What smart money is saying about Nextpower Inc.
3 funds in our archive have pitched Nextpower Inc. — most recently Granahan Investment Management SMID Cap Select in June 2026.
Nextpower, Inc. engages in the provision of integrated solar tracker and software solutions used in utility-scale and ground-mounted distributed generation solar projects. Its products enable solar panels in utility-scale power plants to follow the sun's movement across the sky and optimize plant performance. The company was founded by Daniel S. Shugar, Alexander Au, Nicholas Miller, Michael Mehavich, Marco Garcia, and Tyroan Hardy in 2013 and is headquartered in Fremont, CA.
Get an email when a fund writes about it
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Nextpower Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 2 | 0 | 0 | 3 |
Fund activity · 3 positions
- July 2026
“Global equities fell in sterling terms in July. Market performance was marked by a mid-month AI sell-off due to concerns over capex sustainability, followed by a sharp rebound as hyperscaler earnings validated ongoing AI investment. The sterling credit market fell in July, as gilt yields rose amid a volatile macro backdrop and UK fiscal uncertainty. The Trust delivered a negative absolute return in July. Negative contributors included ASML, a Dutch semiconductor equipment manufacturer, and Nextpower, a US company that manufactures solar infrastructure.”
Nextpower Inc. - June 2026
“Nextpower represents our conviction that the world will require a broad range of innovative energy solutions to meet accelerating electricity demand driven by electrification, industrial expansion, and the rapid buildout of AI infrastructure.”
Nextpower Inc. - June 2026
“Nextpower Inc. Core Growth 2.5%”
Nextpower Inc.
Fund coverage · 3 theses
Nextpower develops advanced solar power technologies for rising electricity demand, backed by differentiated technology, experienced management, and a favorable long-term risk-reward setup.
Read the full thesisNextpower develops advanced solar technologies with long-term upside from electrification, AI-driven power demand, and strong execution.
Read the full thesis- Fundsmith Equity FundJune 2026
Nextpower supplies solar tracking systems with switching costs and proprietary software, benefiting from renewable energy growth and data center-adjacent power demand.
Read the full thesis
Read every full thesis on Nextpower Inc.
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→