# If GE Vernova moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/ge-vernova · Facet: ripple · Updated: 2026-09-24T04:43:24.819559+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, GE Vernova is directly linked to 12 companies (2 supply, 10 revenue relationships) and reaches 73 companies within two hops; the links are backed by 16 dated sources, 5 of them primary filings (as of 2026-09-24).

GE Vernova operates across NYSE, Power & grid, Gas turbines (AI power demand). Momentum stayed firm and it is +44.4% in 2026. The stock (+44.4%) is ahead of both its demand side (avg +0.5%) and supply side (avg -22.7%). Having run ahead of its chain, it is the first spot to give back if customer numbers fail to follow. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is D-Wave Quantum (-36.6%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. At the very bottom of the chain: generation and transmission.

## Demand chain (leading)
- T1 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 OpenAI (https://valuechain.wiki/openai.md)
- T3 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T3 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Snowflake (https://valuechain.wiki/snowflake.md)
- T3 ResMed Inc. (https://valuechain.wiki/resmed.md)
- T3 Otis Worldwide Corporation (https://valuechain.wiki/otis-worldwide.md)
- T3 Verisk Analytics (https://valuechain.wiki/verisk-analytics.md)
- T3 Expand Energy Corporation (https://valuechain.wiki/expand-energy.md)
- T2 ServiceNow (https://valuechain.wiki/servicenow.md)
- T2 Walmart Inc (https://valuechain.wiki/walmart.md)
- T3 UnitedHealth Group Incorporated (https://valuechain.wiki/unitedhealth-group.md)
- T2 Starbucks Corp (https://valuechain.wiki/starbucks.md)
- T3 E-mart Inc. (https://valuechain.wiki/emart.md)
- T3 Nestlé S.A. (https://valuechain.wiki/nestle.md)
- T3 Target Corporation (https://valuechain.wiki/target.md)
- T2 Costco Wholesale (https://valuechain.wiki/costco.md)
- T2 Johnson Controls (https://valuechain.wiki/johnson-controls.md)
- T2 Parker-Hannifin Corporation (https://valuechain.wiki/parker-hannifin.md)
- T3 Airbus (https://valuechain.wiki/airbus.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T2 Stryker Corporation (https://valuechain.wiki/stryker.md)
- T3 HCA Healthcare, Inc. (https://valuechain.wiki/hca-healthcare.md)
- T2 Adobe Inc. (https://valuechain.wiki/adobe.md)
- T3 The Coca-Cola Company (https://valuechain.wiki/coca-cola.md)
- T3 IBM (https://valuechain.wiki/ibm.md)
- T3 Tapestry, Inc. (https://valuechain.wiki/tapestry.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T3 Fastenal Company (https://valuechain.wiki/fastenal.md)
- T2 Illinois Tool Works Inc. (https://valuechain.wiki/illinois-tool-works.md)
- T3 Ford Motor Company (https://valuechain.wiki/ford-motor-company.md)
- T2 Boston Scientific Corporation (https://valuechain.wiki/boston-scientific.md)
- T2 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Kia (https://valuechain.wiki/kia.md)
- T2 Rockwell Automation, Inc. (https://valuechain.wiki/rockwell-automation.md)
- T3 Kikkoman (https://valuechain.wiki/kikkoman.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T2 Roper Technologies (https://valuechain.wiki/roper-technologies.md)
- T2 Kenvue Inc. (https://valuechain.wiki/kenvue.md)
- T2 Axon Enterprise, Inc. (https://valuechain.wiki/axon-enterprise.md)
- T2 The Kraft Heinz Company (https://valuechain.wiki/kraft-heinz.md)
- T3 Dollar General Corporation (https://valuechain.wiki/dollar-general.md)
- T2 Fiserv (https://valuechain.wiki/fiserv.md)
- T3 Wells Fargo (https://valuechain.wiki/wells-fargo.md)
- T2 Cognizant Technology Solutions Corporation (https://valuechain.wiki/cognizant.md)
- T3 McDonald's (https://valuechain.wiki/mcdonalds.md)
- T3 Gilead Sciences, Inc. (https://valuechain.wiki/gilead-sciences.md)
- T2 Dover Corporation (https://valuechain.wiki/dover.md)
- T3 Coca-Cola Europacific Partners (https://valuechain.wiki/coca-cola-europacific-partners.md)
- T2 Veralto Corporation (https://valuechain.wiki/veralto.md)
- T2 Ralph Lauren Corporation (https://valuechain.wiki/ralph-lauren.md)
- T3 Alibaba Group (https://valuechain.wiki/alibaba.md)
- T3 JD.com (https://valuechain.wiki/jd-com.md)
- T1 Amazon (https://valuechain.wiki/amazon.md)
- T2 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Shopify (https://valuechain.wiki/shopify.md)
- T2 CrowdStrike (https://valuechain.wiki/crowdstrike.md)
- T2 Datadog (https://valuechain.wiki/datadog.md)
- T2 Schrodinger (https://valuechain.wiki/schrodinger.md)
- T2 Coupang (https://valuechain.wiki/coupang.md)
- T2 MercadoLibre, Inc. (https://valuechain.wiki/mercadolibre.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T2 Airbnb Inc (https://valuechain.wiki/airbnb.md)
- T2 The Walt Disney Company (https://valuechain.wiki/disney.md)
- T3 Charter Communications, Inc. (https://valuechain.wiki/charter-communications.md)
- T2 Netflix (https://valuechain.wiki/netflix.md)
- T2 Illumina (https://valuechain.wiki/illumina.md)
- T3 Tempus AI (https://valuechain.wiki/tempus-ai.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T2 Palo Alto Networks (https://valuechain.wiki/palo-alto-networks.md)
- T2 Workday, Inc. (https://valuechain.wiki/workday.md)
- T3 Bank of America (https://valuechain.wiki/bank-of-america.md)
- T2 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Trade Desk (The) (https://valuechain.wiki/trade-desk.md)
- T2 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 PepsiCo (https://valuechain.wiki/pepsico.md)
- T3 Equinix (https://valuechain.wiki/equinix.md)
- T3 Veeva Systems (https://valuechain.wiki/veeva-systems.md)
- T3 Williams-Sonoma, Inc. (https://valuechain.wiki/williams-sonoma.md)
- T2 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T2 Schlumberger (https://valuechain.wiki/schlumberger.md)
- T3 Chevron Corporation (https://valuechain.wiki/chevron.md)
- T3 ExxonMobil (https://valuechain.wiki/exxonmobil.md)
- T3 Diamondback Energy, Inc. (https://valuechain.wiki/diamondback-energy.md)
- T3 Devon Energy Corporation (https://valuechain.wiki/devon-energy.md)
- T2 DoorDash, Inc. (https://valuechain.wiki/doordash.md)
- T3 Domino's (https://valuechain.wiki/dominos.md)
- T2 Hilton Worldwide Holdings Inc. (https://valuechain.wiki/hilton-worldwide.md)
- T3 Host Hotels & Resorts (https://valuechain.wiki/host-hotels-resorts.md)
- T3 American Express (https://valuechain.wiki/american-express.md)
- T2 Corteva, Inc. (https://valuechain.wiki/corteva.md)
- T2 Becton, Dickinson and Company (https://valuechain.wiki/becton-dickinson.md)
- T3 Cardinal Health, Inc. (https://valuechain.wiki/cardinal-health.md)
- T3 McKesson Corporation (https://valuechain.wiki/mckesson.md)
- T2 Carrier Global Corporation (https://valuechain.wiki/carrier-global.md)
- T3 The Home Depot, Inc. (https://valuechain.wiki/home-depot.md)
- T3 Comfort Systems USA, Inc. (https://valuechain.wiki/comfort-systems-usa.md)
- T3 EMCOR Group, Inc. (https://valuechain.wiki/emcor.md)
- T2 Live Nation Entertainment, Inc. (https://valuechain.wiki/live-nation-entertainment.md)
- T3 Mastercard Inc (https://valuechain.wiki/mastercard.md)
- T2 IDEXX Laboratories, Inc. (https://valuechain.wiki/idexx-laboratories.md)
- T2 Waters Corporation (https://valuechain.wiki/waters.md)
- T2 Agilent Technologies, Inc. (https://valuechain.wiki/agilent-technologies.md)
- T3 Alnylam Pharmaceuticals (https://valuechain.wiki/alnylam-pharmaceuticals.md)
- T3 Pfizer Inc. (https://valuechain.wiki/pfizer.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T2 GE HealthCare Technologies Inc. (https://valuechain.wiki/ge-healthcare.md)
- T2 Labcorp Holdings Inc. (https://valuechain.wiki/labcorp.md)
- T2 Hubbell Incorporated (https://valuechain.wiki/hubbell-incorporated.md)
- T2 Constellation Brands, Inc. (https://valuechain.wiki/constellation-brands.md)
- T2 Fair Isaac Corporation (https://valuechain.wiki/fair-isaac.md)
- T3 Equifax (https://valuechain.wiki/equifax.md)
- T1 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T2 Meta Platforms (https://valuechain.wiki/meta.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 FirstEnergy (https://valuechain.wiki/firstenergy.md)
- T3 First Solar (https://valuechain.wiki/first-solar.md)
- T2 Entergy (https://valuechain.wiki/entergy.md)
- T2 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T2 WEC Energy Group (https://valuechain.wiki/wec-energy-group.md)
- T2 Eversource Energy (https://valuechain.wiki/eversource-energy.md)
- T1 NRG Energy (https://valuechain.wiki/nrg-energy.md)
- T1 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T1 Baker Hughes Company (https://valuechain.wiki/baker-hughes.md)
- T1 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T1 PPL Corporation (https://valuechain.wiki/ppl.md)

## Supply chain (benefiting)
- T1 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T1 Workday, Inc. (https://valuechain.wiki/workday.md)
- T2 Amazon (https://valuechain.wiki/amazon.md)
- T3 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Credo Technology (https://valuechain.wiki/credo.md)
- T3 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Marvell (https://valuechain.wiki/marvell.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 Alchip Technologies (https://valuechain.wiki/alchip.md)
- T3 SanDisk (https://valuechain.wiki/sandisk.md)
- T3 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 Arista Networks (https://valuechain.wiki/arista.md)
- T3 Anthropic (https://valuechain.wiki/anthropic.md)
- T3 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T3 IonQ (https://valuechain.wiki/ionq.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T3 Eaton (https://valuechain.wiki/eaton.md)
- T3 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T3 Vistra (https://valuechain.wiki/vistra.md)
- T3 Quantum Computing Inc (https://valuechain.wiki/qubt.md)
- T3 Talen Energy (https://valuechain.wiki/talen-energy.md)
- T3 Ciena (https://valuechain.wiki/ciena.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T3 Globalstar (https://valuechain.wiki/globalstar.md)
- T3 Cummins (https://valuechain.wiki/cummins.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Celestica (https://valuechain.wiki/celestica.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T3 Nike (https://valuechain.wiki/nike.md)
- T3 Amorepacific (https://valuechain.wiki/amorepacific.md)
- T3 Procter & Gamble (https://valuechain.wiki/procter-gamble.md)
- T3 ArianeGroup (https://valuechain.wiki/arianegroup.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Jabil (https://valuechain.wiki/jabil.md)
- T3 Exelon (https://valuechain.wiki/exelon.md)
- T3 Abbott Laboratories (https://valuechain.wiki/abbott-laboratories.md)
- T3 United Parcel Service, Inc. (https://valuechain.wiki/united-parcel-service.md)
- T3 FedEx (https://valuechain.wiki/fedex.md)
- T3 Colgate-Palmolive Company (https://valuechain.wiki/colgate-palmolive.md)
- T3 Norfolk Southern (https://valuechain.wiki/norfolk-southern.md)
- T3 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T3 Entergy (https://valuechain.wiki/entergy.md)
- T3 The Estée Lauder Companies Inc. (https://valuechain.wiki/est-e-lauder-companies.md)
- T3 Ameren Corporation (https://valuechain.wiki/ameren.md)
- T3 Church & Dwight Co., Inc. (https://valuechain.wiki/church-dwight.md)
- T3 Omnicom Group Inc. (https://valuechain.wiki/omnicom-group.md)
- T2 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Broadcom (https://valuechain.wiki/broadcom.md)
- T3 Intel (https://valuechain.wiki/intel.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 TeraWulf (https://valuechain.wiki/terawulf.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T3 Berkshire Hathaway (https://valuechain.wiki/berkshire-hathaway.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 Flex Ltd. (https://valuechain.wiki/flex-ltd.md)
- T3 Comcast Corporation (https://valuechain.wiki/comcast.md)
- T3 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 Xcel Energy (https://valuechain.wiki/xcel-energy.md)
- T3 Fox Corporation (https://valuechain.wiki/fox.md)

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Full node: https://valuechain.wiki/ge-vernova.md · JSON: https://valuechain.wiki/ge-vernova.json