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The AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.

MarketWatch · September 23, 2026 at 6:51 AM

The AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.

BNY Mellon Global Infrastructure Income exchange-traded fund manager Brock Campbell said some investors mistakenly believe the artificial-intelligence play has peaked.

He flags what’s been overlooked.

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The AI infrastructure trade is still not over, says this top-performing fund manager. Where he’s investing.

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