Silicom
SILC
About: Silicom Ltd designs and manufactures networking and data infrastructure solutions for various servers, server-based systems, and communications devices. Its product categories consist of Server Adapters, Edge Networking Solutions, FPGA-Based Cards, x86 Open Appliances, Bypass Switches, and TAPs. Geographically, it derives a majority of its revenue from North America and also has a presence in Europe and Asia-Pacific.
Employees: 229
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
3% more capital invested
Capital invested by funds: $28.6M [Q1] → $29.5M (+$891K) [Q2]
0.21% more ownership
Funds ownership: 33.35% [Q1] → 33.56% (+0.21%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
3% less funds holding
Funds holding: 32 [Q1] → 31 (-1) [Q2]
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Financial journalist opinion