Letters by company

Eaton Corp plc

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

Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added RTX, Capital One, Somnigroup, L3Harris and BAE Systems while exiting several Garden investments whose theses were not progressing. The portfolio emphasizes health care franchises, defense suppliers and AI infrastructure beneficiaries, while maintaining valuation discipline around Oracle and reducing Netflix, Snowflake and Boston Scientific. Q4 2025 ARGNF $66BBAESY $85BBSX $72B