Solving the Structural AI Power DeficitSolving the Structural AI Power DeficitSolving the Structural AI Power Deficit
Semiconductors and software have largely overshadowed the electrification ETF trade. Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, says most investors are missing the sectors that actually power the AI buildout. Key Takeaways: Materials, utilities, and energy make up less than 10% of the S&P 500, despite powering the AI buildout. […]
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