What smart money is saying about Advantech
2395.TW
No fund has written a full thesis on Advantech in our archive, but 2 fund letters report a position in it — most recently Liontrust Global Smaller Companies Fund in July 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Advantech, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“• Advantech (+13%) – The world leader in industrial PCs (the machine brains inside an industrial robot, an MRI scanner, or a marine navigation system) is seeing very strong demand as AI-powered edge computing is being deployed in industrial applications such as factory automation.”
Advantech - HoldsAltrinsic Global Advisors Emerging Markets OpportunitiesJune 2026
“Businesses like Chroma ATE (test and measurement), Advantech (industrial computing and edge AI), Sinbon (electrification and electronification cabling), and Tripod (printed circuit boards) earn through the cycle with recurring demand, defensible niches, and no commodity price exposure.”
Advantech
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