Jim Cramer’s Biggest Quantum Computing & Data Center Stock Hits: Top 5 Stocks

2. GE Vernova Inc. (NYSE:GEV)

Number of Hedge Fund Holdings in Q3 2024: 89

Number of Hedge Fund Holdings in Q4 2025: 115

Performance Since Cramer’s Remarks: 113%

Date/Month of Cramer’s Remarks: January 17th, 2025

GE Vernova Inc. (NYSE:GEV) is an industrial power generation equipment manufacturer with exposure to the data center industry due to its nuclear power generation equipment. It is one of Cramer’s top stocks in the nuclear sector. Throughout 2025, the CNBC TV host remarked that he preferred GE Vernova Inc. (NYSE:GEV) over others, such as Oklo, when it came to investing in nuclear power generation. One reason that drives his preference is a predictable delivery timeline for nuclear plants. Over the past year, GE Vernova Inc. (NYSE:GEV)’s shares are up by 169%, while they are up by 113% since Cramer’s comments on Mad Money on January 17th. The stock closed 15.6% higher on December 10th after the firm reported its fiscal third quarter earnings in December. The shares had also surged after GE Vernova Inc. (NYSE:GEV)’s second-quarter earnings in July. Here is what Cramer had said about the firm in January 2025:

“Wednesday we got some real firecrackers. The data center business is red hot and in order to fuel these warehouses full of servers and, you know, send the air conditioning in and all sorts of electricity, well, what do you gotta do? You need more power plants. That means they’re likely to place orders with nat-gas turbine maker GE Vernova, that’s another one of last year’s best performers. I don’t think it’s done.”