What smart money is saying about Nextpower Inc.
3 funds in our archive have pitched Nextpower Inc., most recently Granahan Investment Management Small 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.
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Position history
Between Q2 2026 and Q3 2026, 6 fund letters reported a position in Nextpower Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 0 | 0 |
| Q2 2026 | 3 | 0 | 0 | 3 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions
- September 2026
“2. Nextpower Inc. (Industrials, Core Growth)”
Nextpower Inc. - September 2026
“3Q26 Contributors 3Q26 Detractors 1. Magnite, Inc. (Comm. Services, Core Growth) 2. Porch Group (Financials, Pioneer) 3. Chime Financial (Financials, Core Growth) 4. SI-BONE, Inc. (Health Care, Pioneer) 5. SharkNinja, Inc. (Consumer Disc., Core Growth) 1. Indie Semiconductor (Info. Tech., Special Situation) 2. Nextpower Inc. (Industrials, Core Growth) 3. FTAI Aviation Ltd. (Industrials, Core Growth)”
Nextpower Inc. - 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. - June 2026
“NextPower (NXT): NextPower utilizes advanced robotics and predictive software to optimize utility-scale solar fields and protect infrastructure from severe weather events.”
Nextpower Inc.
Fund coverage · 3 theses
Nextpower 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 - Andrew Hill AHIA Portfolio StrategyJune 2026
NextPower combines solar technology, robotics, and AI-driven monitoring to expand in clean energy and data center storage.
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