<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. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. 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安费诺

安费诺公司（NYSE:APH）经历了显著增长，过去一个月回报率为 8.56%，52 周涨幅达到 70.69%。该公司专注于设计和制造电子连接器，第二季度销售额为 56.50 亿美元，同比增长 57%。伦敦公司中型股策略指出，安费诺是人工智能支出的主要受益者，强调其在人工智能数据中心中使用的产品需求强劲。尽管存在一些风险，该公司对安费诺多元化的商业模式和市场领导地位持乐观态度

安费诺公司（APH）因多重有利因素的汇聚而大幅上涨