Yes, Industrial Select Sector SPDR Fund (XLI) holds GEV with 5.48% (as of 2026-07-16).

Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds GEV with 0.26% (as of 2026-07-16).

GE Vernova Inc. (GEV) is held by XLI (5.48%), RSP (0.26%).

What AI bubble is GEV in?

GE Vernova Inc. (GEV) is mapped to the Datacenter Power bubble on QuantAbundancia. Gas turbines for data center peakers.

What sector is GEV in?

GE Vernova Inc. is classified under GICS Industrials (Heavy Electrical Equipment).

What is GEV's last close price?

GEV last closed at $1036.22 on 2026-07-16.

GEV

NYSENext earnings·Jul 225dAnalystsBuy·34+18%

GE Vernova Inc.

Industrials · Heavy Electrical Equipment

$1036.22last close

+84.7%~252d

Price

+84.65% over 1Y

1 curated level

Tese

em 2026-07-16

Gas turbines + grid equipment + nuclear services. The "picks-and-shovels" of every datacenter PPA - GEV's F-class turbines + transformer / HV switchgear are critical-path equipment.

•Gas turbine OEM with active datacenter PPA-tied contracts
•Grid equipment (transformers, HV switchgear) - long lead times = pricing power
•Nuclear services franchise (BWRX-300 SMR + existing-fleet maintenance)
•Capacity backlog stretching multiple years given hyperscaler-driven demand

clientesTVA · Ontario Power Generation · xAI · undisclosed hyperscaler PPAs · utility grid operators (global)

Analyze GEV· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 1 watchlist

Top correlated· 252d co-movement

0.64
0.63
0.63

Frequently asked questions

Is GEV in XLI?: Yes, Industrial Select Sector SPDR Fund (XLI) holds GEV with 5.48% (as of 2026-07-16).
Is GEV in RSP?: Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds GEV with 0.26% (as of 2026-07-16).
What ETFs hold GEV?: GE Vernova Inc. (GEV) is held by XLI (5.48%), RSP (0.26%).
What AI bubble is GEV in?: GE Vernova Inc. (GEV) is mapped to the Datacenter Power bubble on QuantAbundancia. Gas turbines for data center peakers.
What sector is GEV in?: GE Vernova Inc. is classified under GICS Industrials (Heavy Electrical Equipment).
What is GEV's last close price?: GEV last closed at $1036.22 on 2026-07-16.

GEV

Price

Tese

Analyze GEV· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 1 watchlist

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching GEV

Recent news· high-signal only

Held by ETFs

Key levels

Facts