NASDAQ · Technology

ADVANCED ENERGY INDS AEIS

Advanced Energy Industries, Inc. provides precision power conversion, measurement, and control solutions in the United States, Asia, Europe, and internationally. The company’s plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.

Industrial Machinery/Components

Company profile

Business mix

  • The company’s plasma power products offer solutions to enable innovation for semiconductor and thin film plasma processes, such as dry etch and deposition.
  • It also provides high and low voltage power products used in a range of applications, such as semiconductor equipment, industrial production, medical and life science equipment, data centers computing, networking, and telecommunications.
  • In addition, the company supplies sensing, controls, and instrumentation products for advanced measurement and calibration of power and temperature.
  • Further, it provides calibration, conversions, upgrades, and refurbishments and used equipment to companies, as well as repair and maintenance services.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in electrical equipment & parts?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 60.93 FCF 0.61% Buyback -4.55%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Whale Rock Capital Management Alex Sacerdote 4.3% $329.8M 2026-03-31
Baron Capital Ron Baron 0.3% $86.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 1 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $329.8M Estimated from net added shares
Reduction amount $33.7M Estimated from net reduced shares
Net share change / base shares +245.8% +917,592 / 373,245
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 5.0% 13F value change +$17.2M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -23.7% 13F value change -$4.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.2% 13F value change +$24.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 373,245 Last 3 periods -104,520 (-28.0%) Total shares 268,725 Value $86.7M
Whale Rock Capital Management Alex Sacerdote 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$329.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +1,022,112 (New) Total shares 1,022,112 Value $329.8M

Recent mentions

No public mentions.