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

Economy MarketWatch By Barbara Kollmeyer 23 Sep 2026 13:00 1 min read
The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.

Brock Campbell, BNY Mellon’s Global Infrastructure Income exchange-traded fund manager, said some investors mistakenly believe the artificial-intelligence play has peaked. He flags what’s been overlooked.

Covered in this story

What has happened since

  • BNY Mellon is down 3.5% since this was published, 27 days ago.

Price move measured from the close nearest publication to the latest quote.

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