NXT

Which hedge funds are long NXT?

3 published ideas on Nextpower Inc. across 3 funds — 3 long and 0 short.

Nextpower 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 Nextpower: 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

LongNXTSep 2026

Nextpower Inc.

Nextpower provides solar trackers and software, and acquisitions are expanding its offerings into energy storage and power conversion. Janus Henderson believes the broader…

Janus Henderson Global Sustainable Equity Fund All NXT ideas

LongNXTJun 2026

NEXTDC Limited

NEXTDC is an Australian data-center developer positioned to benefit from strong demand from cloud-service providers and AI tenants. During the quarter it announced a significant…

Easterly Global Real Estate Fund — Easterly Investment Partners LLC All NXT ideas

LongNXTJun 2026

Nextracker Inc.

Nextracker is pitched as a US-focused solar tracking systems manufacturer whose technology can increase solar energy output by allowing panels to follow the sun. The business…

The Steppe Eagle OEIC Ltd All NXT ideas