Neuberger Berman Climate Innovation Portfolio Manager Evelyn Chow joins Market Domination to give insight into AI and its role in the industrial space.) for most of the year, despite the dominance of megacap tech in the equity market narrative. She notes that this trend stems from industrial participation in AI and electrification.). It's a somewhat underappreciated mid-cap company that's emerged as the leader in liquid cooling.
Of course, it's a more diverse group, it's not just energy related, but do you think investors are, are starting to catch on to this as well?I think so, I mean, one of the really interesting things about industrial in the XL I year to date is that it actually was keeping pace with the S and P for most of the year, despite the absolute dominance of mega cap tech in the equity market narrative, a lot of that has stemmed from the participation in A I and electrification.
And it's really critical because A I data centers have three times the power density of a traditional data center.And so, Invent is taking tons of market share in this space. It also has very significant representation and utility which as you noted, Julie is going to be really important because you need to have all that power in order to power the data center.It's got a great management team, a very strong track record of execution.
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