LongMODSep 2026
Modine Manufacturing Company
Janus Henderson initiated a holding in Modine as it increased selective exposure to the infrastructure needed for AI. The managers describe industrial beneficiaries of AI-driven…
MOD
Which hedge funds are long MOD?
4 published ideas on Modine Manufacturing Company across 4 funds — 4 long and 0 short.
Modine Manufacturing Company hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Modine Manufacturing Company: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongMODAug 2026
Modine Manufacturing Company
Modine Manufacturing is a global thermal-management company with strong growth in its data-center business. Recent quarterly results were mixed because temporary supply-chain…
LongMODJun 2026
Modine
Baird initiated a position in Modine as another way to maintain exposure to AI-related industrial spending. The investment team believes investors are underestimating how long…
LongMODJun 2026
Modine
Baird purchased Modine as an industrial company positioned to benefit from continued AI infrastructure spending. The fund believes the market is underestimating the persistence…