What smart money is saying about Landis+Gyr Group AG
1 fund in our archive has pitched Landis+Gyr Group AG — most recently Artisan Non-U.S. Small-Mid Growth Strategy in March 2026.
Landis+Gyr Group AG, together with its subsidiaries, provides integrated energy management solutions to utility sector in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company offers prepayment electricity, commercial/industrial and grid, and non-smart and smart gas meters; heat and water meters and solutions; load control devices; and system deployment, managed network, and energy data management solutions. It also provides various advanced metering infrastructure offerings, including software, meter data management, installation, implementation, consulting, maintenance support, and related services; and develops and provides electronic devices for analyzing electricity usage in households. In addition, the company offers EV charging hardware and smart charging software comprising demand response and flexibility management, as well as cybersecurity solutions. The company was formerly known as Landis+Gyr Holding AG. Landis+Gyr Group AG was founded in 1896 and is headquartered in Cham, Switzerland.
Position history
Between Q1 2026 and Q2 2026, 1 fund letter reported a position in Landis+Gyr Group AG, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- June 2026
“Reflecting our contrarian approach to valuation and efforts to invest in companies with margins of safety as well as multiple avenues for success, the five energy-related holdings that we highlighted in our Q1 letter— Brenntag, Rotork, Smiths Group, Landis+Gyr and SolarEdge Technologies— fell just 1.6% on average amid the broad sector underperformance.”
Read the letterLandis+Gyr Group AG
Fund coverage · 1 thesis
Landis+Gyr provides smart grid metering and IoT networks with inflation-linked contracts, a growing software mix, and strategic actions to enhance earnings quality and valuation.
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