Eldred Rock Partners LLC grew its holdings in shares of Lam Research Corporation (NASDAQ: LRCX) by 12.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 181,603 shares of the semiconductor company's stock after purchasing an additional 19,657 shares during the quarter.

The jump in AI infrastructure spending in 2026 is going to be a catalyst for the semiconductor industry. Let's look at a couple of names that are not just attractively valued, but growing at a healthy clip.

Lam Research (LRCX) closed the most recent trading day at $173.78, moving 1.19% from the previous trading session.

Diversified Trust Co increased its position in Lam Research Corporation (NASDAQ: LRCX) by 34.4% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 31,922 shares of the semiconductor company's stock after purchasing an additional 8,172 shares during the period. Diversified Trust Co's holdings in Lam

It’s been a strong year for US stocks, with the top-performing S&P 500 companies delivering remarkable gains fueled by AI-driven demand, commodity surges,...

Bank of America handed investors a bullish roadmap for semiconductor spending in 2026. Analyst Vivek Arya forecasts that global chip sales will surge roughly 30% to reach $1 trillion, a milestone the industry had previously targeted for 2030.

Ethic Inc. cut its holdings in Lam Research Corporation (NASDAQ: LRCX) by 1.9% in the undefined quarter, according to its most recent 13F filing with the SEC. The firm owned 183,751 shares of the semiconductor company's stock after selling 3,556 shares during the quarter. Lam Research comprises 0.4% of Ethic Inc.'s holdings, making

Carderock Capital Management Inc. grew its position in Lam Research Corporation (NASDAQ: LRCX) by 2.6% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 121,370 shares of the semiconductor company's stock after purchasing an additional 3,127 shares during the period.

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Burns Matteson Capital Management LLC bought a new stake in Lam Research Corporation (NASDAQ: LRCX) during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 4,069 shares of the semiconductor company's stock, valued at approximately $545,000. Several other institutional investors have also modified their