MACOM Technology Solutions Holdings (MTSI) Surged in Q4 Amid Robust Growth in Data Center & Defense Sectors

Artisan Partners, an investment management company, released the investor speech “ARTISAN GLOBAL Discovery Fund” in the fourth quarter 2024. A copy of the message can be downloaded here. In the fourth quarter, the APDDX in the fund’s APDDX is 2.65 %, APDDX from the ADVISOR category was sent 2.69 %, and the APHDX institution returned by 2.76 %, compared to -0.99 % for the MSCI All Country World. American stocks ended a strong year with strong gains in the fourth quarter. The wallet outperformed the index in the Q4 and 2024. The selection of strong stocks led to the performance of the wallet in the Q4. In addition, please check the five best holdings of the box to know its best choices in 2024.

In the investor’s speech in the fourth quarter 2024, the Artisan Global Discovery Fund has confirmed on stocks such as Macom Technology Solutions Holdings, Inc. (Nasdaq: MTSI). Macom Technology Solutions Holdings, Inc. (NASDAQ: MTSI) by manufacturing semiconductor solutions for wireless applications and a radio frequency (RF), microwave, millimeter wave, and light wave spectrum. Macom Technology Solutions, Inc. (NASDAQ: MTSI) for one month -1.00 %, and has gained 3.09 % of its value over the past 52 weeks. On April 2, 2025, closed the shares of Macom Technology Solutions Holdings, Inc.

The ARTISAN GLOBAL Discovery Fund stated the following regarding the Macom Technology Solutions Holdings, Inc. (NASDAQ: MTSI) in the investor’s speech Q4 2024:

Among our senior shareholders in the fourth quarter Macom Technology Solutions Holdings, Inc. (Nasdaq: MTSI) and Galderma. Macom Technology Solutions design and manufacture high -performance semiconductors. The relatively new management team takes steps to accelerate the upper growth and expand margins by treating the smaller and long -term product cycle markets that can provide a flying width, especially in the half of the compound (those made of two or more elements). The stocks outperformed the performance due to the fixed growth of the data center and the end of defense markets. As a member of the trusted Foundry program in the US Department of Defense, Macom is the reliable manufacturer of American military and space applications and provides a comprehensive set of products that support difficult performance requirements for space and defense systems today. Meanwhile, we believe that the most periodic areas of business inside industrial and communications are not far from the recovery stage that will provide meaningful profits in the coming years. After the strong performance period, we reduced the situation. “