Yuri Khodjamirian, CIO of Tema ETFs discusses the insatiable growth of AI data centers, infrastructure demand, and potential investment opportunities for investors.
Tema ETFs seeks to profit from the AI trend by looking beyond the most obvious beneficiaries of the chip stocks. Investing in the picks-and-shovels companies that build, power, and manage the electricity needs of data centers may provide investors a way to benefit from the growth trend of AI in stocks with lower valuations.
WEBCAST – Powering AI Infrastructure: Electrification and Nuclear
AI infrastructure growth is accelerating record power and electrification demand, evidenced by soaring electricity prices. Major AI data center announcements underscore the sizeable power investment opportunity required to support AI growth.
Tema ETFs CIO, Yuri Khodjamirian, is hosting a webinar for financial advisors covering:
- How AI infrastructure and data center growth are fueling power and electrification demand
- Why power prices are surging, how to position for significant grid investments
- How soaring electricity demand is driving a secular nuclear renaissance
- Where Power, Electrification, and Nuclear exposure fit in advisor portfolios
- How Tema’s industry expertise offers a pure-play approach to Power, Electrification, and Nuclear
Accepted for 1 CFP® / IWI / CFA CE Credit