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…
AAON
Which hedge funds are long AAON?
2 published ideas on AAON across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on AAON: the full 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 initiated a position in AAON to maintain exposure to industrial companies benefiting from AI infrastructure spending. The investment team believes the market is…