# Investor Stephanie Link is trading in some of her gains in energy providers for technology stocks.

*web3 · news · 2026-04-08 · CNBC*

## Key points

- Stephanie Link sold her Chevron position to invest in new technology sector stocks.
- Link highlighted Quanta Services as a key beneficiary of data center and power grid trends.
- She also named Vertiv and Eaton as attractive power infrastructure stocks supporting AI buildout.
- Shares of Quanta Services, Vertiv, and Eaton have surged 37%, 74%, and 21% respectively this year.

**Companies:** Chevron, SLB, Quanta Services, Nvidia, Broadcom, Eaton, Vertiv

[Read the full story on CNBC](https://www.cnbc.com/2026/04/08/investor-stephanie-link-swaps-chevron-for-technology-stocks-.html)

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