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…
GEV
Which hedge funds are long GEV?
3 published ideas on GE Vernova Inc. across 2 funds — 3 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 GE Vernova Inc.: 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
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…