Letters by company

STMicroelectronics N.V.

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

Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund trimmed AMD and Lam Research after valuations approached target ranges, while retaining conviction in AI infrastructure led by TSMC. It initiated GE Aerospace, Corning, STMicroelectronics and Robinhood, and exited Cencora, Lonza and Medline to redeploy capital toward earlier profit cycles. Q2 2026 AMD $1.1TBAESY $72BINSM $22B