On January 23, 2026, the Goldman Sachs Strategic Factor Allocation Fund initiated a position in Amphenol Corp by acquiring 20,700 shares. The transaction represents the fund’s first disclosed commitment to Amphenol in the current quarter, reflecting its view of the company’s resilient end-market exposure and diversified connector product portfolio. This stake accounts for roughly 0.05% of the fund’s overall assets under management, underscoring a targeted, tactical allocation rather than a broad sector overweight.

Also on January 23, 2026, Zacks Investment Research included Amphenol in its exclusive Zacks Rank #1 (Strong Buy) list for momentum stocks, alongside BWMX and LRCX. This designation follows three consecutive upward earnings revisions and places Amphenol among the top 5% of all companies covered by the Zacks system. Historically, stocks earning a #1 rank have delivered an average annualized return exceeding 23% since 1988, highlighting Amphenol’s growing appeal to investors seeking momentum exposure in the electronics components space.