LongAMDJun 2026
Advanced Micro Devices Inc.
AMD has evolved into a credible challenger across server CPUs and data-center GPUs. Agentic AI workloads are increasing CPU requirements, while AMD continues to gain server share…
The Gabelli Growth Fund
Large-cap growth equity strategy focused on innovative businesses with durable secular earnings growth.$1.3B AUM2 published ideas
The Gabelli Growth Fund invests in companies positioned to benefit from long-duration growth trends. The portfolio is concentrated in technology, consumer, healthcare, and industrial leaders with strong earnings potential.
Ideas from The Gabelli Growth Fund
LongMUJun 2026
Micron Technology Inc.
AI-driven demand for High-Bandwidth Memory is consuming substantially more wafer capacity and creating a structural shortage across DRAM. New multi-year customer agreements could…
Letters covered
- Gabelli Funds Shareholder Commentary - Open-End FundsJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.