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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 15, 2025 | Madison Sustainable Equity Fund | 6.5% | 8.2% | AMZN, ANET, COST, GOOG, LLY, ORCL, PLAN CN, TEL, TJX, TXN, V | Artificial Intelligence, Cloud Computing, Esg, sustainability, technology | Madison underscores the integration of AI and sustainability within high-quality, large-cap equities. It highlights Oracle, Alphabet, Arista, and TE Connectivity as key beneficiaries of AI infrastructure growth and cloud expansion, while emphasizing ESG leadership at firms like Amazon, Microsoft, and Linde. The funds outlook favors technology and communication services, expecting AI adoption and sustainability initiatives to drive multi-year earnings growth. | TJX TEL ANET GOOGL ORCL |
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| 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||