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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | WS Amati Global Innovation Fund | - | - | AVY, CGNX, CHG.L, DRS, DXCM, GLBE, GLOB, HUBB, LITE, PI, PRCT, QGEN, RGEN, SHOP, TLX.AX | AI, Biotechnology, defense, global, growth, innovation, Robotics, technology | Staggering levels of capital investment into generative AI infrastructure continued throughout Q3 2025, propelling AI chips and equipment suppliers to ever higher valuations. The concentration of performance from this magnificent cohort rose beyond historic peak levels. The scale of the ultimate prize is still believed to be justification enough despite elusive returns. | View | |
| 2025 Q2 | Jul 18, 2025 | Impax Global Environmental Markets Fund | 12.5% | 10.5% | A, AI.PA, APH, HUBB, IEX, KYGA.L, LIN, MSFT, NVDA, RNR, SU.PA, TMO, VIE.PA, WAT, WM, ZTS | AI, Environmental, growth, healthcare, infrastructure, sustainability, technology | AI-related tailwinds drove strong performance in Information Technology holdings, particularly Cloud Computing and Semiconductor companies. The portfolio benefits from AI infrastructure growth, with companies like Microsoft Azure and Nvidia showing strong results. However, the launch of open-source AI platform DeepSeek has created some investor concerns around market leadership concentration. | IEX ZTS WAT APH NVDA MSFT WAT |
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| 2025 Q2 | Jun 30, 2025 | Trojan Fund from Troy Asset Management | - | - | HUBB | Currency, Dollar, Grid, Multi-Asset, tariffs, Trade, Valuations, volatility | US tariffs averaging >30% were proposed on April 2nd, causing significant market dislocation with S&P 500 falling -12%. The manager views tariffs as economically damaging, acting as a tax on US businesses and consumers while potentially intensifying zero-sum thinking and inequality. | HUBB |
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| 2026 Q1 | Apr 22, 2026 | Baird Small/Mid Cap Growth Equity Fund | -4.8% | -4.8% | ADMA, AFRM, ALGN, BMI, BRBR, BSX, BURL, CASY, CRBG, CROX, DHR, DXCM, ELF, EQH, EXAS, FIX, FN, FND, FOUR, FTAI, HLI, HUBB, ILMN, INSP, JBL, KNSL, KTOS, LFUS, LII, MASI, MTDR, NSA, PEN, PODD, PSA, RGEN, SOFI, TMDX, TTAN, TWST, VSCO, WWD, XPO | AI, defense, growth, healthcare, industrials, semiconductors, small caps, technology | View | ||
| 2026 Q1 | Apr 18, 2026 | BBH Select Series – Mid Cap Fund | -2.1% | -2.1% | DAR, ENTG, GWRE, HUBB | AI, energy, industrials, mid cap, semiconductors, technology, value | BR HUBB GWRE ICLR ENTG DAR |
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| 2024 Q4 | Dec 31, 2024 | Artisan Mid Cap Fund | 5.1% | 12.0% | APP, EXAS, FTV, GDDY, GTLB, HOOD, HUBB, IR, LYV, MPWR, MRVL, ON, ONTO, PLTR, PSTG, SHOP, SPOT, TEAM, USFD, XYL | AI, Biotechnology, Cloud, growth, healthcare, mid cap, semiconductors, technology | AI adoption is driving growth across portfolio holdings including custom AI chips from Marvell, networking solutions from Arista Networks, and cloud software companies integrating AI functionality into their platforms. Data centers require vast amounts of electricity to power AI infrastructure, creating energy demand challenges. | View | |
| 2023 Q4 | Dec 31, 2023 | Artisan Global Discovery | 7.6% | 13.1% | AMD, ARQX, BC.MI, EFX, EXAS, GXI.DE, HUBB, HUBS, MRO.L, ON, QNTA, TREX, VEEV, WST | AI, Biotechnology, Energy Transition, growth, healthcare, semiconductors, small cap, technology | AMD's stock strength driven by growing excitement around AI exposure and MI300 GPU chip launch to compete against NVIDIA. Manager believes this could be a $20 billion opportunity for AMD that would nearly double its revenue. Software companies are rapidly exploring generative AI tools, with early opportunities for vendors to expand solutions via integrated AI. | View | |
| 2025 Q4 | Jan 18, 2026 | Parnassus Mid Cap Growth Fund | -0.8% | 9.2% | ALC, APP, BILL, BLDR, DASH, GWW, HLT, HUBB, INSM, MORN, MPWR, ODFL, PWR, ROK, SN, SQ, TEAM, TER, WCN, WDAY | AI, growth, industrials, mid cap, portfolio, semiconductors, technology | The ongoing AI megatrend boosted demand for memory and storage while industry supply growth remained constrained. Holdings in Information Technology sector were dominant contributors through exposure to AI, primarily through semiconductor companies. The fund continues to see accelerating demand for AI models and cloud computing with no signs of slowdown. Semiconductor companies were primary beneficiaries of AI demand. Teradyne is starting to win new sockets and gain market share after investing in AI-semiconductor testers. KLA benefited from AI infrastructure build-out with strong earnings growth. The fund increased exposure to high-quality industrial businesses with potential for cyclical upturn. Added Quanta Services for AI data center build-out, Hubbell for electrical grid upgrades, Old Dominion for freight cycle recovery, and Waste Connections for secondary market focus. | MTD ROK KLA TER SNDK |
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| 2024 Q3 | Sep 30, 2024 | Artisan Global Discovery | 7.6% | 13.1% | 0669.HK, ARGX, COHR, CWAN, EFX, ESTC, GALDA.SW, GWRE, GXI.DE, HUBB, IRTC, MPWR, MTSI, NZYM-B.CO, ONTO, PWR, SDZ.SW, TCOM, TREX, TTEK, TYL, VCYT, VEEV, WST | AI, global, growth, healthcare, industrials, SMID Cap, technology, water | The team is focused on AI enablers that remain well positioned to benefit from reasonable industry investment levels because they are gaining market share based on superior technologies. They are watching to see if large AI investments translate to productivity gains or competitive advantages. | View | |
| 2024 Q3 | Sep 30, 2024 | Artisan Mid Cap Fund | 2.4% | 6.6% | ANET, ARGX, CBRE, EFX, EXAS, HUBB, HUBS, ILMN, IOT, IRTC, MPWR, NVR, ONTO, PWR, SAIA, SNPS, SPOT, TEAM, WST, XYL | AI, Biotechnology, growth, healthcare, mid cap, real estate, technology | The team is focused on AI enablers that remain well positioned to benefit from reasonable industry investment levels because they are gaining market share based on superior technologies. They are watching to see if large AI investments translate to productivity gains or competitive advantages. | View | |
| 2023 Q4 | Jan 15, 2024 | Artisan Mid Cap Fund | 2.4% | 6.6% | ARGX, ASND, CELH, CMG, DECK, DPZ, DXCM, EFX, EXAS, FIVE, HUBB, IRTC, JBL, LTTC, LULU, ON, POOL, PWR, RYAN, SAIA, SHOP, TREX, VEEV, WING, XYL | Biotech, Energy Transition, growth, healthcare, mid cap, semiconductors, software, technology | Healthcare was the weakest performer for the year, primarily due to biotech holdings. Argenx's Vyvgart launch in myasthenia gravis continued to shine, reaching sales north of $1 billion ahead of schedule, but trial failures in two additional indications marred an otherwise stellar year. Ascendis's Skytrofa tracked well in its second year, but FDA approval for TransCon PTH was delayed due to manufacturing questions. | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 23, 2026 | Fund Letters | BBH Select Series - Mid Cap Fund | Hubbell Inc | Electrical Equipment & Parts | Electrical Equipment | Bull | New York Stock Exchange | data centers, electrical equipment, Electrification, Grid Hardening, Industrial Nearshoring, Mission-Critical Products, Transmission Distribution, Utility Infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | Trojan Fund from Troy Asset Management | Hubbell Incorporated | Industrials | Electrical Components & Equipment | Bull | NYSE | climate change, data centers, Electric Vehicles, electrical equipment, Grid Infrastructure, Mission-Critical, Monopolistic, Pricing power, US, utilities | View Pitch |
| Jan 10, 2026 | Seeking Alpha | Seeking Alpha | Hubbell Incorporated | Industrial Goods | Electrical Components & Equipment | Bull | New York Stock Exchange | data center capex, Electrification, grid spending, Hubbell Incorporated, industrial growth, margin leverage, organic growth, Reshoring, utility upgrades, valuation | View Pitch |
| Jan 8, 2026 | Fund Letters | Colin McWey | Hubbell Incorporated | Industrials | Electrical Components & Equipment | Bull | New York Stock Exchange | Destocking, Electrical, Grid, Margins, utilities | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Lighting Rock Research | Hubbell Incorporated | Industrials | Electrical Equipment & Parts | Bull | NYSE | — | View Pitch |
| Aug 8, 2025 | Seeking Alpha | WideAlpha | Hubbell Inc. | Industrials | Electrical Equipment & Parts | Bull | 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 |
|---|---|---|---|---|---|---|---|---|
| Tim Campbell | Baillie Gifford | $120.3B | $31,088 | 0.00% | 70 | +27 | +62.79% | 0.0001% |
| Ray Dalio | Bridgewater Associates | $27.4B | $5.3M | 0.02% | 11,824 | +1,505 | +14.58% | 0.0190% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $959,722 | 0.00% | 2,161 | -52,445 | -96.04% | 0.0035% |
| Israel Englander | Millennium Management LLC | $233.2B | $55.5M | 0.02% | 124,991 | -36,817 | -22.75% | 0.2012% |
| Jeremy Grantham | GMO LLC | $39.1B | $17.8M | 0.05% | 40,126 | +2,454 | +6.51% | 0.0646% |
| Terrence Murphy | Clearbridge Investments | $124.9B | $1.8M | 0.00% | 4,155 | +138 | +3.44% | 0.0067% |
| Cliff Asness | AQR Capital Management | $190.6B | $8.9M | 0.00% | 20,085 | +336 | +1.70% | 0.0323% |
| Mario Gabelli | GAMCO Investors | $10.4B | $575,122 | 0.01% | 1,295 | +225 | +21.03% | 0.0021% |
| Louis Bacon | Moore Capital Management | $6.8B | $30.2M | 0.45% | 67,900 | +33,950 | +100.00% | 0.1093% |
| Richard L. Chilton Jr. | Chilton Investment | $4.8B | $4.2M | 0.09% | 9,531 | +3,083 | +47.81% | 0.0153% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $7.8M | 0.03% | 17,593 | -2,703 | -13.32% | 0.0283% |
| Rich Handler | Jefferies | $19.3B | $2.2M | 0.01% | 5,044 | +5,044 | +100.00% | 0.0081% |
| Richard Kayne & John Anderson | Kayne Anderson Rudnick Investment Management | $37.3B | $2,909 | 0.00% | 6 | +0 | +0.00% | 0.0000% |