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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q3 | Sep 30, 2024 | Apis Deep Value Fund | 5.8% | - | AMZN, CEG, HNRG, HROW, TLN | Asia, China, Data centers, global, nuclear, Power, value | U.S. power demand growth expected to jump to 2.5% annually through 2030, with data centers accounting for nearly half the demand growth. Data centers could account for 9% of U.S. power demand by 2030, up from 4% in 2023. Hyperscalers like Amazon and Microsoft are signing long-term power purchase agreements at significant premiums to secure reliable power supply. | HNRG TLN |
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| 2024 Q3 | Sep 30, 2024 | City Different Investments – Global Equity | 13.5% | 39.1% | AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN | concentrated, E-Commerce, energy, global, nuclear, value | Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean electricity. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation's Three Mile Island restart. | SWKS RYAAY MELI TLN |
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| 2025 Q2 | Jul 27, 2025 | Alluvial Capital Management | 8.5% | 15.6% | CBL, CUC, FITB, GTX, MCB.L, MCEM, NEWP.MI, NLOP, PKST, SENEA, SRC.L, TLN, WISH, ZEGN.L | energy, Europe, Food, real estate, small caps, special situations, value | Talen Energy announced a major agreement with Amazon to provide 1,920 megawatts of nuclear power to Amazon datacenters through 2042, providing highly valuable long-term earnings stream. The company is shifting from merchant power production toward providing clean energy to datacenters on long-term contracts, with investors valuing shares more like a quasi-regulated utility. | WISH CBL PKST NLOP SRC LN SENEA MCB LN ZEG LN TLNE |
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| 2025 Q2 | Jul 17, 2025 | Alger Mid Cap Focus Fund | 19.9% | 3.9% | ALAB, AXON, CSU.TO, HOOD, TLN, WING | AI, Cloud, Data centers, financials, growth, industrials, mid cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Strong demand for AI infrastructure is driving business spending acceleration. Companies like Astera Labs are well positioned in AI computing markets, providing critical connectivity solutions for AI accelerators and data movement. | AXON CSU.TO WING ALAB TLN HOOD RYAN CWAN VRT NET PLTR |
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| 2025 Q2 | Jul 17, 2025 | Alger Small Cap Focus Fund | 15.2% | -5.0% | MSFT, NBIS, NVDA, PTLO, QTWO, TLN, TPC, WING | AI, Cloud, Construction, energy, healthcare, infrastructure, small cap, technology | AI is at an inflection point, potentially enabling significant increases in productivity. The fund sees accelerating AI adoption creating attractive investment opportunities, particularly in AI infrastructure and cloud-based solutions. Companies like Nebius are benefiting from growing demand for AI compute and specialized GPU computing capabilities. | QTWO PTLO WING TPC TLN NBIS TECH NEOG FSS RBC TPC |
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| 2025 Q2 | Jul 16, 2025 | Apis Global Discovery Fund | 23.6% | - | GEO, MGNI, NFLX, TLN | Advertising, Asia, defense, gold, infrastructure, Korea, nuclear, Space | Defense remains one of the most structurally supported sectors globally following decades of underinvestment, with defense budgets expanding meaningfully across regions. The emergence of next-generation technologies including drones, counter-drone systems, directed-energy weapons, and space-based defense applications is creating new markets for smaller, specialized companies. Korean defense holdings Poongsan and Hyundai Rotem were top performers in Q2. | 4403.T MGNI 4406 JP MGNI |
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| 2024 Q1 | May 9, 2024 | Alluvium Global Fund | 0.0% | 0.0% | CRAWA, FRAG.MX, FTLF, GTX, HERDEZ.MX, HMM.TO, MCB.L, MRC, NLOP, SCAB.ST, SENEA, TLN | Buybacks, Europe, Hotels, Mexico, small caps, value | Scandic Hotels operates 280 hotels with 58,000 rooms in Scandinavia using a variable lease model that reduces operating leverage compared to traditional hotel companies. The company has recovered to record revenues and profits post-COVID while maintaining lower leverage than historically, yet trades below pre-COVID highs offering a double-digit free cash flow yield. | FRAGUA.MX HERDEZ.MX SCAB.ST MCB.L |
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| 2024 Q1 | May 14, 2024 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, FRAG.MX, FTLF, GTX, HERDEZ.MX, HMM.TO, MCB.L, MRC, NLOP, SCAB.ST, SENEA, TLN, UNI.MI | Buybacks, Europe, Hotels, Mexico, small caps, value | Manager focuses on undervalued opportunities across multiple holdings including McBride trading at 4.4x EBITDA, Scandic Hotels offering double-digit free cash flow yield, and Hammond Manufacturing at 6.4x earnings. Portfolio emphasizes companies trading below intrinsic value with clear catalysts for revaluation. | SCAB.ST MCB.L |
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| 2025 Q1 | Apr 24, 2025 | Prosper Stars & Stripes | -9.7% | -9.7% | AMSC, COLD, FLYW, FTRE, HELE, KRMN, KRNT, LH, MTLS, NSIT, PAYX, PYRC, RGEN, RHP, SARO, TLN, TRS, XMTR | Biotechnology, defense, energy, Long/Short, Onshoring, small caps, tariffs, Trade Policy | The administration announced tariff rates far higher than anticipated on April 2nd, reverting the U.S. to protectionist policies not seen for 100 years. Policy uncertainty measures shot to near record highs, creating large negative impacts on stock, bond and currency markets. Businesses face increased costs from higher tariffs and supply chain adjustments. | View | |
| 2024 Q1 | Apr 2, 2024 | Guinness Global Innovators | 13.2% | 13.2% | AAPL, AMZN, CCJ, CEG, GLNG, GOOGL, MELI, MSFT, RYAAY, SWKS, TDW, TLN | E-Commerce, energy, global, nuclear, Utilities, value | Nuclear power is experiencing renewed demand as AI and data centers require reliable, clean energy. Talen Energy's Susquehanna facility benefits from power price surges and partnerships like Microsoft-Constellation restarting Three Mile Island reactor. | SWKS RYAAY MELI TLN |
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| 2024 Q1 | Apr 10, 2024 | Purpose Investment Partners | 3.0% | 3.0% | AAPL, BAC, BN.TO, CVE.TO, DISH, MCD, RY.TO, TCNNF, TD.TO, TLN, VST | credit, energy, high yield, inflation, Power Generation, Preferred, Resilience | The U.S. economy demonstrates remarkable resilience with GDP growth forecasts increasing to 2.2% for 2024 from 1.3% at year start. First-time unemployment claims remain at 1960s levels despite 100 million more people, indicating strong labor market conditions. This resilience stems from excess liquidity from pandemic-era government spending and unique 30-year mortgage structures. | CVE.TO |
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| 2025 Q4 | Feb 22, 2026 | City Different Investments – Global Equity | -0.2% | 31.6% | CROX, CVNA, IHS, MELI, RYAAY, TLN | Bottom-up, E-Commerce, energy, global, nuclear, technology, value | The fund holds Carvana, a vertically integrated e-commerce platform for used cars that eliminates traditional dealerships. MercadoLibre remains a core holding despite recent weakness, with the manager enthusiastic about its e-commerce and fintech strengths. E-commerce remains an important industry theme for the portfolio. Talen Energy, a major contributor for three consecutive years, owns nuclear facilities and expanded its relationship with Amazon Web Services to provide carbon-free energy for data centers. The global energy transition remains an important industry theme, with the fund investigating energy-related companies that have struggled recently. Talen Energy expanded its relationship with Amazon Web Services to provide carbon-free energy for data centers, highlighting the growing electricity demand from this sector. The fund sees potential benefits from rising electricity demand driven by data center growth. | IHS TLN CVNA |
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| 2025 Q4 | Feb 2, 2026 | Alluvial Capital Management | 0.0% | 41.2% | CRAW, EAC, FTLF, GTX, IFOS, MBR.L, MDR, NLOP, SLVM, TLN | Buybacks, dividends, Europe, industrials, materials, small caps, Telecommunications, value | The fund earned returns from boring companies in defensive industries using plain vanilla value investing principles while ignoring the market's shiny objects. The portfolio represents a collection of good quality, deeply undervalued companies trading at significant discounts to intrinsic value. Multiple portfolio companies executed aggressive share repurchase programs including Zegona with €200 million reserved for buybacks, Garrett Motion repurchasing 9% of shares, and McBride implementing an aggressive share repurchase plan. These capital return programs drove significant stock price appreciation. Several holdings initiated or resumed dividend payments as part of capital return strategies. Garrett Motion initiated a dividend and committed to returning 75% of free cash flow to shareholders, while McBride reinitiated its dividend alongside share buybacks. The fund initiated a position in Itafos, a phosphate fertilizer producer, based on structural undersupply dynamics. American phosphate production has declined by more than half since 1980, Florida reserves are dwindling, and China is reducing exports to ensure domestic availability for agriculture and lithium battery production. The fund purchased Sylvamo Corp, a manufacturer of uncoated freesheet paper, facing short-term headwinds from expiring supply agreements and weak European demand. Industry supply reduction from mill conversions and closures should support pricing recovery as the company invests in South Carolina capacity expansion. Net Lease Office Properties continues its liquidation process with multiple property sales and large distributions to shareholders. While recent sale prices have been underwhelming, the current share price represents a large discount to remaining property values with liquidation expected to complete by end of 2026. | MCDIF SLVM NLOP MCB LN GTX CRAWA ZEG LN |
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| 2025 Q4 | Feb 10, 2026 | LVS Advisory – Event Driven | -8.2% | 0.0% | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WBD, WISE | AI, Event-Driven, Fintech, growth, Leverage, Netflix, Power, software, Streaming | Netflix remains the largest holding at 18% weight, viewed as the global category killer in scripted entertainment rapidly eroding linear TV market share. Despite the Warner Brothers Discovery acquisition causing a 21.8% Q4 decline, the manager sees Netflix continuing to take share through reinvestment in live entertainment, sports content, video games, and advertising capabilities. Artificial intelligence is viewed as creating competition and reducing switching costs in software, leading to liquidation of software exposure. However, AI should benefit tech platforms with physical economies of scale and network effects by allowing them to better serve customers and potentially reduce costs. The power basket performed well with investments in companies benefiting from the energy transition. Talen Energy doubled and Curtiss-Wright appreciated 64%, reflecting the manager's positive view on longer-term power infrastructure trends despite short-term volatility. The fintech basket includes Interactive Brokers and Wise, with stocks showing volatility due to interest rate sensitivity and consumer spending exposure. Stablecoin risk emerged as a new theme in 2025, particularly for cross-border payments, though current costs remain higher than traditional payment rails. | View | |
| 2025 Q4 | Feb 10, 2026 | LVS Advisory – Growth | -8.2% | 6.2% | AMZN, CW, GOOGL, IBKR, META, NFLX, TLN, WISE | AI, energy, Fintech, growth, software, Streaming, technology | Netflix remains the largest holding at 18% weight, viewed as the global category killer in scripted entertainment rapidly eroding linear TV market share. The company is expanding into live entertainment, sports content, video games, and advertising capabilities. Despite the Warner Brothers Discovery acquisition concerns, Netflix trades at attractive 20x forward earnings with 20%+ expected earnings growth. Artificial intelligence is creating significant disruption across software companies, with fears that AI will create competition and reduce switching costs. The manager liquidated software exposure due to concerns that AI will impair terminal values of most public software companies. However, tech platforms with physical economies of scale should benefit from AI by better serving customers and reducing costs. The power basket performed well in 2025 with Talen Energy doubling and the manager maintaining a positive longer-term view on power trends despite volatility in the stocks. The fintech basket includes Interactive Brokers and Wise, facing volatility from interest rate changes and consumer spending sensitivity. Stablecoin risk emerged as a new theme in 2025, particularly for cross-border payments, though current stablecoin costs remain higher than traditional payment rails. | NFLX |
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| 2024 Q4 | Dec 31, 2024 | Alger Mid Cap Focus Fund | 4.9% | 24.5% | AMZN, APP, AXON, CEG, HEI, MPWR, NVDA, PLTR, TLN | AI, Cloud, growth, industrials, mid cap, nuclear, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Palantir's AI platform (AIP) leverages generative AI to optimize business operations and has driven significant growth. AppLovin's AI-powered software engine drives a large majority of the company's revenue through its recommendation and targeting engine. | HEI CEG MPWR AXON APP PLTR |
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| 2024 Q4 | Dec 31, 2024 | Apis Flagship Fund | - | 13.2% | ACHR, CLS, MRNA, PLUG, RHM.DE, SONO, TLN | defense, energy, global, Korea, Long/Short, small caps, technology, value | Manager maintains conviction in small-cap strategy despite underperformance versus large-cap indices. Believes compelling growth and valuation advantages will normalize in their favor. Portfolio demonstrates strong stock-picking ability in small-cap names across regions. | SOON.SW PLUG 2238.HK TLN 4046.T 3533.TW 267250.KS |
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| 2024 Q4 | Dec 31, 2024 | Apis Global Discovery Fund | 2.6% | 8.6% | HLDR, RCAT, SN, TLN | energy, global, industrials, Power, small caps, technology, value | Data center power demand is driving significant opportunities in power generation and pricing. Indiana serves as a key hub for data center activity, which could further drive power demand and prices upward. Talen Energy has already secured a contract with Amazon to supply power to a data center campus at prices 50% above the forward curve. | TLN RCAT 4046.T 267270.KS HNRG |
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| 2024 Q4 | Dec 31, 2024 | Apis Deep Value Fund | 1.4% | 8.5% | HNRG, PLUG, RCAT, SONO.SW, TLN, TPB | energy, global, Japan, Korea, Long/Short, small caps, technology, value | Indiana is a key hub of data center activity, which could further drive power demand and prices upwards for Hallador Energy. Talen Energy owns nuclear power capacity in a region poised for significant power price increases driven by rising demand from data centers, and already secured a contract with Amazon to supply power to a data center campus at prices 50% above the forward curve. | SOON.SW PLUG 2238.HK TPB TLN RCAT 4046.T 267270.KS HNRG |
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| 2025 Q3 | Nov 4, 2025 | Thornburg Small/Mid Cap Core Fund | 2.4% | 0.1% | AIT, ATGE, BJ, CLH, COHR, CWST, ITT, LPLA, PNFP, PSTG, SMPL, STKL, SXT, TLN, VRT, WAL | AI, Defensive, industrials, Quality, rates, small caps, technology, valuation | Semiconductor and software companies were supported by increased spending on data centers and power infrastructure tied to AI adoption during the quarter. | View | |
| 2025 Q3 | Oct 29, 2025 | Polen Capital – U.S. SMID Company Growth | 14.4% | 28.0% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as having strategic value in the geopolitical power struggle between the US and China. | View | |
| 2024 Q3 | Oct 29, 2024 | Alluvial Capital Management | 4.8% | 15.7% | BAHN.ST, CRAWA, FTLF, MCB.L, MRC, RWWI, TLN, UNID.MI, ZEG.L | Commercial real estate, Europe, international, small caps, Turnarounds, value | Manager believes commercial real estate isn't dead despite market pessimism. While future office demand may be permanently lower due to technological and demographic changes, the market is overreacting to the pace of change. Marginal buildings will be demolished or repurposed, lease rates will decline, markets will stabilize, and buildings will become financeable again. | BAHN.ST ZEG.L |
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| 2023 Q3 | Oct 24, 2023 | Alluvial Capital Management | 4.8% | 15.7% | FTLF, HMM.TO, LGT.B.TO, MCEM, PX, SENEA, TLN | Data centers, interest rates, nuclear, small caps, special situations, value | Talen Energy owns the Susquehanna Steam Electric Station, a two-unit nuclear power plant with 2.5 gigawatts of capacity. The Inflation Reduction Act provides supports and subsidies for nuclear power production, creating a de-risked business model for Talen. Nuclear plants could be desirable assets for larger regulated utilities looking to expand their renewables fleets. | SENEA HMM.TO ATLN.L MCEM |
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| 2023 Q3 | Oct 23, 2023 | RVK | - | - | CCJ, GLNG, MELI, RYAAY, SWKS, TDW, TLN | concentrated, E-Commerce, energy, global, nuclear, value | Talen Energy's Susquehanna nuclear facility benefited from surging power prices driven by AI and data center demand. Microsoft and Constellation Energy plan to restart Three Mile Island nuclear reactor, similar to Talen's partnership with Amazon Web Services, demonstrating the appeal of reliable, clean nuclear power. | SWKS RYAAY ARGX BB|DAVA|DDOG|GLOB|ILMN|LOAR|MELI|NET|NU|NVDA|TSM ATLN.L |
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| 2025 Q3 | Oct 22, 2025 | Alluvial Capital Management | 15.5% | 33.6% | CRAWA, EACO, FLTB, GTX, MAA, RGTI, SENEA, TLN | Communications, contrarian, Europe, REITs, small caps, value | Manager emphasizes investing in companies with durable cash flows, valuable assets, and healthy balance sheets rather than speculative companies without revenue. Contrasts Rigetti Computing trading at 2,000x revenue with Mid-America Apartment Communities owning tangible apartments producing real cash flows. | CBL NLOP MCB LN FTLF ZEG LN CBL NLOP MCB LN FTLF ZEG LN |
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| 2025 Q3 | Oct 20, 2025 | Purpose Investment Partners | 4.6% | 6.7% | BE, BN.TO, DHC, ECN.TO, ENB.TO, FLNC, HOUS, HPP, IVQ.TO, LDI, RITM, TA.TO, TLN, VST | AI, Canada, credit, energy, fixed income, high yield, Mortgage, real estate | The fund favors U.S. mortgage providers due to consolidation over the past five years resulting in more favorable margins for remaining providers. Mortgage purchase activity appears to have bottomed while refinance activity is likely to pick up as long-term bond yields have moderated. There is positive event risk as the Trump Administration would like to make housing more affordable. | View | |
| 2025 Q3 | Oct 19, 2025 | LVS Advisory – Event Driven | - | 10.4% | BP, CW, E, GLNG, LNG, SHEL, TLN, XOM | Argentina, energy, infrastructure, LNG, nuclear, Power Generation | Electricity demand is accelerating due to AI computing surge, electric vehicle adoption, and global middle class growth. Demand for power is growing faster than supply, creating a nearly 50-gigawatt deficit over the next 5 years. This trend is driving higher electricity prices and incentivizing new power plant construction. | View | |
| 2025 Q3 | Oct 19, 2025 | LVS Advisory – Growth | - | 15.7% | BP, CW, E, GLNG, LNG, SHEL, TLN, XOM | Electricity, energy, infrastructure, LNG, Natural Gas, Power Generation | Electricity demand is accelerating due to AI computing surge, electric vehicle shift, and rising global middle class. Demand is growing faster than supply, with estimates showing a nearly 50-gigawatt deficit over the next 5 years in the US. This creates a powerful investment thesis for power generation businesses. | View | |
| 2025 Q3 | Oct 14, 2025 | Alger Mid Cap Focus Fund | 14.5% | 19.0% | ALAB, AXON, CSU.TO, HOOD, TLN, WING | AI, Cloud, Data centers, financials, growth, mid cap, semiconductors, technology | AI is at an inflection point, potentially enabling significant increases in productivity. Strong demand for AI infrastructure is driving business spending acceleration. Companies like Astera Labs are well positioned in AI computing markets, providing critical connectivity solutions for AI accelerators and data movement. | ALAB HOOD |
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| 2025 Q3 | Oct 14, 2025 | Alger Small Cap Focus Fund | 8.6% | 3.2% | MSFT, NBIS, NVDA, PTLO, QTWO, TLN, TPC, WING | AI, Cloud, consumer, Data centers, energy, infrastructure, small caps, technology | AI is at an inflection point, potentially enabling significant increases in productivity. The fund sees accelerating AI adoption creating attractive investment opportunities, particularly in AI infrastructure and cloud-based solutions. Companies like Nebius are benefiting from growing demand for AI compute and specialized GPU computing capabilities. | TPC |
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| 2025 Q4 | Jan 15, 2026 | ClearBridge Investment Value Strategy | 0.0% | 0.0% | 300750.SZ, ARGX, CELH, CHTR, CMA, CORT, FCX, FI, FITB, GPN, ICE, META, MTB, MU, NEM, OM, PYPL, SLGN, TLN, WBS | AI, financials, gold, healthcare, materials, semiconductors, technology, value | AI adoption is expected to broaden economic benefits in 2026, requiring justification of massive capital investment. The team sees opportunities in AI adoption across sectors where it's not currently priced, while maintaining exposure to AI-related infrastructure investments despite reducing exposure during volatility spikes. Value spreads remain at historic extremes with value stocks trading at the cheapest 10% of their history relative to growth. The team believes this creates a probability gap with meaningful upside potential for valuation-driven investors as the market prices value stocks as having little chance of leading. Memory chip demand driven by AI exceeded supply growth, creating price spikes that benefited holdings like Micron Technology. The team correctly anticipated AI would drive memory demand well above supply growth, positioning in picks-and-shovels AI infrastructure plays. Gold prices spiked higher than reflected in mining stock prices, benefiting Newmont Mining. The team has been long-term bullish on gold due to limited annual supply and new demand sources, creating opportunities to buy high-probability events at low-probability prices. | PYPL FITB |
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| 2024 Q4 | Jan 15, 2025 | Purpose Investment Partners | 3.1% | 12.0% | CURO, DISH, TCNNF, TLN | Convertible, credit, distressed, duration, fixed income, high yield, Treasury | The fund actively invests in distressed credit opportunities, with the largest contributors and detractors in 2024 being distressed credit investments involving bankruptcy or near-bankruptcy situations. The team maintains a positive P&L ratio of two to one on distressed investments despite some notable losses. | View | |
| 2024 Q3 | Sep 30, 2024 | Apis Global Discovery Fund | 3.7% | 11.6% | AMZN, CEG, GOOGL, HNRG, MSFT, SN, TLN | AI, Asia, Data centers, energy, global, nuclear, Power, SMID Cap | U.S. power prices are entering sustained upward pressure driven by data center demand growth, expected to account for 9% of U.S. power demand by 2030 versus 4% in 2023. Hyperscalers like Amazon and Microsoft are signing premium power purchase agreements with nuclear and coal plants to secure 24/7 energy supply for AI data centers. This creates opportunities for independent power producers with reliable baseload generation capacity. | HNRG TLN |
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| 2024 Q2 | Jul 24, 2024 | Alluvial Capital Management | 4.8% | 15.7% | CRAWA, FLFB, GTX, MCB.L, MRC, RWWI, SCCO, SENEA, SXP.TO, TLN, UBNC | Community Banks, Micro Cap, real estate, small caps, special situations, Turnarounds, value | Manager discusses the prolonged underperformance of small-cap stocks versus large-cap peers, noting small-caps have delivered total returns nearly 50% behind the S&P 500 over the last 5 years. He draws historical parallels to 1995-1999 when large-caps crushed small-caps, followed by small-cap outperformance from 2000-2004. The manager suggests questioning consensus when investors exclaim Why invest in anything else about an asset class. | SXP.TO SENEA UBNC TLN MCB.L NLOP |
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| 2024 Q2 | Jul 23, 2024 | LVS Advisory – Growth | 0.0% | 36.7% | AMZN, CEG, NVDA, TLN | Bankruptcy, Data centers, energy, Event Driven, growth, nuclear | Nuclear power is positioned as the only reliable carbon-free base load energy source. Existing nuclear plants are valuable and scarce assets due to extremely high costs and regulatory barriers to building new facilities. The Vogtle plant took 15 years and $30 billion to complete, making existing plants like Talen's more valuable. | TLN |
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| 2024 Q2 | Jul 23, 2024 | LVS Advisory – Event Driven | 0.0% | 7.5% | CEG, TLN | Bankruptcy, Data centers, energy, Event Driven, nuclear, Power Generation, Restructuring | Nuclear power is the only source of carbon-free energy reliable enough to be considered base load energy. Nuclear plants are valuable and scarce assets as they are extremely costly and timely to build, with almost all US reactors built between 1967-1990. Politicians on both sides have become more pro-nuclear, leading to plant extensions, restart talks, and new tax incentives. | TLN |
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| 2023 Q2 | Jul 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | AI, energy, growth, industrials, innovation, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for solutions like Bloom Energy's fuel cells. The AI revolution has turbocharged electricity demand and is viewed as strategically important in the US-China geopolitical power struggle. | ATLN.L SOFI 6BE GR |
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| 2025 Q1 | Apr 21, 2025 | Alluvial Capital Management | 6.5% | 6.5% | AAPL, CBL, CUWI, FTLF, GOOG, GTX, MCEM, SENEA, TLN | international, materials, real estate, small caps, Trade Policy, value | The fund continues to execute well in deeply discounted real estate across struggling sectors including office properties and malls. Net Lease Office Properties is marketing buildings for sale including the Binoculars Building leased to Google through 2030, while Peakstone Realty is diversifying into industrial properties. CBL properties is improving its mall portfolio by selling marginal assets and reinvesting in stronger properties. | NLOP MCB.L ZEG.L |
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| 2023 Q1 | Apr 21, 2023 | CrossingBridge Advisors | 0.0% | 0.0% | GETY, TLN | Banking, Commercial real estate, credit, distressed, fixed income, rates | Manager expects CRE to become the poster child for devaluation and decline in credit quality throughout fixed income. Over $1.4 trillion of commercial and non-agency multi-family real estate debt faces refinancing in 2023-25 in a much higher rate environment. Office properties are most at risk due to shift to hybrid/remote work. | ATLN.L |
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| 2023 Q1 | Apr 19, 2023 | Polen Capital – U.S. SMID Company Growth | 8.8% | -1.3% | ALAB, BE, GGAL, MNDY, ORCL, SOFI, TLN | aerospace, AI, Electrification, energy, growth, industrials, SMID Cap, technology | AI data centers require enormous amounts of power, driving demand for companies like Bloom Energy that provide reliable onsite power solutions. The AI revolution has turbocharged electricity demand growth. Sectors exposed to the AI narrative performed best in the quarter, with Technology driving roughly 65% of overall index returns. | ATLN.L SOFI 6BE GR |
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| 2024 Q4 | Jan 31, 2025 | Legacy Ridge Capital | - | 40.3% | AAL, CEG, DAL, JBLU, KMI, LUV, NRG, RYAAY, SAVE, TLN, UAL, VST | Airlines, Capital Cycle, Concentration, energy, Midstream, Power Generation, value | Airlines sector experienced classic bullwhip effect post-COVID but is now showing signs of recovery with capacity discipline emerging. Industry consolidation and rationalization since 2009 has improved economics, with capacity growth at decade lows and management commentary suggesting multi-year earnings improvement similar to 2012-2014 period. | View | |
| 2024 Q4 | Jan 24, 2025 | Alluvial Capital Management | - | 16.4% | CBL, CRAWA, CSOL, FITB, GTX, MCB.L, MRC, NLOP, SENEA, TITC.AT, TLN, UBAL, ZEGN.L | Buybacks, Cement, Commercial real estate, international, small caps, value | Manager holds Net Lease Office Properties in ongoing liquidation, CBL & Associates Properties as mall operator recovery play, and views these as expressions of long-term commercial property recovery theme. Despite office market headwinds and interest rate challenges, expects value realization through asset sales and improving sentiment. | CBL TITC.AT MCB.L ZEG.L NLOP |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Alluvial Capital Management | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | asset sales, capital allocation, energy, Low-Carbon, M&A Target, Nuclear Power, Share Buybacks, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | LVS Advisory - Growth | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Artificial Intelligence, asset monetization, AWS Partnership, Bankruptcy Turnaround, Baseload Power, Carbon-free Energy, data centers, EBITDA growth, electricity demand, Event-driven, growth, Inflation Reduction Act, Nuclear Power, tax credits | View Pitch |
| Apr 13, 2026 | Fund Letters | LVS Advisory - Event Driven | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Artificial Intelligence, AWS Partnership, Bankruptcy Restructuring, Baseload Power, capital allocation, Carbon-free Energy, data centers, EBITDA growth, Electric Vehicles, energy transition, Equity, Nuclear Power, Power Purchase Agreement | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Small Cap Focus Fund | Talen Energy Corp | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI infrastructure, Carbon-free Energy, data centers, Independent Power Producer, nuclear energy, PJM Market, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Alger Mid Cap Focus Fund | Talen Energy Corp | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI infrastructure, Carbon-free Energy, data centers, digital infrastructure, Independent Power Producer, nuclear energy, PJM Market, Power generation | View Pitch |
| Apr 13, 2026 | Fund Letters | Guinness Global Innovators | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI infrastructure, Amazon Web Services, clean energy, data centers, electricity generation, Independent Power Producer, Microsoft, Nuclear Power, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Flagship Fund | Talen Energy | Utilities | Independent Power Producers & Energy Traders | Bull | NASDAQ | AI infrastructure, Amazon Contract, data centers, Independent Power Producer, Nuclear Power, Share Buybacks, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Global Discovery Fund | Talen Energy Corporation | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI infrastructure, data centers, energy transition, Equity, Independent Power Producer, Nuclear Power, Power Purchase Agreement, Share Buybacks, utilities | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Global Discovery Fund | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Amazon Contract, data centers, Independent Power Producer, Nuclear Power, premium pricing, share repurchase | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Deep Value Fund | Talen Energy Corporation | Utilities | Independent Power Producers & Energy Traders | Bull | NASDAQ | Amazon Contract, data centers, Independent Power Producer, infrastructure, Nuclear Power, share repurchases | View Pitch |
| Apr 13, 2026 | Fund Letters | Apis Deep Value Fund | Talen Energy Corporation | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | Artificial Intelligence, Baseload Generation, data centers, Independent Power Producer, Nuclear Power, PJM Market, Power Purchase Agreement, Share Buybacks | View Pitch |
| Apr 13, 2026 | Fund Letters | City Different Investments - Global Equity | Talen Energy | Utilities | Independent Power and Renewable Electricity Producers | Bull | NASDAQ | AI infrastructure, Amazon Web Services, clean energy, data centers, electricity generation, Independent Power Producer, Microsoft, Nuclear Power, PJM Interconnection, utilities | View Pitch |
| Feb 26, 2026 | Fund Letters | Vinson Walden | Talen Energy Corporation | Utilities | Independent Power Producers & Energy Traders | Bull | NASDAQ | capital allocation, Contracting, data centers, electricity demand, Nuclear, Regulation | View Pitch |
| Jan 22, 2026 | Twitter / X | @AlphaArkInvest | Talen Energy Corporation | Utilities | Independent Power Producers & Energy Traders | Bull | NASDAQ | data center, Grid, Nuclear, nuclear energy, Pjm, Power, Talen, Tln | View Pitch |
| Jan 22, 2026 | Twitter / X | @escvel0city11 | TransAlta Corporation | Utilities | Independent Power Producers & Energy Traders | Bull | Toronto Stock Exchange | datacenters, Jump, Pjm, Pjm Power, Power, Power Price, Prices, RACE | View Pitch |
| Aug 8, 2025 | Seeking Alpha | Value Sights | Talen Energy Corporation | Utilities | Utilities - Independent Power Producers | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Agar Capital | Talen Energy | Utilities | Utilities - Independent Power Producers | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Ricardo Fernandez | Talen Energy Corporation | Utilities | Utilities - Independent Power Producers | 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. | ||||||||