What smart money is saying about Delta Electronics

2308.TW

No fund has written a full thesis on Delta Electronics in our archive, but 7 fund letters report a position in it — most recently Guinness Global Quality Mid Cap Fund in July 2026.

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Reported positions

Bought

Sold

Letters

Fund activity · 7 positions · 2 moves

HoldsGuinness Global Quality Mid Cap Fund
July 2026
Listed in Guinness Global Quality Mid Cap Fund’s reported holdings.
Read the letterDelta Electronics
HoldsClearBridge Investments Emerging Markets Strategy
June 2026
“Also in Taiwan, MediaTek saw encouraging results from its emerging AI accelerator chips business for customers including Alphabet, while Delta Electronics continued to benefit from strong demand for its power supply and thermal management products on the back of continued AI server buildout.”
Read the letterDelta Electronics
TrimmedHarding Loevner International Equity
June 2026
“also trimmed TSMC three times, ASML twice, and Delta Electronics and Disco Corp once each.”
Read the letterDelta Electronics
HoldsHarding Loevner Emerging Markets Equity
June 2026
“Delta Electronics also enjoyed strong earnings growth due to its position as an important supplier of AI infrastructure, including server power and liquid cooling products.”
Read the letterDelta Electronics
HoldsHL Emerging Markets Equity
May 2026
“Delta Electronics Taiwan Info Technology”
Read the letterDelta Electronics
AddedHL International Equity
May 2026
“In IT, Taiwan-based power-management products company Delta Electronics, Samsung Electronics, and Infineon Technologies all gained strongly, reflecting broad-based strength of shares across the semiconductor supply chain.”
Read the letterDelta Electronics
HoldsHL Global Carbon Transition Equity
March 2026
Listed in HL Global Carbon Transition Equity’s reported holdings.
Read the letterDelta Electronics

Also mentioned · 1

These funds discuss Delta Electronics — as a competitor, benchmark or comparable — without disclosing a position in it.

MentionedGuinness Greater China Fund
July 2026
“The absence of positions in MediaTek, Delta Electronics, ASE Technology and Yageo Corporation also detracted.”
Read the letterDelta Electronics

Read the letters behind these Delta Electronics positions

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