Letters by company

ANTERO RESOURCES Corp

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

Aristotle Funds Aristotle Growth Equity Fund Commentary Aristotle Growth Equity Fund added Coherent, Sandisk, ServiceNow and Western Digital to target optical networking and constrained AI data-storage demand. The fund sold HubSpot over AI-native competitive risks, briefly exited and then repurchased Amphenol after reassessing its role in the optical-interconnect transition. second quarter 2026 APH $212BCOHR $52BHUBS $12B