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Impax Fund Highlights AI Tech Surge as Data Center Spending Drives Semis

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Impax US Sustainable Economy Fund reported strong Q2 2026 outperformance against the Russell 1000, fueled by the tech rotation into AI.
  • The fund highlighted Micron Technology as a key driver, benefiting from massive hyperscale data center spending and accelerating demand for high-bandwidth memory in AI workloads.
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