LongGEVSep 2026
GE Vernova Inc.
Mar Vista remains constructive on GE Vernova despite the stock's decline during the quarter, attributing the weakness primarily to concerns about the sustainability of AI and…
GEV
Which hedge funds are long GEV?
5 published ideas on GE Vernova Inc. across 5 funds — 5 long and 0 short.
GE Vernova 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 GE Vernova: 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
LongGEVSep 2026
GE Vernova Inc.
GE Vernova combines gas-turbine services with electrical grid equipment and other clean-power technologies. The market worried that gas-turbine orders had peaked as AI…
LongGEVAug 2026
GE Vernova Inc.
GE Vernova operates power, wind and electrification businesses and continues to experience strong demand. Recent results showed robust order growth and further backlog expansion…
LongGEVJun 2026
GE Vernova Inc.
GE Vernova is one of the few global companies capable of supplying the power-generation equipment needed to meet rising electricity demand. Polen believes data-center growth, AI…
LongGEVSep 2026
GE Vernova Inc.
GE Vernova is positioned at the center of a multi-year build-out in electricity generation and grid infrastructure. AI data centers, broader electrification and modernization of…