SEI Archives

Letters With This Ticker

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%	POWL, SEI, TGB	catalysts, Inefficiency, SmallCap, valuation, value	The letter focuses on inefficiencies in small and micro-cap equities, where limited coverage and liquidity constraints create persistent mispricing. Company-specific catalysts, balance sheet strength, and secular tailwinds such as energy transition metals underpin outsized return potential. Value investing is framed as a repeatable, process-driven strategy rooted in fundamentals and disciplined execution.		View
2025 Q2	Aug 21, 2025	AMG GW&K Small Cap Core Fund	4.5%	-3.1%	GPOR, SEI	Earnings Quality, market bifurcation, Speculation, Valuation discipline, volatility	The letter highlights extreme market bifurcation where speculative, AI-linked stocks vastly outperformed fundamentals-driven businesses. Management remains cautious, emphasizing sustainable earnings and valuation discipline amid speculative excess. The outlook favors patience as fundamentals reassert importance.	SEI	View
2025 Q3	Oct 20, 2025	Marram Investment Management	-	3.0%	BPCP LN, SEI	Artificial Intelligence, Diagnostics, Growth Investing, healthcare, software	The fund reports steady progress driven by healthcare and technology holdings with durable pricing power and recurring revenues. It highlights selective AI opportunities in enterprise software and diagnostics but avoids speculative valuation extremes. Managers stress disciplined ownership of quality growth businesses with proven cash generation.	FOUR PYPL FOUR PYPL	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 3, 2025	Fund Letters	Daniel L. Miller	Solaris Energy	Energy	Oil & Gas Equipment & Services	Bull	NYSE	AI, Demand, energy, infrastructure, Margins, services	View Pitch
Oct 23, 2025	Value Investors Club	bluewater12	Solaris Energy Infrastructure	Energy	Turbine Leasing	Bull	NYSE	Gas turbines, Mobile Energy Rentals, Turbines	View Pitch
Oct 21, 2025	Value Investors Club	bluewater12	Solaris Energy Infrastructure	Energy	Turbine Leasing	Bull	NYSE	Gas turbines, Mobile Energy Rentals, Turbines	View Pitch
Oct 6, 2025	Value Investors Club	bluewater12	Solaris Energy Infrastructure	Energy	Energy Infrastructure / Power Rentals	—	NYSE	xAI, Memphis, mobile turbines, temporary power, grid interconnect, JV, take-or-pay, stranded assets, TVA, guidance risk	View Pitch
Sep 16, 2025	Short Thesis	Morpheus Research	Solaris Energy Infrastructure	Energy	IT Services	Bear	NYSE	Contracts, Customer concentration, Data, IT services, valuation	View Pitch
Aug 7, 2025	Seeking Alpha	Fluidsdoc	Solaris Energy Infrastructure, Inc.	Energy	Oil & Gas Equipment & Services	Neutral	NYSE	—	View Pitch

BSD Shareholders of SEI

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

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Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SEI

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