To The Moon

Watching businesses that contribute to other businesses has occasionally produced some good solid investments; an example of this was Sysco Corporation (SYY), food logistics company which operates internationally to supermarkets and food brokers.

Other business areas required to develop and maintain artificial intelligence, AI, benefit from growth. Data centers, data center power, data center cooling (water), AI and semiconductors all grew this year and continue to have upside in the AI run.

This table is an easy to own five ETF allocation of the contributing businesses to AI:

The following list is additional segments and the individual stocks within those segments, these businesses benefit from AI development; the categories are AI core, data centers, power, water, semiconductors, cooling systems, telecom / fiber, construction, logistics, materials, and waste management. Please note that these additional business categories have larger customer bases which affect performance, positive AND negative, therefore just because AI may be rapidly growing, other revenue lines will affect the price and performance. There are some segments which are neutral to negative in performance.

Stocks by Segment

AI Core

·        NVIDIA (NVDA)-for YTD 2026, up 21%

·        Microsoft (MSFT)- for YTD 2026, up 3%

·        Alphabet/Google (GOOG)- for YTD 2026, up 10%

Data Centers

·        Equinix (EQIX)- for YTD 2026, up 44%

·        Digital Realty (DLR)- for YTD 2026, up 29%

Power

·        NextEra Energy (NEE)- for YTD 2026, up 7%

·        Constellation Energy (CEG)- for YTD 2026, down -20%

·        Fermi Inc. (FRMI)- for YTD 2026, down -20%

·        Vertiv Holdings (VRT)- for YTD 2026, up 81%

Water

·        American Water Works (AWK)- for YTD 2026, up 4%

·        Essential Utilities (WTRG)- for YTD 2026, up 5%

·        Veolia Environnement (VEOEY)- for YTD 2026, up 13%

Semiconductors

·        Advanced Micro Devices (AMD)- for YTD 2026, up 140%

·        Taiwan Semiconductor Manufacturing Co. (TSM) - for YTD 2026, up 41%

·        ASML Holding (ASML)- for YTD 2026, up 72%

·        Broadcom (AVGO)- for YTD 2026, up 14%

·        Lam Research Corporation (LRCX)- for YTD 2026, up 115%

Cooling Systems

·        Vertiv Holdings (VRT) (already in Power, also fits Cooling)- for YTD 2026, up 81%

·        Johnson Controls (JCI)- for YTD 2026, up 28%

Telecom/Fiber

·        AT&T (T)- for YTD 2026, up 0.20%

·        Verizon Communications (VZ)- for YTD 2026, up 19%

·        Lumen Technologies (LUMN)- for YTD 2026, down -13%

Construction

·        Brookfield Corporation (BN)- for YTD 2026, down -5%

Logistics

·        FedEx Corporation (FDX)- for YTD 2026, up 44%

·        United Parcel Service (UPS)- for YTD 2026, up 5%

·        Maersk (AMKBY)- for YTD 2026, up 38%

Materials

·        Albemarle Corporation (ALB)- for YTD 2026, down -3%

·        MP Materials (MP)- for YTD 2026, up 16%

Waste Management

·        Waste Management (WM)- for YTD 2026, up 2%

·        Veolia Environnement (VEOEY) (also in Water)- for YTD 2026, up 13%

Two of the stocks listed above, VEOEY and AMKBY, do not trade a lot of volume (OTC pink slips) and will be difficult to buy or sell. Both are fundamentally stable with good profit margins, EPS, plus dividends, the trading aspect of owning should be taken seriously.

The next list is broader AI ETFs, diversified AI business components, for better exposure to the AI spectrum:

• Global X Artificial Intelligence & Technology ETF (AIQ): This fund takes a broad, diversified approach to the AI ecosystem, including technology and communication companies that benefit from AI advancements. For YTD 2026 up 25%.

• iShares Future AI & Tech ETF (ARTY): This ETF includes stocks involved in the advancement of AI technology, from infrastructure to software and services. For YTD 2026 25%.

• Roundhill Generative AI & Technology ETF (CHAT): Focuses on companies involved in generative AI and related technologies. For YTD 2026 up 58%.

• Global X Data Center & Digital Infrastructure ETF (DTCR): Invests in companies that operate the data centers and digital infrastructure essential for supporting communication networks and AI growth. For YTD 2026 up 38%.

• Vanguard Information Technology ETF (VGT): A broader technology ETF with significant holdings in major tech companies that are heavily involved in AI, such as Nvidia and AMD, offering more diversification than niche funds. For YTD 2026 up 30%.

Conclusion

If you choose to invest in AI and technology, be sure to have an entry and exit plan. The AI sector is still a viable industry for portfolio gains as it enters the “profits” lifecycle phase and leaves growth behind. This is also the phase where smaller businesses will merge with each other or larger ones, compressing industry causing times of volatility. The lifecycle of previous technologies like PCs and mobile took around 8-10 years to maturity, AI will be shorter, which is why an entry and exit plan will benefit you in terms of your overall gains and portfolio growth.