Letters by company

BWX Technologies, Inc.

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

Polen Capital 5Perspectives Growth Opportunities Polen 5Perspectives Growth Opportunities 2Q 2026 Portfolio Manager Commentary Polen 5Perspectives Growth Opportunities increased Technology exposure, adding semiconductor and neocloud positions funded by reductions in Industrials, Financials, and Consumer Discretionary. Bloom Energy, Advanced Micro Devices, and Nebius Group benefited from AI infrastructure demand, while Fastly, BWX Technologies, and Palantir Technologies lagged amid selective positioning. 2Q 2026 +25.2% AMD $773BBE $60BBWXT $14BFSLY $3.6B