Quarterly insights

Theme articles from each 13F filing window. Q1 2026 is the full set. Q2 2026 starts with the Bloom Energy and FuelCell onsite-power story. Single-name pages live in stock research.

Published

Q1 2026

Fifteen themes from the Q1 2026 13F filing versus Q4 2025.

Published

Q2 2026

The first Q2 2026 theme: hedge entries in Bloom Energy versus FuelCell, in the onsite-power slice.