Letters by company

Spie Sa/adr

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

Artisan Partners Artisan Global Equity Fund Quarterly Commentary Artisan Global Equity Fund added CSG, Fujikura and Sun Hung Kai Properties while closing BFF Bank and cutting its insurance exposure after reassessing risk-reward. The portfolio favors electrification and defense companies, citing grid investment, AI-related power demand, rising defense procurement and constrained industrial supply. Q1 2026 010120 $20B012450 $32B079550 $9.4B