Letters by company
Mks INC
2 letters discussing MKSI. Everything written about it on this site is on its ticker page.
- Royce Investment Partners Royce Small-Cap Fund Manager Commentary Royce Small-Cap Fund favored semiconductor and infrastructure suppliers including Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics after deteriorating theses, while adding to Maximus on what it viewed as an attractive valuation. year-to-date period ended 6/30/26 +23.8% ACA $7.1BADMA $2.3BESI $8.5BKD $2.8B
- Royce Investment Partners Royce Premier Fund Manager Commentary Royce Premier Fund credited MKS, Littelfuse, ESCO Technologies, Onto Innovation and RBC Bearings for technology and industrial strength, while Colliers, Morningstar, Exponent, TMX Group and ESAB detracted. The managers argue that quality small caps with durable moats, cash generation and high returns on invested capital should benefit after speculative leadership gives way to fundamentals. year-to-date period ended 6/30/26 +23.5% CIGI $5.5BESE $7.4BEXPO $3.3BLFUS $10B
