Mike Clare joined BNN to share his top picks for capitalizing on AI infrastructure growth

by Michael D. Clare

| June 30th, 2026

“AI is the growth engine of the infrastructure sector right now.”

Datacenters and other AI infrastructure continue to be one of the biggest investment themes right now. Which companies are best positioned to keep up with the times?

Brompton’s Senior Portfolio Manager Mike Clare joined BNN Bloomberg to share his top picks for capitalizing on AI infrastructure growth, including why Alphabet is set to lead the space for years to come.

‘Alphabet has such a dominant position they will be a leader in this space for many years’: Clare

Michael Clare has over 18 years of experience in financial services and is a Senior Vice President and Senior Portfolio Manager with Brompton Group. Mr. Clare is a member of Brompton’s portfolio management team and is a co-manager of investment funds at Brompton with combined assets of approximately $3 billion. He specializes in portfolio construction, security analysis, and covered call strategies with a focus on technology, health care, financials, energy, global equities, and low volatility strategies.