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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 24, 2025 | Andrew Hill Investment Advisors, Inc. | - | - | AMSC, COST, EQT, GE, GEV | AI, commodities, gold, interest rates, Trade | The manager emphasizes valuation discipline amid market concentration and speculative excess. Absolute valuation and cash-flow durability are prioritized over narrative-driven growth. Opportunities are found where pessimism has created mispriced quality businesses. | YETI |
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| 2025 Q2 | Sep 21, 2025 | Barometer Capital Management Inc. | - | - | GEV, HWM, NFLX, SAN, TMX | asset allocation, inflation, Market cycles, momentum, policy | The letter discusses navigating market cycles through tactical exposure to growth, momentum, and risk assets. Management highlights regime shifts driven by inflation trends, central bank policy, and market breadth. Active allocation is positioned as critical in adapting to rapidly changing market conditions. | View | |
| 2025 Q2 | Jul 31, 2025 | Fidelity Dividend Growth Fund | 13.5% | 7.5% | AAPL, GEV, NFLX | Balance Sheets, capital returns, Dividend Growth, income, Quality | The letter focuses on dividend growth as a source of resilient returns amid growth-driven market concentration. Management favors companies with sustainable payout growth, strong balance sheets, and capital return discipline. Dividend-paying equities are positioned for attractive risk-adjusted outcomes. | View | |
| 2025 Q1 | Mar 31, 2025 | Fidelity Dividend Growth Fund | -5.3% | -5.3% | GEV, GOOG, MRVL, TSLA | - | View | ||
| 2025 Q4 | Feb 8, 2026 | Fidelity Dividend Growth Fund | 5.1% | 22.5% | 000660.KS, AAPL, ALSN, AMZN, BA, BN, EPD, GEV, GOOGL, LLY, META, MSFT, MU, NFLX, NVDA, ORCL, PAYC, TSLA, TSM, WDC | aerospace, AI, dividends, energy, large cap, semiconductors, technology | The fund remains optimistic about generative artificial intelligence prospects, believing current breakthroughs in large language models will have massive implications for developed economies. The impact is expected to be at least as significant as the transistor or World Wide Web development. The fund maintains significant exposure to semiconductor companies, particularly Taiwan Semiconductor Manufacturing and memory chip producers like SK Hynix. Strong demand for digital memory solutions has resulted in products being sold out through 2026. Commercial aviation represents a key theme as one of the few end markets not yet recovered to pre-pandemic production levels despite robust air travel recovery. Boeing remains the fund's largest overweight with improving fundamentals and strengthened balance sheet. The fund is positioned in companies benefiting from global electrification and decarbonization trends, including GE Vernova which makes gas turbines for electricity generation. The advent of generative AI is increasing global power needs. The fund's core investment philosophy centers on companies with favorable prospects to sustainably pay and grow dividends over time. Energy sector positioning is supported by corporate policies focused on returning capital through dividends and stock buybacks. | GEV AAPL PAYC 000660 KS GOOGL |
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| 2025 Q4 | Feb 3, 2026 | Fidelity Freedom 2055 Fund | 3.8% | 23.7% | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, global, target date, Valuations | The fund emphasizes portfolio diversification as a key strategy, particularly highlighting the need for diversification in fixed income and inflation-resistant assets to hedge against macro risks including government debt, global fragmentation, aging demographics and new technology impacts. The fund views elevated asset valuations, particularly for U.S. stocks, as providing little cushion against near-term risks. However, they believe valuations outside of the AI epicenter are reasonable, with many sectors showing improving growth expectations. | View | |
| 2025 Q4 | Feb 20, 2026 | Tall Oak Capital Advisors | 0.0% | 0.0% | AAPL, AEM, ANET, AVGO, BABA, CCJ, CNQ.TO, EDV, EQT, GEV, GOOGL, MELI, MRK, MS, MSFT, NRG, PAAS, PANW, PH, SHOP.TO | AI, Automation, Critical Minerals, diversification, Energy Transition, Industrial Policy, Supply Chain, technology | Industrial automation has become a strategic necessity rather than a cost optimization tool in a multipolar world. FANUC exemplifies this trend as a global leader in factory robots and CNC systems that support re-shoring and friend-shoring while maintaining productivity. The company's technology underpins manufacturing across automotive, electronics, semiconductors, and precision machinery with systems that remain in place for decades. Materials have re-emerged as strategically important rather than purely cyclical as supply chains are re-engineered and infrastructure investment accelerates. Holdings like Pan American Silver and Southern Copper provide exposure to precious metals and copper demand driven by electrification, grid expansion, electric vehicles, and data-centre infrastructure. Supply growth remains constrained by long development timelines while demand continues rising. AI-related stocks remained a key market driver with companies most directly tied to AI infrastructure and monetization delivering the strongest results. The Magnificent Seven continued to dominate markets, accounting for roughly half of the S&P 500's total return. Capital investment remained elevated with spending concentrated in data centres, semiconductors, energy infrastructure, and automation. Governments and corporations are prioritizing re-shoring and friend-shoring, placing greater emphasis on supply-chain resilience across technology, manufacturing, energy infrastructure, and critical minerals. Rather than reversing globalization, supply chains are being re-engineered around strategic alignment and political reliability. This shift is influencing how and where capital is deployed globally. The transition toward renewable energy and electrification continues to drive investment in grid expansion, energy storage, and power infrastructure. Holdings like GE Vernova benefit from rising power and infrastructure demands tied to AI and electrification. Energy has become a strategic asset to fuel the growth of AI and support industrial competitiveness through low, stable energy costs. | View | |
| 2024 Q4 | Feb 13, 2025 | Tall Oak Capital Advisors | - | - | GEV | - | View | ||
| 2025 Q4 | Dec 29, 2025 | Andrew Hill Investment Advisors, Inc. | - | - | 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 Q4 | Dec 19, 2024 | Andrew Hill Investment Advisors, Inc. | - | - | AAPL, AMZN, ANET, CEG, GEV, GRMN, GS, JPM, MSFT, NVDA | - | View | ||
| 2025 Q4 | Jan 30, 2026 | PGIM Jennison Global Opportunities Fund | -4.1% | 5.3% | AAPL, AMD, AMZN, APP, CRWD, GEV, GOOGL, ITX.MC, MSFT, NET, NFLX, NTDOY, NVDA, ORCL, RMS.PA, SE, SHOP, TSM | AI, consumer, Data centers, global, growth, semiconductors, technology | The team is a big believer in the massive paradigm shift to GenAI and expects leadership in accelerated computing, agentic applications, search, robotics and autonomous driving to move dynamically. Jennison plans to execute with fluidity in this rapidly evolving set of opportunities that cross into multiple sectors. The most interesting part of the Fund, with the strongest secular growth profile, seems to be the most controversial in the market and centers on the massive paradigm shift to GenAI. The massive data center buildout is leading to a surge in demand for alternative and traditional energy generation. This trend led Jennison to add GE Vernova to the Fund's Industrials sector for their natural gas turbine, wind, and electrification businesses. Taiwan Semiconductor rose on record profitability as AI demand continues to exceed expectations. Jennison initiated a position in Advanced Micro Devices as the team believes the use of GPUs for agentic AI applications will continue to expand and customers of NVIDIA are looking for second sources. | GEV |
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| 2025 Q4 | Jan 28, 2026 | Fidelity Freedom 2045 Fund | 3.7% | 23.8% | BAC, GEV, UPS, WFC | asset allocation, diversification, equities, fixed income, global, Target-Date | The fund emphasizes portfolio diversification as a key strategy to navigate macro-oriented themes including government debt, global fragmentation, aging demographics and new technology. Diversification in fixed income and inflation-resistant assets remains attractive to hedge these risks. Active risk is at the low end of the historical range based on elevated asset valuations, particularly for U.S. stocks, which provide little cushion against near-term economic and geopolitical risk. Valuations outside of the AI epicenter are considered reasonable. | View | |
| 2025 Q4 | Jan 21, 2026 | Platinum International Technology Fund | 0.0% | 13.0% | AMD, AMZN, ANET, ASML, AVGO, CPNG, ENR.DE, GEV, ISRG, LRCX, MA, MSFT, NVDA, RHM.DE, SAP, SHOP, TSM, UBER, VEEV, VRT | AI, Capex, Data centers, defense, energy, growth, semiconductors, technology | AI disruption is reshaping consumer internet companies and hyperscalers as OpenAI's growth shifts attention from traditional platforms. The industry remains in an arms race to secure capacity for training larger models, funded by big tech balance sheets. AI agents threaten existing paradigms in consumer tech and could cannibalize advertising revenues while potentially making platforms commoditized. Around a third of the Fund is invested in companies benefiting from AI datacenter buildout including Nvidia and Vertiv. The manager expects big tech capex growth of ~35% year-on-year is too conservative, with TSMC AI wafers revenue growing ~60% YoY and advanced packaging capacity growing ~70% YoY. Lower interest rates and AI's role in US-China competition could prolong this cycle. Semiconductor names like TSMC and Lam Research were key contributors this quarter, reflecting expectations that new capacity will be needed in 2026 to support AI compute growth. TSMC is viewed as a key bottleneck in the AI value chain as the only company who can make leading edge AI chips at scale. The fund initiated positions in Siemens Energy and GE Vernova, both sitting in an oligopoly supplying combined-cycle gas turbines to utilities and data centers. With US power shortages and rising electricity prices, both companies are expected to add capacity, driving volumes and margins above consensus. Five percent of the Fund is invested in defense companies such as Rheinmetall and Exosense. The manager sees the beginning of a decade-long capex cycle driven by multi-polar geopolitics, the emerging need to integrate disparate hardware systems, and the growth of AI applications in unmanned system platforms. | 2330 TT VEEV TSM UBER J |
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| 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 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | AXON, CELH, CRWD, DXCM, ENTG, FICO, GEV, SNPS, VST, WAB | - | View | ||
| 2024 Q3 | Sep 30, 2024 | Fidelity Dividend Growth Fund | 4.4% | 25.2% | ALSN, BA, GEV, QCOM | - | View | ||
| 2024 Q2 | Jul 26, 2024 | Carillon Eagle Mid Cap Growth Fund | 0.0% | 0.0% | ALNY, CELH, CRWD, DASH, DXCM, FIVE, GEV, MPWR, TYL, ULTA | - | View | ||
| 2025 Q1 | Apr 14, 2025 | Parnassus Growth Equity Fund | -8.6% | -8.6% | ADBE, ADYEY, APP, ASML, BRO, BSX, CRM, CSGP, DDOG, DE, EFX, EXAS, GEV, MSCI, PCOR, SN, SNPS, V, VRTX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 21, 2026 | Fund Letters | Zach C Turner | GE Vernova Inc | Industrials | Heavy Electrical Equipment | Bull | New York Stock Exchange | backlog, cashflow, Decarbonization, Electrification, Grid, infrastructure, Margins, services, Turbines | View Pitch |
| Feb 4, 2026 | Fund Letters | Mark Baribeau | GE Vernova Inc. | Industrials | Electrical Equipment | Bull | New York Stock Exchange | backlog, data centers, Electrification, energy, Power generation | View Pitch |
| Jan 27, 2026 | Fund Letters | Andrew D.W. Hill | GE Vernova Inc. | Industrials | Renewable Electricity | Bull | New York Stock Exchange | backlog, Electrification, Grid, Margins, renewables | View Pitch |
| Nov 29, 2025 | Fund Letters | Tom Press | GE Vernova | Industrials | Electrical Equipment | Bull | NYSE | AI, backlog, Decarbonization, Electrification, energy, Grid, growth, infrastructure, Margins, renewables | View Pitch |
| Aug 8, 2025 | Seeking Alpha | ABI Invest | GE Vernova | Industrials | Specialty Industrial Machinery | Neutral | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Far Horizon | GE Vernova | Industrials | Specialty Industrial Machinery | Bear | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Westgrove Research | GE Vernova Inc. | Industrials | Specialty Industrial Machinery | Neutral | NYSE | — | 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. | ||||||||