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]

Group 1 - The company reported a revenue of 2.144 billion yuan for the first half of the year, representing a year-on-year growth of 21.89% [1] - The net profit attributable to shareholders reached 161 million yuan, with a year-on-year increase of 13.29% [1] - The company's business segments include traditional smart grid, renewable energy, and comprehensive energy services, providing integrated solutions for the power industry and large-scale clients [1] Group 2 - The company signed new orders worth 2.75 billion yuan in the first half of the year, with significant growth in distribution equipment and comprehensive energy services, achieving increases of 47.50% and 94.45% respectively [1] - The company made substantial breakthroughs in overseas markets, securing new orders of 267 million yuan, largely due to the support from Hisense Group [2] - The demand for power grid upgrades in developed countries and the growth of renewable energy projects in Southeast Asia, smart grid upgrades in the Middle East, and microgrid construction in island nations have significantly increased [2]