What smart money is saying about ATI
ATI
No fund has written a full thesis on ATI in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in ATI on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Fund activity · 1 position · 1 move
- New positionClearBridge Investments SMID Cap Growth StrategyJune 2026
“We added several new positions in the industrials sector indexed to AI power demands and secular growth in defense spending. Argan — a leading engineering, procurement and construction firm — is positioned to benefit from a multi-year buildout in natural gas and solar power generation, limited industry competition and growing demand for new electricity generation. ATI is a vertically integrated specialty materials provider with strong pricing power exposed to the attractive growth dynamics in many subsegments of aerospace and defense.”
ATI
Read the letters behind these ATI positions
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