Comm services will continue to expand. AI is a key driver. Is exposed to megcaps, too.
Stock price when the opinion was issued
Offers exposure to AI with about 20% in Meta and 20% in Alphabet. Both are coming out with AI products and services. This also holds communications like Disney, but not the semis.
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Comm services will continue to expand. AI is a key driver. Is exposed to megcaps, too.