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 Element Solutions, Onto Innovation, MKS, Ultra Clean Holdings, and Arcosa, citing AI-linked process complexity, semiconductor capacity investment, specialty chemicals, and infrastructure demand. It exited PAR Technology, ADMA Biologics, Kyndryl Holdings, and TransMedics Group as execution, balance-sheet, or earnings concerns weakened the original theses, while adding to MAXIMUS. year-to-date period ended 6/30/26 ACA $7.2BADMA $2.3BESI $9B
Royce Investment Partners Royce Premier Fund Manager Commentary Royce Premier Fund benefited from information-technology stock selection and holdings including MKS, Littelfuse, ESCO Technologies, Onto Innovation and RBC Bearings. The managers argue that quality small-caps remain attractively valued despite speculative leadership, while monitoring operational conversion and acquisition execution at detractors including Colliers, Exponent and ESAB. first half of 2026 CIGI $4.5BESE $6.6BEXPO $3.3B