energy
$17.3B
Capital committed
6
Active investors
18
New positions
0
Follow-on adds
Weekly commentary
2026-W34 — GE Vernova drew fresh or larger commitments from three managers this quarter (Coatue, Fundsmith, Tiger Global) — a bet on the power-generation and grid buildout that AI data-centre capacity depends on, rather than on energy names generally.
Stocks
- GEV — GE Vernova Inc. (score 50)
- CVX — CHEVRON CORP (score 40)
- CEG — Constellation Energy Corp (score 40)
- AGX — ARGAN INC (score 35)
- DNOW — DNOW Inc. (score 10)
- CUSIP-674599105 — OCCIDENTAL PETE CORP (score -10)