Amphenol Corporation (APH) Surged as Multiple Tailwinds Align

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0;switch(e){case"expanded_panel":o='{promoMarkup}{notifMarkup}',r=n._store.getNotifications(),a=n._generatePanelMarkup(o,r),i.innerHTML=a;break;case"error_panel":a=(o='{errorMsg}').replace("{errorMsg}",n._config.panel.errorMsg),i.innerHTML=a}t&&t()}else t&&t(new Error("No panel parent"))}},{key:"createPanelParentNode",value:function(e){e&&(e.innerHTML='',this._panelNode=document.getElementById(D))}},{key:"updateBadgeNode",value:function(e){if(e){var t=this._store.getNotifications().newCount,n=this._config.badge.maxCount;if(t){var o=t>n?n+"+":t;e.innerHTML=o}else e.innerHTML=""}}},{key:"addStyles",value:function(e){if(e&&"undefined"!=typeof window){var t=document.getElementById(this._config.panel.styleTagId);t||((t=document.createElement("style")).type="text/css",t.id=this._config.panel.styleTagId,t.innerText=e,document.head.appendChild(t))}}}]),e}(),U=function(){function e(t,n,o){L(this,e);var i=this;i._store=n,i._view=o,i._config=t;var 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n=e.getConfig();"smartphone"===n.device&&("finance"===n.property&&"crunch"===n.ytheme&&e.addElementListener(t.searchInput,"click",(function(){var n,o;n="search_input_focus_click",null!==(o=ae())&&(ne[n]||(ne[n]=o)),e.addElementListener(t.searchForm,"click",(function(){if(t.ybar){if(t.ybar.classList.contains("ybar-searchbox-assist-fullscreen"))return;t.ybar.classList.add("ybar-searchbox-assist-fullscreen"),t.ybar.classList.add("ybar-searchbox-assist-fadein")}if(!document.documentElement.classList.contains("ybar-overlay")){document.documentElement.classList.toggle("ybar-overlay"),document.body.classList.add("ybar-overlay-noscroll");ee("ybar","websrch","",{elm:"expand",subsec:"searchbox",itc:"1"})}}))})),e.addElementListener(t.searchBoxPlaceholder,"click",(function(){Ft(e,t)})),e.addElementListener(t.searchBoxPlaceholder,"keydown",(function(n){var 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US equities saw a double-digit surge in the second quarter following a sharp decline in the first quarter. The mid-cap composite rose 5.7% (5.5% net) in the second quarter, falling short of the Russell Midcap Index’s 8.5% increase. Please review the fund's top 5 holdings to gain insight into their key selections for 2025.In its second quarter 2025 investor letter, The London Company Mid Cap Strategy highlighted stocks such as Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic connectors. The one-month return of Amphenol Corporation (NYSE:APH) was 8.56%, and its shares gained 70.69% of their value over the last 52 weeks.  On July 28, 2025, Amphenol Corporation (NYSE:APH) stock closed at $106.70 per share, with a market capitalization of $130.272 billion.The London Company Mid Cap Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its second quarter 2025 investor letter:"Amphenol Corporation (NYSE:APH) – APH was a top name as it is a beneficiary of AI spending, driven by surging demand for its electronic connectors, interconnect systems, antennas, and sensors used in AI datacenters. As such, the stock has been very strong as of late. We remain positive on Amphenol’s diversified business model, market leadership, and robust balance sheet, which positions it for sustained growth."What’s Fueling Wall Street’s 90-Day Optimism on Amphenol (APH)?A team of technicians assembling a complex electrical connector in a factory environment.Amphenol Corporation (NYSE:APH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the first quarter, which was 86 in the previous quarter. Amphenol Corporation's (NYSE:APH) second quarter sales were up 57% in U.S. dollars and 56% in local currencies to $5.650 billion. While we acknowledge the potential of Amphenol Corporation (NYSE:APH) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.In another article, we covered Amphenol Corporation (NYSE:APH) and shared the latest analyst views on Coatue’s favorite AI stocks. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,362.90 -7.96 (-0.12%)Dow 3044,461.28 -171.71 (-0.38%)Nasdaq21,129.67 +31.38 (+0.15%)Russell 20002,232.40 -10.57 (-0.47%)VIX15.48 -0.50 (-3.13%)Gold3,330.70 -22.10 (-0.66%)PortfolioSign in to access your portfolioSign inTop gainersWING Wingstop Inc. 368.26 +77.96 (+26.85%)FTAI FTAI Aviation Ltd. 144.46 +30.32 (+26.56%)PIII P3 Health Partners Inc. 7.30 +1.50 (+25.86%)GNRC Generac Holdings Inc. 181.00 +29.68 (+19.61%)TER Teradyne, Inc. 107.65 +17.10 (+18.88%)Top losersNEGG Newegg Commerce, Inc. 44.97 -11.22 (-19.97%)CAR Avis Budget Group, Inc. 172.46 -31.42 (-15.41%)SLGN Silgan Holdings Inc. 47.30 -8.50 (-15.23%)CHKP Check Point Software Technologies Ltd. 186.67 -31.66 (-14.50%)ENTG Entegris, Inc. 79.34 -13.41 (-14.46%)Most activeSOFI SoFi Technologies, Inc. 21.87 -0.53 (-2.37%)NVDA NVIDIA Corporation 179.27 +3.76 (+2.14%)LCID Lucid Group, Inc. 2.5000 -0.0600 (-2.34%)TSLA Tesla, Inc. 319.04 -2.16 (-0.67%)F Ford Motor Company 10.87 -0.21 (-1.90%)Earnings eventsTrending tickersMETA Meta Platforms, Inc. 695.21 -4.79 (-0.68%)MSFT Microsoft Corporation 513.24 +0.67 (+0.13%)NVDA NVIDIA Corporation 179.27 +3.76 (+2.14%)AMZN Amazon.com, Inc. 230.19 -0.82 (-0.35%)HOOD Robinhood Markets, Inc. 106.10 +2.78 (+2.69%)Top economic events