The Utilities Story Powering AI

With AI’s thirst for electricity likely driving increasing demand for power for years to come, there may be an opportunity in utility stocks.

We lay out the facts in our report The Case for Actively Managed Utilities, which examines utility stocks from multiple angles, including:
  • As a downstream investment opportunity that could benefit from AI
  • As an alternative to bonds
  • As a strategy to diversify overweight growth portfolios
We also dive into the data and cover:
  • How they’re helping meet the increasing demand for electricity
  • Their competitive historical performance

 



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