driven, growth, Industrial, Liquidations, nuclear | Curtiss-Wright benefits from multiple defense tailwinds including rising demand for defense electronics, increased US naval defense spending with Trump administration proposing 40% increase to naval shipbuilding budget, and rising foreign military sales. The company is deeply embedded in defense electronics across 400 platforms and 3,000 programs with substantial incumbency advantages. | ITOS CW CW |
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| 2025 Q2 | Jul 31, 2025 | Fidelity Dividend Growth Fund | 13.5% | 7.5% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, industrials, large cap, Quality, technology | The fund benefited from AI-driven demand across multiple sectors. Taiwan Semiconductor Manufacturing gained 23% amid strong demand for AI processors as tech firms continued spending on data centers. The utilities sector was boosted by AI-driven demand for electricity to power data centers. The transformative potential of generative artificial intelligence drove outperformance in technology and communication services sectors. | View | |
| 2024 Q2 | Jul 30, 2024 | Penn Davis McFarland | - | - | AAPL, AMD, AMZN, BA, CSCO, FTRE, GOOGL, INTC, META, MSFT, MTCH, NVDA, PYPL, QCOM, SPR, TSM | AI, Cash, competition, Geopolitical, productivity, semiconductors, technology, value | The letter extensively discusses AI as a transformative technology with potential for immense productivity gains. The manager draws parallels between today's AI boom and the internet infrastructure build-out of 2000, noting that while Nvidia leads the AI infrastructure space like Cisco did for internet infrastructure, the real winners may be companies that leverage AI to solve real-world problems rather than just build the infrastructure. | View | |
| 2025 Q2 | Jul 29, 2025 | Rivemont | - | - | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. Major capital investment is flowing into domestic production capacity, particularly in aerospace and defense industries, with provisions in OBBBA incentivizing domestic investment through favorable tax treatment for factory construction and equipment. | GE ROK HWM BA |
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| 2025 Q2 | Jul 27, 2025 | Diamond Hill Small Cap Fund | 11.8% | -1.1% | BA, COOP, DCO, FIP, HURC, LEU, MLAB, OEC, RHP, RRR, TBK, USLM | AI, defense, materials, nuclear, small caps, technology, value | AI-fueled boom had widespread effects across sectors, with technology companies continuing their torrid run as sentiment around AI's potential to radically change life remains high. Nuclear fuel provider Centrus Energy is benefiting from renewed interest in nuclear power to support growing power demand tied to the AI boom. | HURC MLAB FIP DCO USLM RRR LEU COOP AEO ASUR STRW FBIN AZZ UTZ NSP DCO LEU |
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| 2025 Q2 | Jul 24, 2025 | WestEnd Capital | 21.8% | 8.6% | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. Major capital investment is flowing across aerospace and defense industries as companies prioritize supply chain visibility and resilience. | GE ROK HWM BA GE ROK HWM BA |
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| 2025 Q2 | Jul 2, 2025 | Ghosh Capital | 17.3% | 25.3% | AMZN, APH, ASTS, AVGO, BA, CSU.TO, GOOGL, GSAT, HOOD, KNEAT.TO, LMT, MDA.TO, MELI, MSFT, NU, RHM.DE, RKLB, SATS, TOI.TO, V | AI, Canada, global, Satellites, Space, technology, value | Deep dive on MDA Space, a 56-year-old Canadian space technology company building satellites, space robotics, and providing geointelligence. The company trades at attractive valuations compared to US space peers despite having longer operating history and actual profitability. Major growth drivers include large constellation wins for Globalstar and Telesat. | MDA.TO GOOGL KNEA.TO MELI TOI.TO MDA CN |
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| 2024 Q2 | Jun 30, 2024 | Zeno | - | - | AER, AIR.PA, BA, DHR, GE, GEHC, GEV, HEI, HON, PH, SAF.PA, TDG | aerospace, Aftermarket, Concentration, Market Power, value | GE Aerospace represents the global leading provider of jet engines with approximately 70% market share of commercial engines. The business model consists of low margin engine sales followed by high margin aftermarket services that generate 3.5x the revenue of initial engine sales. The aftermarket dynamic creates one of the largest and most defensible profit pools in the aerospace ecosystem. | GE |
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| 2024 Q2 | Jun 30, 2024 | PM Capital Australian Companies Fund | -2.9% | - | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, fixed income, healthcare, insurance, software, Valuations | AI capital expenditure boom continues driving market concentration with eight companies representing 38% of S&P 500. Manager questions sustainability of $3-4 trillion annual data center spending projections by 2030, citing economic viability and energy infrastructure as key risks. | TTAN TYL AJG CR |
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| 2024 Q1 | May 8, 2024 | Mott Capital Management | 2.8% | 2.8% | AAPL, ADBE, AMZN, BA, GOOGL, ISRG, MA, META, MSFT, NVDA, TSLA, V | AI, growth, inflation, large cap, rates, technology, Valuations | The market is being dangerously driven by an Artificial Intelligence momentum trade with Nvidia as the primary beneficiary. Many companies are spending heavily on AI but aren't necessarily seeing revenue benefits, while only a handful like Nvidia are actually profiting. The AI rally appears momentum-based and questionable for continuation. | View | |
| 2024 Q1 | May 8, 2024 | Brookfield Asset Management | - | - | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, AI, defense, Europe, industrials, Onshoring, technology, Trade Policy | The US government is increasingly focused on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This is driving major capital investment across aerospace and defense industries with strong earnings growth expected to follow. | GE ROK HWM BA |
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| 2025 Q1 | May 5, 2025 | Mott Capital Management | - | -6.5% | AAPL, AMZN, BA, ILMN, ISRG, MSFT, SHOP | China, earnings, Margins, Portfolio Management, tariffs, technology, Trade Policy, volatility | President Trump's tariff plan created significant market volatility, with the market underestimating his determination to reshape global trade. The manager believes tariffs will remain above a 10% floor and may be weaponized against China's weakened economy to slow military expansion. | View | |
| 2025 Q1 | Apr 7, 2025 | Brasada Focused Equity Strategy | - | - | AMZN, BA, BRK-B, GE, GM, HEI, NKE, PFE | aerospace, Cash Management, Market Volatility, Quality, tariffs, Trade Policy | The Trump Administration is implementing aggressive tariff policies to rebalance trade flows and bring manufacturing jobs back to the US. Countries like Vietnam and Cambodia are already offering to reduce their tariffs on US imports in exchange for reduced US tariffs, while China has raised their tariffs in retaliation. The outcome remains unpredictable with potential for either economic benefit if countries reduce tariffs or recession if trade war escalates. | HEI |
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| 2026 Q1 | Apr 20, 2026 | WestEnd Capital | - | - | AAPL, BA, CAT, GE, GOOGL, LLY, ROK, SNOW | AI, defense, energy, Geopolitical, Industrial, infrastructure, technology | View | ||
| 2023 Q1 | Apr 20, 2023 | African Lions Fund | 2.5% | 2.5% | BA, GE, HWM, ROK | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The fund emphasizes the US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This trend is driving major capital investment across aerospace and defense industries, with companies prioritizing supply chain visibility and resilience. | 0GEG LN DALN|FND|ROKU|WOSG LN HWM AABA |
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| 2024 Q1 | Apr 15, 2024 | Artisan Focus Fund | 7.0% | 28.7% | ALL, AMZN, BA, CNM, CRH, DKNG, EADSY, GE, LLY, MRVL, MSFT, NVDA, PGR, SAF.PA, SPOT, TDG, TSM | active management, aerospace, earnings, industrials, insurance, technology | Aerospace theme remains a key driver of positive alpha with events continuing to elongate the cycle. Original equipment manufacturers struggle to ramp production due to supply chain challenges and Boeing's engineering issues, while end-demand continues to march higher. The industry is undersupplied with narrowbody aircraft, causing existing fleets to work harder and necessitating higher service levels. | View | |
| 2023 Q1 | Apr 13, 2023 | LVS Advisory – Event Driven | 0.6% | 0.6% | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The US government is increasingly focused on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This is driving major capital investment across aerospace and defense industries with strong earnings growth expected to follow. | 0GEG LN DALN|FND|ROKU|WOSG LN HWM AABA |
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| 2026 Q1 | Apr 10, 2026 | Alpha Wealth Funds – The Insiders Fund | -7.1% | -7.1% | ABT, ADPT, AMAT, BA, BSM, CME, DXCM, ET, GOOG, INTC, KKR, LSCC, MSCI, NVDA, PODD, POOL, ROK, TPC, TREX, TTD | AI, Automation, defense, energy, Geopolitical, healthcare, Onshoring, semiconductors | View | ||
| 2025 Q1 | Mar 31, 2025 | Fidelity Dividend Growth Fund | -5.3% | -5.3% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BN, BRK.B, EME, EPD, ET, GEV, GOOGL, META, MRVL, MSFT, NVDA, TSLA, V, WFC | aerospace, AI, dividends, energy, industrials, large cap, value | Manager views generative AI as a transformative long-term trend but has tempered enthusiasm for the AI space in the short term due to cyclical weakness. The fund reduced semiconductor exposure after DeepSeek's release raised questions about AI infrastructure spending and valuations of chipmakers. | View | |
| 2025 Q1 | Mar 31, 2025 | Rewey Asset Management | -7.0% | -7.0% | AEM, BA, DCO, PDCO, RTX, WDOFF, ZYXI | aerospace, defense, gold, small caps, SMID, tariffs, Trade Policy, value | Trump's tariffs represent the dominant market theme in Q1 2025, creating uncertainty about negative economic impacts. The manager views tariffs as Trump's method to reduce budget deficit and spur domestic production, but believes Trump will ultimately seek deals rather than maintain high tariff levels. | DCO ZYXI AEM |
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| 2025 Q1 | Mar 31, 2025 | Stenham Asset Management | - | - | BA, SPR, X | credit, geopolitics, global, Hedge Funds, Macro, Recession, tariffs, volatility | The Trump administration imposed wide-ranging tariffs including 25% on foreign vehicles and auto parts, expanding from Mexico and Canada to broader global application. This represents an upending of the 50-year global free trade system, creating lasting damage to US and global economic confidence. The scale and permanence of these tariffs far exceeded expectations, causing significant market volatility and institutional repositioning away from US assets. | View | |
| 2025 Q1 | Mar 31, 2025 | Fortress – Caribbean Growth Fund | 3.5% | 3.5% | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | Global defense spending rose to $2.7 trillion in 2024 (+9.4%) and is expected to continue rising. The U.S. Department of Defense's 2025 budget request totals nearly $850 billion, with meaningful allocations aimed at strengthening industrial capabilities in areas like unmanned systems, hypersonics, and solid rocket motors. | GE ROK HWM BA |
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| 2024 Q1 | Mar 31, 2024 | City Different Investments – Multi-Cap Core | 11.4% | 33.1% | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, diversification, healthcare, insurance, software, valuation | AI capital expenditure boom continues driving market concentration with eight companies representing 38% of S&P 500. Manager questions sustainability of $3-4 trillion annual data center spending projections by 2030, citing concerns about economic viability and energy infrastructure bottlenecks. | TTAN TYL AJG CR |
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| 2023 Q1 | Mar 31, 2023 | Tarkio Fund | - | - | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, diversification, healthcare, software, technology, valuation | AI capital expenditure boom continues driving market concentration with eight companies representing 38% of S&P 500. Manager tracks economic viability risks and energy infrastructure bottlenecks while maintaining exposure to the theme despite bubble concerns. | TTAN TYL AJG ACR |
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| 2025 Q4 | Feb 9, 2026 | Loomis Sayles Global Growth Fund | -3.1% | 17.6% | 6954.T, AMZN, BA, BABA, GOOGL, MELI, META, MSFT, NFLX, NKE, NVO, ORCL, QCOM, RACE, SHOP.TO, TSLA, UAA, UL | AI, Automation, Cloud, global, growth, Quality, Streaming, technology | AI investments are driving significant growth across portfolio companies. Alphabet benefits from AI overviews in 40 languages with 2 billion monthly users and AI Mode with 75 million daily users. Google's AI investments contribute to faster query growth and improved monetization. Oracle's cloud infrastructure business is built for AI workloads, targeting over $100 billion in revenue by 2029. Fanuc is partnering with Nvidia to embed physical AI into industrial robots and create digital twins for virtual factory optimization. Cloud computing represents a major growth driver across multiple holdings. Google Cloud accelerated growth to 34% year-over-year, representing 15% of total Alphabet revenue. Oracle's cloud transition from on-premise to subscription model is driving faster growth with substantial RPO backlog of $523 billion. The company targets over $100 billion in OCI revenue by 2029. Shopify's cloud-based platform enables merchants to manage retail operations globally. E-commerce growth remains strong across Latin America and globally. Shopify reported 32% revenue growth with $92 billion GMV, gaining market share and expanding merchant solutions. MercadoLibre continues to dominate Latin American e-commerce with 49% revenue growth, expanding product categories and deepening selection. The company benefits from lower e-commerce penetration rates in Latin America versus other regions. Streaming entertainment continues secular growth from linear television shift. Netflix reported 17% revenue growth driven by higher subscriptions and pricing, with share of TV viewing growing 15% in US and 22% in UK since 2022. The company completed rollout of internal ad tech platform and targets doubling advertising revenue in 2025. Netflix's proposed $82.7 billion acquisition of Warner Bros. would expand content scale and intellectual property portfolio. Factory automation benefits from rising labor costs and falling automation costs globally. Fanuc reported 9% revenue growth with strong robot segment performance, driven by EV industry demand in China and US manufacturing activity. The company maintains 50% market share in factory automation and is partnering with Nvidia to embed AI into industrial robots. Rising labor costs across manufacturing countries support long-term secular demand growth. | MELI NFLX ORCL 6954 JP SHOP GOOG |
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| 2025 Q4 | Feb 8, 2026 | Fidelity Dividend Growth Fund | 5.1% | 22.5% | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology | The fund remains optimistic about generative artificial intelligence prospects, believing current breakthroughs in large language models will have massive implications for developed economies. The impact is expected to be at least as significant as the transistor or World Wide Web development. The fund maintains significant exposure to semiconductor companies, particularly Taiwan Semiconductor Manufacturing and memory chip producers like SK Hynix. Strong demand for digital memory solutions has resulted in products being sold out through 2026. Commercial aviation represents a key theme as one of the few end markets not yet recovered to pre-pandemic production levels despite robust air travel recovery. Boeing remains the fund's largest overweight with improving fundamentals and strengthened balance sheet. The fund is positioned in companies benefiting from global electrification and decarbonization trends, including GE Vernova which makes gas turbines for electricity generation. The advent of generative AI is increasing global power needs. The fund's core investment philosophy centers on companies with favorable prospects to sustainably pay and grow dividends over time. Energy sector positioning is supported by corporate policies focused on returning capital through dividends and stock buybacks. | GEV AAPL PAYC 000660 KS GOOGL |
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| 2024 Q4 | Dec 31, 2024 | The Sound Shore Fund | 1.3% | 22.6% | BA, BKR, FLEX, ORCL, TEVA, VST | AI, energy, Pharmaceuticals, technology, Transformation, Utilities, value | Sound Shore specializes in identifying overlooked companies undergoing transformations, targeting businesses with strong fundamentals trading at attractive valuations relative to growth potential. The portfolio trades at 11.5x forward P/E versus 21.5x for S&P 500, despite strong balance sheets and free cash flow. | BA TEVA FLEX |
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| 2023 Q4 | Dec 31, 2023 | TMR Partners Long Only | - | - | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The letter emphasizes the US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This trend is driving major capital investment across aerospace and defense industries, with companies prioritizing supply chain visibility and resilience. | 0GEG LN DALN|FND|ROKU|WOSG LN HWM AABA |
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| 2025 Q3 | Nov 5, 2025 | Fidelity Dividend Growth Fund | 8.4% | 16.6% | AAPL, ALSN, AMZN, AVGO, BA, BAC, BRK.A, BRK.B, EPD, ET, GEV, GOOGL, META, MSFT, NVDA, OWL, PAYC, TSLA, TSM, WDC | dividends, energy, industrials, large cap, Quality, technology, value | AI-driven demand for electricity to power data centers boosted utilities sector performance. Strong demand for AI processors supported Taiwan Semiconductor Manufacturing's 23% quarterly gain. Tech firms continued spending on building data centers amid AI-related growth. | View | |
| 2025 Q3 | Nov 23, 2025 | Lux Capital | - | - | 000660.KS, 005930.KS, ACN, AMZN, BA, CAP.PA, GOOGL, INTC, IT, LMT, META, MSFT, MU, NOC, NVDA, ORCL, RTX, TSLA | AI, Automation, Biotechnology, defense, geopolitics, Physical Sciences, semiconductors, Venture Capital | AI hyperscalers are spending over $400 billion in capex pursuing compute supremacy. The AI boom is profoundly physical requiring gigawatts of power, thousands of tons of copper wiring, and teraliters of cooling water. AI is transitioning from communication AI to physical AI including robotics, biology, defense, and manufacturing applications. | View | |
| 2024 Q3 | Nov 2, 2024 | Mott Capital Management | - | 9.6% | AAPL, AMZN, BA, GOOGL, ILMN, ISRG, MSFT, SHOP | AI, Cash, earnings, growth, technology, Valuations | Technology companies including Apple, Alphabet, Microsoft, and Amazon have indicated plans to increase AI spending in 2025 to stay competitive. However, the payoff from these AI investments has not materialized yet, and the market has started examining AI spending more closely since mid-July. | BA |
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| 2025 Q3 | Nov 16, 2025 | Matrix Dividend Income | - | - | ACN, AMAT, BA, BK, CSCO, FI, GD, LHX, LMT, NESN.SW, NSC, SBUX, STZ, TEL, TGT, TSN, UNP | defense, dividends, financials, healthcare, technology, value | Technology and Communications sectors led the market rally in Q3, accounting for close to 70% of the S&P 500's performance. Many companies within these sectors benefit from investor enthusiasm for artificial intelligence including the Magnificent 7. The manager expects corporations to continue finding new ways to run their businesses more efficiently as they incorporate AI. | LMT STZ ACN |
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| 2025 Q3 | Nov 16, 2025 | Matrix Large Cap Value Strategy | - | - | ACN, AMAT, BA, BK, CSCO, FI, GD, LHX, LMT, NESN.SW, NSC, SBUX, STZ, TEL, TGT, TSN, UNP | AI, defense, dividends, financials, large cap, rates, technology, value | Technology and Communications sectors led the market rally, accounting for 70% of S&P 500 performance in Q3, driven by investor enthusiasm for artificial intelligence including the Magnificent 7. Companies are expected to continue incorporating AI to run businesses more efficiently and drive earnings growth. | View | |
| 2025 Q3 | Nov 13, 2025 | Auxier Asset Management | 5.4% | - | BA, BAC, BK, C, CAT, DEO, GD, GLW, GOOGL, KR, LMT, MA, META, MSFT, PH, PM, PSX, RTX, TAP, VLO | AI, Banking, credit, defense, energy, infrastructure, Speculation, technology | Robust capital investment boom in Artificial Intelligence is boosting the US economy and market, with up to half of 3.8% GDP gain attributable to tech capital spending. Companies like Alphabet, Microsoft and Meta are putting up exceptional growth in cloud computing, AI and digital advertising. The massive infrastructure buildout to expand data center capacity has boosted demand for traditional machinery and power solutions. | View | |
| 2024 Q3 | Oct 27, 2024 | Oaktree Capital Management | 0.0% | 0.0% | AIR.PA, BA | Aircraft Leasing, Asset-backed Finance, Banking, Credit markets, interest rates, private credit, regulation | Asset-backed finance represents the next frontier of private credit as banks retreat due to regulatory pressures and capital requirements. Alternative lenders are positioned to fill the financing void in the core ABF segment between investment grade and opportunistic lending. The $5.5 trillion ABF universe offers significant opportunities for experienced managers. | View | |
| 2024 Q3 | Oct 25, 2024 | CrossingBridge Advisors | 0.0% | 0.0% | AUD, BA, WBA | Bankruptcy, credit, high yield, Nordic, Quality, Spreads, value | High yield spreads are at historically tight levels reminiscent of 2005-07, with BBB-BB spreads tighter 70% of the time over 24 years. Credit migration is expected to turn negative, especially considering direct lending markets. The manager anticipates potential credit deterioration ahead. | MSGPIN AUD WBA BA |
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| 2023 Q3 | Oct 19, 2023 | Horizon Investment | - | - | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, diversification, healthcare, insurance, software, valuation | AI capital expenditure boom continues driving market concentration with eight companies representing 38% of S&P 500. Manager tracks economic viability risks and energy infrastructure bottlenecks while maintaining exposure despite minimal revenue generation relative to capital deployment. | TTAN TYL AJG ACR |
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| 2025 Q3 | Oct 10, 2025 | Sandhill Investment Management | - | - | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, diversification, healthcare, insurance, software, Valuations | AI capital expenditure boom continues driving market returns since ChatGPT's release. AI-related stocks account for 75% of market returns and 90% of capital spending. Manager sees potential bubble risks around economic viability and energy infrastructure constraints for data centers requiring enormous power. | AJG CR |
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| 2024 Q3 | Oct 1, 2024 | QuadCap Wealth Management | - | - | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The manager emphasizes the US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. This trend is driving major capital investment across aerospace and defense industries with strong earnings growth expected to follow. | GE ROK HWM BA |
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| 2024 Q4 | Jan 5, 2025 | MPD Partners | - | - | ADYEN.AS, BA, GE, HWM, RHM.DE, ROK, RR.L | aerospace, Automation, defense, Europe, industrials, Onshoring, technology, Trade Policy | The US government's increasing focus on bringing manufacturing and production home due to geopolitical uncertainties and trade issues. Major capital investment is flowing into aerospace and defense industries as companies prioritize supply chain visibility and resilience. | GE ROK HWM BA |
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| 2025 Q4 | Jan 27, 2026 | WestEnd Capital | 0.0% | 0.0% | BA, CAT, CCJ, CENX, FCX, GE, KGS, LLY, PLTR | AI, Aluminum, defense, energy, healthcare, industrials, Natural Gas, technology | WestEnd committed to the AI trade early and captured outsized gains by actively investing in key players driving AI innovation and infrastructure buildout. The AI boom continues with debt financing becoming more important for funding buildout as capital intensity rises. AI data centers require massive amounts of metals including aluminum and copper. Portfolio includes exposure to aerospace/defense supply chains and companies positioned for defense spending. Century Aluminum's high-purity primary aluminum is essential for military aircraft, armor plate, drones, and advanced weapons systems, tying into national security needs. Eli Lilly stands out as a dominant franchise in the GLP-1 obesity and diabetes market, actively reducing friction through direct-to-consumer and direct-to-employer pricing strategies. The company is diversifying into next-generation oral GLP-1s with orforglipron expected to generate $13 billion in annual sales by 2031. The Trump administration has signaled intent to dial-up fiscal stimulus in various forms, with policies encouraging capital formation and business investment. This includes benefits from the OBBBA providing meaningful financial/tax benefits for businesses and households. Kodiak Gas Services provides mission-critical large-horsepower compression infrastructure upstream of LNG exports and downstream power demand from AI-driven data centers. The company benefits from robust demand in the Permian and other basins through long-term, take-or-pay style contracts. Century Aluminum sits at the intersection of AI data-center buildout and defense/energy security needs. The boom in data centers, EVs, and clean-energy infrastructure is tightening the U.S. aluminum market, pushing up the Midwest premium and incentivizing domestic smelting capacity to restart. | CENX CAT LLY KGS |
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| 2024 Q4 | Jan 22, 2025 | Peak Asset Management | - | - | AJG, AMD, BA, CR, NVDA, ORCL, TTAN, TYL | aerospace, AI, Concentration, healthcare, insurance, software, valuation | AI capital expenditure boom continues driving market concentration with eight companies representing 38% of S&P 500. Manager questions sustainability given minimal revenue generation versus massive capital deployment into data centers. Energy constraints pose potential bottlenecks for ambitious growth projections. | TTAN TYL AJG CR CR TTAN CR TYL AJG CR |
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| 2023 Q4 | Jan 19, 2024 | Mott Capital Management | - | 26.7% | AAPL, AMZN, BA, GOOGL, ISRG, MA, MDRX, MSFT, SHOP, SPLK, V | Cash, Fed, growth, rates, technology, Valuations | The composite focuses on thematic growth investing with a long-term approach, owning mega-cap growth names like Apple, Microsoft, Alphabet, and Amazon. The strategy has benefited from the rally in mega-cap growth stocks in 2023. | View | |
| 2024 Q3 | Sep 30, 2024 | Fidelity Dividend Growth Fund | 4.4% | 25.2% | AAPL, ABBV, ALSN, AMZN, APO, AVGO, BA, BN, BRK-A, CMCSA, CVX, EPD, ET, EXC, GEV, GOOGL, HD, JNJ, JPM, META, MRVL, MSFT, MU, NVDA, QCOM, TSLA, VST, XOM | aerospace, AI, dividends, energy, large cap, technology, Utilities, value | The fund sees explosive growth of AI as a key advantage in semiconductors and semiconductor equipment. AI's influence was reflected in the roughly 19% advance for the utilities sector, which benefited from its key role in providing electricity needed to power massive data centers used for AI. The fund maintains notable overweights in AI-related semiconductor names like Qualcomm, Marvell Technology and Micron Technology. | View | |
| 2024 Q3 | Sep 30, 2024 | Mar Vista Strategic Growth Fund | 5.5% | 0.0% | AAPL, AME, AMT, AMZN, BA, FTV, GOOGL, GSK, JNJ, MCHP, META, MSFT, NKE, NVDA, SYK, TDG, TSLA, UL, ZBH | AI, growth, healthcare, industrials, large cap, Rate Cuts, technology | The market entered a zone of disillusionment regarding heavy AI spending by big tech companies, reminiscent of the internet boom in 2000. Apple's generative AI roadmap and iPhone 16 product cycle were viewed positively, with AI solutions integrated into iOS 18. Microsoft continues investing heavily in generative AI despite investor concerns about rising capital intensity. | View | |
| 2024 Q2 | Jul 26, 2024 | Deep Sail Capital Partners | 13.8% | 23.5% | ACHR, AFRM, ANET, ARM, BA, BA.L, CAVA, CREX, ESTC, KOG.OL, NVDA, OII, PNG.TO, SAAB-B.ST | defense, Long/Short, Robotics, small caps, technology, value | Kraken Robotics positioned to benefit from autonomous underwater vehicle demand from global navies. Anduril partnership for Dive-LD and Ghost Shark programs represents significant revenue opportunity. XL-AUVs being developed globally by defense contractors to replace submarines. | PNG.TO |
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| 2024 Q2 | Jun 30, 2024 | Loomis Sayles Global Growth Fund | 3.5% | 10.4% | 0700.HK, ADYEN.AS, ALNY, AMZN, BA, CRSP, GOOGL, MELI, META, MSFT, NFLX, NVO, ORCL, SHOP, TSLA, VRTX | AI, Biotechnology, Cloud, global, growth, healthcare, Quality, technology | Google has been operating as an AI-first company for much of the past decade, with nearly 80% of advertising customers using at least one AI-powered search product. The company continues integrating generative AI functionality into search and providing AI services through its cloud business. | View | |
| 2024 Q1 | Apr 29, 2024 | Stenham Asset Management | 13.9% | 13.9% | 005930.KS, AAPL, AIR.PA, ALK, AMAT, ASML, BA, CLNX.MC, GE, NVDA, SAF.PA, TSM, UAL | aerospace, AI, semiconductors, technology, Travel | Semiconductor equipment providers ASML and Applied Materials benefited from long-term secular growth in chip manufacturing costs, rising from $1bn facilities a decade ago to $20bn today. The industry is supported by geopolitical tensions driving semiconductor sovereignty initiatives, with Samsung and TSMC committing $69bn in new US investments. AI demand is driving exponentially more advanced chips, with Nvidia's latest GPU processing 600x more operations than an iPhone chip. | CLNX.MC AIR.PA SAF.PA GE AMAT ASML |
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| 2024 Q4 | Feb 13, 2025 | Arnott Capital | - | 3.3% | AIR.PA, BA, LSEG.L | aerospace, AI, China, Japan, Long/Short, Macro, Opportunities, value | Commercial aviation industry disruption creates opportunities as Boeing faces production issues while demand recovers to pre-COVID levels. Airbus positioned to benefit from competitor weakness with strong order book and earnings growth potential. Aircraft leasing companies also benefit from increased demand and higher rates. | AIR.PA |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Rivemont | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Reshoring, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | WestEnd Capital | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Order Backlog, Quality Improvement, Reshoring, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Fortress - Caribbean Growth Fund | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Reshoring, supply chain, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | Brookfield Asset Management | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Quality Improvement, Reshoring, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | The Sound Shore Fund | The Boeing Company | Industrials | Aerospace & Defense | Neutral | NYSE | Aerospace, Aircraft Deliveries, Commercial Aviation, Cyclical, Free Cash Flow, manufacturing, operational challenges, risk management | View Pitch |
| Apr 13, 2026 | Fund Letters | CrossingBridge Advisors | Boeing | Industrials | Aerospace & Defense | Bear | NYSE | Aerospace, Bear, Credit risk, Criminal Charges, Debt Downgrade, Defense, Fallen Angel, Junk Bond, Safety Issues | View Pitch |
| Apr 13, 2026 | Fund Letters | Mott Capital Management | The Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, Commercial Aviation, duopoly, Equity, Order Backlog, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | MPD Partners | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Quality Improvement, Reshoring, turnaround | View Pitch |
| Apr 13, 2026 | Fund Letters | QuadCap wealth management | Boeing Company | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, China, Commercial Aviation, Defense, manufacturing, Quality Improvement, Reshoring, turnaround | View Pitch |
| Mar 25, 2026 | Substack | Monopolistic Investor | Boeing | Aerospace & Defense | Aerospace | Bear | New York Stock Exchange | Aerospace, Boeing, duopoly, Global Services, Government intervention, Negative equity, operational challenges, profitability, R&D spending, Unionized workforce | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | The Boeing Company | Industrials | Aerospace & Defense | Neutral | New York Stock Exchange | 5G, backlog, CapEx, diversification, engineering, Grid, infrastructure, Modernization, renewables | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Boeing Company | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, backlog, leadership, Production, recovery, turnaround | View Pitch |
| Feb 21, 2026 | Fund Letters | George Bolton | Boeing Company | Industrials | Aerospace & Defense | Bull | New York Stock Exchange | Aerospace, air travel, backlog, Defense, Reshoring, turnaround | View Pitch |
| Jan 14, 2026 | Seeking Alpha | Seeking Alpha | The Boeing Company | Aerospace & Defense | Aerospace | Neutral | New York Stock Exchange | Aerospace, backlog, Boeing, Commercial Airplanes, Defense, market recovery, operating margins, risk management, turnaround, valuation | View Pitch |
| Jan 8, 2026 | Value Investors Club | yxd0950 | The Boeing Company | Industrials | Commercial Services & Supplies | Bull | New York Stock Exchange | industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Dhierin Bechai | Boeing | Industrials | Aerospace & Defense | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Hawkinvest | Boeing | Industrials | Aerospace & Defense | Neutral | NYSE | — | 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. | ||||||||