BofA Ranks GE Vernova Top Power Player in Data Center Stocks

On May 21, Bank of America released its latest data-center ranking, naming GE Vernova the top power player among 10 key stocks positioned to benefit from surging infrastructure demand. This follows the May 18 publication covering ranks 37–28, which highlighted suppliers like Panasonic, Eaton and Schneider Electric across electronics and electrical equipment. The new list emphasizes utilities and power-generation names including Caterpillar and Sempra, noting GE Vernova’s Texas plant collaboration and Caterpillar’s strong Q1 EPS beat. Investor attention continues to shift toward industrial and energy firms supporting AI-driven data-center growth.