Letters by company

Kratos Defense & Security Solutions, INC.

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

ClearBridge Investments Mid Cap Growth Strategy ClearBridge Mid Cap Growth added AI infrastructure names Lumentum and Sterling Infrastructure while building positions in BWX Technologies and Insmed. It exited SailPoint, Doximity, Advanced Drainage Systems and Entegris, arguing that durable value will favor selected infrastructure, industrial and health care businesses over speculative AI narratives. Second Quarter 2026 ALAB $41BDDOG $79BFTNT $94B