Reshoring

Amidst AI hype, infrastructure and industrial stocks are gaining attention due to policy shifts and reshoring trends. Experts like Mike Atkins see a bullish setup, while Global X’s Ryan O’Connor highlights infrastructure’s role in supporting the AI boom, referencing the Global X U.S. Infrastructure Development ETF (PAVE). PAVE is up 16% YTD. The U.S. Electrification ETF (ZAP) is also thriving, indicating the sector’s growth is sustainable as AI and electrification demands increase.