
What smart money is saying about Powell Industries
1 fund in our archive has pitched Powell Industries — most recently Malborough Marlborough Global SmallCap in September 2026.
Powell Industries, Inc., operating with its subsidiaries, specializes in the comprehensive design, development, manufacturing, sales, and maintenance of customized electrical apparatus and systems. These advanced solutions are engineered to efficiently manage the distribution, regulation, and oversight of electrical energy. Their product line is extensive, including integrated power control room substations, tailor-made modular components, electrical enclosures, medium-voltage circuit breakers, communications systems for monitoring and control, motor control centers, and bus duct systems. They also provide both standard and arc-resistant switchgear and control gear for power distribution. These systems are adept at operating across a wide voltage range, from 480 volts to 38,000 volts, and find critical applications in numerous heavy industrial environments. Such sectors include oil and gas refining, both onshore and offshore oil and gas production, petrochemical processing, liquefied natural gas (LNG) terminals, pipeline and terminal infrastructure, mining and metals, light rail traction power, electric utilities, and the pulp and paper industry. In addition to their core products, the company offers a variety of crucial support services. These encompass providing spare parts, conducting field service inspections, handling installation and commissioning, undertaking modifications and repairs, supplying retrofit and retrofill components for existing systems, and offering replacement circuit breakers for switchgear. Founded in 1947 and based in Houston, Texas, Powell Industries, Inc. boasts a global operational presence, extending across the United States, Canada, Mexico, Central and South America, Europe, the Middle East, and Africa.
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Position history
Between Q4 2025 and Q4 2026, 5 fund letters reported a position in Powell Industries, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 0 | 0 |
| Q3 2026 | 3 | 0 | 0 | 1 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 5 positions
- October 2026
“R&S Group in Switzerland and Powell Industries in the US were the main negative contributors during the quarter.”
Powell Industries - September 2026
“Powell Industries is a leading provider of electrical equipment based in Houston, Texas.”
Powell Industries - September 2026
“Short book performance was led by our industrials holdings, Blue Bird and Powell Industries, in particular.”
Powell Industries - August 2026
“Powell Industries in the US and Daihen Corp in Japan were the main negative contributors during the month.”
Powell Industries - December 2025
“The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, Joby Aviation, and Powell Industries.”
Powell Industries
Also mentioned · 1
These funds discuss Powell Industries — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedDiamond Hill Long-Short FundJune 2026
“• Electrical engineering and manufacturing company Powell Industries saw shares rise in 2Q26 as AI infrastructure spending continued to drive strong demand for its products.”
Powell Industries
Fund coverage · 1 thesis
- Malborough Marlborough Global SmallCapSeptember 2026
Powell Industries is a leading electrical equipment provider expected to benefit from grid, data centre, and electrification spending.
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