Nomura Small Cap Growth Fund on MACOM Technology Solutions Holdings Inc.
Thesis
MACOM is part of the fund's semiconductor exposure and participated in strong gains tied to semiconductor capital equipment and compound semiconductor tailwinds. The holding fits the portfolio's preference for AI-related companies with proven business models rather than speculative narratives. The fund views semiconductor and data-center infrastructure as a durable area of opportunity when supported by improving revenue growth and asset efficiency.
“MKS Inc., MACOM Technology Solutions Holdings Inc., and Kulicke & Soffa Industries Inc. all posted strong gains”