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Barometer Capital Management highlighted positive IT performance in its Q2 2026 letter, noting contributions from NVIDIA alongside new positions like SiTime Corporation. Rising data rates across AI d…
American Century Investments highlighted Intel in its Q2 2026 letter, citing strategic U.S. government backing, foundry support from fabless designers, and turnaround potential under new leadership. …
Octahedron Capital released its Q2 2026 investor letter, highlighting strong fund performance driven by tech rebounds. The letter outlines an extensive turnaround thesis for top holding Carvana Co., …
First Eagle Global Fund named Alphabet a top Q2 2026 contributor, citing surging AI infrastructure demand, robust cloud growth, and strong advertising sales. Despite broader macroeconomic shifts, Alp…
Hennessy Fund's Q2 2026 letter highlighted Dominion Energy, citing regulated earnings stability, debt reduction, and strong secular tailwinds from surging AI data center power demand across Virginia,…
Guinness Global Innovators Fund added Advanced Micro Devices (AMD) as a new holding in Q2. The fund highlighted AMD's closing performance gap with Nvidia, expanding AI datacenter rack-scale solutions…
The London Company initiated a position in Republic Services (RSG) in Q2 2026, highlighting its pricing power, non-discretionary revenue, and irreplaceable landfill assets. The fund noted strong S&P …