LongAAONSep 2026
AAON, Inc.
AAON makes engineered HVAC equipment, including data-center cooling through its BASX business. Revenue is expanding strongly, while higher data-center demand and share gains…
AAON
Which hedge funds are long AAON?
3 published ideas on AAON, Inc. across 3 funds — 3 long and 0 short.
Aaon 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 Aaon: 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
LongAAONJun 2026
AAON
Baird purchased AAON to maintain exposure to industrial companies benefiting from AI infrastructure investment. The fund believes investors are underestimating both the duration…
LongAAONJun 2026
AAON
Baird initiated a position in AAON to maintain exposure to industrial companies benefiting from AI infrastructure spending. The investment team believes the market is…