Artificial intelligence continues to dominate investment headlines, with much of the attention focused on the world’s largest technology companies. However, according to Ellerston Capital Portfolio Manager Nick Markiewicz, some of the most compelling opportunities may lie beyond the mega-cap names.
In his latest article for Inside Adviser, Nick explores the broader ecosystem supporting AI adoption, including data centres, power infrastructure and the companies enabling the rapid expansion of AI capabilities around the world.
As demand for AI infrastructure accelerates, global small and mid-cap companies are increasingly benefiting from this powerful structural growth theme, creating opportunities that may be overlooked by investors focused solely on the largest technology stocks.
Read Nick’s full article here