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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Sep 30, 2025 | Signia Capital Management | 22.4% | 30.8% | ARHS, GLDD, HLX, OPRT, ORN, POWL, SEI, TGB, TTI, URG, UROY | Copper, Data centers, energy, infrastructure, small caps, uranium, value | Copper market has favorable supply/demand outlook given lack of exploration over the past decade coupled with copper's important role in the transition to a greener economy. Electric vehicles require 3 times the amount of copper compared to internal combustion engines and could add 1-2% of incremental demand in an already tight copper market. | View | |
| 2025 Q2 | Jul 27, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BOOT, BRBR, CLBT, DY, ESAB, EXR, LNTH, MMSI, MNDY, PI, PJT, POWL, PRM, RBA, RMBS, SHAK, WWD, ZWS | AI, Data centers, defense, growth, healthcare, Natural Gas, small cap, technology | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are positioned for earnings growth fueled by AI-driven margin expansion. They maintain exposure to companies benefiting from hyperscaler capital expenditure increases for AI data centers. | POWL RMBS ZWS PRM PI MMSI BRBR CLBT VNOM ARIS BOOT AVAV ATI WWD SHAK |
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| 2024 Q1 | Apr 26, 2024 | Fawkes Capital Management | 12.0% | 12.0% | AGX, AMD, ANET, ARM, ARQ.AX, CAMT, FN, HPS.TO, KMI, NVDA, POWL, SMCI, VRT | AI, energy, Immigration, inflation, infrastructure, Natural Gas, Trade Policy, water | AI demand is driving a quadrupling in electricity demand growth, with data centers expected to increase from 4.5% to 10% of US power supply in 3 years. This creates significant opportunities in energy infrastructure companies that support AI data center requirements. | View | |
| 2026 Q1 | Apr 23, 2026 | Polen Capital – U.S. Small Company Growth | 3.0% | 3.0% | ADPT, AGX, ATEC, BE, POWL, WGS | AI, Data centers, Electrification, growth, healthcare, industrials, small cap, technology | ATEC WGS BE AGX POWL |
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| 2024 Q1 | Apr 18, 2024 | Liberty Park Capital Management | -4.1% | -4.1% | ASPN, BELFB, BLN.TO, COHR, ENS, ENVX, HEES, HQI, INTT, ITI, KRNT, LMB, LUNA, NVEE, POWL, PWFL, RELL, SWIM, TGLS, TWI | Industrial, Long/Short, small caps, technology, value | Markets rallied to start the year thanks to AI enthusiasm, with AI-related transceivers at Coherent growing over 100% quarter-over-quarter. However, AI enthusiasm has moderated as the fund moved into Q2 2024. | BLN.TO LUNA |
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| 2026 Q1 | Apr 15, 2026 | Carillon Eagle Small Cap Growth Fund | - | - | AAOI, APPF, AROC, CRDO, GENI, IRTC, MOD, POWL, VITL | AI, Data centers, energy, growth, healthcare, Natural Gas, small cap, technology | APPF CRDO IRTC GENI VITL AROC POWL MOD AAOI |
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| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. Small Company Growth | 21.1% | 27.1% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Data centers, Electrification, growth, innovation, small cap | The world faces a shortage of electric power due to growing adoption of electric vehicles, cloud data center proliferation, and the AI revolution. Bank of America estimates these drivers will push electricity demand growth to a 2.5% annual run rate, 5x higher than the last decade's 0.5% growth. The strategic value of AI in the US-China geopolitical power struggle has made electricity production a national priority. | SOFI BE GOOGL TSLA |
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| 2025 Q3 | Oct 24, 2025 | Carillon Eagle Small Cap Growth Fund | - | - | BOOT, BRBR, CLBT, DY, ESAB, EXP, LNTH, MMSI, MNDY, PI, PJT, POWL, PRM, RBA, RMBS, SHAK, WWD, ZWS | AI, cyclicals, Data centers, growth, healthcare, Natural Gas, small cap, technology | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The team is actively seeking AI adopter companies that trade at reasonable multiples and are positioned for earnings growth fueled by AI-driven margin expansion. They maintain exposure to companies benefiting from hyperscaler capital expenditure increases for AI data centers. | ZWS PRM PI RMBS |
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| 2023 Q3 | Oct 20, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | COHR, CVGI, HCC, HQI, HUBG, INTT, KRT, LBRT, LUNA, NR, POWL, TGLS, YOU | energy, Long/Short, risk management, Russell 2000, small caps, value | Manager believes small-cap public equities are as out of favor as they have ever been, with Russell 2000's 5-year annualized return at only 2% and index ~30% below 2021 highs. Views current environment as opportunity to be greedy when others are fearful, expecting small caps to outperform in periods of sustained higher inflation. | TGLS |
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| 2023 Q2 | Jul 27, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, Biotechnology, Data centers, defense, growth, Natural Gas, Onshoring, small cap | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The fund seeks AI adopter companies trading at reasonable multiples positioned for earnings growth through AI-driven margin expansion. However, current lofty multiples of AI infrastructure stocks imply strong growth trajectories with little margin for error. | POWL RMBS ZWS KPRMILL IN AFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN |
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| 2023 Q2 | Jul 19, 2023 | Liberty Park Capital Management | 7.1% | 2.5% | BELFB, BOWL, CBT, ETWO, EXP, ITI, KRT, LBRT, LMB, LUNA, NR, NVEE, POWL, SWIM, THRY, VSEC, VSH, WEAV, YOU, ZEUS | alpha, energy, inflation, Long/Short, small caps, technology, value | The fund focuses on small-cap stocks that were severely undervalued during 2022, with many quality companies trading at single-digit P/E multiples despite strong fundamentals. The managers believe these obscure, niche small-cap companies require more time for investors to digest fundamentals and price shares to reality. | APG|DR CN|KITS CN|NRP|SYZ CN |
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| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Electrification, growth, innovation, small caps, technology | The manager views electrification as a multi-year theme driven by electric vehicles, cloud data centers, and AI revolution creating electricity demand growth of 2.5% annually versus 0.5% historically. The strategic value of AI in US-China geopolitical competition has made electricity production a national priority. | TMDX CRS ODD POWL JOBY 6BE GR |
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| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. Small Company Growth | 7.4% | -0.9% | BE, BLDE, CRS, JOBY, ODD, ORCL, POWL, TMDX | aerospace, AI, Data centers, Electrification, growth, innovation, small caps | AI data centers require enormous amounts of power, creating challenges for power grids to supply necessary electricity for constant and growing AI workloads. This has driven demand for solutions like Bloom Energy's fuel cells that can generate reliable power onsite for data centers. | TMDX CRS ODD POWL JOBY 6BE GR |
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| 2023 Q1 | Mar 31, 2023 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | BRBR, LNTH, MMSI, MNDY, PI, POWL, PRM, RMBS, SHAK, ZWS | AI, Biotechnology, Data centers, defense, growth, Natural Gas, Onshoring, small cap | The AI investment theme remains intact with continued user adoption acceleration and corporate implementations bearing fruit. The fund is actively seeking AI adopter companies that trade at reasonable multiples and are positioned for earnings growth through AI-driven margin expansion. However, current lofty multiples of AI infrastructure stocks imply strong growth trajectories with little margin for error. | POWL RMBS ZWS KPRMILL IN AFM CN|B4B GR|BLU SJ|COH SJ|HCI|KO|KSPI|MGROS TI|MTN SJ|NE|NPK SJ|OCE SJ|PPI|PRX NA|SAHOL TI|SES|WINE LN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Powell Industries | Electrical Equipment & Parts | Electrical Equipment | Bull | NASDAQ | Custom-engineered, data centers, electrical equipment, Gulf Coast, LNG infrastructure, production capacity, utility | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. Small Company Growth | Powell Industries | Electrical Equipment & Parts | Electrical Equipment | Bull | NASDAQ | AI infrastructure, data centers, electrical equipment, energy, growth, Industrials, Power Distribution, utilities | View Pitch |
| Apr 28, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Powell Industries | Industrials | Electrical Equipment | Bull | NASDAQ | Customizable, data centers, electrical equipment, Grid Investment, process control, Switchgear, utility | View Pitch |
| Apr 28, 2026 | Fund Letters | Polen Capital - U.S. Small Company Growth | Powell Industries | Industrials | Electrical Components & Equipment | Bull | NASDAQ | Data center infrastructure, electrical equipment, Industrial automation, Manufacturing Onshoring, Power Control Systems, Switchgear | View Pitch |
| Apr 27, 2026 | Fund Letters | Polen Capital - U.S. Small Company Growth | Powell Industries | Industrials | Electrical Components & Equipment | Bull | NASDAQ | Custom Engineering, data centers, Electrical infrastructure, Industrial Equipment, Manufacturing Onshoring, power control, Switchgear | View Pitch |
| Apr 27, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Powell Industries | Industrials | Electrical Equipment | Bull | NASDAQ | customization, data centers, electrical equipment, Grid modernization, Industrials, Switchgear, Utility Infrastructure | View Pitch |
| Apr 13, 2026 | Fund Letters | Carillon Eagle Small Cap Growth Fund | Powell Industries | Industrials | Electrical Equipment | Bull | NASDAQ | Customizable Solutions, data centers, electrical equipment, Grid Investment, Switchgear, Utility Infrastructure | View Pitch |
| Oct 29, 2025 | Seeking Alpha | Seeking Alpha | Powell Industries, Inc. | Electrical Equipment & Parts | Neutral | electrical equipment, Fourth Industrial Revolution, Gross profit increase, Hold rating, Industry 4.0, International Growth, Powell Industries, valuation concerns | View Pitch | ||
| Aug 8, 2025 | Seeking Alpha | Gytis Zizys | Powell Industries | Industrials | Electrical Equipment & Parts | Bull | NASDAQ | — | 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. | ||||||||