Investor Stephanie Link swaps Chevron for technology stocks
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Investor Stephanie Link is trading in some of her gains in energy providers for technology stocks. Link, the chief investment strategist at Hightower Advisors, said on CNBC's " Power Lunch " Wednesday that she decided to sell her position in Chevron and exchange it for new names in the technology sector . For one thing, Link said that she wanted to realize her 35% gain in Chevron. She said she still holds a "really big" position in oilfield services play SLB , formerly Schlumberger. "Nothing wrong with Chevron … I just made money, and I wanted to put it elsewhere," Link said on the show. "I did take that money and I bought a whole bunch of technology names, new names." Link didn't identify the tech stocks she added to her holdings. But the investor highlighted several stocks that she likes that are helping drive the data center revolution, including power infrastructure provider Quanta Services . "They are in so many parts of the whole food chain," she said, noting that Quanta is a beneficiary of trends in data centers, growing power demand and the need to upgrade the power grid. "So they're part of every different segment, which is why I like it so much," she added, saying it's a stock that an investor could buy and easily forget about for "a decade" or so. Shares of Quanta Services have surged 37% so far this year. Link named Vertiv and Eaton as two other attractive power stocks. "The easy way to play it is Nvidia or Broadcom , the technology side of things," Link said, when asked about potential stock compounders in energy. "I think less popular are all the" pock-and-shovel companies that are necessary to build out artificial intelligence. "So I own a boatload of these things." Shares of Vertiv and Eaton are trading 74% and 21% higher, respectively, in 2026.