Polen 5Perspectives Small-Mid Growth Portfolio Holding: Bloom Energy Corporation

BE (hold): Bloom Energy provides solid oxide fuel cells for reliable on-site power generation across data centers, industrial facilities and utilities. Electricity demand is expected to accelerate, particularly from AI-related infrastructure, and the view is that Bloom remains well positioned to address power constraints through distributed energy solutions. Shares contributed positively during the quarter as investors focused on its expanding opportunity tied to growing power demand and data-center buildouts.

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