This month, Senior Portfolio Manager Rob Thummel covers the latest market shifts:

• Market Recap: Energy dips while the S&P 500 hits near-record highs
• Permian Update: U.S. production grows despite weaker oil prices
• Energy Infrastructure: Positioned for long-term demand from AI and LNG
• AI Capex: Big Tech raises 2025 spending forecasts to $335B
• Utilities: Growth estimates climb with data center load forecasts
• Power Buildout: Behind-the-meter energy projects on the rise

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