What smart money is saying about ITM Power
ITM.L
No fund has written a full thesis on ITM Power in our archive, but 3 fund letters report a position in it — most recently ACATIS Investment Report in July 2026.
3
Reported positions
0
Bought
2
Sold
3
Letters
Fund activity · 3 positions · 2 moves
- HoldsACATIS Investment ReportJuly 2026
“ITM Power, whose electrolyzers produce green hydrogen, made great gains fol- lowing a collaboration with Rheinmetall for the decentralized production of e-fuels.”
Read the letterITM Power - TrimmedACATIS InvestmentJune 2026
“Recently, how- ever, share prices have significantly outperformed the fundamental trend. As valu- ations reached a level that prompted us as value investors to take profits, we halved the weighting of X-Fab and also reduced other winners such as Infineon, Prysmian and ITM Power.”
Read the letterITM Power - TrimmedACATIS Investment ReportJune 2026
“we halved the weighting of X-Fab and also reduced other winners such as Infineon, Prysmian and ITM Power.”
Read the letterITM Power
Read the letters behind these ITM Power positions
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