Despite the rotation, select AI-centric companies with strong fundamentals and "insider conviction" remain top analyst picks.
Up 32% year-to-date as of February, benefiting from the global data center buildout where its generators power AI servers.
2026 Emerging Markets Outlook: Trends for Investors to Watch
A top industrial performer in 2026, gaining from the increased demand for electric power infrastructure.
Leading a red-hot energy sector that rose over 22% in early 2026, supported by oil prices hovering near $100 per barrel. 2. High-Growth Tech & AI