Investors continue to underestimate AI. These are the next hot plays, says five-star manager
- Apr 4
- 1 min read
MarketWatch — The fund’s biggest weighting is information technology. A year ago, Kelly spoke about how AI usage was reaching an inflection point, with more daily usage and demand.
“We’ve only seen that continue where the technology behind AI continues to rapidly improve,” he told MarketWatch in a Tuesday interview.
He noted that last year saw a major inflection in agentic AI coding, with many developers now managing a team of agents to write code.
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