What smart money is saying about Linde plc
6 funds in our archive have pitched Linde plc — most recently Artisan Global Opportunities Strategy in March 2026.
Linde plc functions as a global industrial gas and engineering powerhouse, extending its operations throughout North and South America, Europe, the Middle East, Africa, and the Asia Pacific. The company's comprehensive product line features atmospheric gases like oxygen, nitrogen, argon, and various rare gases, alongside a diverse array of process gases such as carbon dioxide, helium, hydrogen, specialized electronic gases, and acetylene. Beyond gas supply, Linde is also adept at designing and constructing turnkey process plants. These engineering solutions serve both third-party customers and its own gas business facilities, covering types like olefin, natural gas, air separation, hydrogen, and synthesis gas plants. Linde's extensive client base spans numerous sectors, including healthcare, energy, general manufacturing, food and beverage carbonation, fiber-optics, steel production, aerospace, chemicals, and water treatment. Established in 1879, the company is headquartered in Woking, United Kingdom.
Fund coverage · 6 theses
- Artisan Global Opportunities StrategyMarch 2026
Linde is the leading industrial gases company with pricing power and long-term contracts, benefiting from helium and electronics tailwinds and added to on improving fundamentals.
Read the full thesis - YCG InvestmentsDecember 2025
Linde is the largest industrial gases company with take-or-pay contracts, dense local distribution moats, inflation protection, and secular volume growth driving rising returns on capital.
Read the full thesis - Munro Climate Change Leaders FundDecember 2025
Linde plc is a leading industrial gases company with substantial decarbonisation opportunities and disciplined execution, including blue hydrogen projects and efficiency-driven earnings growth.
Read the full thesis - Mar Vista US QualityDecember 2025
Linde is a high-quality industrial gases leader with transitory volume headwinds and a $10+ billion backlog in clean hydrogen and electronics supporting long-term growth.
Read the full thesis - Munro Climate Change Leaders FundSeptember 2025
Linde is an industrial gas leader with efficiency-enhancing products and strong exposure to blue hydrogen and clean energy projects.
Read the full thesis - AcatisAugust 2025
Linde is the world's largest manufacturer of industrial gases, benefiting from long-term supply contracts, high switching costs, and local monopolies that ensure stable, recurring cash flows.
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