SIEGY

SIEGY

SIEGY

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 20, 2025	BNY Mellon Global Equity Income Fund	5.3%	13.6%	1299.HK, 8035.T, BA.L, BMY, CME, CSCO, D, ITX.MC, JCI, MDT, PHG, SBUX, SIEGY, SNY	defense, global, healthcare, income, tariffs, technology, valuation	The fund employs an income strategy with strict yield discipline, positioning it differently from the global equity market. Income stocks continue to trade at a discount to low-income stocks, with valuations remaining compelling despite recent market recognition of this opportunity.		View
2025 Q2	Jun 30, 2025	Munro Global Growth Fund	16.1%	7.7%	1211.HK, AMZN, BAE.L, CEG, CRH, GEV, GOOGL, LLY, MA, META, MSFT, NOC, NVDA, ORCL, SIEGY, TSM, VRT	AI, Climate, defense, energy, global, growth, security, technology	AI infrastructure spending continues to accelerate with hyperscalers committing billions to capex. Nvidia's data centre revenues could potentially double as they address over $500 billion of a trillion-dollar AI infrastructure opportunity. New opportunities emerging in robotics and sovereign AI applications.	SIE.DE MSFT ENR GR MSFT	View
2025 Q1	May 1, 2025	Mairs & Power – Small Cap Fund	-11.0%	-11.0%	ALTR, AZEK, BKH, CASY, CGNX, HUBG, JHX, LFUS, LTH, NWE, PLXS, SIEGY, THRM, WK	Automation, small caps, tariffs, Trade Policy, Utilities, valuation	Tariff uncertainty in March caused equity declines while prospects of prolonged trade war with China raise concerns about reigniting inflation and slowing economic growth. Tariffs are viewed as a tax that businesses will likely pass to consumers, creating upward pressure on prices and potential stagflation.	CGNX	View
2024 Q1	Apr 15, 2024	Ariel International Fund	7.6%	0.0%	AMIGY, APTV, DTG.DE, ELE.MC, FMS.DE, FUJHY, JD, MABUY, NCBDY, NTDOY, OPHLF, RBGLY, SIEGY, SPXCY, STJPF, STLA, TSYHY, VEA, VIV	Autos, Cyclical, Energy Transition, international, undervalued, value	The fund initiated positions in multiple automotive companies including Daimler Truck, Stellantis, and Aptiv, viewing the sector as offering attractive entry points amid cyclical pessimism. The managers see opportunities in electric vehicle transition, operational improvements, and market share gains across different automotive segments.	SIE.DE JD APTV ELE.MC FME.DE 7832.T STLA DTG.DE 7270.T	View
2025 Q1	Mar 31, 2025	BNY Mellon Global Equity Income Fund	7.8%	7.8%	1299.HK, AZN, B3SA3.SA, BAE.L, CME, CSCO, DEO, DPSGY, EL, JNJ, MDT, PUB.PA, SIEGY, SNY, STLA, TAP, UMG.AS	defense, dividends, Equity, global, income, inflation, rates, value	NATO members' pledges to significantly increase defense spending due to US pressure boosted defense stocks like BAE Systems, which reported record annual profits for 2024 and huge increase in sales guidance for 2025.		View
2024 Q4	Dec 31, 2024	Hotchkis & Wiley Global Value Fund	-3.0%	9.4%	005930.KS, AIG, CMCSA, CVS, ELV, ERIC, FFIV, GM, GOOGL, MDT, SIEGY, WDAY, WPP	global, healthcare, industrials, semiconductors, technology, value	The fund maintains a value-oriented approach, noting that value stocks lagged growth for the full year but believing valuation disparities create opportunities for active management. The spread between growth and value indices is wide, suggesting a promising outlook for value investing.	GM FFIV 005930.KS CVS ELV	View
2025 Q3	Oct 28, 2025	Artisan Focus Fund	2.7%	20.5%	AAPL, AMZN, AVGO, BX, CEG, GE, GOOGL, GS, JPM, KKR, META, MSFT, NFLX, NVDA, ORCL, RYCEY, SIEGY, TSLA, TSM, VST, WMB	AI, energy, financials, infrastructure, semiconductors, technology, value	AI infrastructure complex including power demand from data centers driving structural growth. Portfolio includes AI beneficiaries like NVIDIA, Taiwan Semiconductor, and power infrastructure companies. AI monetization models for frontier model builders remain uncertain but could drive future ROIC expansion.		View
2025 Q3	Oct 20, 2025	Antero Peak Group	2.7%	20.5%	AXON, CEG, COF, DASH, EVR, GE, GS, HWM, ISRG, JPM, MSFT, NDAQ, NFLX, NVDA, RHM.DE, RYCEY, SIEGY, TSM, VST, WELL	aerospace, AI, energy, financials, growth, large cap, semiconductors, technology	AI infrastructure buildout driving massive capital deployment across data centers, power generation, and semiconductor supply chains. Current data center power draw of 17 GW projected to reach 50 GW by 2028, equivalent to California's entire power grid. Oracle's backlog up $400B entirely from GPU demand, while hyperscale data centers require 100-200 MW each.	TSM RR GE NVDA MSFT TSM RR GE NVDA MSFT	View
2025 Q4	Jan 30, 2026	Antipodes Global Fund	-	-	AAPL, AMD, AMZN, ASAI, BEKE, BMRI.JK, CRM, Gold, GOOGL, HON, HYMTF, JCI, LLY, META, MRK, SIEGY, STM, TCEHY	AI, cyclicals, financials, global, healthcare, industrials, materials, technology	Portfolio increased exposure to structural investment trends, namely software, while reducing hardware exposure. AMD benefited from landmark agreement with OpenAI to supply 6 gigawatts of high-performance graphics chips and broader investor rotation into AI infrastructure. Barrick Mining rose sharply underpinned by fresh wave of investor enthusiasm for gold, with record bullion prices boosting revenue, margin and earnings estimates. Portfolio reduced exposure to gold via exiting Valterra Platinum following rapid price moves. Amazon's AWS business re-accelerated growth to 20% year-on-year, the fastest pace in several years, as the company sees strong demand. Portfolio increased exposure to Amazon partly based on infrastructure business winning market share. STMicroelectronics detracted with sentiment dented by softer demand in key end markets, notably automotive and industrial chips. AMD surged on chipmaker's landmark agreement with OpenAI and broader AI infrastructure rotation.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Apr 28, 2026	Fund Letters	Polen Capital - Global Growth	Siemens Energy AG	Specialty Industrial Machinery	Electrical Equipment	Bull		Cyclical, data centers, Decarbonization, Electrification, energy infrastructure, Germany, Grid Technology, Turbines	View Pitch
Sep 10, 2025	Seeking Alpha	Seeking Alpha	Siemens Aktiengesellschaft		Specialty Industrial Machinery	Bull		Digitalization, Earnings Revisions, Electrification, Growth Opportunities, innovation, market share, operational efficiency, Siemens Energy, Strategic Partnerships, Sustainability	View Pitch
Aug 13, 2025	Seeking Alpha	Westgrove Research	Siemens AG	Industrials	Specialty Industrial Machinery	Bull	OTC Markets	—	View Pitch

BSD Shareholders of SIEGY

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

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.

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