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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
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| 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 |
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| 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 |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| No pitches found. | |||||||||
| 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. | ||||||||