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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
GE Vernova, a provider of gas turbines and grid equipment, underperformed amid the wider AI sell-off due to widespread political pushback against data centers, which raised concerns about the pace of future power demand. We view GE...
— Andrew Choi & Shivani Vohra
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Other investors who've written on GE Vernova Inc.
GE Vernova Inc. ($GEV) provides power generation and electrical grid infrastructure equipment, including gas turbines, grid solutions, and electrification technologies. The manager is...
GE Vernova builds and services the gas turbines and electrical grid equipment that power the modern world.
GE Vernova (GEV) also contributed. GE Vernova added...
More institutional theses from Parnassus Growth Equity Fund