TCW senior portfolio manager Eli Horton joins Wealth! to discuss where he believes investors should look to capitalize on the AI trend.
We have Eli Horton, TC, W senior portfolio manager, is part of the ETF report brought to you by invest OQ QQI mean II.NVIDIA did, and all of them were trying to figure out how to make the shares more affordable.So it's an interesting question and an interesting topic. Uh, they need that power infrastructure from old economy companies on the power generation side, the electrical equipment side.
You can imagine demand for their products and services, especially if we get to a 1 million chip data centre at some point, which is what we've heard from some of the CEO S. The technology is completely changing, um, and they're leading the way with their liquid cooling technology, which you need in these a i data centres.So a company like GE ver nova makes, uh, equipment that goes into, uh, power generation.
Uh, so there's a variety of systems, tonnes of change, an active manager, uh, who goes in with a bottoms up research process, which is what we attempt to do and understand our companies better than anyone else.So if you look at, uh, transform systems Net Z, which is our energy transition strategy, there's 25 investments in that portfolio.Thanks so much for taking the time.
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