RWE.DE Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jun 30, 2025	Artisan International Fund	16.7%	27.6%	4091.T, 7011.T, AI.PA, AIR.PA, ARGX, BKIIF, DTE.DE, MLSPF, NG.L, RWE.DE, SSE.L, TSMC, UCB.BR	Asia, defense, Electrification, Europe, industrials, infrastructure, international, tariffs	NATO countries agreed to raise defense spending to 5% of GDP over the next 10 years, driving strong performance in aerospace and defense holdings. Companies like Babcock International, LIG Nex1, Hanwha Aerospace, and Airbus delivered exceptional returns on strong earnings and order books from increased global defense spending.	AI FP ARGX BB MOVE SW UCB BB 064350 KS 7011 JP BAB LN	View
2026 Q1	Apr 17, 2026	Titan Wealth	-	-	ACN, ADBE, AEM, AMD, BKR, CCJ, GLEN.L, LLY, MELI, META, MOS, MSFT, ORCL, PAAS, PLTR, RELX.L, RWE.DE, UL, XOM	AI, energy, geopolitics, infrastructure, Iran, Multi-Manager, Regional		RWE.DE	View
2025 Q1	Apr 17, 2025	Titan Wealth	-	-	AAPL, ADBE, AMD, AMZN, AVGO, BIO, BMW.DE, EBAY, EL, EOAN.DE, ETSY, HEIA.AS, JPM, LLY, MT, NKE, NVDA, RWE.DE, STLA, V	AI, ETFs, Europe, infrastructure, tariffs, technology, Utilities	The ongoing rise of Exchange Traded Funds has significantly altered equity market structure, with the top 10 companies now accounting for around 20% of the MSCI World Index. This dominance is driven by passive investment flows, creating both challenges and opportunities for active managers.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 30, 2026	Fund Letters	Titan Wealth	RWE AG	Utilities - Diversified	Electric Utilities	Bull		AI infrastructure, data centers, Electric Utilities, Electrification, Energy security, Europe, gas generation, Germany, Power generation, renewable energy	View Pitch

BSD Shareholders of RWE-DE

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

RWE-DE

RWE-DE

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of RWE-DE

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