Sandhill Investment Management on Forgent Power Solutions
Thesis
Sandhill initiated Forgent Power Solutions after its public listing, viewing it as a less widely followed company with strong long-term growth prospects. Forgent manufactures electrical distribution equipment including transformers, switchgear and prefabricated power systems for data centers and the broader grid. AI infrastructure spending is making power equipment a critical constraint on new data-center capacity. Sandhill believes Forgent's integrated range of electrical products positions it well as customers seek faster and more coordinated power solutions, while its valuation leaves room for upside.
“We also initiated a position in Forgent Power Solutions (FPS), a newly public manufacturer of electrical distribution equipment”