Mackenzie Financial Corp Boosts Stake in Applied Materials, Inc.

Institutional investor increases position in semiconductor equipment manufacturer by nearly 40% in Q3 2025.

Mar. 13, 2026 at 10:05am

Mackenzie Financial Corp, an investment management firm, increased its stake in Applied Materials, Inc. (NASDAQ: AMAT) by 39.6% during the third quarter of 2025, according to a recent filing with the Securities and Exchange Commission. The firm now owns 252,275 shares of the manufacturing equipment provider's stock, valued at $51.65 million.

Why it matters

Applied Materials is a leading supplier of equipment, services, and software used in the production of semiconductors, flat panel displays, and other advanced materials. As the semiconductor industry continues to grow and evolve, investors are closely watching the performance of key equipment manufacturers like Applied Materials.

The details

Mackenzie Financial Corp's increased position in Applied Materials reflects the firm's confidence in the company's long-term prospects. Applied Materials has been benefiting from strong demand for its wafer fabrication equipment and services, driven by the ongoing semiconductor chip shortage and the growing adoption of advanced technologies like artificial intelligence and 5G.

  • Mackenzie Financial Corp increased its stake in Applied Materials during the third quarter of 2025.

The players

Mackenzie Financial Corp

An investment management firm that manages a variety of mutual funds, exchange-traded funds, and other investment products.

Applied Materials, Inc.

A leading supplier of equipment, services, and software used in the production of semiconductors, flat panel displays, and other advanced materials.

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The takeaway

The increase in Mackenzie Financial Corp's stake in Applied Materials reflects the growing investor interest in semiconductor equipment manufacturers as the industry continues to evolve and demand for advanced technologies like AI and 5G increases.