Core Insights - The Carillon Scout Mid Cap Fund's second quarter 2025 investor letter highlights the performance of the Russell Midcap Index, which posted positive returns despite a sell-off in early April due to tariff announcements [1] - GE Vernova Inc. (NYSE:GEV) is a key holding in the fund, showing a one-month return of -4.51% but a significant 189.60% increase over the past 52 weeks, with a market capitalization of $164.89 billion as of September 09, 2025 [2][3] Company Overview - GE Vernova Inc. specializes in technologies and services for generating, converting, storing, and managing electricity, including gas, nuclear, wind, solar, and grid solutions [3] - The company is expected to benefit from significant electricity demand growth driven by AI data centers and other factors, with earnings expectations trending higher due to a backlog extending into the next decade [3] Market Position - As of the end of the second quarter, 106 hedge fund portfolios held GE Vernova Inc., a slight decrease from 111 in the previous quarter, indicating a stable interest among institutional investors [5] - Despite its potential, some analysts suggest that certain AI stocks may offer greater upside potential and less downside risk compared to GE Vernova Inc. [5]