LongBEJun 2026
Bloom Energy
Bloom Energy is positioned to benefit from the growing electricity requirements associated with AI infrastructure and data center expansion. Its solid oxide fuel cell technology…
Polen 5Perspectives Growth Opportunities Portfolio
Actively managed U.S. growth equity strategy seeking growth and capital preservation through competitive-advantage research, thematic investing, and technical analysis.$19.7B AUM6 published ideas
Polen Capital Management, LLC is an independent registered investment adviser established in 1992. The Polen 5Perspectives Growth Opportunities strategy began in October 2007 and transitioned to Polen Capital in June 2025. Portfolio manager Andrew Cupps has led the strategy since inception, supported by Kevin Leitner and Chris Bush. The strategy focuses on innovative growth companies and dynamically reallocates capital toward emerging investment themes with improving earnings potential.
Ideas from Polen 5Perspectives Growth Opportunities Portfolio
LongAMDJun 2026
Advanced Micro Devices
Advanced Micro Devices provides exposure to sustained investment in AI infrastructure through its data center CPUs and accelerator products. Polen views the semiconductor…
LongNBISJun 2026
Nebius Group
Nebius Group is a leading neocloud infrastructure provider offering specialized computing capacity for artificial intelligence workloads. Polen sees emerging neocloud providers…
LongFSLYJun 2026
Fastly
Fastly remains a portfolio investment with exposure to edge cloud computing and security infrastructure. Polen recognizes these areas as relevant components of the broader…
LongBWXTJun 2026
BWX Technologies
BWX Technologies provides exposure to long-term investment opportunities associated with nuclear technology, defense and power infrastructure. Polen continues to recognize the…
LongPLTRJun 2026
Palantir Technologies
Palantir Technologies remains one of the more prominent companies providing investors with exposure to artificial intelligence software. However, Polen highlights increasing…
Letters covered
- Polen 5Perspectives Growth Opportunities - 2Q 2026 Portfolio Manager CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.