Markets· August 17, 2026 at 01:56 p.m.
Voya Fund Outperforms S&P 500, Cites Bloom Energy Corporation's Role in AI Data Centers
Key takeaways
- Voya MI Dynamic Small Cap Fund outperformed S&P 500
- Bloom Energy Corporation contributed significantly to the fund's performance
- Bloom Energy Corporation is moving into AI manufacturing power
In its Q2 2026 investor letter, Voya MI Dynamic Small Cap Fund reported strong market rebound and sector performance. The fund outperformed the S&P 500, benefitting from stock selection in energy, consumer discretionary, and health care sectors. One of the top contributors to the Fund's performance was Bloom Energy Corporation (BE), a provider of fuel-cell power systems for data centers. The company represented 2.34% of the portfolio and closed at $229.94 per share on August 14, 2026, with a market capitalization of $67.72 billion.
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