Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants—semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs—this episode looks at some of the less obvious but equally important beneficiaries of AI.

From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI’s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation—sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook.

Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you’re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas.

Tickers discussed:
Utilities & infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB
Commodities & energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM
Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO
Cybersecurity: CRWD, PANW, HAK, CYBR.TO
Consulting & IT services: ACN, IBM, INFY
Industrial automation: ROK, ABB, PNG.V 



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Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

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Asset Allocation ETFs | BMO Global Asset Management

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Simon and Dan return with the second half of their deep dive into 50 Ways to Invest in the AI Revolution. While Part 1 covered the obvious giants&mdash;semiconductors, hyperscalers, pure-play AI software, enterprise apps, and data center REITs&mdash;this episode looks at some of the less obvious but equally important beneficiaries of AI.
From utilities and grid infrastructure to commodities like uranium, copper, and natural gas, they explore the backbone powering AI&rsquo;s massive energy demand. They also dig into healthcare, cybersecurity, IT consulting, and industrial automation&mdash;sectors where AI is already improving efficiency, margins, and innovation in ways most investors overlook.
Once again, they highlight dozens of companies and ETFs across these subsectors, balancing both the opportunities and the risks. If you&rsquo;re wondering how to get diversified AI exposure beyond the usual suspects like NVDA and MSFT, this episode is packed with fresh angles and ticker ideas.
Tickers discussed:
<ul>
<li aria-level="1">Utilities &amp; infrastructure: NEE, CNP, D, CPX.TO, BEPC, BIP.UN.TO, PWR, MTZ, SU, ENB</li>
<li aria-level="1">Commodities &amp; energy: TECK.B.TO, TOU.TO, URA, U.UN.TO, UNG, ZEO.TO, BCIM</li>
<li aria-level="1">Healthcare: GEHC, SMMNY, PFE, ISRG, WELL.TO, ZHQ.TO</li>
<li aria-level="1">Cybersecurity: CRWD, PANW, HAK, CYBR.TO Consulting &amp; IT services: ACN, IBM, INFY</li>
<li aria-level="1">Industrial automation: ROK, ABB, PNG.V&nbsp; </li>
</ul>
<a href="http://jointci.com">Check out our portfolio by going to Jointci.com</a>
<ul>
<li aria-level="1"><a href="https://thecanadianinvestorpodcast.com/">Our Website</a></li>
<li aria-level="1"><a href="https://www.youtube.com/@TCIPodcastNetwork">Our New Youtube Channel!</a></li>
<li aria-level="1">Canadian Investor Podcast Network Twitter:<a href="https://twitter.com/cdn_investing"> @cdn_investing</a></li>
<li aria-level="1">Simon&rsquo;s twitter:<a href="https://twitter.com/Fiat_Iceberg"> @Fiat_Iceberg</a></li>
<li aria-level="1">Braden&rsquo;s twitter:<a href="https://twitter.com/BradoCapital"> @BradoCapital</a></li>
<li aria-level="1">Dan&rsquo;s Twitter: <a href="https://twitter.com/StockTrades_CA">@stocktrades_ca</a></li>
</ul>
Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!
<a href="https://podcasts.apple.com/ca/podcast/the-canadian-real-estate-investor/id1634197127">Apple Podcast - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://open.spotify.com/show/6wcDGtXn8Pa7K02l2Ujd3g?si=1299096c533f4894">Spotify - The Canadian Real Estate Investor&nbsp;</a>
<a href="https://thecanadianinvestorpodcast.com/podcast/the-canadian-real-estate-investor">Web player - The Canadian Real Estate Investor</a>
<a href="https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs">Asset Allocation ETFs | BMO Global Asset Management</a>
Sign up for <a href="http://fiscal.ai">Fiscal.ai</a> for free to get easy access to global stock coverage and powerful AI investing tools.
<a href="https://www.eqbank.ca/?utm_source=TCI&amp;utm_medium=podcast&amp;utm_content=desc">Register for EQ Bank</a>, the seamless digital banking experience with better rates and no nonsense.
&nbsp;

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring both experience, fresh takes, well-researched information and entertainment to an investing&nbsp;podcast&nbsp;for Canadians.

The Canadian Investor

The Podcast For Canadian Investors.

The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.

Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.

The Podcast For Canadian Investors.
The podcast features in depth discussion around individual stocks and various investing strategies while incorporating the nuances of Canadian investment vehicles.
Show hosts Braden Dennis and Simon Belanger bring experience, fresh takes, well-researched information and entertainment to an investing podcast for Canadians.