Should I Keep Riding that Mag 7 Index Fund?

While many firms focus solely on front end exposure to AI (i.e. the Mag 7), we feel this carries some risk in the event of a bubble burst. By focusing on companies that support the foundation of a wider AI build out, we believe we can protect portfolios from this risk while still benefiting from the AI boom.

Such a strategy offers many investing opportunities, including

Energy Infrastructure: Grid buildout, grid resilience & fortification, traditional & renewable power generation, flood protection, and emergency power back up & storage.

Energy Efficiency: Waste management, building efficiency, smart systems, LED lighting, passive heating & cooling, electrification, electric vehicles, and fast-charging stations.

Water: Water efficiency, cooling systems, data centers, potable water innovation, desalination, PFAS remediation, and water recycling.

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Gitterman Asset Management/Gitterman Wealth Management is a dba of Perigon Wealth Management, LLC (“Perigon”). Perigon is an SEC registered investment advisor.

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