Updated

New fund commentary highlighted Seagate Technology (STX) and Western Digital (WDC) as key beneficiaries of surging demand for hard-disk drives tied to AI data center buildouts. Western Digital was cited as a top relative contributor to fund performance, while Seagate was described as a primary beneficiary of AI-driven HDD demand. The commentary reflects a broader rotation of investor interest toward storage hardware suppliers as data center capacity expansion accelerates alongside AI infrastructure spending, with both companies seen as direct beneficiaries of the buildout trend.