PXDAILY PXS
Grid, Power & Thermal Infrastructure

Research snapshot · 6/30/26

NVTnVent Electric

Liquid-cooled busbar and DC power distribution | Medium-voltage switchgear

Open NVT in Robinhood ↗
HOLD
Conviction●●●●●5 of 5
Research target220Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 6/30/26
Market cap27.34BSnapshot value
The thesis

DC buildout → electrical content + liquid-cooling exposure (second-order)

Catalysts

DC electrical content growth; cooling acquisitions

What breaks it

Acquisition integration; multiple compression

Social sentiment

X/Reddit: quiet on name; DC-electrification theme bullish

Snapshot · 6/30/26
Smart money

🟡 Mixed · 13F 11+/14- · short↑0.24

Snapshot · 6/30/26