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Etherstack (ASX:ESK), a wireless communications software company, is a smaller position for Centennial Asset Management. In April 2026, Centennial described Etherstack as a relatively unknown stock where it holds a smaller position because it carefully manages liquidity, while seeing potential in its technology. Etherstack operates in the Information Technology sector within the Software industry, and Thesis Tracker has captured 1 comment from 1 fund manager, Centennial Asset Management. Founded in 2002 and headquartered in London, Etherstack designs, develops and deploys wireless communications software, products and networks for mission-critical applications such as public safety, defence, utilities and mining, including push-to-talk over cellular and land mobile radio technologies, and licenses software to telecommunications equipment manufacturers, with operations in Australia, the US, the UK and Japan.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Centennial Asset Management have invested in Etherstack PLC (ASX:ESK).
Centennial highlights Etherstack's mission-critical communications technology as a lesser-known opportunity with growth potential.
Centennial holds only a small position due to limited liquidity, a key risk for a very small listed company.
Etherstack Plc designs, develops and deploys wireless communications software, products and networks. It licenses software to telecommunications equipment manufacturers serving government public safety agencies and utilities. The company offers mission critical radio products and networks, specialised tactical communications equipment, technology licences and royalties, system solution sales, customisation and integration services, and ongoing support services. Etherstack operates in the United Kingdom, United States, Japan and Australia. Founded by David Andrew Deacon in October 1995, the company is headquartered in Reading, United Kingdom.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.