Investors Are Looking to Axcelis as the Next Wave of Chip Growth Builds

Image source: Getty ImagesOn October 28, 2025, REINHART PARTNERS, LLC. disclosed a buy of 91,788 shares of Axcelis Technologies (ACLS 1.56%), an estimated $7.39 million trade.Bought 91,788 shares of Axcelis Technologies (ACLS 1.56%); estimated at ~$ 7.39 million based on the average price in the third quarter of 2025Transaction value represents 0.24% of reportable AUMPost-trade stake: 1,610,332 shares valued at $157.23 millionAxcelis Technologies is now the fund's 1st-largest holding, at 5.1% of AUMWhat happ ...