Coatue’s 35 Most Important AI Stocks

Page 18 of 35

18. Amphenol Corporation (NYSE:APH)

Number of Hedge Fund Holders: 69 

Amphenol Corporation (NYSE:APH) specializes in designing, manufacturing, and marketing electrical, electronic, and fiber optic connectors. As per the report for the fiscal year 2024, reported sales were $15.2 billion, showing an increase of 13% organically compared to the full year 2023. GAAP Diluted EPS was $1.92, showing an increase of 24% compared to the prior year and adjusted diluted EPS was $1.89, increasing 25% compared to the prior year. This reflects robust business expansion, with the company achieving strong sales growth and profitability improvements in both its core operations and overall financial performance. The company sells connectors that are integral to building AI data centers.

Page 18 of 35