What smart money is saying about nVent Electric
NVT
No fund has written a full thesis on nVent Electric in our archive, but 11 fund letters report a position in it — most recently Harding Loevner Global Equity in June 2026.
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11
Reported positions
1
Bought
2
Sold
13
Letters
Position history
Between Q2 2025 and Q2 2026, 11 fund letters reported a position in nVent Electric — 1 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 7 | 1 | 2 | 0 |
| Q3 2025 | 2 | 0 | 0 | 0 |
| Q2 2025 | 2 | 0 | 0 | 0 |
Fund activity · 11 positions · 3 moves
- June 2026
“Industrials holding nVent was the strongest relative contributor outside of IT.”
nVent Electric - June 2026
“Our top five contributors to return in Q2 were Texas Instruments, NXP Semiconductors, Lamar Advertising, nVent Electric and Masco.”
nVent Electric - June 2026
“Among electrical suppliers, Amphenol and nVent Electric are examples of businesses whose competitive positions should allow them to convert demand into attractive long-term returns on capital.”
nVent Electric - June 2026
“Industrials holding nVent was the strongest relative contributor outside of IT.”
nVent Electric - June 2026
“nVent Electric, a leader in electrical connection and protection solutions, benefited from accelerating demand for electrical infrastructure supporting AI data centers, power utilities and industrial electrification.”
nVent Electric “nVent Electric plc Sold as the name grew beyond the upper limit of Ariel Small Cap Value and Ariel Small Cap Value Concentrated’s capitalization range.”
nVent Electric- June 2026
“We successfully sold out of global leader in electrical protection and connection solutions, nVent Electric plc (NVT) as the name grew beyond the upper limit of Ariel Small Cap Value’s capitalization range in the quarter.”
nVent Electric - September 2025
“Mairs & Power Growth Fund Contributors Largest relative contributors and detractors are securities that were selected based on their contribution to the portfolio as of September 30, 2025. The performance is based on total return of the security for the period and includes only securities held for the entire period. Total return is the amount of value an investor earns from a security over a specific period and when distributions are reinvested. nVent Electric PLC NVIDIA Corp. JPMorgan Chase & Co. Fastenal Company Microsoft Corp. Fiserv, Inc. UnitedHealth Group, Inc. Bio-Techne Corp. Workiva Inc. Class A Hormel Foods Corp.”
nVent Electric - September 2025
“AAR’s strength in both new and used airplane parts drove outperformance in revenue and margins, as did the continued growth in its software product for digital hangars. nVent has had a positive 2025 as surging data center demand related to liquid cooling of servers, as well as company acquisitions, have improved revenue.”
nVent Electric - June 2025
“Several stocks in the portfolio delivered solid returns in the quarter. Leading global financial franchise Northern Trust Corporation (NTRS) advanced following strong quarterly earnings results and rumors of a potential merger with Bank of New York Mellon. In our view, NTRS remains a trusted name offering diversified products in a favorable industry with high barriers to entry. We believe Northern’s 135-year track record highlights its stability and strength in navigating macroeconomic volatility with a conservative, operating approach. Live entertainment, media and technology company, Sphere Entertainment Co. (SPHR) traded higher following a quarterly earnings beat driven by resilient consumer demand and lower than anticipated operating costs. We expect financial results will continue to ramp as Sphere debuts its next fully immersive experience, The Wizard of Oz, later this summer; scales its concert residencies; and reaches higher venue utilization across show types. Advertising, sponsorship and suite revenue should provide further upside. Meanwhile, expansion with additional spheres beyond Abu Dhabi remains a priority. Additionally, MSG Networks and its lenders worked out an agreement in the quarter, reducing the debt burden for the regional sports networks business going forward and removing an overhang on shares. In our view, the experiential immersive venue in Las Vegas and its franchise opportunities present a meaningfully underappreciated long- term opportunity. Shares of global leader in electrical protection and connection solutions, nVent Electric plc (NVT) also increased during the period on solid earnings results.”
nVent Electric - June 2025
“On the positive side, nVent Electric, Pinterest and Ferguson Enterprises were top contributors.”
nVent Electric
Also mentioned · 2
These funds discuss nVent Electric — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL Global Developed Markets EquityMay 2026
Named in a table in HL Global Developed Markets Equity’s letter.
nVent Electric - MentionedHL Global EquityMay 2026
“In Industrials, shares of nVent Electric rose after the company reported accelerating sales for products to support AI data centers.”
nVent Electric
Read the letters behind these nVent Electric positions
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