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Artisan Mid Cap Fund Adds Entegris, Citing Wafer Starts and Memory Capex

Entegris logoEntegris
Sig1.21Sen+1.46Env0.00Soc0.00Gov0.00

Global markets rebounded in Q2 2026 as AI investment and resilient data lifted sentiment. In its second-quarter investor letter, Artisan Mid Cap Fund highlighted Entegris as a newly added position, noting its materials, specialty chemicals, and filtration systems used in semiconductor manufacturing. The fund cited strength in wafer starts and memory capex while Entegris had a short-term dip but strong year performance.

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