LongACMAug 2026
AECOM
The fund owns AECOM as a US-focused design and engineering company with exposure to building efficiency and renewable-energy infrastructure. The managers expect both grid and…
ACM
Which hedge funds are long ACM?
1 published idea on AECOM across 1 fund — 1 long and 0 short.
Aecom hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Aecom: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.