Investor Stephanie Link swaps Chevron for technology stocks

April 8, 2026 - 19:24

Prominent investment figure Stephanie Link has made a significant move in her portfolio, divesting from oil and gas titan Chevron in favor of increased exposure to the technology sector. This strategic pivot reflects a broader reassessment of market opportunities as economic conditions evolve.

Link indicated that the decision to exit Chevron was driven by a desire to reallocate capital into areas with more compelling growth narratives. Technology stocks, with their potential for innovation and expansion, now represent a key part of her revised investment strategy.

Beyond tech, Link emphasized a strong conviction in companies poised to benefit from the massive, ongoing global power infrastructure buildout. She specifically highlighted Quanta Services, Vertiv, and Eaton as top holdings in this theme. These companies, involved in electrical grid modernization, data center power management, and energy-efficient technologies, are seen as critical enablers of the world's evolving energy and digital demands. This dual focus on select technology names and essential infrastructure firms outlines a forward-looking approach targeting structural growth trends.