THAMES CAPITAL MANAGEMENT LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1714267 Roseland, NJ

Position in AEIS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$26,182,931

+$13,833,788 QoQ

Shares Held

70,220

+83.5% QoQ

Ownership

0.175%

of shares outstanding

% of Portfolio

2.20%

of 13F equity value

Holder Rank

#90

of 677 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $89,394,551 across 3 Electrical Equipment & Parts names. AEIS ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	122,240	$40,928,396
2	AEIS	Advanced Energy Industries Inc This page	70,220	$26,182,931
3	FPS	Forgent Power Solutions, Inc.	398,912	$22,283,224

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,182,931	70,220	+83.5%	Shares	Sole	2026-08-12
2026-03-31	$12,349,143	38,267	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.