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What smart money is saying about HalmaUnited Kingdom flag

HLMA.L · Industrials · Conglomerates

1 fund in our archive has pitched Halma — most recently Aoris International Fund in June 2026.

Company profile

Halma plc, a company established in 1894 and headquartered in Amersham, United Kingdom, specializes in delivering innovative technological solutions across critical safety, health, and environmental sectors. Its operations are organized into three distinct divisions: Safety, Environmental & Analysis, and Medical. The Safety division offers a range of protective technologies, encompassing fire detection and advanced suppression systems, safety mechanisms for elevators, security sensors, and systems for managing pedestrian and vehicle movement. It also develops specialized interlocks for secure process control, as well as solutions for explosion prevention and corrosion oversight. These offerings cater to various applications, including elevator safety, fire management, crowd and traffic flow, industrial access, and secure storage solutions. Focused on monitoring and analysis, the Environmental & Analysis segment provides advanced optical, optoelectronic, and spectral imaging solutions. It also develops instruments for tracking water, air, and gas quality, including devices to detect hazardous gases and assess overall air purity, alongside comprehensive water analysis and treatment systems. Its expertise serves fields such as optical diagnostics, water management, gas detection, and broad environmental monitoring. The Medical division is dedicated to healthcare innovations, supplying essential fluidic components for medical diagnostics and original equipment manufacturers. It also produces laboratory instruments and platforms designed to provide crucial insights into patient health, aiding providers in clinical decision-making. Furthermore, the segment develops specialized technologies and approaches to facilitate in-vitro diagnostics, scientific discoveries, and product development in life sciences, ensuring beneficial outcomes across diverse medical specialties.

3
Reported positions
0
Bought
1
Sold
3
Letters

Fund activity · 3 positions · 1 move

  • HoldsREQ
    July 2026
    some of our companies like Halma, Diploma and Amphenol have been beneficiaries of AI development.
    Read the letterHalma
  • HoldsClearBridge Investments International Growth EAFE Strategy
    June 2026
    U.K.-based technology conglomerate Halma also has a rapidly growing optical photonics business that allows hyperscalers to enhance the connectivity of AI chips and servers within and across data centers.
    Read the letterHalma
  • TrimmedAoris International Fund
    June 2026
    Meanwhile, we have reduced our positions in Amphenol and Halma after strong share price performance narrowed their discount to our valuation.
    Read the letterHalma

Fund coverage · 1 thesis

  • Aoris International Fund
    June 2026

    Halma is a diversified safety and technology group with structural growth from regulation and a major AI-linked business opportunity.

    Read the full thesis

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