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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 11, 2025 | Bramshill Income Performance Fund | - | 5.0% | AGNC, ARCC, ARLP, B, BXSL, CAPL, CQP, DLR, EPD, ET, GLP, HESM, IRM, JFR, NEM, PAXS, TSLX, TXO, VNOM, WMB | BDCs, dividends, energy, income, MLPs, Pass-through, REITs, Yield | Major concentration in domestic energy production including oil and gas producers, with focus on midstream energy infrastructure benefiting from high throughput and profitability due to difficulty in building new transmission facilities. | View | |
| 2025 Q2 | Jul 22, 2025 | John Hancock Balanced Fund | 8.5% | 6.5% | AAPL, AMZN, AVGO, CMG, DLR, EQT, FCX, GOOGL, JPM, MSFT, MU, TSLA | AI, asset allocation, Balanced, credit, fixed income, technology | The fund added to nontraditional AI beneficiaries including EQT Corp. and Freeport-McMoRan, which could profit from increased electricity demand, and data center operator Digital Realty Trust. Semiconductor companies Micron and Broadcom contributed to performance on higher demand fueled by artificial intelligence. | View | |
| 2026 Q1 | Apr 22, 2026 | Baron Real Estate Fund | -5.5% | -5.5% | ABNB, BN, BX, CBRE, CSGP, CZR, DLR, EQIX, JLL, PSA, SITE, TOL, WELL, WYNN | AI, Commercial real estate, Data centers, Homebuilders, real estate, REITs, Travel, valuation | View | ||
| 2025 Q1 | Mar 31, 2025 | Columbia Dividend Opportunity Fund | 3.4% | 3.4% | ABBV, AFG, ALL, AVGO, CSCO, CVS, CVX, DLR, EIX, HD, HPE, IBM, JNJ, JPM, KO, MRK, PEG, PM, TGT, XOM | defensives, dividends, energy, large cap, Trade Policy, Utilities, value | The fund focuses on companies with historically consistent and increasing dividends. Dividend-paying stocks held up reasonably well in Q1 despite broader market weakness, benefiting from rotation into defensive areas. The fund maintains positions in core dividend-paying holdings across sectors. | View | |
| 2025 Q4 | Feb 18, 2026 | Starboard Value | 0.0% | 0.0% | AMD, APLD, CIFR, DLR, EQIX, HUT, RIOT, WULF | Activist, AI, crypto, Data centers, Power, value | Riot is positioned to capitalize on the massive AI/HPC data center opportunity as AI companies scale capacity exponentially. The company's sites are well-suited for AI training, inference, edge computing, and various data center applications, with power being the biggest constraint for AI buildout. Riot's transformation from bitcoin mining to AI/HPC data centers represents tremendous value creation potential. The company has 1.7GW of fully available power at prime locations that could generate over $1.6 billion of annual EBITDA if monetized at recent precedent transaction rates. Cryptocurrency mining companies have become attractive sources of near-term power capacity for AI/HPC companies. From August to year-end 2025, four crypto mining companies announced AI/HPC deals for approximately 1.4GW of gross capacity at attractive leasing rates. | RIOT |
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| 2025 Q4 | Feb 12, 2026 | Davis Real Estate Fund | 0.0% | -5.7% | AMT, ARE, AVB, BRX, BXP, CPT, CUZ, DEI, DLR, EQIX, EXR, GPOR.L, HPP, MAA, PLD, REXR, SHO, VTR, WELL | AI, Data centers, Passive flows, Performance, real estate, REITs, valuation | Fund focuses on real estate investment trusts across multiple sectors including senior housing, apartments, office, industrial, and life sciences. Performance was impacted by passive flows favoring larger companies and sector rotation dynamics. The fund maintains overweight positions in apartments and office while being underweight in senior housing. AI demand driving unprecedented data center space requirements with holdings in Digital Realty and Equinix benefiting from recent leasing deals. Risks include power availability constraints, transmission limitations, and potential technology disruption that could reduce data center demand over time. | DLR EQIX PLD ARE WELL |
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| 2024 Q3 | Nov 8, 2024 | Tall Oak Capital Advisors | - | - | AAPL, AMZN, AZO, CAT, CCO.TO, DLR, EQIX, FTNT, GOOGL, LLY, LRCX, MA, MELI, META, MSFT, NVDA, PANW, TOL, VRT, VST | AI, Data centers, energy, growth, infrastructure, semiconductors, technology, Utilities | AI's explosive growth is driving unprecedented demand for high-performance computing infrastructure, creating massive investment opportunities in data centers, semiconductors, and power management systems. The technology requires vast amounts of data processing, storage, and analysis, leading to significant capital investments from tech companies. AI-driven workloads demand cutting-edge hardware including GPUs, ASICs, and accelerators for high-speed data processing. | DLR VST |
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| 2025 Q3 | Oct 19, 2025 | John Hancock Balanced Fund | 5.0% | 11.8% | AAPL, AMZN, AVGO, CMG, DLR, EQT, FCX, GOOGL, JPM, MSFT, MU, TSLA | AI, asset allocation, Balanced, credit, fixed income, semiconductors | The fund added to nontraditional AI beneficiaries including EQT Corp. and Freeport-McMoRan, which could profit from increased electricity demand, and data center operator Digital Realty Trust. Semiconductor companies Micron and Broadcom contributed to performance on higher demand fueled by artificial intelligence. | MU US GOOGL US CMG US |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Tall Oak Capital Advisors | Digital Realty Trust Inc | Real Estate | Specialized REITs | Bull | NYSE | AI infrastructure, Carbon Neutral, cloud infrastructure, Colocation, data centers, Digital transformation, global footprint, Interconnection, REIT, Sustainability | View Pitch |
| Feb 21, 2026 | Fund Letters | Andrew A. Davis | Digital Realty Trust, Inc. | Real Estate | Data Center REITs | Bull | New York Stock Exchange | AI, datacenters, hyperscale, Power, valuation | View Pitch |
| Oct 31, 2025 | Seeking Alpha | Seeking Alpha | Digital Realty Trust, Inc. | REIT - Specialty | Bull | AI monetization, backlog, capacity expansion, cloud super cycle, data center REIT, Digital Realty Trust, dividend hike, FFO growth, joint ventures, valuation | 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 |
|---|---|---|---|---|---|---|---|---|
| Andreas Halvorsen | Viking Global Investors | $37.7B | $233.3M | 0.62% | 1,507,988 | +1,507,988 | +100.00% | 0.3794% |
| Marc Rowan | Apollo Global Management | $10.6B | $48.0M | 0.45% | 310,500 | +310,500 | +100.00% | 0.0781% |
| Tim Campbell | Baillie Gifford | $120.3B | $6.3M | 0.01% | 40,541 | +34,067 | +526.21% | 0.0102% |
| Chris Davis | Davis Selected Advisers | $22.2B | $12.3M | 0.06% | 79,250 | -83,310 | -51.25% | 0.0199% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $2.8M | 0.01% | 17,800 | -40,000 | -69.20% | 0.0045% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $5.4M | 0.01% | 34,900 | -12,500 | -66.14% | 0.0088% |
| Ray Dalio | Bridgewater Associates | $27.4B | $297,198 | 0.00% | 1,921 | -3,237 | -62.76% | 0.0005% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $75.3M | 0.10% | 486,912 | -285,994 | -37.00% | 0.1225% |
| Israel Englander | Millennium Management LLC | $233.2B | $1.5M | 0.00% | 10,000 | -19,800 | -66.44% | 0.0025% |
| Stephen Selver | Bramshill Investments | $1.8B | $711,821 | 0.04% | 4,601 | +29 | +0.63% | 0.0012% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $16.7M | 0.01% | 107,872 | +40,438 | +59.97% | 0.0271% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $47.3M | 0.07% | 305,922 | +231,752 | +312.46% | 0.0770% |
| Cliff Asness | AQR Capital Management | $190.6B | $47.6M | 0.03% | 307,772 | -24,745 | -7.44% | 0.0774% |
| George Soros | Soros Fund Management | $6.8B | $8.9M | 0.13% | 57,418 | +57,418 | +100.00% | 0.0144% |
| Rich Handler | Jefferies | $19.3B | $7.2M | 0.04% | 46,300 | +40,256 | +666.05% | 0.0116% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $3,727 | 0.00% | 24 | +4 | +20.00% | 0.0000% |