LongCLSSep 2026
Celestica
ClearBridge initiated a position in Celestica following weakness in companies benefiting from AI capital expenditure. Celestica provides electronics manufacturing services and…
CLS
Which hedge funds are long CLS?
1 published idea on Celestica across 1 fund — 1 long and 0 short.
Celestica hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Celestica: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.