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What smart money is saying about Celestica Inc.Canada flag

CLS · Technology · Hardware, Equipment & Parts · Market cap $34.65B

1 fund in our archive has pitched Celestica Inc., most recently Deep Sail Capital Partners in June 2026.

Company profile

Headquartered in Toronto, Canada, and established in 1994, Celestica Inc. delivers comprehensive hardware platform and supply chain solutions to clients across North America, Europe, and Asia. The company operates through two key segments: Advanced Technology Solutions and Connectivity & Cloud Solutions. Celestica's extensive service portfolio encompasses the entire product lifecycle, from initial design and development, engineering, and supply chain management to new product introduction, component sourcing, electronic manufacturing and assembly, rigorous testing, complex mechanical integration, and systems integration. Further offerings include precision machining, order fulfillment, logistics, asset management, product licensing, and post-market repair and return services. Additionally, Celestica provides a wide array of products, including enterprise-grade data communication and information processing infrastructure such as routers, switches, data center interconnects, edge solutions, servers, and storage products. They also supply individual electronic components like capacitors, microprocessors, resistors, and memory modules, alongside power inverters, energy storage products, and smart meters. The company serves a diverse global clientele, spanning industries such as aerospace and defense, industrial, energy, healthtech, capital equipment, original equipment manufacturers (OEMs), and cloud service providers, including leading hyperscalers.

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Summarize with Warren AI
1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q2 2026 and Q3 2026, 1 fund letter reported a position in Celestica Inc., with 1 buy (opened or added).

Fund letters reporting a position in Celestica Inc., by quarter
QuarterLettersBoughtSoldTheses
Q3 20261100
Q2 20260001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

  • September 2026
    “We also initiated a position in Celestica, an electronics manufacturing services provider and AI infrastructure supplier, buying on weakness after the summer selloff in AI capex beneficiaries.”
    Celestica Inc.

Fund coverage · 1 thesis

Read every full thesis on Celestica Inc.

Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.

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