AI investing is often focused on the obvious names: Nvidia, Microsoft, Google, Meta, and the rest of the hyperscalers. But the AI buildout is creating massive demand across the entire infrastructure stack, from electricity and grid upgrades to cooling, data centers, semiconductors, uranium, industrial automation, and specialized software. In this episode, we unveil the TCI Podcast Index: Hidden AI Winners, built in partnership with Questrade’s new custom indexing feature. We explain how custom indexing works, why we chose this AI infrastructure theme, and then break down the 21 companies selected for the index. This episode also looks at why AI demand may benefit companies far beyond the usual tech giants, especially businesses tied to power generation, electrical equipment, liquid cooling, semiconductor manufacturing, data center construction, and nuclear energy. Tickers of stocks discussed: PWR, GEV, STN, TT, NET, VRT, NEE, GLW, FIX, CCO.TO / CCJ, ASML, ROK, ECL, CLS.TO / CLS, HUBB, QXO, SNPS, GNRC, ETN, CEG Questrade custom indexing contest: This information is for educational purposes only. Not intended to be financial advice. Paid partnership with Questrade. Not financial/investment advice. The creator is not a registered adviser. Views and experience shown are the creator's own; results are not representative. Custom Indexing is a self-directed product; Questrade does not recommend securities or assess suitability. Investing involves risk, including loss of principal. FX and other fees may apply. Past performance is not indicative of future results. No purchase necessary. Open to Canada (age of majority). Skill testing question required. One Prize: 3-night Nimmo Bay (BC) retreat for 2 + 10 annual payouts of $7,000 CAD to winner's non-registered or TFSA account. ARV: $100,000 CAD. Odds depend on entries. Terms apply. See full rules: https://www.questrade.com/disclosure/remix-your-life-contest---terms-and-condition Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.
