Letters by company

National Grid PLC

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

Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund reduced defense exposure after strong gains and redeployed capital toward electrification, while building consumer-staples holdings led by Tesco. The portfolio added Samsung Electronics, MNC Solutions and CATL on AI infrastructure, defense modernization and battery-demand theses, and exited Air Liquide, BAE Systems, RTX, Amazon and MercadoLibre on valuation grounds. Q4 2025 010120 $20B012450 $32BCYATY $1.6T