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MKSI · Technology · Hardware, Equipment & Parts · Market cap $20.60B

1 fund in our archive has pitched MKS Inc. — most recently Spyglass Growth Strategy in June 2026.

Company profile

MKS Inc. (MKSI) functions as a worldwide supplier of sophisticated instruments, integrated systems, specialized components, and advanced process control solutions. The company's products are engineered to precisely measure, observe, deliver, evaluate, energize, and regulate essential operational factors within diverse manufacturing environments across the globe. Its offerings are categorized into three primary divisions: 1. Vacuum & Analysis: This segment provides cutting-edge solutions for managing pressure and vacuum, featuring both direct and indirect pressure sensing devices. It also offers material handling technologies, including flow and valve systems, alongside integrated pressure measurement and control subsystems designed for meticulous process regulation. Furthermore, it supplies power delivery apparatus such as microwave, radio frequency matching networks, and metrology tools, which are crucial for supplying energy to etching, stripping, and deposition procedures. Plasma and reactive gas products also fall under this division. 2. Light & Motion: Concentrating on light-based technologies, this unit features a broad spectrum of laser products, encompassing continuous wave, pulsed nanosecond, diode, diode-pumped solid-state, and fiber lasers. Its photonics portfolio includes motion control systems, optical tables with vibration isolation platforms, a variety of photonic instruments, precision optics and optical assemblies, opto-mechanical parts, temperature sensing devices vital for wafer fabrication, and laser/LED measurement equipment like power/energy meters, beam profilers, and optical/photonic subsystems. 3. Equipment & Solutions: This division specializes in laser-driven systems for printed circuit board (PCB) manufacturing. Its offerings cover flexible interconnect PCB processing and high-density interconnect solutions for rigid PCB production and substrate preparation. Additionally, it provides test systems for multi-layer ceramic capacitors. MKS Inc. serves a wide array of sectors, including semiconductor manufacturing, industrial technologies, life and health sciences, academic research, and defense. The company distributes its products and services through its internal sales team, independent distributors, sales representatives, and directly via its online platforms and product catalogs. Founded in 1961, MKS Inc. maintains its corporate headquarters in Andover, Massachusetts.

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

Position history

Every position in MKS Inc. on record in the archive was reported in Q2 2026, across 2 fund letters1 opened or added to the position.

Fund letters reporting a position in MKS Inc., by quarter
QuarterLettersBoughtSoldTheses
Q2 20262101

Fund activity · 2 positions · 1 move

  • HoldsAmati Global Investors WS Amati Global Innovation Fund (B Share Class)
    June 2026

    Listed in Amati Global Investors WS Amati Global Innovation Fund (B Share Class)’s reported holdings.

    Read the letterMKS Inc.
  • New positionSpyglass Growth Strategy
    June 2026
    MKS Inc. (MKSI), a semiconductor capital equipment components supplier, was a new position during the second quarter.
    Read the letterMKS Inc.

Fund coverage · 1 thesis

  • Spyglass Growth Strategy
    June 2026

    MKS Inc. supplies critical semiconductor equipment subsystems, and the manager sees AI-driven WFE growth, content gains, deleveraging, and multiple expansion.

    Read the full thesis

Read every full thesis on MKS Inc.

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