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What smart money is saying about Sensata Technologies HoldingUnited States flag

ST · Technology · Hardware, Equipment & Parts · Market cap $6.59B

1 fund in our archive has pitched Sensata Technologies Holding — most recently Guinness Sustainable Energy Fund in June 2026.

Company profile

Sensata Technologies Holding plc is a global enterprise specializing in the design, production, and distribution of sensing devices, integrated sensor solutions, control systems, and associated technologies. Its market reach extends across the Americas, Europe, Asia, and other international territories. The company's operations are strategically divided into two principal business units: Performance Sensing and Sensing Solutions. The Performance Sensing segment is dedicated to engineering and manufacturing sensors, high-voltage contactors, and other crucial components integral to vital systems and demanding applications. These include functions such as tire pressure monitoring, thermal regulation, electrical circuit protection, regenerative braking mechanisms, powertrain management (for engines and transmissions), and exhaust system control. This division primarily caters to the automotive industry, alongside manufacturers of heavy vehicles and off-road equipment. Conversely, the Sensing Solutions segment focuses on developing and producing application-specific sensors and electrical safety products, with a primary focus on industrial and aerospace applications. Its comprehensive product offerings encompass pressure and position sensors, protective devices for motors and compressors, high-voltage switching contactors, solid-state relays, bimetallic electromechanical controls, power inverters, charge controllers, advanced battery management systems, operator interfaces, and Internet of Things (IoT) solutions. Established in 1916, Sensata Technologies Holding plc maintains its corporate headquarters in Attleboro, Massachusetts.

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4
Reported positions
0
Bought
0
Sold
4
Letters

Position history

Between Q2 2026 and Q3 2026, 4 fund letters reported a position in Sensata Technologies Holding, with no move described.

Fund letters reporting a position in Sensata Technologies Holding, by quarter
QuarterLettersBoughtSoldTheses
Q3 20262000
Q2 20262001

Fund activity · 4 positions

  • The Guinness Sustainable Energy Fund is well positioned to benefit, with exposure to semiconductors (Infineon, NXP Semi), electrical connectors and sensors (Amphenol, TE Connectivity, Sensata) and batteries (LG Chem).
    Sensata Technologies Holding
  • Our power electronics names (Infineon, NXP, Amphenol, Sensata) performed well on account of substantial growth in their AI data centre offerings and order intake, supplemented by recovering automotive and industrial end markets.
    Sensata Technologies Holding
  • Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.
    Sensata Technologies Holding
  • Infineon and NXP Semi are providers of power semiconductors and microcontrollers that are a necessity for higher-voltage electric vehicles to become competitive with ICE (internal combustion engine) vehicles, while Aptiv and Sensata are component manufacturers and service providers that should benefit from the ever-increasing amount of electronics present in electric vehicles.
    Sensata Technologies Holding

Fund coverage · 1 thesis

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