Electrification Supercycle
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GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029
Yahoo Finance· 2025-12-11 10:26
This story was originally published on Utility Dive. To receive daily news and insights, subscribe to our free daily Utility Dive newsletter. By the numbers: GE Vernova Investor Update 2025 80 GW Estimated gas turbine backlog by year-end 2025. 24 GW Expected annual gas turbine manufacturing capacity in 2028. 25% Estimated 2025 revenue growth in electrification segment. $52B Expected revenue in 2028, excluding 50% Prolec GE acquisition. GE Vernova expects revenues in its fast-growing e ...
VistaShares Marks the One-Year Anniversary of its Artificial Intelligence Supercycle ETF (AIS)
Globenewswire· 2025-12-03 15:05
Core Insights - VistaShares celebrates the one-year anniversary of its first ETF, the VistaShares Artificial Intelligence Supercycle ETF (AIS), which aims to redefine thematic exposures and income strategies in the investment landscape [1][2]. Group 1: ETF Differentiation - AIS is designed to differentiate itself from other ETFs by focusing on Supercycles™, which are technology-driven trends causing disruption across various industries [2]. - The ETF employs an actively managed approach, guided by an Investment Committee with expertise in technology, AI, and asset management, to identify "hidden gems" in the AI sector rather than just mega-cap stocks [3]. Group 2: Performance and Growth - In its first year, AIS has attracted approximately $100 million in assets and has shown strong performance within the AI infrastructure and technology sector [4]. - AIS has been recognized as the top-performing fund in the AI Infrastructure sector, validating its investment strategy and approach [5]. Group 3: Expansion of Offerings - VistaShares has introduced a new ETF, the VistaShares Electrification Supercycle® ETF (POW), which aims to provide Pure Exposure™ to energy infrastructure benefiting from AI-driven investments [5][6]. - The VistaShares ETF lineup has grown to seven funds, collectively amassing over $800 million in assets under management (AUM) since the firm's entry into the ETF market [8].