Artisan Mid Cap Fund, managed by Artisan Partners, disclosed in its latest Q2 2026 investor letter that it has added Entegris, Inc. (NASDAQ:ENTG), a U.S. semiconductor materials company, to its portfolio. The fund believes that Entegris, as a supplier of advanced materials, specialty chemicals, and filtration systems, will benefit from long-term content growth potential driven by node transitions, materials innovation, and advanced packaging, as well as a recovery in memory capital expenditures and wafer starts. These factors are expected to support its revenue growth and margin expansion.