In this episode, Marcello Montanari, Managing Director & Senior Portfolio Manager, North American Equities and Rob Cavallo, Senior Portfolio Manager, North American Equities discuss the importance of data centers, which play a crucial role in our increasingly digital world. These facilities are the backbone of modern technological infrastructure, housing and managing the vast amounts of data that power our everyday lives. Marcello and Rob provide insight into the role data centers play within technology, the evolution of the industry and how AI has pushed these businesses to the forefront of technology discussions.