Why the NERC grid-shortfall warning is a tailwind for the AI tracker's GE Vernova stake

The AI Infrastructure tracker's 10.8% GE Vernova stake is squarely in the demand path NERC flags. GEV runs a record backlog with gas-turbine reservations near 100 GW, and data-center electrification orders hit $2.4B in Q1 alone. Grid shortfall risk means more turbine and grid-gear orders, though its queue is already booked years out.