Letters by company

Applied Industrial Technologies INC

1 letter discussing AIT. Everything written about it on this site is on its ticker page.

Spheria — Global Smaller Companies Fund Spheria Global Smaller Companies Fund Spheria Global Smaller Companies Fund trimmed SharkNinja after its appreciation made the holding too large, while retaining it as a major position on product innovation and broad-based growth. The fund added Sprouts Farmers Market in July and backs its store rollout, private-label expansion and valuation despite softer comparable sales. It maintained an underweight in AI hardware, arguing cyclical industry valuations require overly durable earnings assumptions. month ended 31 October 2026 SFM $4.8BSN $31B