
What smart money is saying about MKS Inc.
1 fund in our archive has pitched MKS Inc. — most recently Spyglass Growth Strategy in June 2026.
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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Position history
Every position in MKS Inc. on record in the archive was reported in Q2 2026, across 4 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 1 | 1 | 1 |
Fund activity · 4 positions · 2 moves
- June 2026
Listed in Tributary Capital Management All Cap Equity Strategy’s reported holdings.
MKS Inc. Listed in Tributary Capital Management All Cap Plus Equity Strategy’s reported holdings.
MKS Inc.- ExitedPolaris Capital Management Global Equity CompositeJune 2026
“MKS Inc. and Arrow Electronics also benefited, both posting strong results; Arrow authorized a $1 billion buyback, while MKS rallied on robust earnings and a pre-announced second-quarter beat, reaching our target and prompting an exit at a substantial profit.”
MKS Inc. - New positionSpyglass Growth StrategyJune 2026
“MKS Inc. (MKSI), a semiconductor capital equipment components supplier, was a new position during the second quarter.”
MKS Inc.
Also mentioned · 3
These funds discuss MKS Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedTimesSquare U.S. Mid Cap GrowthJune 2026
“MKS Inc., a provider of foundational technology solutions to semiconductor manufacturing, electronics & packaging, and specialty industrial applications, climbed 94%.”
MKS Inc. - MentionedOakmark FundJune 2026
Named in a table in Oakmark Fund’s letter.
MKS Inc. - March 2026
“New to the sector this quarter was MKS Inc., a provider of foundational technology solutions to semiconductor manufacturing, electronics & packaging, and specialty industrial applications.”
MKS Inc.
Fund coverage · 1 thesis
- Spyglass Growth StrategyJune 2026
MKS Inc. supplies critical semiconductor equipment subsystems, and the manager sees AI-driven WFE growth, content gains, deleveraging, and multiple expansion.
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