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Jun 05 2026
Equity Strategies

Select Industries Update - May 2026

  • Jun 5, 2026

AI infrastructure continues to hold a prominent place in the portfolio with several heavily weighted industries tied to the theme. At the sector level, Financials exposure was reduced.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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