Columbia Threadneedle Investments released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. US equities rebounded strongly in the quarter, with Institutional Class shares returning 19.52%. The fund’s top 5 holdings for 2025 are highlighted in the letter, with a comparison to the MSCI World Information Technology Index-Net.

In its second-quarter 2025 investor letter, Columbia Seligman Global Technology Fund focused on Bloom Energy Corporation (NYSE:BE), a company specializing in solid-oxide fuel cell systems for on-site power generation. Bloom Energy Corporation’s stock gained 535.93% over the last 52 weeks, closing at $69.18 per share on September 24, 2025, with a market capitalization of $15.451 billion.

Bloom Energy Corporation (NYSE:BE) was highlighted in Columbia Seligman Global Technology Fund’s second quarter 2025 investor letter for its off-benchmark position. The company’s solid oxide fuel cells offer an alternative energy source, particularly beneficial for AI datacenter builds. Bloom Energy saw a surge in stock value due to potential gains from President Trump’s budget reconciliation bill.

According to data, 43 hedge fund portfolios held Bloom Energy Corporation (NYSE:BE) at the end of the second quarter of 2025. The company generated $401 million in revenue during the quarter, reflecting a 19.5% year-over-year increase. While Bloom Energy has investment potential, some AI stocks may offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Is Bloom Energy (BE) a Good Investment?