| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q2 | Jul 31, 2024 | Fawkes Capital Management | 1.0% | - | AGX, BDT.TO, CRDO, GFRD.L, HPS.TO, IBST.L, KIE.L, MJG.L, QCOM, VRT | AI, Construction, energy, infrastructure, Politics, tariffs, Trade Policy | Fund has taken profits on AI infrastructure investments due to soaring investor expectations, though still believes in AI as future platform technology. Currently prefers investing in construction and equipment companies building AI infrastructure, as their profitability is tied to increased sector capex. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Substack | The 10x Radar | Bird Construction Inc. | Industrials | Engineering & Construction | Bull | TSX | — | View Pitch |
| Aug 7, 2025 | Substack | The 10x Radar | Bird Construction Inc. | Industrials | Engineering & Construction | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Substack | The 10x Radar | Bird Construction Inc. | Industrials | Engineering & Construction | Bull | 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. | ||||||||