Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 27, 2025 | Fawkes Capital Management | 7.6% | - | AEHR, ARGO, BE, GNRC, GOOGL, MAXR, NVDA, NVTS, NVX.AX, PKE, PSIX, SYR.AX, TDY, TGEN, WWR | AI, China, commodities, defense, energy, Germany, infrastructure | Fund is positioned across Western AI beneficiaries including NVIDIA's next-generation Rubin architecture and energy infrastructure requirements for data centers. Believes Google's TPU technology represents the only real challenger to NVIDIA's GPUs and sees significant undervaluation in Alphabet. Also investing in Chinese AI development through Malaysian data center infrastructure as China works around US export controls. | AVIO.MI PKE CMEC.SS GOOGL MAXR PKE NVDA VH2 GR |
View |
| 2025 Q2 | Jul 27, 2025 | Lazard Enhanced Opportunities Portfolio | - | - | AVAV, BABA, BE, GME, OPEN | AI, Convertibles, credit, rates, technology, volatility | AI companies drove strong performance in the tech-focused Nasdaq Composite Index during Q3, with investor enthusiasm for artificial intelligence being a key market driver. AI-fueled stock performance contributed significantly to portfolio returns through holdings like Nebius Group and Bloom Energy. | View | |
| 2025 Q2 | Jul 22, 2025 | Columbia Seligman Global Technology Fund | 19.5% | - | AAPL, AMAT, APP, AVGO, BE, CHKP, CRM, GDDY, GOOGL, LRCX, MRVL, MSFT, NVDA, ORCL, PLTR, TEAM, TENB, TER, TSM, WDC | AI, Cloud, cybersecurity, Data centers, global, semiconductors, technology | AI remains the strongest theme in technology as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. Capital spending by cloud service providers continues to grow, with companies indexed to artificial intelligence infrastructure and cloud being primary drivers of returns in the technology market. | LRCX BE SYNA 6723 JP BE AAPL LRCX |
View |
| 2026 Q1 | May 13, 2026 | Green Ash Partners | 6.8% | 6.8% | BE, ENR.DE, GEV, LUNR, RKLB | defense, energy, infrastructure, Space, special situations, technology | View | ||
| 2026 Q1 | Apr 28, 2026 | Artemis US Select Fund | -6.1% | -6.1% | AMAT, AMZN, ATI, AVGO, BE, CEG, CFG, GEV, GOOGL, IQV, MSFT, PG, RKT, STX, TRGP, W | AI, Data centers, energy, healthcare, industrials, semiconductors, technology | TRGP AVGO ATI STX AMAT BE GEV RKT W IQV CEG |
View | |
| 2026 Q1 | Apr 25, 2026 | Sands Capital Global Growth Fund | -14.9% | -14.9% | 000660 KS, APP, ASML, AXON, BE, DASH, FLUT, NET, NFLX, TSM | AI, energy, global, growth, semiconductors, software, technology | View | ||
| 2026 Q1 | Apr 23, 2026 | Polen Capital – U.S. Small Company Growth | 3.0% | 3.0% | ADPT, AGX, ATEC, BE, POWL, WGS | AI, Data centers, Electrification, growth, healthcare, industrials, small cap, technology | ATEC WGS BE AGX POWL |
View | |
| 2026 Q1 | Apr 23, 2026 | Polen Capital – U.S. SMID Company Growth | -3.6% | -3.6% | AFRM, BE, FTI, SNDK, SOFI | AI, energy, Fintech, growth, industrials, SMID Cap, technology, volatility | AFRM FIGR SOFI FTI BE SNDK |
View | |
| 2026 Q1 | Apr 22, 2026 | Columbia Seligman Global Technology Fund | 4.8% | 4.8% | AEIS, AMAT, AVGO, BE, COHR, CRM, GDDY, GEN, LRCX, LYFT, MSFT, ORCL, TER, WDC | AI, Data centers, growth, semiconductors, technology | View | ||
| 2025 Q4 | Mar 6, 2026 | Polen Capital – U.S. SMID Company Growth | -0.3% | 27.7% | BE, CORT, FSLR, NTNX, NVDA, RKLB, WDC | aerospace, AI, Biotechnology, Electrification, growth, innovation, SMID Cap | AI has been the defining theme of market leadership in 2025, driving surge in data center capex and benefiting AI-adjacent industries like semiconductors, electrical equipment, and tech hardware. AI data centers require enormous amounts of power, creating demand for solutions like Bloom Energy's fuel cells. The theme reasserted dominance after NVIDIA's strong earnings in late November. Portfolio maintains largest absolute and relative exposure to Industrials sector representing conviction in Electrification theme. This includes companies like Bloom Energy providing power solutions for AI data centers and First Solar manufacturing solar panels. The theme benefits from energy transition and infrastructure needs. Portfolio maintains significant conviction in Aerospace theme alongside Electrification within Industrials sector exposure. Rocket Lab operates as end-to-end space company developing rocket launch and control systems, with strong earnings results and growing backlog during the quarter. Biotech delivered its best quarter in five years driven by improving rate environment, easing regulation enabling more M&A, and excitement around AI's promise in drug discovery efficiency. Corcept Therapeutics represents exposure to this theme with drugs modulating cortisol activity and expanding pipeline in oncology. | View | |
| 2025 Q1 | Mar 31, 2025 | Columbia Seligman Global Technology Fund | -12.7% | -12.7% | 6723.T, AAPL, AVGO, BE, CHKP, EBAY, FFIV, GEN, GOOGL, GPN, LRCX, MRVL, MSFT, NVDA, ON, TER, TMV.DE, V | AI, Cloud, cybersecurity, global, semiconductors, tariffs, technology | AI continues to be the strongest theme in technology as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. Capital spending from publicly traded cloud service providers including Microsoft, Google, Amazon, Oracle and Meta is continuing to grow. However, concerns emerged about the size of AI-related capital expenditure spending and a slowdown in cloud spending as AI models become cheaper and more efficient. | View | |
| 2024 Q4 | Mar 1, 2025 | Columbia Seligman Global Technology Fund | 7.5% | 26.7% | AAPL, AMAT, AVGO, BE, DBX, EBAY, GDDY, GOOGL, GPN, LRCX, META, MRVL, MSFT, NVDA, NXPI, ON, ORCL, WDC | AI, Cloud, cybersecurity, global, growth, semiconductors, software, technology | AI continues to be the strongest theme in technology, as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. Capital spend from public cloud service providers Microsoft, Google, Amazon, Oracle and Meta are all continuing to grow. The fund sees AI as driving demand for technology infrastructure and offering the promise of exponentially increased productivity gains. | View | |
| 2025 Q4 | Feb 5, 2026 | Polen Capital – U.S. Small Company Growth | -1.5% | 25.1% | AGX, BE, CORT, LRN, METC, NVDA, WGS | AI, Biotechnology, Electrification, Energy Transition, growth, innovation, small caps | AI has been the defining theme of market leadership in 2025, driving data center capex and benefiting companies like Bloom Energy that provide power solutions for AI workloads. The theme faced scrutiny in early Q4 but reasserted dominance after NVIDIA's strong earnings, with AI also providing structural tailwinds for biotech through drug discovery efficiencies. The portfolio maintains significant exposure to electrification themes through companies like Bloom Energy, which provides clean, reliable power solutions for AI data centers. The energy transition represents a structural opportunity as companies race to build power infrastructure to support growing electricity demands from AI workloads. Biotech delivered its best quarter in five years, benefiting from improving interest rates, easing regulation enabling more M&A activity, and excitement around AI's promise in drug discovery. The portfolio nearly doubled its biotech exposure during the quarter as more opportunities presented themselves in this improving environment. The portfolio includes exposure to critical minerals through Ramaco Resources, which produces metallurgical coal and is developing a rare earth elements deposit aimed at strengthening domestic supply chains for defense, batteries, and advanced technologies. However, the rare earths narrative faced increasing investor scrutiny during the quarter. | View | |
| 2025 Q4 | Feb 4, 2026 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | AROC, BE, BTSG, COHR, DY, ESAB, ESTA, EXR, GH, HIMS, ITRI, KKR, PJT, PRKS, RBA, RMBS, VRNS, WWD | aerospace, AI, cyclicals, growth, healthcare, Onshoring, small cap, technology | The AI investment cycle accelerated notably in 2025 and is expected to continue driving the market early in 2026. Bottlenecks from power supply availability remain a key gating factor to bring new computing capacity online. Despite widespread calls that AI stocks are in bubble territory, the managers hold a balanced view and believe investor skepticism may prove supportive of a prolonged investment cycle. Healthcare remains the largest sector in the US with total expenditures reaching $5 trillion and accounting for 17.7% of GDP. The sector has been working off excesses from the COVID-19 pandemic but shows reasons for optimism including increased M&A activity and more favorable valuations. Interest in healthcare stocks could see a resurgence once investors are comfortable with policy and regulatory overhangs. Aerospace stocks have largely outperformed as production challenges at two global aircraft manufacturers have led to sustained increases in high-margin aftermarket parts and services. With manufacturers finally resolving longstanding production issues, original equipment exposed stocks could potentially outperform aftermarket-exposed stocks as aircraft production rates ramp up. Re-shoring and factory automation are expected to emerge as key themes driving broader capital spending in 2026. This represents a significant shift in manufacturing and investment patterns as companies bring operations back to the United States. | View | |
| 2024 Q4 | Dec 31, 2024 | Prosper Stars & Stripes | 2.6% | 11.7% | ALGM, BE, BELFB, BIRK, CCB, ENS, FTAI, KNF, MIR, NCNO, ORION, PACK, PKX, PRTY, RGLD, SRAD, STAA, TALEN, TEKK | healthcare, industrials, Long/Short, mid cap, small cap, technology | View | ||
| 2025 Q3 | Nov 11, 2025 | Artemis US Select Fund | 9.6% | - | AAPL, ABBV, BE, CAH, FIX, JPM, NVDA, TSLA, TXN, WDC | AI, Data centers, growth, large cap, semiconductors, technology, US | Continued momentum in AI spending with very little sign of let-up. Strong demand from AI servers boosted Western Digital's memory chip business with 30% revenue growth. The fund took profits in AI-related names like Bloom Energy and Nvidia while remaining positioned for the ongoing AI infrastructure build-out. | PH |
View |
| 2025 Q3 | Oct 9, 2025 | ClearBridge Investments Small Cap Growth Strategy | - | - | BE, BPMC, BROS, BWXT, CGON, CLBT, CRDO, FTAI, ICLR, INSM, KTOS, KVYO, MEDP, MIRM, ORCL, RGTI, RNA, RYTM, SHFT, WING | AI, Biotechnology, defense, Energy Transition, growth, semiconductors, small cap, software | AI infrastructure investments are narrowly driving economic growth alongside retail enthusiasm for high-growth-potential markets. The Strategy sees extreme performance divergence between perceived AI winners and losers in software holdings, with concerns around potential AI disintermediation affecting software stocks despite strong earnings beats. | KD US BE US |
View |
| 2025 Q3 | Oct 31, 2025 | Lazard Enhanced Opportunities Portfolio | - | - | AVAV, BABA, BE, GME, OPEN | AI, Convertibles, credit, rates, technology, volatility | AI companies drove strong performance in the tech-focused Nasdaq Composite Index during Q3, with investor enthusiasm for artificial intelligence being a key market driver. The portfolio benefited from AI-fueled stock performance, particularly through positions in Nebius Group and Bloom Energy complexes. | OPEN GME NBIS AVAV NBIS AVAV |
View |
| 2025 Q3 | Oct 31, 2025 | Fawkes Capital Management | 23.9% | - | 000660.KS, AGX, BE, CAT, GOOGL, LBRT, WDC | AI, Bubble, energy, infrastructure, Power, semiconductors, small caps, technology | AI infrastructure investment is being led by Big Tech and funded through free cash flow rather than equity issuance. This capex is proportionate to actual AI usage growth, representing an infrastructure cycle tied to observable demand rather than speculative overbuild. AI-fueled economic optimism has become a political imperative sustaining the broader Trump economic narrative. | ARGN BE LBRT FELIX AU GOOGL LBRT GOOGL |
View |
| 2025 Q3 | Oct 31, 2025 | Voya Small Company Fund | - | - | AVPT, BE, CLF, GRND, PRIM, UEC | energy, growth, industrials, small caps, technology, value | Strong performance in technology and artificial intelligence-related stocks drove market gains during the quarter. Technology sector outperformed significantly, contributing to overall market strength. | View | |
| 2025 Q3 | Oct 31, 2025 | Voya MI Dynamic Small Cap Fund | 7.0% | 27.0% | AVPT, BE, CLF, GRND, PRIM, UEC | energy, growth, industrials, small caps, technology, value | Strong performance in technology and artificial intelligence-related stocks drove market gains during the quarter. The technology sector outperformed significantly, contributing to overall market strength. | View | |
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. Small Company Growth | 21.1% | 27.1% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Data centers, Electrification, growth, innovation, small cap | The world faces a shortage of electric power due to growing adoption of electric vehicles, cloud data center proliferation, and the AI revolution. Bank of America estimates these drivers will push electricity demand growth to a 2.5% annual run rate, 5x higher than the last decade's 0.5% growth. The strategic value of AI in the US-China geopolitical power struggle has made electricity production a national priority. | SOFI BE GOOGL TSLA |
View |
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. SMID Company Growth | 14.4% | 28.0% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as having strategic value in the geopolitical power struggle between the US and China. | View | |
| 2025 Q3 | Oct 24, 2025 | NCG Small Cap Growth Strategy | 5.9% | 3.9% | AAON, ADMA, AEHR, APLD, AVAV, BE, CDNA, FROG, KVYO, LEU, MIRM, MP, PAR, PGY, PI, PL, PRCH, STRL, TOL, VCEL, XMTR | AI, defense, growth, infrastructure, nuclear, small cap, Speculation, valuation | Artificial intelligence presents great promise for enhancing business models and improving productivity long-term. In the near-term, the infrastructure needed to support the AI buildout is spurring significant increases in investment and capital expenditures, driving new growth opportunities for innovative companies across technology, industrials, and energy sectors. | BE XMTR |
View |
| 2025 Q3 | Oct 24, 2025 | NCG SMID Cap Growth Strategy | 7.1% | 4.3% | AAON, ADMA, AEHR, APLD, AVAV, BE, CDNA, FROG, KVYO, LEU, MIRM, MP, PAR, PGY, PI, PL, PRCH, SPRY, STRL, TOL, XMTR | AI, earnings, growth, industrials, infrastructure, Rate Cuts, small caps, technology | Artificial intelligence presents great promise for enhancing business models and improving productivity long-term. In the near-term, the infrastructure needed to support the AI buildout is spurring significant investment and capital expenditures, driving new growth opportunities for innovative companies across technology, industrials, and energy sectors. | View | |
| 2025 Q3 | Oct 21, 2025 | Columbia Seligman Global Technology Fund | 23.7% | - | AAPL, AMAT, APP, AVGO, BE, CHKP, CRM, GDDY, GOOGL, LRCX, MRVL, MSFT, NVDA, ORCL, PLTR, TEAM, TENB, TER, TSM, WDC | AI, Cloud, cybersecurity, Data centers, energy, semiconductors, technology | AI remains the strongest theme in technology as infrastructure buildouts continue and companies hasten to deploy new AI capabilities. The primary driver of returns has been companies indexed to artificial intelligence infrastructure and the cloud. AI workloads require more advanced chips, driving demand for semiconductor equipment solutions. | ORCL AVGO WDC BE AVGO WDC LRCX BE |
View |
| 2025 Q3 | Oct 20, 2025 | Purpose Investment Partners | 4.6% | 6.7% | BE, BN.TO, DHC, ECN.TO, ENB.TO, FLNC, HOUS, HPP, IVQ.TO, LDI, RITM, TA.TO, TLN, VST | AI, Canada, credit, energy, fixed income, high yield, Mortgage, real estate | The fund favors U.S. mortgage providers due to consolidation over the past five years resulting in more favorable margins for remaining providers. Mortgage purchase activity appears to have bottomed while refinance activity is likely to pick up as long-term bond yields have moderated. There is positive event risk as the Trump Administration would like to make housing more affordable. | View | |
| 2024 Q4 | Jan 9, 2025 | ClearBridge Investments Small Cap Growth Strategy | - | - | AZPN, BE, CERT, CHX, CWAN, FLR, FOUR, MOD, OSCR, PCVX, SGRY, SHLS, TGTX, VIAV, VRNS, WING, WIX, XMTR, XPO, ZETA | AI, growth, healthcare, industrials, M&A, Onshoring, small caps, technology | The unprecedented infrastructure buildout to support generative AI ambitions drove accelerating growth and expanding multiples across multiple sectors. This enthusiasm expanded from AI/chips to data center buildouts, HVAC equipment, service providers, and power solutions to support electricity demands of this generational product cycle. | MOD FLR CWAN TGTX OSCR BE |
View |
| 2025 Q4 | Jan 27, 2026 | Voya MI Dynamic Small Cap Fund | 0.0% | 0.0% | BE, FLS, FOLD, FTRE, GEO, HPP | AI, Biotechnology, healthcare, industrials, real estate, small caps, technology | AI remained a dominant theme with strong headlines around innovation and elevated capital investment by major technology firms. Increased spending on AI infrastructure and adoption trends reinforced optimism about its role as a key driver of future growth. AI-driven innovation is supporting the broadening of market leadership beyond mega-cap growth. The fund focuses on US Small Cap Core equity strategy with broader market participation persisting, where small caps and cyclicals contributed to market performance. Market leadership is widening beyond mega-cap growth, creating opportunities in the small cap space. The fund held positions in commercial stage biotechnology companies focused on rare disease therapies. Amicus Therapeutics delivered strong results as product sales rose both domestically and abroad, while Fortrea Holdings provided operational services to biopharmaceutical companies with strong net bookings. | FTRE FOLD FLS GEO HPP BE |
View |
| 2025 Q4 | Jan 21, 2026 | Columbia Seligman Global Technology Fund | 5.0% | 35.4% | AAPL, AMAT, AVGO, BE, GOOGL, LRCX, LYFT, MRVL, MSFT, MU, NVDA, ORCL, PINS, TER, WDC, WIX | AI, Data centers, Equipment, global, growth, semiconductors, technology | AI infrastructure build-out remains strong with hyperscalers and enterprises committing to large-scale spending on GPUs, high-speed networking and high-bandwidth memory. The quarter saw volatility around AI capital expenditure concerns and whether spending had ramped too fast, but fundamentals remained intact with continued demand for AI data centers and power solutions. Semiconductor equipment demand remained steady and recovered strongly following April volatility around global tariffs. Companies focused on reallocating production across geographic locations to adjust for potential tariff impacts. Memory and storage pricing improved following the 2022-2023 down cycle, with NAND/DRAM markets tightening on AI data demand. Power shortage overhangs new AI data center builds globally, creating demand for alternative energy solutions. Bloom Energy's fuel cells provide solutions that can plug into natural gas lines and ramp up power delivery quicker than traditional providers, addressing the largest constraint on AI development according to NVIDIA's CEO. High-bandwidth memory and AI chips are fueling significant investments and demand for advanced storage solutions. Western Digital benefited from increased purchase orders from major hyperscalers extending into 2026 and 2027, driven by AI infrastructure demand for high-capacity hard disk drives. Cybersecurity consistently remains a top priority for CIO budgets as non-technology companies continue increasing AI solution usage in daily operations. However, increased regulatory scrutiny on data privacy, AI ethics and antitrust could create headwinds as companies seek more security solutions amid AI adoption. | AMAT TER WDC BE LRCX NVDA |
View |
| 2025 Q4 | Jan 19, 2026 | Purpose Investment Partners | 0.0% | 8.2% | BE, FLNC, MDA.TO | Canada, credit, Data centers, defense, Energy Storage, fixed income, high yield, Mortgage | The team views the secular increase in global defense spending as an investable theme due to long-term great-power rivalry and U.S. assertiveness on NATO defense spending targets. They initiated positions in MDA Space and added to Top Aces, both defense-related companies providing tailwinds for high-yielding credit investments in the space. Data center-driven electricity demand remains one of the most meaningful conviction themes in the Fund. However, the team recently downsized its positioning in the AI-driven electricity demand theme due to material valuation increases, not because of reduced conviction in industry fundamentals. The Fund maintains exposure to energy storage through positions in Fluence Energy and Bloom Energy bonds. These were among the largest contributors to performance in 2025, reflecting the team's conviction in the energy transition and grid modernization themes. U.S. mortgage demand continues to be one of the most meaningful conviction themes in the Fund. This reflects the team's view on the supportive U.S. employment picture and overall economic resilience supporting credit quality in the mortgage sector. | MDA CN |
View |
| 2025 Q4 | Jan 15, 2026 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | BE, BETA, BHVN, DUOL, DYN, ELF, GKOS, IBP, INSM, LRN, NVS, PEN, PTGX, QLYS, RBC, SGRY, SSD, TREX, VRNS, WIX | active management, AI, Biotechnology, Capital markets, earnings, growth, small cap, Valuations | The manager expects 2026 could mark a period where productivity and monetization benefits of AI become more visible across industries. Several holdings are actively leveraging AI to improve efficiency, offer new products, or provide solutions to secure and manage critical data that AI utilizes. Biotech sector rebounded strongly behind positive clinical and commercial outcomes, healthy M&A activity, performance mean reversion and lower interest rates. The Russell 2000 Growth Biotech Index returned 28.1% in Q4, with the manager adding modestly to relative performance despite benchmark biotech constituents being up over 40% for the year. Capital markets appear to be accelerating with IPO activity improving after a multiyear lull and M&A volumes rebounding. This environment is historically favorable to the strategy, with recent transactions highlighting sophisticated buyers deploying capital at depressed valuations. Small cap earnings growth is forecasted to handily exceed large caps in 2026, with the third quarter marking the first time in over a decade that small caps exceeded large caps in earnings growth. The manager believes the asset class is poised for stronger performance with relative valuations still at attractive levels. | SIMP PTGX |
View |
| 2025 Q4 | Jan 15, 2026 | M&G Investment | 0.0% | 0.0% | 000660.KS, 005930.KS, 0700.HK, 2308.TW, 2317.TW, BABA, BE, EXPN.L, GOOGL, LITE, LSEG.L, NVDA, REL.L, STX, TSM, WDC | AI, geopolitics, Polarisation, Quality, semiconductors, technology, value | AI remains a dominant theme with opportunities broadening beyond enablers to beneficiaries and providers. The team expects AI-related investment opportunities to encompass an increasing number of companies that stand to benefit from capital-fuelled AI advancements, while being selective about frothy valuations. Quality stocks suffered their worst relative decline in developed markets in more than two decades in 2025. The team is taking advantage of the market shunning quality stocks, finding opportunities in companies with high return on capital and good long-term defensive characteristics that have been unfairly de-rated. US Growth versus Value shows the widest valuation gap in decades, while Value has performed better in other regional markets, notably Europe and the UK. The team sees opportunities for Value catch-up as AI moves from builders to users across traditional sectors. Semiconductor cycle remains strong with companies like SK Hynix and Samsung Electronics delivering substantial earnings upgrades. However, there are risks that higher prices could lead to demand destruction as customers baulk at paying elevated prices for electronics. | View | |
| 2024 Q3 | Sep 30, 2024 | Columbia Seligman Global Technology Fund | 1.0% | 0.0% | 6723.T, AAPL, AMAT, AMT, AVGO, BE, CCI, EBAY, GDDY, GOOGL, LRCX, META, MSFT, NVDA, ORCL, SMTC | AI, Cloud, cybersecurity, global, semiconductors, software, technology | AI continues to be the strongest theme in tech with infrastructure buildouts continuing and companies hastening to deploy new AI capabilities. Capital spend from public cloud service providers continues to grow, though investors began questioning when AI spending could translate into profits. | View | |
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Electrification, growth, innovation, small caps, technology | The manager views electrification as a multi-year theme driven by electric vehicles, cloud data centers, and AI revolution creating electricity demand growth of 2.5% annually versus 0.5% historically. The strategic value of AI in US-China geopolitical competition has made electricity production a national priority. | TMDX CRS ODD POWL JOBY 6BE GR |
View |
| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | AI, energy, growth, industrials, innovation, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as strategically important in the US-China geopolitical power struggle. | ATLN.L SOFI 6BE GR |
View |
| 2024 Q2 | Jun 30, 2024 | Columbia Seligman Global Technology Fund | 1.0% | 0.0% | AAPL, AMAT, AVGO, BE, CRNC, EBAY, GDDY, GOOGL, GPN, LRCX, META, MSFT, NVDA, ORCL, RBRK, RNG, SYNA, TER, TRIP, TXG | AI, Cloud, growth, semiconductors, technology | AI continues to be the strongest theme in technology, driving infrastructure buildouts and accelerating company deployment of new AI capabilities. Capital spend from public cloud service providers continues to grow, with NVIDIA remaining the most important AI player despite supply constraints. | View | |
| 2023 Q2 | Jun 30, 2023 | ClearBridge Investments Small Cap Growth Strategy | 0.0% | 0.0% | AEL, ALGM, AZPN, BE, BJ, BWXT, CHGG, EYE, FIGS, FOXF, HAIN, IART, IAS, MPWR, PD, PEN, SGRE, SGRY, SILK, SPT, STAA, TREX, TRUP, XPO | Biotechnology, growth, Quality, semiconductors, small caps, software, underperformance | The Strategy focuses on small cap growth investing and was impacted by a lower-quality small cap rally during the quarter. The manager discusses Russell index rebalancing pressure affecting small cap performance and notes that sticking to investment discipline has historically led to relative performance recovery. | View | |
| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Data centers, Electrification, growth, innovation, small caps | AI data centers require enormous amounts of power, creating challenges for power grids to supply necessary electricity for constant and growing AI workloads. This has driven demand for solutions like Bloom Energy's fuel cells that can generate reliable power onsite for data centers. | TMDX CRS ODD POWL JOBY 6BE GR |
View |
| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for companies like Bloom Energy that provide reliable onsite power solutions. The AI revolution has turbocharged electricity demand growth. Sectors exposed to the AI narrative performed best in the quarter, with Technology driving roughly 65% of overall index returns. | ATLN.L SOFI 6BE GR |
View |
| 2024 Q4 | Feb 26, 2025 | Fawkes Capital Management | 2.2% | 11.2% | AGX, BE, BSL.AX, CENX, CLS, DUOT, GEV, GOOGL, INOD, LPTH, LRV.AX, MND.TO, MSFT, NVDA, OCC, OSIS, RIO, SKYX, SOLI, VRT, WDC | AI, Border Security, Data centers, energy, infrastructure, Mining, semiconductors, tariffs | AI infrastructure demand continues to surge despite DeepSeek disruption. The rise of AI Agents for autonomous task execution represents a pivotal shift in automation, with NVIDIA emphasizing that achieving AI consistency at scale requires extensive training. Big Tech's strategy for AGI involves expanding from probabilistic text generation to capturing human reasoning patterns. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 12, 2026 | Fund Letters | Artemis US Select Fund | Bloom Energy | Electrical Equipment & Parts | Electrical Equipment | Bull | New York Stock Exchange | Brookfield, clean energy, data centers, Fuel cells, Oracle, power solutions, scalable technology | View Pitch |
| Apr 30, 2026 | Substack | Alpha Seeker 84 | Bloom Energy | Renewable Energy | Fuel Cells | Bull | New York Stock Exchange | AI infrastructure, Bloom Energy, clean energy, Cost Curve, Fuel cells, hyperscaler demand, Oracle contract, permitting advantage, Revenue Growth, service annuity | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. SMID Company Growth | Bloom Energy | Electrical Equipment & Parts | Electrical Equipment | Bull | New York Stock Exchange | AI data centers, Always-On Power, clean energy, Decentralized Energy, Distributed Power, Fuel cells, hyperscale, Solid Oxide | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. Small Company Growth | Bloom Energy | Electrical Equipment & Parts | Electrical Equipment | Bull | New York Stock Exchange | AI infrastructure, clean energy, data centers, Decentralized Power, energy technology, Fuel cells, growth, hyperscalers | View Pitch |
| Apr 13, 2026 | Fund Letters | Columbia Seligman Global Technology Fund | Bloom Energy | Industrials | Electrical Equipment | Bull | NYSE | AI infrastructure, alternative energy, clean technology, data centers, Fuel cells, Hydrogen, Industrials, Power generation | View Pitch |
| Apr 13, 2026 | Fund Letters | ClearBridge Investments Small Cap Growth Strategy | Bloom Energy | Industrials | Electrical Equipment | Bull | NYSE | AI data centers, alternative energy, electrical equipment, Fuel cells, Industrials, Power generation, Utilities Partnership | View Pitch |
| Jan 29, 2026 | Fund Letters | Sanne de Boer | Bloom Energy Corporation | Industrials | Electrical Equipment | Bear | New York Stock Exchange | AI, data centers, Fuel cells, Power generation, valuation | View Pitch |
| Jan 24, 2026 | Fund Letters | Vimal Patel | Bloom Energy Corporation | Industrials | Electrical Equipment | Bull | New York Stock Exchange | AI, datacenters, Fuelcells, infrastructure, Power, scaling | View Pitch |
| Dec 5, 2025 | Fund Letters | Vimal Patel | Bloom Energy Corporation | Industrials | Electrical Components & Equipment | Bull | NYSE | datacenters, energy, Hydrogen, Policy, Power | View Pitch |
| Nov 29, 2025 | Fund Letters | Rayna Lesser Hannaway | Bloom Energy | Industrials | Electrical Equipment | Bull | NYSE | Aidemand, datacenters, Electrification, Fuelcells, Onsitepower | View Pitch |
| Nov 29, 2025 | Fund Letters | Tom Press | Bloom Energy Corporation | Industrials | Renewable Electricity | Bull | NYSE | AI, backlog, energy, Fuel cells, growth, hyperscalers, infrastructure, Margins, Power, renewables | View Pitch |
| Nov 29, 2025 | Fund Letters | Vimal Patel | Bloom Energy Corp. | Industrials | Renewable Energy Equipment | Bull | NYSE | AI infrastructure, clean energy, data centers, energy transition, Hydrogen, Tax credit | View Pitch |
| Nov 29, 2025 | Fund Letters | Xinyu Ru | Bloom Energy Corp. | Industrials | Alternative Energy | Bull | NYSE | AI, Clean tech, Decentralization, energy, Fuel cells, growth, infrastructure | View Pitch |
| Nov 28, 2025 | Fund Letters | Vimal Patel | Bloom Energy Corp. | Industrials | Renewable Energy Equipment | Bull | NYSE | AI infrastructure, clean energy, data centers, energy transition, Hydrogen, Tax credit | View Pitch |
| Oct 6, 2025 | Value Investors Club | jd5318 | Bloom Energy | Industrials | Electrical Equipment | Bull | NASDAQ | fuel cells, AI datacenters, baseload power, natural gas, ITC risk, hydrogen optionality | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Harold Goldmeier | Bloom Energy Corporation | Industrials | Electrical Equipment & Parts | 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. | ||||||||