Under-The-Radar Artificial Intelligence (AI) Stock Shines In Portfolio Expansion

Core Insights - Stanley-Laman Group, Ltd. has initiated a new position in Monolithic Power Systems, acquiring 9,235 shares valued at approximately $8.50 million as of October 22, 2025, marking the fund's first reported position in the company [2][8] - The stake represents 1.21% of Stanley-Laman's 13F reportable assets under management [3] - Monolithic Power Systems shares were priced at $1,028.67 as of October 21, 2025, reflecting a 16.46% increase over the past year, although they have underperformed the S&P 500 by 1.61 percentage points during the same period [3] Company Overview - Monolithic Power Systems specializes in power electronics solutions, focusing on integrated power management ICs, which positions the company well in sectors with increasing demand for energy-efficient electronics [5][6] - The company reported a total revenue of $2.54 billion and a net income of $1.86 billion for the trailing twelve months (TTM) [4] - The dividend yield for Monolithic Power Systems stands at 0.60% [4] Market Position and Demand - The company serves various markets, including computing, automotive, industrial, communications, and consumer electronics, with a significant customer base comprising OEMs, ODMs, electronic manufacturing service providers, and value-added resellers [6][7] - Monolithic Power Systems has experienced strong demand for its semiconductor-based power electronic solutions, particularly in the AI, automotive, and consumer electronics sectors, with a reported revenue growth of 31% in the most recent quarter [10][11] - The company's operating income improved to $165 million in the quarter ending June 30, 2025, up from $117 million in the same period the previous year [10]