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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 25, 2026 | Miller Howard Investments Utilities Plus | - | - | AEP, ATO, CEG, D, ETR, EXC, LNT, NEE, PPL, SRE, VST, XEL | Capex, Data centers, dividends, Electrification, M&A, rates, Regulated Utilities | 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 Income-Equity Strategies | - | - | CMCSA, CMS, CNQ, CSCO, EIX, EPD, EWBC, EXC, GILD, JEF, JPM, KO, LAMR, NTR, ORI, RHI, RY, STAG, TTE, VICI | dividends, financials, income, low volatility, tariffs, Utilities, value | Miller/Howard focuses on high and rising dividend income with over 40% of holdings announcing dividend increases in Q1. The strategy seeks companies with demonstrated earnings power and attractive valuations that can pay good dividends without stretching payout ratios. Portfolio yields 3.8% with strong dividend coverage 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 | RS Large Cap Val Strategy | 1.6% | 1.6% | ABBV, CBOE, CI, CRM, EXC, GOOGL, RRX, TEVA, XOM, ZBRA | large cap, Pharmaceuticals, ROIC, tariffs, value, volatility | The team continues to focus on value-oriented strategies, believing they are well-positioned in the current environment of elevated volatility. They seek companies with improving ROIC trading at deep discounts to intrinsic value, emphasizing that value stocks outperformed growth during the quarter's market decline. | ZBRA ABBV |
View |
| 2024 Q4 | Dec 31, 2024 | BNY Mellon Global Equity Income Fund | -5.4% | 6.4% | 1299.HK, AAPL, AMZN, AVGO, CME, CSCO, DPW.DE, EXC, FHN, GILD, GOOGL, IP, JCI, MDT, NVDA, PEP, SBUX, SNY, SYY, TSLA | dividends, financials, global, income, rates, technology, value | The fund maintains strict yield discipline and cannot hold mega-cap technology stocks due to their low yields. Income stock valuations remain compelling, with stocks offering above-average income rates trading at substantial discounts to low-income stocks. The strategy has zero weightings in the magnificent seven technology stocks and instead focuses on dividend-paying sectors. | View | |
| 2024 Q3 | Sep 30, 2024 | Fidelity Dividend Growth Fund | 4.4% | 25.2% | AAPL, ABBV, ALSN, AMZN, APO, AVGO, BA, BN, BRK-A, CMCSA, CVX, EPD, ET, EXC, GEV, GOOGL, HD, JNJ, JPM, META, MRVL, MSFT, MU, NVDA, QCOM, TSLA, VST, XOM | aerospace, AI, dividends, energy, large cap, technology, Utilities, value | The fund sees explosive growth of AI as a key advantage in semiconductors and semiconductor equipment. AI's influence was reflected in the roughly 19% advance for the utilities sector, which benefited from its key role in providing electricity needed to power massive data centers used for AI. The fund maintains notable overweights in AI-related semiconductor names like Qualcomm, Marvell Technology and Micron Technology. | View | |
| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments Infrastructure | 0.0% | 0.0% | AAPL, AMZN, CMCSA, CMS, CNQ, CSCO, EOG, EPD, EWBC, EXC, GILD, GOOGL, IPG, JPM, KO, LAMR, META, MSFT, NTR, NVDA, ORI, STAG, TSLA, TTE, UPS | AI, dividends, energy, growth, income, infrastructure, Utilities, value | High-yield dividend stocks have historically outperformed the S&P 500 by 1.3% annually over 75 years with lower volatility. Recent underperformance driven by market concentration in mega-cap tech stocks with low dividend yields. Manager expects dividend investing revival as market concentration reverses. | View | |
| 2024 Q1 | Mar 31, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | AAPL, AMZN, CMCSA, CMS, CNQ, CSCO, EOG, EPD, EWBC, EXC, GILD, GOOGL, IPG, JPM, KO, LAMR, META, MSFT, NTR, NVDA, ORI, STAG, TSLA, TTE, UPS | AI, dividends, energy, income, Market Concentration, Utilities, value, volatility | 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 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Tim Campbell | Baillie Gifford | $120.3B | $13.5M | 0.01% | 309,409 | -56,761 | -15.50% | 0.0280% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $645,132 | 0.00% | 14,800 | -56,200 | -79.15% | 0.0013% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $2.8M | 0.00% | 63,700 | -44,100 | -72.89% | 0.0058% |
| Cliff Asness | AQR Capital Management | $190.6B | $169.7M | 0.09% | 3,892,208 | -29,023 | -0.74% | 0.3517% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $43.6M | 0.06% | 1,000,544 | +180,016 | +21.94% | 0.0904% |
| Israel Englander | Millennium Management LLC | $233.2B | $14.7M | 0.01% | 337,776 | -218,334 | -39.26% | 0.0305% |
| Jeremy Grantham | GMO LLC | $39.1B | $8.9M | 0.02% | 203,178 | -43,330 | -17.58% | 0.0184% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $451,680 | 0.00% | 10,362 | +221 | +2.18% | 0.0009% |
| David Siegel & John Overdeck | Two Sigma Investments | $67.5B | $749,748 | 0.00% | 17,200 | -2,500 | -12.69% | 0.0016% |
| Mario Gabelli | GAMCO Investors | $10.4B | $623,424 | 0.01% | 14,302 | -275 | -1.89% | 0.0013% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $2.2M | 0.27% | 47,439 | +3,125 | +7.05% | 0.0045% |
| Rich Handler | Jefferies | $19.3B | $328,974 | 0.00% | 7,547 | +7,547 | +100.00% | 0.0007% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $1,632 | 0.00% | 37 | -507 | -93.20% | 0.0000% |
| Ray Dalio | Bridgewater Associates | $27.4B | $860,946 | 0.00% | 19,751 | +19,751 | +100.00% | 0.0018% |
| George Soros | Soros Fund Management | $6.8B | $27.1M | 0.40% | 622,806 | +487,806 | +361.34% | 0.0563% |