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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Apis Deep Value Fund | 5.8% | - | AMZN, CEG, HNRG, HROW, TLN | Asia, China, Data centers, global, nuclear, Power, value | U.S. power demand growth expected to jump to 2.5% annually through 2030, with data centers accounting for nearly half the demand growth. Data centers could account for 9% of U.S. power demand by 2030, up from 4% in 2023. Hyperscalers like Amazon and Microsoft are signing long-term power purchase agreements at significant premiums to secure reliable power supply. | HNRG TLN |
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| 2024 Q3 | Sep 30, 2024 | Antero Peak Group | 7.0% | 28.3% | AAPL, CEG, CP, DHR, ENR.DE, EQIX, GE, ISRG, LIN, LLY, MCO, META, MSFT, MSI, MTD, NDAQ, SAF.PA, SPGI, SPOT, TDG | aerospace, AI, energy, growth, industrials, nuclear, technology | AI is driving structural acceleration in data monetization and enterprise transformation. Machine learning, AI, and cloud are causing the economic value of data to structurally accelerate through new products and applications. Digital transformation represents a paradigm shift with major inflection demand for companies enabling transformation through software, services, and AI. | View | |
| 2024 Q3 | Sep 30, 2024 | City Different Investments – Global Equity | 13.5% | 39.1% | AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN | concentrated, E-Commerce, energy, global, nuclear, value | Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean electricity. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation's Three Mile Island restart. | SWKS RYAAY MELI TLN |
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| 2023 Q3 | Sep 30, 2023 | Orbis Global Equity | - | - | CEG | Carbon, Climate, Energy Transition, nuclear, Renewables, Subsidies, Utilities | The letter extensively discusses the global transition away from fossil fuels toward renewable energy sources, highlighting both the benefits and challenges. The manager notes that while renewables have become cost competitive through Wright's Law effects, they suffer from intermittency issues that become more problematic as their adoption increases. This creates opportunities for complementary technologies like nuclear power. | CEG |
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| 2024 Q3 | Sep 29, 2024 | Andrew Hill Investment Advisors | - | - | AAPL, AMZN, AXON, CEG, CMG, EQT, GEV, HIW, ISRG, LLY, MSFT, MSI, NEE, NVDA, UTHR | AI, Energy Transition, Rate Cuts, real estate, technology, Utilities | Due to increasing power needs driven by Artificial Intelligence, utility stocks saw the greatest appreciation during the quarter. AHIA identified this trend early and favored the utility sector with positions in companies providing carbon-free reliable electricity. The firm sees continued room for appreciation as lower rates benefit these sectors. | UTHR ISRG AXON MSI CMG LLY HIW NEE GEV CEG |
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| 2025 Q2 | Aug 7, 2025 | RIT Capital | - | 3.4% | AMZN, CAE.TO, CEG, CPNG, CRM, GDDY, ICE, IWG.L, MRO.L, MSFT, NFLX, RNR, TEAM, VFC | AI, defense, global, Japan, Multi-polar, Private Investments, Quality, Realisations | Artificial intelligence and digital transformation are accelerating change across traditional industries creating new sources of growth. The portfolio benefitted from AI-driven technologies including investments in Scale AI, OpenAI, and other AI-focused companies. Meta's acquisition of a 49% stake in Scale AI for $14.3 billion demonstrates the value creation potential in this space. | View | |
| 2025 Q2 | Aug 4, 2025 | Artemis US Select Fund | 10.1% | -6.2% | AAPL, ABBV, ALL, CEG, CHD, CMFY, FI, KO, MU, NVDA, PCG, STX, TDG, TMO, TXN, WFC, WMT | Data centers, nuclear, semiconductors, tariffs, technology, US | The fund is positioned in data center beneficiaries including Comfort Systems, Constellation Energy, Seagate, and Micron. Management cited strong demand persisting across tech/data centers with no current signs of slowdown in capital expenditure. Constellation announced a 20-year agreement with Meta to provide nuclear power for data centers. | NVDA CMG AAPL |
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| 2025 Q2 | Jul 31, 2025 | PGIM Jennison Global Opportunities Fund | - | - | 1211.HK, 1810.HK, AAPL, CEG, CRWD, GALDA.SW, LLY, MELI, META, MSFT, NFLX, NVDA, NVO, OR.PA, ORLY, PWR, RMS.PA, SPOT, TOST, VRTX | AI, consumer, global, growth, technology | The team transitioned technology exposure from AI infrastructure focus to companies benefiting from GenAI, including software, cloud services, and Edge AI applications in smartphones, autonomous driving, and electric vehicles. Strong demand for generative AI-related products and services drove returns, with companies like NVIDIA benefiting from surging demand for AI chips and new infrastructure partnerships. | View | |
| 2023 Q2 | Jul 18, 2023 | Artemis US Select Fund | 10.4% | - | AMZN, AVTR, BLDR, CEG, CPRT, CSX, DXCM, EXP, MCK, MCO, META, NVDA, ORCL, VMC | AI, Cloud, earnings, Housing, infrastructure, Recovery, technology | Technology holdings including Amazon, Meta Platforms, Oracle and Nvidia all contributed to performance. Meta Platforms reported strong results driven by artificial intelligence applications in their advertising business. Nvidia was purchased ahead of their blowout earnings when they provided specific guidance on AI business size. | DXCM ALTG|AREN|CVGI|PBPB|QBTS|QMCO|SCOR|TURN CSX VMC BLDR EXP ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO AMZN |
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| 2025 Q2 | Jun 30, 2025 | Munro Global Growth Fund | 16.1% | 7.7% | 1211.HK, AMZN, BAE.L, CEG, CRH, GEV, GOOGL, LLY, MA, META, MSFT, NOC, NVDA, ORCL, SIEGY, TSM, VRT | AI, Climate, defense, energy, global, growth, security, technology | AI infrastructure spending continues to accelerate with hyperscalers committing billions to capex. Nvidia's data centre revenues could potentially double as they address over $500 billion of a trillion-dollar AI infrastructure opportunity. New opportunities emerging in robotics and sovereign AI applications. | SIE.DE MSFT ENR GR MSFT |
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| 2025 Q1 | Jun 30, 2025 | Antero Peak Group | -1.9% | -1.9% | ADI, APO, AXON, CCI, CEG, CME, ENEN.DE, EQIX, GE, HWM, ISRG, KKR, KMI, LIN, LLY, MCO, MSFT, MSI, NDAQ, NVDA, PRMB, RR.L, SAF.PA, SPGI, TDG, TSM, VST, WMB | aerospace, AI, alpha, earnings, energy, growth, large cap, technology | Aerospace normalization theme was a strong contributor in Q1 with General Electric continuing clean execution as a pure play aerospace engine maker and Rolls-Royce seeing positive upward revisions. The team sees aerospace cyclically inflecting ahead of a long duration upcycle supported by secular growth of the global middle class. | View | |
| 2024 Q2 | Jun 30, 2024 | Andrew Hill Investment Advisors | - | - | AAPL, AMSC, AMZN, ANET, CEG, CMG, COST, DELL, DUK, GRMN, HIW, ISRG, JNJ, LLY, META, MSFT, NVDA, VRTX | AI, Data centers, energy, healthcare, semiconductors, technology | AI theme is the most prevalent across portfolios with holdings from enablers to users. Nvidia dominates data center semiconductors with 92% market share and significant competitive advantages. Microsoft's Copilot AI works alongside Office 365, while Apple recently unveiled Apple Intelligence for iOS18. | View | |
| 2025 Q2 | Jun 26, 2025 | Andrew Hill Investment Advisors | - | - | AAPL, AMSC, CEG, DUK, EQT, GE, GRMN, HASI, JPM, MSFT, MSI, NFLX, NVDA, OKE, PGR, SFM, TMO, UBER, VRTX, YETI | AI, Bonds, energy, gold, healthcare, Stablecoins, tariffs, technology | AI infrastructure investment remains strong despite global conflicts and political policies. Approximately one-third of equity holdings are directly involved in AI infrastructure build-out spanning technology, communications, finance, and utilities. AI holdings have largely driven strong equity returns over the past few years, modestly outperforming the S&P 500 in 2025. | 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 |
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| 2024 Q1 | Apr 25, 2024 | Artemis US Select Fund | - | - | AAPL, ALL, CEG, CNM, EXP, HUM, META, NSC, NVDA, PCG, SAIA, TFII, WDC, ZTS | AI, industrials, infrastructure, Outperformance, stock selection, technology, Transportation | Meta leveraged its AI Research SuperCluster to regain advertising targeting ability after Apple's privacy changes, supporting ad revenue recovery. AI integration within Meta's advertising business has been a key driver of performance. | CNM ALL NSC META AAPL |
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| 2026 Q1 | Apr 21, 2026 | Harbor Capital Appreciation Fund | -11.0% | -11.0% | AAPL, ABNB, APP, CEG, HLT, MRK, MSFT, NET, PLTR, SHOP, SNOW, TSM, WMT | AI, Energy Prices, Geopolitical Risk, growth, large cap, technology | View | ||
| 2024 Q1 | Apr 2, 2024 | Guinness Global Innovators | 13.2% | 13.2% | AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN | E-Commerce, energy, global, nuclear, Utilities, value | Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean energy. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation restarting Three Mile Island reactor. | SWKS RYAAY MELI TLN |
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| 2026 Q1 | Apr 13, 2026 | The Davenport Core Leaders Fund | -6.2% | -6.2% | AAPL, ACN, ADI, AVGO, CEG, EOG, ISRG, META, MRVL, MSFT, NOW, PWR, UNH | AI, energy, Iran, large cap, nuclear, Quality, technology | RYN CNS TKO FWONK CEG |
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| 2024 Q1 | Apr 10, 2024 | Andrew Hill Investment Advisors | - | - | AAPL, ADBE, ANET, CARR, CEG, CMG, DELL, EQT, GE, GRMN, JPM, KEY, MSFT, NEE, NVDA, OKE | AI, energy, growth, large cap, Natural Gas, semiconductors, technology, Utilities | AI is the dominant investment theme with Nvidia rising 82%, Microsoft advancing 15%, and Dell positioned to benefit from computer upgrades needed for AI applications. The manager views AI as requiring significant electricity to power data centers, leading to investments in utilities like Constellation Energy. | View | |
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Infrastructure | - | - | AMT, ATO, AWK, CCI, CEG, CMCSA, CSX, EQIX, ETR, EXC, HCA, NI, SRE, T, TMUS, TRGP, UPS, WCN, WM, WMB | Data centers, Defensive, dividends, infrastructure, Telecom, Utilities, Waste management | Infrastructure sector outperformed S&P 500 by widest margin in 20 years, providing downside protection amid market uncertainty. Portfolio focuses on essential service providers with high barriers to entry, stable cash flows, and attractive risk-adjusted returns with strong up/down capture ratios. | View | |
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Utilities Plus | - | - | AEE, AEP, ATO, AWK, CEG, CNP, EIX, ETR, EVRG, EXC, NGG, NI, PCG, SO, SRE, VST, XEL | Data centers, Defensive, dividends, infrastructure, regulation, Utilities | 15 of 31 holdings announced dividend increases with an average increase of 5.4%. Portfolio transactions were focused on improving dividend and earnings growth profile, which historically leads to outperformance. | View | |
| 2025 Q1 | Mar 31, 2025 | Artisan Focus Fund | -1.9% | -1.9% | CEG, ENR.DE, GE, MSFT, NDAQ, NVDA, RR.L, SAF.PA, TSM, VST | aerospace, alpha, energy, Focus, fundamentals, Manufacturing, risk management | Aerospace normalization theme was a strong contributor with General Electric continuing clean execution as a pure-play aerospace engine maker and revising earnings higher. Rolls-Royce saw positive upward revisions to free cash flow estimates of nearly 20%. The team remains positive on what they view as a structural shortage of aircraft, leading to an aging fleet and increasing value of engine and aftermarket assets. | View | |
| 2025 Q1 | Mar 31, 2025 | Harbor Capital Appreciation Fund | -10.1% | -10.1% | AAPL, AMZN, AVGO, CEG, DDOG, GE, IOT, LLY, MA, META, MSFT, NFLX, NVDA, ORLY, PGR, SBUX, SPOT, TSLA, TSM, TTD, UBER, V, VRT, VRTX | AI, Cloud, growth, large cap, semiconductors, Streaming, technology, Trade Policy | The surprise launch of China's DeepSeek AI model pressured AI-related stocks, key drivers of 2024 gains. DeepSeek claimed to run on less powerful chips at much lower cost than competitors, exacerbating CapEx concerns and leading to share weakness in U.S. silicon manufacturers and cloud computing companies. The manager expects generative AI use cases to spread from technology providers to various industries, increasing competitive positioning through improved time to market and streamlined customer service. | View | |
| 2025 Q1 | Mar 31, 2025 | Artemis Global Select Fund | -7.5% | -7.5% | 6273.T, AMZN, ASML, CEG, FI, GLOB, LISP.SW, META, NVDA, PG, SAF.PA, STAN.L, TSM, TTEK, WPM | AI, defense, global, Quality, semiconductors, tariffs, technology, value | AI developments significantly impacted portfolio performance during the quarter. Chinese AI startup DeepSeek's launch at much lower cost than US competitors caused reassessment of western technology companies' leadership in AI, leading to selloffs in Nvidia and other AI-related holdings. The manager continues evaluating the impact of this competitive threat on demand. | SAF.PA META TTEK PG WPM STAN.L CEG TSM AMZN NVDA GLOB |
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| 2025 Q1 | Mar 26, 2025 | Andrew Hill Investment Advisors | - | - | 1211.HK, AAPL, ACN, AMZN, ANET, CEG, DUK, EQT, GE, GLD, GRMN, JNJ, JPM, MSFT, NFLX, NVDA, PGR, TTEK | AI, Bonds, defense, Electric Vehicles, healthcare, inflation, Natural Gas, tariffs | The Trump Administration is pursuing tariffs, immigration controls, and budget cuts to reshape the US economy from global services-based to domestically focused manufacturing. Tariffs are viewed as generally bad policy that will result in lower margins and less efficient operations. The uncertainty around tariffs is leading to lower business activity and stock prices. | MSFT GRMN DUK AMZN AAPL NFLX JPM PGR JNJ |
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| 2024 Q4 | Dec 31, 2024 | Alger Mid Cap Focus Fund | 4.9% | 24.5% | AMZN, APP, AXON, CEG, HEI, MPWR, NVDA, PLTR, TLN | AI, Cloud, growth, industrials, mid cap, nuclear, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Palantir's AI platform (AIP) leverages generative AI to optimize business operations and has driven significant growth. AppLovin's AI-powered software engine drives a large majority of the company's revenue through its recommendation and targeting engine. | HEI CEG MPWR AXON APP PLTR |
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| 2024 Q4 | Dec 31, 2024 | Miller Howard Investments Utilities Plus | - | - | AEP, AES, CEG, CNP, ETR, MDU, NEE, NI, PCG, SO, VST | AI, dividends, energy, Power, rates, regulation, Utilities | Data center and artificial intelligence trends are driving growing electricity demand, benefiting power producers like Vistra Corp. The company was the second-best performing name in the S&P 500 this year as a key beneficiary of these trends. Entergy also increased guidance due to META's plans to build a $10B AI data center in northeast Louisiana. | View | |
| 2024 Q4 | Dec 31, 2024 | Antero Peak Group | - | 31.9% | AAPL, AMZN, APO, CEG, ENR.DE, EQIX, GE, GEV, ISRG, KKR, KMI, LLY, META, NDAQ, PGR, SPOT, TDG, TSLA, TSM, WMB | aerospace, AI, energy, infrastructure, large cap, Natural Gas, private markets, technology | Machine learning, AI, and cloud are causing the economic value of data to structurally accelerate through new products and applications. AI has allowed for enhanced user experiences which leads to customer retention, higher incremental margins, and emerging moats. Digital transformation is a paradigm shift with major inflection demand for companies that enable transformation through software, services, and AI. | View | |
| 2024 Q4 | Dec 30, 2024 | Munro Global Growth Fund | 10.4% | 37.2% | AMAT, AMZN, ASML, AVGO, AXON, CEG, CRH, GEV, GOOGL, KLAC, MA, META, MSFT, NOW, NVDA, RHM.DE, TSM, UBER | AI, growth, large cap, semiconductors, technology, US | Artificial intelligence continued to be a dominant theme for the quarter, with contributors from GE Vernova and Broadcom. Broadcom has emerged as the designer of choice for custom-designed semiconductor chips (ASICs) used as alternatives for GPUs as they are more specialized and efficient for targeted workloads. The company's CEO confirmed customers are rapidly pursuing development of a 1 million XPU cluster of chips. | AXON AVGO |
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| 2025 Q4 | Dec 29, 2025 | Andrew Hill Investment Advisors | - | - | CEG, GE, GEV | Allocation, gold, income, Macro, valuation | The client letter reviews a volatile but resilient market environment shaped by tariffs, AI enthusiasm, moderating inflation, and shifting leadership across asset classes. Portfolio positioning emphasizes discipline, valuation awareness, and diversification, with increased focus on income, gold, and selective equity exposure as growth slows. Macro awareness is positioned as essential for navigating late-cycle dynamics and preserving capital. | CEG GE GEV |
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| 2024 Q3 | Dec 23, 2024 | Spear Advisors | -3.5% | 0.0% | ALAB, AMD, ANET, CEG, CRDO, DDOG, GEV, HUBS, MRVL, NET, NVDA, SHOP, SNOW, SPRX, TSLA, VST, ZS | AI, Data centers, energy, growth, semiconductors, technology | The fund sees AI as driving the next technology cycle, with applications emerging that were previously impossible due to compute limitations. They are expanding from AI hardware to applications including autonomous driving and quantum computing, noting step-change improvements in performance with accelerated computing. | TSLA |
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| 2024 Q4 | Dec 19, 2024 | Andrew Hill Investment Advisors | - | - | AAPL, ADBE, AMSC, AMZN, ANET, CEG, ENPH, GEV, GRMN, GS, IDXX, JNJ, JPM, MSFT, NVDA, OKE, UTHR | AI, energy, financials, inflation, nuclear, tariffs, technology, Utilities | AI drives superior portfolio returns with holdings providing AI products and services or energy to AI providers. NVIDIA leads semiconductor industry providing the brains behind AI, with ChatGPT powered by their chips. Microsoft integrates AI across business lines with Co-Pilot subscription enhancing productivity. | AMZN ANET JPM GEV GS MSFT NVDA CEG GRMN AAPL |
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| 2024 Q3 | Dec 18, 2024 | Munro Global Growth Fund | 0.0% | 0.0% | 000660.KS, AMZN, APP, AVGO, AXON, CEG, CRH, FIX, GEV, META, MSFT, NVDA, ONON, RDDT, RHM.DE, SE, SN, TSLA, TSM, VRT | AI, defense, energy, growth, infrastructure, productivity, semiconductors, Trump | The emergence of large language models sees companies attempting to apply AI to nearly every industry. Unlike previous technology revolutions, AI is unique in that machine learning technologies can be applied to so many different industries. The potential for a step change in labour productivity for the whole economy is real and likely to translate to higher corporate earnings over time. | View | |
| 2025 Q3 | Nov 8, 2025 | The Sound Shore Fund | - | - | AES, AMZN, BLK, CEG, CTRA, DIS, FIS, Gold, GPN, META, VST, WBD | energy, free cash flow, gold, M&A, Media, payments, undervalued, value | Legacy media companies are creating value through strategic restructuring and streaming business improvements. Warner Brothers Discovery exemplifies this with balance sheet deleveraging, streaming profitability, and potential asset separation creating sum-of-parts value recognition. | AES WBD TLNE |
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| 2024 Q3 | Nov 6, 2024 | Artemis US Select Fund | -2.7% | - | AVGO, AVTR, BLDR, CEG, FWONA, GOOGL, INTC, MCK, META, MSFT, NVDA, PH, V, VST, WDC | AI, clean energy, energy, large cap, technology, US Equities, Utilities | AI infrastructure remains a key focus with memory chips being critical to AI development. NVIDIA experienced volatility due to Blackwell chip delays and broader AI concerns, but the manager maintains long-term optimism. Broadcom was added as a beneficiary of datacenter efficiency investments. | View | |
| 2024 Q3 | Nov 19, 2024 | Artemis Global Select Fund | -3.7% | - | 0700.HK, 2020.HK, 3690.HK, 6273.T, AAPL, AMZN, CEG, ELV, GOOGL, MTX.DE, NVO, SNPS, TCOM, TXN | China, Cloud, healthcare, semiconductors, Stimulus, technology, Valuations | August began with a severe sell-off as investors questioned whether potential profits from artificial intelligence were enough to justify the lofty valuations of giant technology companies. The market was quick to recover though, suggesting continued underlying interest in AI themes. | 6273.T 0700.HK 2608.HK SNPS AMZN |
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| 2025 Q3 | Nov 16, 2025 | Aristotle Atlantic Core Equity Strategy | 7.1% | 15.1% | ADPT, AMP, AR, AVGO, BDX, BKR, CEG, DAR, DXCM, GH, GOOGL, HAL, ICE, NOW, ORCL | AI, energy, growth, healthcare, large cap, nuclear, technology, Trade Policy | Oracle's transformative growth in cloud infrastructure driven by AI demand, with Oracle Cloud Infrastructure revenue expected to grow through fiscal 2030. The company closed multiple multi-billion-dollar deals including the $30 billion Stargate contract with OpenAI. Natural gas demand is increasing for AI data center power generation, benefiting companies like Antero Resources. | BDX BKR CEG DXCM ADPT ORCL AR DAR |
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| 2023 Q3 | Oct 9, 2023 | Artemis US Select Fund | 2.6% | - | BX, CEG, CSX, DXCM, KHC, META, SAIA, TFII | active management, energy, healthcare, large cap, stock selection, technology, Transportation | Meta's significant incremental investment in AI and datacentre infrastructure will lead to meaningful new revenue opportunities both through growing in existing markets and entirely new product categories. Constellation Energy benefits indirectly from the AI wave as energy-intensive data centres are being built in the states that Constellation serves. | ABX TFII AER|AWI|MUSA|NEU|SAIA|WTM CSX DXCM ADI|BDX|FI|FND|HAS|META|MSFT|MSI|ORCL|TMO CEG |
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| 2025 Q3 | Oct 28, 2025 | Artisan Focus Fund | 2.7% | 20.5% | AAPL, AMZN, AVGO, BX, CEG, GE, GOOGL, GS, JPM, KKR, META, MSFT, NFLX, NVDA, ORCL, RYCEY, SIEGY, TSLA, TSM, VST, WMB | AI, energy, financials, infrastructure, semiconductors, technology, value | AI infrastructure complex including power demand from data centers driving structural growth. Portfolio includes AI beneficiaries like NVIDIA, Taiwan Semiconductor, and power infrastructure companies. AI monetization models for frontier model builders remain uncertain but could drive future ROIC expansion. | View | |
| 2025 Q3 | Oct 20, 2025 | Antero Peak Group | 2.7% | 20.5% | AXON, CEG, COF, DASH, EVR, GE, GS, HWM, ISRG, JPM, MSFT, NDAQ, NFLX, NVDA, RHM.DE, RYCEY, SIEGY, TSM, VST, WELL | aerospace, AI, energy, financials, growth, large cap, semiconductors, technology | AI infrastructure buildout driving massive capital deployment across data centers, power generation, and semiconductor supply chains. Current data center power draw of 17 GW projected to reach 50 GW by 2028, equivalent to California's entire power grid. Oracle's backlog up $400B entirely from GPU demand, while hyperscale data centers require 100-200 MW each. | TSM RR GE NVDA MSFT TSM RR GE NVDA MSFT |
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| 2022 Q3 | Oct 17, 2022 | Heartland Mid Cap Value Fund | 8.2% | 9.7% | AAP, CEG, SWKS, TCBI | - | View | ||
| 2024 Q4 | Jan 28, 2025 | Artemis US Select Fund | 10.8% | 29.5% | AAPL, AMZN, AVTR, BLDR, CEG, COHR, CPRI, ELV, FI, FWONK, GS, IP, KKR, LIN, NVDA, SAIA, TPG, UNH, VST, WMT | AI, Capital markets, energy, large cap, stock selection, technology, Trump | The mega caps' massive spending on AI has lifted various businesses from clean power producers to companies providing skilled labor to build data centers. This theme is likely to continue in the race to develop the best AI offering, though questions remain about forward returns impact. | View | |
| 2025 Q4 | Jan 24, 2026 | Miller Howard Investments Infrastructure | -2.9% | 8.8% | AMT, CEG, LNG, MPC, NEE, NGG, PEG, SRE, T, TMUS, TRGP, UPS, VZ, XEL | Data centers, dividends, energy, infrastructure, nuclear, Utilities | The US nuclear industry is undergoing its most significant shift in decades with rising electricity demand, policy support, and emerging technologies creating foundation for long-term capacity expansion. The manager views companies with existing nuclear assets and restart plans as ideal investments with attractive risk/reward profiles. Rising electricity demand driven by data centers is a key growth driver, with hyperscalers signing multiple power purchase agreements for nuclear offtake. Data centers have power demands ranging from 50 MW to 2 GW and are willing to sign agreements at premium prices for nuclear generation. The portfolio offers high dividend yield over 2.5x the S&P 500 Index with strong prospects for dividend growth and ample coverage. Eight holdings announced dividend increases this quarter with an average increase of 9.5%. Policy support through the Infrastructure Investment and Jobs Act and Inflation Reduction Act has provided financial support and tax credits for nuclear development, putting it on level ground with wind and solar while creating a floor for existing nuclear fleet. | View | |
| 2025 Q4 | Jan 24, 2026 | Miller Howard Investments Utilities Plus | -2.4% | 14.2% | AEP, BKH, CEG, DTE, MDU, NEE, PEG, PPL, SO, SRE, VST, XEL | Capital Expenditure, Data centers, dividends, earnings growth, Grid Infrastructure, nuclear, Power Markets, Utilities | US electricity demand continues to grow driven by data center proliferation. Utilities are deploying accelerating capital into grid infrastructure to bridge the gap between existing capacity and rising future demand. Companies like NextEra Energy and Black Hills are benefiting from their ability to serve data centers with diversified offerings. Utilities are deploying ever-accelerating amounts of capital into grid infrastructure to meet rising electricity demand. S&P 500 Utility Index capex forecasts for 2026 and 2027 increased by 16% and 15% respectively. Higher levels of capital deployed within the regulated utility framework are lifting utility growth profiles. This quarter, 10 of the 32 holdings announced dividend increases with an average increase of 15.3%. An enhanced earnings profile should strengthen utilities' ability to provide high and rising income to investors. The portfolio focuses on generating total returns with a high and rising stream of income. NextEra Energy signed a 25-year power purchase agreement with Google to restart the Duane Arnold nuclear plant. Constellation Energy benefited from a FERC ruling on co-location that was viewed as positive for Independent Power Producer development and from PJM Interconnection capacity auction pricing. Tightening power markets for independent power producers lifted utility growth profiles. Constellation Energy benefited from FERC ruling on co-location viewed as positive for IPP development. The company also benefited from PJM Interconnection capacity auction where pricing came in at the top of the collar range. | View | |
| 2025 Q4 | Jan 12, 2026 | Munro Global Growth Fund | -0.7% | 12.2% | 300750.SZ, AMZN, CEG, CIEN, CRH, GALDA.SW, GEV, GOOGL, MA, MSFT, MSI, NVDA, ORCL, RHM.DE, TSM, UBER, VRT | AI, Cloud, Data centers, global, growth, semiconductors, technology | AI continues to drive significant investment opportunities with Alphabet's Gemini 3 model leap-frogging competitors and validating custom chip investments. The AI scaling laws are hitting physical power constraints, requiring distributed data center solutions that benefit networking infrastructure providers like Ciena. Data center infrastructure is experiencing unprecedented demand driven by AI workloads requiring massive compute power. Hyperscalers are scaling across multiple locations due to power constraints, creating opportunities for networking and infrastructure providers. Google Cloud demonstrated strong momentum with a record $50 billion sequential increase in backlog to $158 billion, driven by unique TPU offerings and AI workload demand. Cloud providers are differentiating through custom silicon and AI-optimized infrastructure. TSMC continues benefiting from compute demand and plays a critical role in chip manufacturing regardless of whether hyperscalers use Nvidia products or custom solutions. The semiconductor cycle remains supported by AI infrastructure buildout. | CIEN GOOGL |
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| 2024 Q3 | Sep 30, 2024 | Artisan Focus Fund | 7.0% | 28.7% | AAPL, CEG, META, MSFT, NVDA | alpha, energy, Focus, industrials, Manufacturing, nuclear, technology | US share of global manufacturing contracted from 26% to 16% since China joined WTO 23 years ago, with zero growth in US manufacturing capacity. This is now inflecting with US share of global foreign direct investment matching an all-time high of 25%. A return to 20% of global manufacturing share would require $3.5 trillion in domestic fixed asset investment. | CEG |
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| 2024 Q3 | Sep 30, 2024 | Apis Global Discovery Fund | 3.7% | 11.6% | AMZN, CEG, GOOGL, HNRG, MSFT, SN, TLN | AI, Asia, Data centers, energy, global, nuclear, Power, SMID Cap | U.S. power prices are entering sustained upward pressure driven by data center demand growth, expected to account for 9% of U.S. power demand by 2030 versus 4% in 2023. Hyperscalers like Amazon and Microsoft are signing premium power purchase agreements with nuclear and coal plants to secure 24/7 energy supply for AI data centers. This creates opportunities for independent power producers with reliable baseload generation capacity. | HNRG TLN |
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| 2024 Q3 | Sep 30, 2024 | Miller Howard Investments Infrastructure | 0.0% | 0.0% | AEE, AMT, AWK, CEG, CNP, CSX, ETR, HCA, LNG, MPC, NEE, NEP, NI, PAGP, TMUS | Data centers, dividends, infrastructure, Midstream, Natural Gas, Power, REITs, Utilities | Datacenter proliferation is driving accelerating power demand, benefiting utilities and midstream sectors. Natural gas will be used to meet incremental demand as intermittent renewable power requires dispatchable generation supplementation. | View | |
| 2024 Q3 | Sep 30, 2024 | Miller Howard Investments Utilities Plus | 0.0% | 0.0% | ATO, AWK, BKH, CEG, CNP, DUK, ETR, MDU, MSFT, NEE, NEP, NI, PCG, VST | Data centers, dividends, income, nuclear, Power, rates, Utilities | Rising electricity demand from datacenter trends remained at the forefront of investors' minds and drove independent power producer performance. Constellation Energy's 20-year power purchase agreement with Microsoft to restart Three Mile Island nuclear unit created a catalyst for the group. | View | |
| 2024 Q3 | Sep 30, 2024 | THB Asset Management | 10.3% | 10.1% | ALNT, BSIG, BWMN, CEG, CLMB, HONE, HWKN, HZO, IMMR, LUMN, LUNA, MSFT, MYRG, PLUS, POOL, RBBN, TRNS, UFPT, VZ, XPRO | Data centers, Energy Transition, Federal Reserve, interest rates, Micro Cap, productivity, small caps, Utilities | Green energy transition initiatives are taking place just as demand for electricity is increasing from EVs and data centers. Utilities are raising rates to fund grid upgrades for offshore wind and neighborhood electrification investments. Solutions to the challenges facing the electrical grid and power generation needs are being developed in real time, which provides investment opportunities within small and mid-size investment universes. | RBBN |
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| 2023 Q3 | Sep 30, 2024 | Miller Howard Investments Infrastructure | 0.0% | 0.0% | AM, BK, CAG, CEG, CMCSA, EPD, FWRD, GPC, GS, HESM, JPM, MMP, MPC, MPLX, NS, NTR, PAYX, SUN, TRGP, TXN, WBA | AI, dividends, energy, inflation, infrastructure, Midstream, Recession, Utilities | The letter emphasizes dividend investing as a reliable strategy, noting that dividends have been the most dependable source of investment returns over time. The firm focuses on high-dividend-yield stocks that continue to produce income during recessions and suggests mature management views their business positively long-term. | View | |
| 2023 Q3 | Sep 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AM, BK, CAG, CEG, CMCSA, EPD, FWRD, GPC, GS, HESM, JPM, MMP, MPC, MPLX, NS, NTR, PAYX, SUN, TRGP, TXN, WBA | AI, dividends, energy, income, inflation, Recession, Utilities, value | The firm emphasizes dividend-focused investing as a reliable source of returns, noting that dividends have continued to chug along while earnings expansion has been in short supply. They highlight that high-dividend-yield stocks have historically outperformed during recessions and provide income during downturns. The portfolio yields 3.9% and 3.6% respectively for the with-MLP and no-MLP versions. | View | |
| 2023 Q3 | Sep 30, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AM, BK, CAG, CEG, CMCSA, EPD, FWRD, GPC, GS, HESM, JPM, MMP, MPC, MPLX, NS, NTR, PAYX, SUN, TRGP, TXN, WBA | AI, dividends, energy, income, inflation, Utilities, value | The firm emphasizes dividend-paying stocks as a reliable source of returns, noting that dividends have continued to chug along this year while earnings expansion has been in short supply. They advocate for dividend investing as a strategy that relies on the power of compounding income over time rather than heroic forecasts. | View | |
| 2023 Q3 | Sep 30, 2024 | Miller Howard Investments Utilities Plus | 0.0% | 0.0% | AM, BK, CAG, CEG, CMCSA, EPD, GS, HESM, JPM, MPC, MPLX, NEE, NS, NTR, PAYX, SO, SUN, TRGP, TXN, VST | AI, dividends, energy, income, inflation, interest rates, Midstream, Utilities | The firm emphasizes dividend-focused investing as a reliable source of returns, noting that dividends have continued to chug along this year while earnings expansion has been in short supply. They highlight that high-dividend-yield stocks have historically outperformed during recessions and provide downside protection. | View | |
| 2024 Q3 | Sep 30, 2024 | Alger Mid Cap Focus Fund | 4.6% | 18.7% | APP, CDNS, CEG, HEI, MSFT, MU, PINS | AI, energy, growth, industrials, mid cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. AppLovin's AI-powered software engine drives 60% of company revenue through recommendation and targeting. AI workloads are projected to significantly increase energy demand from data centers over the next few years. | CDNS MU PINS APP CEG HEI |
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| 2023 Q3 | Sep 30, 2023 | The Sound Shore Fund | 6.7% | 21.1% | CEG, GEHC, MSFT, TEVA, VST | contrarian, energy, healthcare, long-term, Pharmaceuticals, Utilities, value | Strong contributions from Vistra and Constellation Energy as higher US electricity prices exposed grid reliability issues. Vistra benefits from diversified fuel sources and low costs, while Constellation leads in carbon-free nuclear power with regulatory tailwinds from the Inflation Reduction Act. | TEVA CEG BOAVSTB BZ GEHC |
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| 2024 Q2 | Jul 25, 2024 | Alger Mid Cap Focus Fund | 4.6% | 18.7% | AGYS, APPF, AXON, BRKR, CDNS, CEG, CELH, DECK, DXCM, HEI, MLM, MU, NTRA, ODFL, PINS, SPOT, TYL, VKTX, VRT | growth, healthcare, industrials, mid cap, technology | View | ||
| 2024 Q2 | Jul 23, 2024 | LVS Advisory – Growth | 0.0% | 36.7% | AMZN, CEG, NVDA, TLN | Bankruptcy, Data centers, energy, Event Driven, growth, nuclear | Nuclear power is positioned as the only reliable carbon-free base load energy source. Existing nuclear plants are valuable and scarce assets due to extremely high costs and regulatory barriers to building new facilities. The Vogtle plant took 15 years and $30 billion to complete, making existing plants like Talen's more valuable. | TLN |
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| 2024 Q2 | Jul 23, 2024 | LVS Advisory – Event Driven | 0.0% | 7.5% | CEG, TLN | Bankruptcy, Data centers, energy, Event Driven, nuclear, Power Generation, Restructuring | Nuclear power is the only source of carbon-free energy reliable enough to be considered base load energy. Nuclear plants are valuable and scarce assets as they are extremely costly and timely to build, with almost all US reactors built between 1967-1990. Politicians on both sides have become more pro-nuclear, leading to plant extensions, restart talks, and new tax incentives. | TLN |
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| 2024 Q2 | Jun 30, 2024 | Munro Global Growth Fund | 0.0% | 0.0% | 000660.KS, AAPL, AIR.PA, AMAT, AMZN, ARM, ASML, CEG, CRH, FIX, MA, META, MSFT, NEE, NOW, NVDA, SN, TSM, V, WISE.L | AI, Data centers, energy, global, growth, semiconductors, technology | AI was a dominant theme driving performance across multiple Areas of Interest. High Performance Computing led by Nvidia saw significant earnings upgrades, while Connectivity benefited from device refresh cycles in smartphones and PCs. The fund sees AI as the beginning of a multi-year growth runway with hyperscalers continuing to accelerate capex spending. | SN TSM |
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| 2025 Q1 | Apr 13, 2025 | Munro Global Growth Fund | -7.3% | -7.3% | AMZN, AVGO, AXON, BSX, CEG, CRH, FWONK, GOOGL, LLY, MA, META, MSFT, NFLX, NOW, NVDA, ORCL, RHM.DE, TSM, UBER | AI, Cash, defense, global, growth, tariffs, technology, volatility | Despite DeepSeek concerns, hyperscalers continue aggressive AI infrastructure spending with combined capex approaching $350 billion in 2025. The fund maintains conviction in multi-year structural earnings growth for AI enablers, while increasing exposure to AI application companies like Axon and ServiceNow that are showing strong adoption. | NVDA RHM.DE |
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| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments MLP Strategy | 0.0% | 0.0% | AES, AM, ATO, BCE, CEG, CMCSA, CMS, CNP, CNQ, CSCO, CVX, DTE, EOG, EPD, EWBC, EXC, FTS, GILD, HESM, IPG, JPM, KMI, KO, LAMR, LBRT, LNG, MPC, NEE, NTR, OKE, ORI, PAGP, PCG, PEG, POR, SRE, STAG, TMUS, TRGP, TTE, UPS, VST, WM | dividends, energy, income, infrastructure, Midstream, Utilities, value | The letter extensively analyzes dividend investing, arguing that high-yield dividend stocks have historically outperformed the S&P 500 by 1.3% annually over 75 years with lower volatility. The manager believes dividend stocks are positioned for a revival as market concentration reverses. | View | |
| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments Utilities Plus | 0.0% | 0.0% | AAPL, AES, AM, AMZN, ATO, BCE, CEG, CMCSA, CMS, CNP, CNQ, CSCO, CVX, DTE, EOG, EPD, EWBC, EXC, FTS, GILD, GOOGL, HESM, IPG, JNJ, JPM, KMI, KO, LAMR, LBRT, LNG, META, MPC, MSFT, NEE, NTAP, NTR, NVDA, OKE, ORCL, ORI, PAGP, PCG, PEG, POR, QCOM, SRE, STAG, TMUS, TRGP, TSLA, TTE, UPS, VST, WM | AI, dividends, energy, growth, Utilities, valuation | High-yield dividend stocks have historically outperformed the S&P 500 by 1.3% annually over 75 years with lower volatility. Recent underperformance is attributed to market concentration in mega-cap tech stocks with low dividend yields. The manager expects dividend stocks to resume outperformance when market concentration reverses. | View | |
| 2024 Q4 | Jan 31, 2025 | Legacy Ridge Capital | - | 40.3% | AAL, CEG, DAL, JBLU, KMI, LUV, NRG, RYAAY, SAVE, TLN, UAL, VST | Airlines, Capital Cycle, Concentration, energy, Midstream, Power Generation, value | Airlines sector experienced classic bullwhip effect post-COVID but is now showing signs of recovery with capacity discipline emerging. Industry consolidation and rationalization since 2009 has improved economics, with capacity growth at decade lows and management commentary suggesting multi-year earnings improvement similar to 2012-2014 period. | View | |
| 2023 Q4 | Jan 31, 2024 | Legacy Ridge Capital | 0.0% | 19.7% | CEG, CEQP, ENGH, ET, ETRN, SO, VST | Concentration, energy, nuclear, Power Generation, Utilities, value | Nuclear power is experiencing a revival in the US with federal support through production tax credits. The fund views nuclear assets as significantly undervalued compared to replacement costs, citing Vogtle's $34 billion construction cost versus VST's acquisition of Energy Harbor at a 93% discount. Nuclear generation provides reliable baseload power that becomes increasingly valuable as grid stability challenges grow. | BOAVSTB BZ |
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| 2023 Q4 | Jan 26, 2024 | The Sound Shore Fund | 6.7% | 21.1% | CEG, CNC, COF, OGN, PVH, VST | Apparel, energy, financials, healthcare, Utilities, value | Sound Shore emphasizes fundamental value investing with stocks trading at attractive valuation levels. The portfolio has a forward P/E of 11.1x versus S&P 500 at 19.5x, demonstrating significant discount to market. Manager highlights that their strategy doesn't need a value-driven market to produce attractive returns. | CNC BOAVSTB BZ COGN3 BZ COF PVH |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| May 12, 2026 | Fund Letters | Artemis US Select Fund | Constellation Energy | Utilities - Independent Power Producers | Independent Power and Renewable Electricity Producers | Bear | NASDAQ | energy, Independent Power Producer, Nuclear Power, Regulatory risk, utilities, Wholesale Electricity | View Pitch |
| Apr 28, 2026 | Fund Letters | The Sound Shore Fund | Constellation Energy Corp | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Baseload Power, Carbon-Free, clean energy, Inflation Reduction Act, Nuclear Power, premium pricing, spinoff | View Pitch |
| Apr 28, 2026 | Fund Letters | Artemis US Select Fund | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | AI infrastructure, clean energy, data centers, Energy Reliability, Nuclear Power, Pricing power, utilities | View Pitch |
| Apr 28, 2026 | Fund Letters | Orbis Global Equity | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | Asymmetric Risk, Carbon-free Energy, energy transition, Free Cash Flow, Inflation Reduction Act, Nuclear Power, Price Floor, Replacement Cost, scale advantage, utilities, Zero Carbon | View Pitch |
| Apr 14, 2026 | Fund Letters | The Davenport Core Leaders Fund | Constellation Energy Corp | Utilities - Independent Power Producers | Electric Utilities | Bull | NASDAQ | Baseload Generation, clean energy, data centers, Electric Utilities, Electrification, investment grade, Nuclear Power, Power generation | View Pitch |
| Apr 13, 2026 | Fund Letters | The Sound Shore Fund | Constellation Energy Corporation | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Baseload Power, Carbon-Free Electricity, clean energy, data centers, Electric Vehicles, Exelon Spinoff, Inflation Reduction Act, Nuclear Power | View Pitch |
| Apr 13, 2026 | Fund Letters | Artemis Global Select Fund | Constellation Energy Corporation | Utilities | Independent Power Producers & Energy Traders | Neutral | NASDAQ | energy, Event-driven, M&A, profit-taking, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Mid Cap Focus Fund | Constellation Energy Corporation | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Baseload Power, clean energy, data centers, electricity generation, Electrification, Nuclear Power, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Artisan Focus Fund | Constellation Energy Corp | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Artificial Intelligence, clean energy, data centers, Electric Vehicles, Grid Infrastructure, Independent Power Producer, Manufacturing reshoring, Microsoft partnership, Nuclear Power, Unregulated Markets | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Mid Cap Focus Fund | Constellation Energy Corporation | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI workloads, Baseload Power, clean energy, data centers, Electrification, Independent Power Producer, Microsoft Agreement, Nuclear Power | View Pitch |
| Apr 13, 2026 | Fund Letters | Andrew Hill Investment Advisors | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | Baseload Power, Carbon-Free, clean energy, Electric Utilities, energy infrastructure, Microsoft partnership, nuclear energy | View Pitch |
| Apr 13, 2026 | Fund Letters | Andrew Hill Investment Advisors | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | AI infrastructure, Carbon-free Energy, data centers, Electricity Production, energy transition, nuclear energy, utilities | View Pitch |
| Feb 4, 2026 | Twitter / X | @BourbonCap | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | AIInfrastructure, CarbonFree, datacenters, ElectricUtilities, ESG, hyperscalers, NuclearPower, PowerContracts | View Pitch |
| Jan 27, 2026 | Fund Letters | Andrew D.W. Hill | Constellation Energy Corporation | Utilities | Electric Utilities | Bull | NASDAQ | Electrification, Nuclear, Power, Pricing, utilities | View Pitch |
| Nov 29, 2025 | Fund Letters | Owen Fitzpatrick, Thomas Hynes, Jr, Brendan O’Neill | Constellation Energy Corporation | Utilities | Electric Power & Renewable Energy | Bull | NASDAQ | AI, clean energy, Decarbonisation, Nuclear, Ppas | View Pitch |
| Aug 13, 2025 | Seeking Alpha | Agar Capital | Constellation Energy | Utilities | Utilities - Renewable | Bull | NASDAQ | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Litong Tian | Constellation Energy Co. | Utilities | Utilities - Renewable | Bear | NASDAQ | — | 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 |
|---|---|---|---|---|---|---|---|---|
| Philippe Laffont | Coatue Management | $40.0B | $2.1B | 5.22% | 5,907,174 | +181,211 | +3.16% | 1.9707% |
| Larry Robbins | Glenview Capital Management | $4.9B | $10.7M | 0.22% | 30,412 | +30,412 | +100.00% | 0.0101% |
| Daniel Loeb | Third Point | $7.3B | $167.8M | 2.31% | 475,000 | +475,000 | +100.00% | 0.1585% |
| David Einhorn | Greenlight Capital Inc | $9.9B | $76.3M | 0.77% | 341,154 | +86,550 | +33.99% | 0.1028% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $14.0M | 0.03% | 39,700 | -125,500 | -75.97% | 0.0132% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $49.5M | 0.06% | 140,100 | +131,500 | +1529.07% | 0.0467% |
| Zach Schreiber | PointState Capital | $6.8B | $292.4M | 4.31% | 827,626 | +827,626 | +100.00% | 0.2761% |
| Chris Rokos | Rokos Capital Management | $9.9B | $76.3M | 0.77% | 341,154 | +86,550 | +33.99% | 0.1028% |
| Ray Dalio | Bridgewater Associates | $27.4B | $15.2M | 0.06% | 42,937 | -102,066 | -70.39% | 0.0143% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $1.7M | 0.00% | 4,673 | -18,900 | -32.70% | 0.0016% |
| Israel Englander | Millennium Management LLC | $233.2B | $326,068 | 0.00% | 923 | -236,029 | -99.61% | 0.0003% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $221.4M | 0.18% | 626,681 | +15,979 | +2.62% | 0.2091% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $5.5M | 0.01% | 15,600 | +8,637 | +124.04% | 0.0052% |
| Cliff Asness | AQR Capital Management | $190.6B | $25.6M | 0.01% | 72,327 | -6,760 | -8.55% | 0.0241% |
| Bruce Kovner | Caxton Associates | $3.2B | $234,224 | 0.01% | 1,047 | +1,047 | +100.00% | 0.0002% |
| Mario Gabelli | GAMCO Investors | $10.4B | $616,103 | 0.01% | 1,744 | -243 | -12.23% | 0.0006% |
| Panayotis Sparaggis | Alkeon Capital Management | $63.1B | $484.4M | 0.77% | 1,371,219 | +330,000 | +31.69% | 0.4574% |
| Rich Handler | Jefferies | $19.3B | $3.9M | 0.02% | 11,142 | +34,300 | +1372.00% | 0.0037% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $109,072 | 0.00% | 308 | +3 | +0.98% | 0.0001% |