While attention has focused on a small number of headline AI winners, attractive opportunities are emerging across the broader ecosystem, from software and data platforms to digital infrastructure and enabling technologies.

This session will explore where value is being created across the AI stack, how different segments offer distinct risk-return profiles and where investors may be overlooking opportunities beyond the most crowded trades. Understand how to build diversified exposure to AI-driven growth, identify businesses with sustainable competitive advantages and position portfolios to benefit from one of the most significant technology shifts of the coming decade.