AI-Fueled Demand Signals a Bigger Opportunity for Bloom Energy (BE) Investors
According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 1,416,466 | $51,006,941 | +33% | 0.01% | |
| 2. | Encompass Capital Advisors Todd J. Kantor | 1,365,900 | $49,186,059 | 1.75% | |
| 3. | Renaissance Technologies Jim Simons | 1,272,500 | $45,822,725 | +44% | 0.06% |
| 4. | 1,198,300 | $43,150,783 | +523% | 0.09% | |
| 5. | Anatole Investment Management George Yang | 1,165,501 | $41,969,691 | 7.12% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.79 | 26,343 | $494,966.53 | 26,343 | 2026-07-16 | Filing | |
| $17.99 | 11,000 | $197,890.00 | 22,134 | 2021-01-25 | Filing | |
| $0.75 | 100,000 | $75,200.00 | 417,274 | 2018-11-20 | Filing | |
| $1.31 | 152,000 | $199,120.00 | 317,274 | 2018-06-27 | Filing | |
| $1.01 | 100,000 | $101,300.00 | 1,208,000 | 2015-06-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $28.71 | 2,500 | $71,775.00 | 2,618 | 2026-07-06 | Filing | |
| $8.00 | 2,500 | $20,000.00 | 3,590 | 2026-04-20 | Filing | |
| $8.52 | 8,608 | $73,371.15 | 0 | 2025-12-22 | Filing | |
| $9.24 | 6,000 | $55,440.00 | 22,761 | 2021-11-24 | Filing | |
| $12.56 | 16,000 | $200,960.00 | 77,972 | 2021-04-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,311,575 | $155,259,816 | 0% | |
| 2. | 2,419,645 | $87,131,417 | 0.02% | |
| 3. | 2,332,924 | $84,008,593 | 0% | |
| 4. | 2,143,908 | $77,202,127 | 0% | |
| 5. | 1,824,300 | $65,693,043 | 0.01% |