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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q1 | May 4, 2026 | GROW Funds | 4.2% | 4.2% | ALAB, BUDA, DUOT, HOOD, HROW, ISRG, PAYS, PLTR, PROF, TYGO | AI, Hedging, Iran War, Long/Short, oil, small cap, Solar, Valuations | PROF DUOT TYGO PAYS BUDA |
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 19, 2026 | Fund Letters | GROW Funds | Duos Technologies Group Inc. | Software - Application | Technology Hardware, Storage & Peripherals | Bull | NASDAQ | business transformation, data centers, Discovery Play, Edge AI, High Growth, Modular Infrastructure, Rapid Deployment, recurring revenue | 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. | ||||||||