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What smart money is saying about Bloom EnergyUnited States flag

BE · Industrials · Electrical Equipment & Parts · Market cap $98.37B

1 fund in our archive has pitched Bloom Energy — most recently Polen 5Perspectives Small Growth in March 2026.

Company profile

Bloom Energy Corporation engineers, produces, markets, and installs cutting-edge solid-oxide fuel cell systems designed for on-site electricity generation, serving clients both within the United States and internationally. Their core offering, the Bloom Energy Server, is an advanced power platform capable of converting various fuels, including natural gas, biogas, hydrogen, or a blend of these, directly into electricity using an electrochemical process that eliminates the need for combustion. The company provides its solutions to a wide array of critical infrastructure applications, such as data centers, hospitals, healthcare manufacturing and biotechnology facilities, grocery and hardware stores, banks, and telecommunication centers. Originally founded as Ion America Corp., the company adopted the name Bloom Energy Corporation in September 2006. Established in 2001, Bloom Energy Corporation's headquarters are situated in San Jose, California.

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Letters

Fund activity · 2 positions

  • HoldsACATIS Investment Report
    July 2026
    One example is Bloom Energy, which was added to the portfolio in 2021: The solid oxide fuel cells made by this company provide the decentralized energy for data centers.
    Read the letterBloom Energy
  • HoldsClearBridge Investments SMID Cap Growth Strategy
    June 2026
    Bloom Energy also participated in enthusiasm for alternative power solutions as investors focused on rising electricity requirements for data centers and AI infrastructure.
    Read the letterBloom Energy

Also mentioned · 1

These funds discuss Bloom Energy — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedArtisan Partners U.S. Small-Cap Growth Strategy
    June 2026
    Credo Technology and Bloom Energy, neither of which we own, together reduced relative performance by approximately 256bps.
    Read the letterBloom Energy

Fund coverage · 1 thesis

  • Polen 5Perspectives Small Growth
    March 2026

    Bloom Energy provides onsite fuel-cell power solutions that are well positioned to benefit from AI data center electricity demand.

    Read the full thesis

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