Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released its second quarter 2025 investor letter for the Carillon Scout Mid Cap Fund. Despite a sharp sell-off in April, the Russell Midcap Index saw positive returns as trading partners negotiated better terms due to a delay in collecting additional tariffs. Check out the fund’s top five holdings for 2025.

In the investor letter, Carillon Scout Mid Cap Fund highlighted GE Vernova Inc. (NYSE: GEV), a company that offers products and services related to electricity generation and storage. With a one-month return of -4.51% and shares gaining 189.60% over the last 52 weeks, GE Vernova Inc. (NYSE: GEV) closed at $605.70 per share on September 9, 2025, with a market capitalization of $164.89 billion.

Carillon Scout Mid Cap Fund discussed GE Vernova Inc. (NYSE: GEV) in its second quarter 2025 investor letter, emphasizing the company’s role in providing technologies for generating, storing, and managing electricity. With increasing demand for gas turbines and potential growth in nuclear power solutions, GE Vernova Inc. (NYSE: GEV) is seen as a market leader with significant opportunities for supporting power demand growth.

Although not among the 30 most popular stocks among hedge funds, 106 hedge fund portfolios held GE Vernova Inc. (NYSE: GEV) at the end of the second quarter. While recognizing the potential of GE Vernova Inc. (NYSE: GEV) as an investment, certain AI stocks may offer greater upside potential and lower downside risk. For an undervalued AI stock with potential benefits from tariffs and onshoring trends, check out the free report on the best short-term AI stock.

In another article, GE Vernova Inc. (NYSE: GEV) was discussed along with a list of stocks mentioned by Jim Cramer. For more investor letters from hedge funds and leading investors, visit the hedge fund investor letters Q2 2025 page for additional insights and analysis.

Read more at Yahoo Finance: GE Vernova (GEV) Surged Due to Power Demand Growth