{"id":8182,"date":"2025-11-16T12:15:54","date_gmt":"2025-11-16T12:15:54","guid":{"rendered":"https:\/\/demo5.dedicatedhost247.com\/zexo\/these-underperforming-groups-may-deliver-ai-electric-appeal-heres-why\/"},"modified":"2025-11-16T12:15:54","modified_gmt":"2025-11-16T12:15:54","slug":"these-underperforming-groups-may-deliver-ai-electric-appeal-heres-why","status":"publish","type":"post","link":"https:\/\/demo5.dedicatedhost247.com\/zexo\/these-underperforming-groups-may-deliver-ai-electric-appeal-heres-why\/","title":{"rendered":"These underperforming groups may deliver AI-electric appeal. Here&#8217;s why."},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"SpecialReportArticle-ArticleBody-6\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"SpecialReportArticle-articleBody-6-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div role=\"region\" aria-labelledby=\"Placeholder-ArticleBody-Video-108223867\">\n<div role=\"button\" tabindex=\"0\" id=\"Placeholder-ArticleBody-Video-108223867\" class=\"PlaceHolder-wrapper\" data-vilynx-id=\"7000395113\" data-test=\"VideoPlaceHolder\">\n<div class=\"InlineVideo-videoEmbed\" id=\"InlineVideo-0\" data-test=\"InlineVideo\">\n<div class=\"InlineVideo-wrapper\">\n<div class=\"InlineVideo-inlineThumbnailContainer\"><span class=\"InlineVideo-videoButton\"\/><span\/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>Industrial and infrastructure stocks may\u00a0soon\u00a0share the spotlight with the\u00a0artificial intelligence trade.<\/p>\n<p>According to ETF Action&#8217;s Mike Atkins, there&#8217;s a bullish setup taking shape due to both policy and consumer trends.\u00a0His prediction comes during a volatile month for Big Tech and AI stocks.<\/p>\n<p>&#8220;You&#8217;re seeing kind of the old-school infrastructure, industrial products that have not done as well over the years,&#8221;\u00a0the firm&#8217;s founding partner told CNBC&#8217;s <a href=\"https:\/\/www.cnbc.com\/etf-edge\/\">&#8220;ETF Edge&#8221;<\/a> this week. &#8220;But there&#8217;s a big drive&#8230; kind of away from globalization into this reshoring concept, and I think that has legs.&#8221;<\/p>\n<p>Global X CEO Ryan O&#8217;Connor is also optimistic because the groups support the AI boom.\u00a0His firm runs the\u00a0<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-2\"><a href=\"https:\/\/www.cnbc.com\/quotes\/PAVE\/\">Global X U.S. Infrastructure Development ETF (PAVE)<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, which tracks companies involved in construction and industrial projects.<\/p>\n<p>&#8220;Infrastructure\u00a0is something that&#8217;s near and dear to our heart based off of PAVE, which is our largest ETF in the market,&#8221; said O&#8217;Connor in the same interview. &#8220;We think some\u00a0of these reshoring efforts that you can get through some of these infrastructure places are an interesting one.&#8221;<\/p>\n<p>The Global X&#8217;s\u00a0infrastructure exchange-traded fund\u00a0is up 16%\u00a0so far this year,\u00a0while the <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-3\"><a href=\"https:\/\/www.cnbc.com\/quotes\/SMH\/\">VanEck Semiconductor ETF (SMH)<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, which includes AI bellwethers <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-4\"><a href=\"https:\/\/www.cnbc.com\/quotes\/NVDA\/\">Nvidia<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-5\"><a href=\"https:\/\/www.cnbc.com\/quotes\/TSM\/\">Taiwan Semiconductor<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-6\"><a href=\"https:\/\/www.cnbc.com\/quotes\/AVGO\/\">Broadcom,<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>\u00a0is up 42%,\u00a0as of Friday&#8217;s close.<\/p>\n<p>Both ETFs are lower so far this month \u2014 but Global X&#8217;s infrastructure ETF\u00a0is performing better.\u00a0Its top holdings, according to the firm&#8217;s website, are\u00a0<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-7\"><a href=\"https:\/\/www.cnbc.com\/quotes\/HWM\/\">Howmet Aerospace<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>, <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-8\"><a href=\"https:\/\/www.cnbc.com\/quotes\/PWR\/\">Quanta Services<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"SpecialReportArticle-QuoteInBody-9\"><a href=\"https:\/\/www.cnbc.com\/quotes\/PH\/\">Parker Hannifin<\/a><span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>.<\/p>\n<h3 class=\"ArticleBody-smallSubtitle\"><strong>Supporting the AI boom<\/strong><\/h3>\n<p>He also sees <a href=\"https:\/\/www.cnbc.com\/2025\/11\/14\/data-centers-are-concentrated-in-these-states-heres-whats-happening-to-electricity-prices-.html\">electrification as a positive driver<\/a>.<\/p>\n<p>&#8220;All of the things that are going to be required for us to continue to support this AI boom, the electrification of the U.S. economy, is certainly one of them,&#8221;\u00a0he said, noting the firm&#8217;s <a id=\"108106297\" href=\"https:\/\/www.cnbc.com\/quotes\/\" type=\"security\" brand=\"cnbc\" section=\"[object Object]\" contentclassification=\"\">U.S. Electrification ETF (ZAP)<\/a> gives investors exposure to them.\u00a0The ETF is up\u00a0almost 24%\u00a0so far this year.<\/p>\n<p>The Global X U.S. Electrification ETF is also\u00a0performing a few percentage points better than the\u00a0VanEck Semiconductor ETF for the month.<\/p>\n<\/div>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Industrial and infrastructure stocks may\u00a0soon\u00a0share the spotlight with the\u00a0artificial intelligence trade. According to ETF Action&#8217;s Mike Atkins, there&#8217;s a bullish setup taking shape due to both policy and consumer trends.\u00a0His prediction comes during a volatile month for Big Tech and AI stocks. &#8220;You&#8217;re seeing kind of the old-school infrastructure, industrial products that have not done [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8183,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"spay_email":""},"categories":[49],"tags":[12347,6020,9727,7727,217,184,1036,8488,199,6955,63,12338,12339,10582,12344,12345,4169,98,12342,12337,702,186,183,2816,12340,12341,1848,185,1851,304,12346,12343,187],"jetpack_featured_media_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108171443-1752495584443-gettyimages-2224347614-AFP_66NL98L.jpeg?v=1763157486&w=1920&h=1080","_links":{"self":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/8182"}],"collection":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/comments?post=8182"}],"version-history":[{"count":0,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/posts\/8182\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media\/8183"}],"wp:attachment":[{"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/media?parent=8182"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/categories?post=8182"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/demo5.dedicatedhost247.com\/zexo\/wp-json\/wp\/v2\/tags?post=8182"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}