Here’s What Lifting MKS (MKSI)

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Class Y) returned 5.2% compared to the 8.5% increase for the Russell Midcap Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, the Madison Mid Cap Fund highlighted stocks such as MKS Instruments, Inc. (NASDAQ:MKSI). MKS Instruments, Inc. (NASDAQ:MKSI) offers technology solutions to semiconductor manufacturing, electronics and packaging, and specialty industrial applications. The one-month return of MKS Inc. (NASDAQ:MKSI) was 21.09%, and its shares gained 17.51% of their value over the last 52 weeks. On September 19, 2025, MKS Inc. (NASDAQ:MKSI) stock closed at $128.62 per share, with a market capitalization of $8.638 billion.

Madison Mid Cap Fund stated the following regarding MKS Inc. (NASDAQ:MKSI) in its second quarter 2025 investor letter:

“The top five contributors for the quarter were Amphenol, Microchip Technology, Arista Networks, MKS Inc. (NASDAQ:MKSI), and Liberty Formula One. Microchip and MKS both benefited from improved sentiment regarding the semiconductor cycle. Microchip’s CEO boldly predicted that the business has bottomed for this cycle, while MKS’s quarterly report showed signs of end markets picking up.”

Is MKS Instruments Inc. (MKSI) the Best Scientific Instruments Stock to Buy Right Now?

MKS Inc. (NASDAQ:MKSI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 33 hedge fund portfolios held MKS Inc. (NASDAQ:MKSI) at the end of the second quarter, up from 32 in the previous quarter.  MKS Inc. (NASDAQ:MKSI) reported revenue of $973 million in Q2 2025, reflecting an increase of 4% sequentially and 10% year-over-year. While we acknowledge the risk and potential of MKS Inc. (NASDAQ:MKSI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MKS Inc. (NASDAQ:MKSI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered MKS Inc. (NASDAQ:MKSI) and shared Madison Mid Cap Fund’s views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.