TLDR
- Institutional ownership in Micron, Vertiv, Jabil, and GE Vernova is rising, with funds like Invesco and Norges Bank adding positions
- Micron reported $13.64 billion in fiscal Q1 2026 revenue, beating expectations, with high-bandwidth memory sold out for the year
- Vertiv posted 252% organic order growth in Q4 2025 and holds a backlog of around $15 billion
- Jabil beat EPS estimates with $2.85 vs $2.70 expected, with revenue up 18.7% year-over-year
- GE Vernova is growing its backlog in power and grid equipment as AI-driven electricity demand rises
Large institutional investors are quietly building positions in four stocks tied to AI infrastructure and power demand. The accumulation is backed by improving earnings and rising analyst price targets, not speculation.
Micron Technology
Micron is one of the clearest examples of institutional interest meeting strong fundamentals. Invesco raised its stake by 8%, while BOKF increased its position by over 20%. Total institutional ownership sits near 80.8%.
The earnings numbers back the buying. Micron posted fiscal Q1 2026 revenue of $13.64 billion and adjusted earnings per share of $4.78, both above Wall Street estimates. The company also issued strong forward guidance.
Micron has said its high-bandwidth memory supply is sold out for all of 2026. UBS raised its price target to $475, and Wedbush set a target of $500.
Vertiv Holdings
Vertiv makes power management and cooling systems for data centers. Institutional ownership is close to 89.9%, with positions held by Norges Bank, Invesco, and Schroder.
The company reported 252% organic order growth in Q4 2025 and holds a backlog of roughly $15 billion. Those numbers reflect strong demand for the infrastructure that keeps AI data centers running.
Analyst price targets have moved higher following the results, with investors focused on Vertiv’s role as a key supplier to the AI buildout.
Jabil
Jabil handles manufacturing and systems integration for tech and AI customers. Schroder raised its stake by 108.9%, and the Employees Retirement System of Texas increased its position by 883.5%. Institutional ownership is at 93.4%.
Jabil posted earnings of $2.85 per share in its last quarter, beating the $2.70 estimate. Revenue rose 18.7% year-over-year to $8.31 billion.
The company set fiscal 2026 earnings guidance at $11.55 per share. Funds appear drawn to its AI exposure without the high valuation of pure semiconductor names.
GE Vernova
GE Vernova makes gas turbines, grid equipment, and power infrastructure. Capital International raised its stake by 25.4%, with Winton Group and BOKF also adding.
The company beat profit and revenue expectations in its most recent quarter. Management pointed to a growing backlog tied to power and grid demand, driven in part by the electricity needs of AI data centers.
Barron’s recently highlighted analyst upgrades and stronger 2026 EBITDA expectations for GE Vernova.
Final Thoughts
All four stocks sit in the path of AI infrastructure spending from different angles — memory, power, manufacturing, and electricity. The institutional buying across each name suggests large funds are building broad exposure to the AI buildout, not just betting on one part of it.
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