XYL

XYL

XYL

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 22, 2025	Aristotle Value Equity Fund	4.8%	5.4%	ALC, AMGN, AWK, COF, CTRA, CTVA, MCHP, MRK, MSFT, PH, UBER, XYL	Biotechnology, Cloud, healthcare, semiconductors, technology, Trade Policy, value	President Trump introduced a universal 10% import tariff and reciprocal tariffs on dozens of countries as part of Liberation Day. A 90-day pause on reciprocal tariffs was enacted for almost all countries to encourage negotiations. The U.S. and U.K. finalized the Economic Prosperity Deal, expanding American access to British markets and lowering tariffs on U.K. autos.	UBER ALC AMGN MCHP MSFT UBER US ALC SW AMGN US MCHP US MSFT US	View
2024 Q2	Jul 12, 2024	Parnassus Fixed Income Fund	4.8%	4.5%	ARE, AXP, CHRW, COF, D, DIS, GPN, MKC, MS, ORCL, SQ, XYL	Corporate Bonds, credit, duration, Esg, fixed income, rates	The fund added a new green bond issued by Dominion Energy during the quarter. Green bonds provide funding to help companies transition away from fossil fuels and into renewable energy sources, which the managers are excited to support as an attractive addition to the portfolio.		View
2024 Q2	Jul 10, 2024	Aristotle Value Equity Fund	6.3%	12.3%	ADBE, ALC, AMGN, AMP, AWK, CCI, CTVA, DHR, ECL, LEN, LOW, MCHP, MLM, MSFT, OSK, PH, QCOM, VEEV, XYL	Homebuilders, infrastructure, large cap, semiconductors, technology, value, water	Microsoft continues to execute on AI catalysts across its businesses, particularly within cloud-based applications like Azure. The company detailed partnerships with NVIDIA and AMD to develop first-party silicon chips including its AI accelerator (Azure Maia) and CPU (Azure Cobalt). Qualcomm benefits as AI applications extend from the cloud to on-device.	AWK	View
2024 Q1	Apr 15, 2024	Artisan Mid Cap Fund	2.4%	6.6%	BJ, CMG, DASH, EFX, EXAS, GDDY, LULU, NVR, ON, POOL, RGEN, SPOT, SWAV, TEAM, VRT, WCC, XYL	-			View
2024 Q4	Dec 31, 2024	Artisan Mid Cap Fund	5.1%	12.0%	APP, EXAS, FTV, GDDY, GTLB, HOOD, HUBB, IR, LYV, MPWR, MRVL, ON, ONTO, PLTR, PSTG, SHOP, SPOT, TEAM, USFD, XYL	AI, Biotechnology, Cloud, growth, healthcare, mid cap, semiconductors, technology	AI adoption is driving growth across portfolio holdings including custom AI chips from Marvell, networking solutions from Arista Networks, and cloud software companies integrating AI functionality into their platforms. Data centers require vast amounts of electricity to power AI infrastructure, creating energy demand challenges.		View
2024 Q4	Dec 31, 2024	Parnassus Fixed Income Fund	-0.3%	1.9%	A, ADSK, ARE, LUV, MKC, MRK, MU, PLD, TFC, XYL	Corporate Bonds, credit, duration, fixed income, Mortgage, rates	The fund maintained significant exposure to mortgage-backed securities, particularly current coupon 30-year mortgages which are less rate-sensitive and offer higher yields. Interest rate volatility should recede as monetary policy uncertainty abates, supporting mortgage pricing.		View
2023 Q4	Dec 31, 2023	Conestoga Small Cap Composite	10.1%	7.8%	AAON, ALTR, AQUA, BCPC, BL, CWST, DGII, DSGX, FOXF, HLIO, LMAT, MODN, PYCR, RBC, SITE, SSD, STVN, TREX, VCEL, XYL	Construction, growth, healthcare, industrials, Quality, small cap, technology	Conestoga remains positive on long-term expectations for relative performance of small caps over large caps, noting that relative valuations of small caps to large caps continues to sit near multi-decade lows. The market capitalization of the top five stocks in the S&P 500 Index is now three times the market capitalization of the entire Russell 2000 Index, representing unusual market breadth narrowness.		View
2024 Q3	Oct 28, 2024	Parnassus Fixed Income Fund	4.8%	4.5%	ADSK, AMT, ARE, AVTR, GPN, INTC, LOW, LUV, MKC, MU, PLD, XYL	Corporate Bonds, duration, Esg, fixed income, Mortgage, rates	The fund increased allocation to mortgage-backed securities from 8% to 18% of the portfolio. These bonds have been disproportionately impacted by higher interest rates as homeowners were locked into existing mortgages. The managers believe mortgage bonds are poised to perform well as homeowners become more active again.		View
2024 Q3	Sep 30, 2024	Artisan Mid Cap Fund	2.4%	6.6%	ANET, ARGX, CBRE, EFX, EXAS, HUBB, HUBS, ILMN, IOT, IRTC, MPWR, NVR, ONTO, PWR, SAIA, SNPS, SPOT, TEAM, WST, XYL	AI, Biotechnology, growth, healthcare, mid cap, real estate, technology	The team is focused on AI enablers that remain well positioned to benefit from reasonable industry investment levels because they are gaining market share based on superior technologies. They are watching to see if large AI investments translate to productivity gains or competitive advantages.		View
2023 Q1	Apr 20, 2023	The London Company Small Cap	7.0%	8.9%	AQUA, ENOV, IAA, LIVN, MUSA, PAG, RBA, TPX, VNT, WTM, XYL	Banking, healthcare, Quality, small caps, technology, value	The manager emphasizes their focus on durable profitability, strong free cash flow and balance sheet flexibility as key advantages in a higher cost of capital environment. They believe the quality of their portfolios provides a tangible advantage in an unpredictable world with greater economic volatility.	ENOV AER\|AWI\|MUSA\|NEU\|SAIA\|WTM AER\|AWI\|MUSA\|NEU\|SAIA\|WTM LIVN TPX AVNT	View
2022 Q3	Feb 12, 2022	Aristotle Value Equity Fund	6.3%	12.3%	ADBE, CFR, SONY, XYL	-			View
2023 Q4	Jan 15, 2024	Artisan Mid Cap Fund	2.4%	6.6%	ARGX, ASND, CELH, CMG, DECK, DPZ, DXCM, EFX, EXAS, FIVE, HUBB, IRTC, JBL, LTTC, LULU, ON, POOL, PWR, RYAN, SAIA, SHOP, TREX, VEEV, WING, XYL	Biotech, Energy Transition, growth, healthcare, mid cap, semiconductors, software, technology	Healthcare was the weakest performer for the year, primarily due to biotech holdings. Argenx's Vyvgart launch in myasthenia gravis continued to shine, reaching sales north of $1 billion ahead of schedule, but trial failures in two additional indications marred an otherwise stellar year. Ascendis's Skytrofa tracked well in its second year, but FDA approval for TransCon PTH was delayed due to manufacturing questions.		View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Sep 16, 2025	Short Thesis	Spruce Point	Xylem Inc/NY	Industrials	Industrial Machinery (Water Technology)	Bear	NYSE	Cyclical, infrastructure, Integration, valuation, Water	View Pitch
Aug 8, 2025	Seeking Alpha	Redfox Capital Ideas	Xylem Inc.	Industrials	Specialty Industrial Machinery	Bull	NYSE	—	View Pitch

BSD Shareholders of XYL

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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