The market is focused on the narrow portion of the AI trade, says Bartlett's Holly Mazzocca

• The market is heavily focused on a narrow portion of the AI trade, particularly the 'Magnificent 7'.
• Investors should be selective, seeking companies with durable, diversified earnings that utilize AI for productivity and innovation.
• Specific stock recommendations include Amphenol (APH) for its connectivity in AI/communications, NextEra Energy (NEE) for clean energy supporting data centers, and Waste Management (WM) for AI integration in smart trucks and operations.

The discussion centers on navigating the current market's concentrated focus on the AI trade. Holly Mazzocca advocates for selective investing in companies with durable and diversified earnings that strategically leverage AI for productivity, rather than solely focusing on the obvious semiconductor and hyperscaler plays. She provides specific stock recommendations that fit this criteria.