Letters by company
Bentley Systems INC
1 letter discussing BSY. Everything written about it on this site is on its ticker page.
- Aoris Investment Management — Aoris International Fund Quarterly Report September 2026 Aoris International Fund argues that Microsoft, SAP and RELX gain AI advantages from trusted data governance and lower-cost multi-model tools. It retained all holdings, while profiling Grainger and Compass as durable share gainers and Amphenol, Halma and Diploma as decentralised compounders with disciplined bolt-on acquisition models. September Quarter 2026 APH $196BCMPGF $57BCTAS $89B