Letters by company

Atmos Energy CORP

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

Aristotle Funds Aristotle Value Equity Fund Commentary Aristotle Value Equity Fund sold Atmos Energy and Danaher, redeploying proceeds into Autodesk and Edwards Lifesciences, which it views as durable franchises with stronger catalysts and more attractive normalized valuations. The fund maintained its quality discipline amid concentrated AI infrastructure spending, arguing that scarcity earnings in processors and memory will ultimately normalize. Second Quarter 2026 ADSK $51BATO $29BCTVA $7.6B