<div id="readability-page-1">The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities saw a double-digit surge in the second quarter following a sharp decline in the first quarter. The mid-cap composite rose 5.7% (5.5% net) in the second quarter, falling short of the Russell Midcap Index’s 8.5% increase. Please review the fund’s top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, The London Company Mid Cap Strategy highlighted stocks such as Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) designs and manufactures electrical, electronic, and fiber optic connectors. The one-month return of Amphenol Corporation (NYSE:APH) was 8.56%, and its shares gained 70.69% of their value over the last 52 weeks. On July 28, 2025, Amphenol Corporation (NYSE:APH) stock closed at $106.70 per share, with a market capitalization of $130.272 billion. The London Company Mid Cap Strategy stated the following regarding Amphenol Corporation (NYSE:APH) in its second quarter 2025 investor letter: <blockquote> “Amphenol Corporation (NYSE:APH) – APH was a top name as it is a beneficiary of AI spending, driven by surging demand for its electronic connectors, interconnect systems, antennas, and sensors used in AI datacenters. As such, the stock has been very strong as of late. We remain positive on Amphenol’s diversified business model, market leadership, and robust balance sheet, which positions it for sustained growth.” </blockquote> <div id="attachment_1200479"><img src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/02165841/APH-insidermonkey-1696280319449-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTI4MzIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="830" height="465" original-src="https://imageproxy.pbkrs.com/https://imonkey-blog.imgix.net/blog/wp-content/uploads/2023/10/02165841/APH-insidermonkey-1696280319449-768x430.jpg/query-YXV0bz1mb3J0bWF0JmV4cGlyZXM9MTc4NTI4MzIwMCZmaXQ9Y2xpcCZoZWlnaHQ9MjY5JndpZHRoPTQ4MA"/>A team of technicians assembling a complex electrical connector in a factory environment.</div> Amphenol Corporation (NYSE:APH) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 69 hedge fund portfolios held Amphenol Corporation (NYSE:APH) at the end of the first quarter, which was 86 in the previous quarter. Amphenol Corporation’s (NYSE:APH) second quarter sales were up 57% in U.S. dollars and 56% in local currencies to $5.650 billion. While we acknowledge the risk and potential of Amphenol Corporation (NYSE:APH) 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 Amphenol Corporation (NYSE:APH) and that has 10,000% upside potential, check out our report about this cheapest AI stock. In another article, we covered Amphenol Corporation (NYSE:APH) and shared the latest analyst views on Coatue’s favorite AI stocks. 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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Amphenol Corporation (NYSE:APH) has seen significant growth, with a one-month return of 8.56% and a 52-week gain of 70.69%. The company, which designs and manufactures electronic connectors, reported second quarter sales of $5.650 billion, up 57% year-over-year. The London Company Mid Cap Strategy highlighted Amphenol as a key beneficiary of AI spending, citing strong demand for its products used in AI datacenters. Despite some risks, the firm remains positive on Amphenol's diversified business model and market leadership.

Amphenol Corporation (APH) Surged as Multiple Tailwinds Align