Letters by company

Dynatrace, Inc.

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

Westfield Capital Management Small Cap Growth Equity Third Quarter 2026 Investment Commentary Westfield’s Small Cap Growth Equity portfolio cut data-center and semiconductor exposure, favored power infrastructure and networking, and added selectively to software and commercial-stage biopharma. It exited FTAI Aviation, Guidewire Software and Dutch Bros, while retaining conviction in MKS and Nextpower despite sentiment-driven pressure. Third Quarter 2026 ADPT $4.3BBROS $5.9BDT $13B