web3 / news / / CNBC
Investor Stephanie Link is trading in some of her gains in energy providers for technology stocks.
Stephanie Link sold her Chevron position to invest in new technology sector stocks.
KEY POINTS
- 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
Summarized by Newsio from CNBC. How we summarize →