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Here's the state of the AI trade after a great first-quarter run for many of our portfolio stocks

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While returns in 2024 have been strong, we think there is still room to run.

As the second quarter begins, we're taking stock of the AI trade. Two reasons are behind our conviction: artificial intelligence adoption remains in the early innings, and companies are still researching and figuring out the potential use cases of AI and how to make money on them.

As the second quarter begins, we're taking stock of the AI trade. Two reasons are behind our conviction: artificial intelligence adoption remains in the early innings, and companies are still researching and figuring out the potential use cases of AI and how to make money on them.

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