Letters by company

Siemens Healthineers AG/ADR

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

Emerald Wealth Partners Quarterly Commentary – Growth Equity Strategy Growth Equity Strategy increased SAP, Booking, Zscaler, ServiceNow and Synopsys while exiting Adobe, Intuit, Siemens Healthineers, BYD and Salesforce. It maintains an overweight in cybersecurity and favors quality growth companies it views as AI beneficiaries, while warning that speculative semiconductor activity has pushed technology markets into bubble territory. Q2/2026 ATEYY $123BBKNG $122BCRWD $248B