What smart money is saying about MKS Inc.
5 funds in our archive have pitched MKS Inc., most recently TimesSquare U.S. Mid Cap Growth in September 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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Fund signal · last 12 months
18 lettersMore funds are buying than selling
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 19 fund letters reported a position in MKS Inc., with 4 buys (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 10 | 3 | 0 | 4 |
| Q2 2026 | 7 | 1 | 1 | 1 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 19 positions · 5 moves
- September 2026
“The fund added MKS Instruments a manufacturer of controllers, pressure gauges, electronic packages and power systems to wafer fabrication equipment vendors, replacing Keysight which is an electronics design tool manufacturer for connectivity.”
MKS Inc. - September 2026
“MKS Inc. Return: −40% · Average Weight: 2% · Active Contribution: −104 bps MKSI manufactures subsystems for the semiconductor capital equipment industry. Shares fell sharply even though MKSI's results and guidance exceeded expectations, like other semiconductor stocks that sold off even on strong earnings.”
MKS Inc. - September 2026
“MKS Inc. (MKSI), a supplier of critical components, subsystems, and process control solutions for semiconductor capital equipment, electronics and packaging, and industrial markets, was the third-largest detractor.”
MKS Inc. - New positionTimesSquare U.S. Focused Mid Cap GrowthSeptember 2026
“New Positions MKS Inc. MKSI manufactures subsystems for the semiconductor capital equipment industry. We initiated the position mid-quarter because we saw unusually long forecasted visibility from semiconductor equipment orders and believed continued growth in high-bandwidth memory should benefit MKSI.”
MKS Inc. - September 2026
“MKS Inc. Return: -40% · Avg. Weight: 2% · Total Effect: -89 bps MKSI manufactures subsystems for the semiconductor capital equipment industry. Shares fell sharply even though MKSI's results and guidance exceeded expectations, like other semiconductor stocks that sold off even on strong earnings.”
MKS Inc. - September 2026
“While portfolio holdings Microsoft, Apple, NVIDIA, and PTC all had strong quarters, they were partially offset by weaker returns from MKS Instruments and Littelfuse.”
MKS Inc. - September 2026
“While portfolio holdings Microsoft, Apple, and PTC all had strong quarters, they were partially offset by weaker returns from MKS Instruments and Littelfuse.”
MKS Inc. - September 2026
“ESAB Corp. (ESAB), a global fabrication technology leader in welding consumables, welding equipment, and gas control solutions, was the largest detractor. Shares reacted negatively to concerns around near-term margins and ESAB’s lack of participation in the strong North American equipment recovery. Organic growth improved to 2.5%, but margins were pressured by a mismatch between their pricing actions and increased costs as well as Middle East disruption and increased commercial investment. Investors also focused on ESAB’s slower growth relative to welding peers, though geographic and product mix explain much of the gap, and North American equipment sales grew double digits. Additionally, the recently closed Eddy acquisition should support higher long-term growth and margins. MKS Inc. (MKSI), a supplier of critical components, subsystems, and process control solutions for semiconductor capital equipment, electronics and packaging, and industrial markets, was the second-largest detractor.”
MKS Inc. - HoldsSpyglass Growth StrategySeptember 2026
“MKS Inc. (MKSI), a semiconductor capital equipment components supplier, was a bottom contributor during the third quarter.”
MKS Inc. - August 2026
“In both cases we saw share price weakness as an opportunity and added to our positions.”
MKS Inc. - 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. - June 2026
“MKS Inc. (MKSI), a supplier of critical subsystems and components used in semiconductor manufacturing and electronics packaging, was the largest contributor.”
MKS Inc. - June 2026
“Largest Contributors MKS Inc. (MKSI), a supplier of critical subsystems and components used in semiconductor manufacturing and electronics packaging, was the largest contributor.”
MKS Inc. - June 2026
“Largest Contributors MKS Inc. (MKSI), a supplier of critical subsystems and components used in semiconductor manufacturing and electronics packaging, was the largest contributor.”
MKS Inc. - March 2026
“Closely following in contribution terms was US listed MKS Instruments, which holds a critical role in the semiconductor fabrication and packaging ecosystem.”
MKS Inc. - HoldsMadison Mid Cap FundJune 2025
“The top five contributors for the quarter were Amphenol, Microchip Technology, Arista Networks, MKS, and Liberty Formula One.”
MKS Inc.
Also mentioned · 4
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. - MentionedRothshild&Co LongRun Swiss Small MidMarch 2025
“Pressure management precisely controls vacuum processes which operate often only within narrow pressure windows. Inficon’s pressure sensors and controllers are used in many manufacturing processes ranging from semiconductors to flat panel displays. These products are relatively cheap but sold in large volumes. Inficon holds the number two position behind MKS Instruments but is closing the gap.”
MKS Inc.
Fund coverage · 5 theses
- TimesSquare U.S. Mid Cap GrowthSeptember 2026
MKS manufactures semiconductor capital equipment subsystems and has strong bookings, visible high-margin revenue through 2027, and improving demand despite multiple compression.
Read the full thesis - AMG TimesSquare Mid Cap Growth FundSeptember 2026
MKS Inc. manufactures semiconductor capital equipment subsystems and still has strengthening bookings and a high-margin business booked through 2027 despite margin pressure.
Read the full thesis - Antipodes Global SMID Active ETF (ASX:MIDS)September 2026
MKS Instruments should benefit directly from higher wafer fabrication equipment capex and trades at a low multiple.
Read the full thesis - TimesSquare U.S. Focused Mid Cap GrowthSeptember 2026
MKS Inc. manufactures semiconductor capital equipment subsystems and is supported by strong order visibility and high-bandwidth memory growth.
Read the full 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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