nVent Electric plc (NVT) Rose on Demand Uptick

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund’s Investor Class fund ARTQX returned 0.26%, Advisor Class fund APDQX posted a return of 0.26%, and Institutional Class fund APHQX returned 0.33%, compared to a 5.35% return for the Russell Midcap Value Index. Equity markets experienced heightened volatility followed by the announcement and subsequent pause of the so-called “Liberation Day” tariffs. The portfolio underperformed in the quarter due to the market’s preference for growth and the outperformance of more cyclical sectors and industries. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its second-quarter 2025 investor letter, Artisan Mid Cap Value Fund highlighted stocks such as NVent Electric plc (NYSE:NVT). NVent Electric plc (NYSE:NVT) provides solutions for electrical connection and protection products. The one-month return of NVent Electric plc (NYSE:NVT) was 18.06%, and its shares gained 39.05% of their value over the last 52 weeks. On August 28, 2025, NVent Electric plc (NYSE:NVT) stock closed at $92.58 per share, with a market capitalization of $14.9 billion.

Artisan Mid Cap Value Fund stated the following regarding NVent Electric plc (NYSE:NVT) in its second quarter 2025 investor letter:

“On the positive side, NVent Electric plc (NYSE:NVT), Pinterest and Ferguson Enterprises were top contributors. The latter two were new purchases this quarter. nVent Electric is a provider of electrical connections and protection solutions. nVent has a leading position in liquid cooling solutions, which have experienced strong demand as hyperscalers invest huge sums to build out AI infrastructure. Liquid cooling is used in data centers to manage the heat generated by high performance computing, including AI. As AI usage grows, these solutions are increasingly important for energy efficiency, sustainability and cost management. Prior to the April selloff, nVent’s stock fell in sympathy with other AI beneficiaries after the emergence of the Chinese DeepSeek AI model temporarily spooked markets. We added to our position at that time as there was little evidence of a change in the company’s fundamental underpinnings. Strong growth in the business over the past few years has been supported by multiple secular tailwinds—electrification, clean energy, energy efficiency, digitalization and onshoring, to name a few—in addition to AI. The company has also executed well, allocating capital wisely by deploying free cash flow into product development, accretive M&A and return of capital via dividends and share repurchases.”

Is Nvent Electric plc (NVT) the Best Electrical Equipment Stock to Buy Now?

NVent Electric plc (NYSE:NVT) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held NVent Electric plc (NYSE:NVT) at the end of the second quarter, which was 55 in the previous quarter. In the second quarter of 2025, NVent Electric plc (NYSE:NVT) generated sales of $963 million, marking an increase of 30% relative to last year. While we acknowledge the risk and potential of NVent Electric plc (NYSE:NVT) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVent Electric plc (NYSE:NVT) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered NVent Electric plc (NYSE:NVT) and shared Ariel Appreciation Fund’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.