Letters by company
Ultra Clean Holdings, Inc.
3 letters discussing UCTT. 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 Micro-Cap Fund Manager Commentary Royce Micro-Cap Fund emphasized AI-infrastructure suppliers Ichor Holdings, Ultra Clean Holdings, Applied Optoelectronics, Vishay Precision Group, and Cohu. The managers exited PAR Technology and Forward Air, added to PowerFleet and EVI Industries, and began reallocating technology winners toward undervalued staffing, software, agriculture, commercial-vehicle, and medical-technology opportunities. first half of 2026 +45.4% AAOI $11BAIOT $409MAORT $1.4BCOHU $2.6B
- First Eagle Investments Small Cap Opportunity Fund Commentary First Eagle Small Cap Opportunity Fund maintained strict valuation discipline after sharp gains in parts of the portfolio and redeployed profits into undervalued healthcare, consumer staples and idiosyncratic opportunities. AI infrastructure demand supported semiconductor suppliers including Vishay Intertechnology, Silicon Motion, Ultra Clean, Cohu and TTM Technologies, while energy holdings faced pressure from easing Middle East tensions. second quarter 2026 +25.5% AORT $1.4BCENX $4.6BCOHU $2.6BLXU $747M
