What smart money is saying about TE Connectivity
4 funds in our archive have pitched TE Connectivity — most recently Guinness Sustainable Energy Fund in August 2026.
TE Connectivity plc, together with its subsidiaries, manufactures and sells connectivity and sensor solutions in Europe, the Middle East, Africa, the AsiaPacific, and the Americas. The company operates through two reportable segments, Transportation Solutions and Industrial Solutions. It provides antennas, application tooling, cable assemblies, connectors, electromagnetic compatibility/electromagnetic interference solutions, energy and power, fiber optics, heat shrink tubing, identification and labeling, medical components, passive components, relays and contactors, sensors, switches, terminals and splices, wires and cables, and wire protection and management solutions. The company also offers training and other services, including 3D printing for production, back shells prototyping, electrical installation training, HarnWare software, machine tooling service and repair, medical device design services, microfluidic devices, and sensor manufacturing services as well as conducts automotive webinars. It serves 5G and wireless equipment, aerospace, appliances, automation and control, automotive, autosport, commercial and industrial vehicles, connected home, data centers and artificial intelligence, defense and military, energy solutions, e-mobility, industrial machinery, intelligent buildings, IoT connectivity, medical technologies, oil and gas/marine, personal electronics and wearable technology, rail, sensor applications, space, and other industries. The company was formerly known as Tyco Electronics Ltd. and changed its name to TE Connectivity plc in March 2011. TE Connectivity plc was founded in 1941 and is based in Ballybrit, Ireland.
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Position history
Between Q1 2026 and Q3 2026, 6 fund letters reported a position in TE Connectivity — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 5 | 2 | 0 | 0 |
| Q1 2026 | 0 | 0 | 0 | 3 |
Fund activity · 6 positions · 2 moves
- August 2026
“Buys/Sells TE Connectivity is a world leading electrical and electronic connector manufacturer, selling into automotive and industrial end markets. The company is the world's largest automotive connector supplier and benefits from a content-per-vehicle uplift when selling high-voltage connectors for electric vehicles rather than low-voltage ones for internal combustion engine vehicles. The company also sells connectors into a broad array of industrial end markets such as factory automation, clean energy, and data centres. We sold our position in Aptiv and recycled the capital into TE Connectivity, where we have higher conviction in the firm’s competitive positioning and growth outlook.”
TE Connectivity - June 2026
“Top 3 Detractors from Relative Performance Republic Services, Inc. (RSG) – RSG declined despite another solid quarter as softer Environmental Solutions results and continued weakness in construction-related volumes weighed on investor sentiment. Core fundamentals remain strong, with pricing continuing to outpace inflation, early signs of volume stabilization, and structural margin expansion supported by productivity initiatives. We remain confident in RSG’s disciplined capital allocation, favorable landfill dynamics, and long runway for earnings growth. Martin Marietta Materials, Inc. (MLM) – MLM declined as pricing was temporarily impacted by acquisition mix and softer residential and light non-residential construction activity. Underlying demand remains healthy, supported by infrastructure spending, data center development, and a robust acquisition pipeline. We continue to believe MLM’s disciplined capital allocation, leading aggregates franchise, and favorable long-term industry fundamentals position the company to compound earnings over time. TE Connectivity Ltd. (TEL) – TEL underperformed as investors remained cautious on the pace of the automotive recovery and the timing of AI-related revenue growth.”
TE Connectivity - June 2026
“In a narrow rally, holdings in connector and sensor manufacturer TE Connectivity and e-commerce platform Shopify also detracted.”
TE Connectivity - June 2026
“We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
TE Connectivity - June 2026
“TE Connectivity and BlackRock were also among the leading detractors from relative performance year-to-date.”
TE Connectivity - New positionAltrinsic Global Advisors International EquityJune 2026
“During the quarter, we initiated positions in five companies (Airbus, Intact Financial, Kingspan, Octave Intelligence, TE Connectivity) and exited two holdings (Agnico Eagle, Akzo Nobel).”
TE Connectivity
Also mentioned · 1
These funds discuss TE Connectivity — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedLVS AdvisoryJune 2026
“Formerly known as CommScope, the company sold cables, wires, fiber equipment, and wireless networking systems to data centers, internet service providers, and corporate campuses. For years, the company employed an aggressive acquisition strategy to roll up the legacy cable and copper wire industry in an effort to become the leading end-to-end provider of wired and wireless communications. Vistance took on an enormous amount of debt to complete the $3 billion acquisition of BNS from TE Connectivity in 2015 and later the $7 billion acquisition of Arris in 2019.”
TE Connectivity
Fund coverage · 4 theses
- Guinness Sustainable Energy FundAugust 2026
TE Connectivity is a leading connector supplier benefiting from higher EV content per vehicle and attractive exposure to industrial end markets.
Read the full thesis - Bell Global Emerging Companies FundMarch 2026
TE Connectivity is a global connector leader with AI and electrification tailwinds, strong free cash flow, and margin expansion potential.
Read the full thesis - Bell Global Equities FundMarch 2026
TE Connectivity is a leading connector supplier with market share gains, double-digit growth potential, strong cash generation, and shareholder-friendly capital allocation.
Read the full thesis - Bell Global High Conviction FundMarch 2026
TE Connectivity is an electrical connectors leader with market share gains, double-digit growth tailwinds, and strong cash generation.
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