The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.
Published . Updated .
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.
Directly affected
- CPB Campbell'S
Named in this report.
Indirectly affected
- AIIA AI Infrastructure Acquisition Corp
GA selected AIIA as a RELATED security because its canonical security name directly matches this event's themes: infrastructure, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AQN Algonquin Power & Utilities Corp
GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
AI Infrastructure Acquisition (AIIA) since this story, compared with the market
Since the first closing price after “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” AI Infrastructure Acquisition (AIIA) is +0.10%. The S&P 500 fund (SPY) is -0.09% over the same days, a +0.19% difference versus the market.
Filings that name AI Infrastructure Acquisition (AIIA) around 23 Sep 2026
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 26 days before publication, inside 30 days. The filing is listed beside the story “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing..”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 30 days before publication, inside 30 days. The filing is listed beside the story “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing..”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
The Taiwan Strait count beside this story
Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing..” The recent pace is rising.
Who gains and who loses around AI Infrastructure Acquisition (AIIA)
Companies mentioned with this story
- AIIA AI Infrastructure Acquisition
In “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” AI Infrastructure Acquisition (AIIA) is linked, with no stored direction, medium confidence. Reason on file: GA selected AIIA as a RELATED security because its canonical security name directly matches this event's themes: infrastructure, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- SUPX SuperX AI Technology
SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence in the 23 Sep 2026 story “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing..” Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
For “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
In “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” Aecom (ACM) is linked, with no stored direction, medium confidence. Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
For “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AQN Algonquin Power & Utilities
For “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
From Taiwan Strait to AI Infrastructure Acquisition (AIIA)
AI Infrastructure Acquisition (AIIA) is the company in “The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.,” the 23 Sep 2026 Taiwan Strait story.
AI Infrastructure Acquisition (AIIA) is on the page because GA selected AIIA as a RELATED security because its canonical security name directly matches this event's themes: infrastructure, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
A second company, SuperX AI Technology (SUPX), is listed for a different reason: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates and price levels for AI Infrastructure Acquisition (AIIA)
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. AIIA traded between 10.23 and 10.31 across 13 sessions. The latest close on file is 10.27. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
How strong the case is around AI Infrastructure Acquisition (AIIA)
100 out of 100
“The AI-infrastructure trade is still not over, says this top-performing fund manager. Here’s where he’s investing.” scores 100 out of 100. The score uses 6 linked companies.