GE Vernova Inc.

Both GEV and PEG stand to benefit from rising electricity demand, grid modernization and growing investments in power infrastructure.

Memory is the current bottleneck. But there are other constraints, as well as stocks (and their investors) that can take advantage of them.

CMH Wealth Management LLC raised its holdings in shares of GE Vernova Inc. (NYSE: GEV) by 6.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,485 shares of the company's stock after purchasing an additional 614 shares during the quarter.

Cadinha and Co. LLC lowered its position in shares of GE Vernova Inc. (NYSE: GEV) by 5.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,940 shares of the company's stock after selling 1,296 shares during the period. GE

A larger AI spending outlook from Meta Platforms (NASDAQ:META | META Price Prediction) has raised the question of how the expansion gets financed, and the power-equipment suppliers counting on those orders are absorbing the damage.