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2026-05-27 00:55:22
[Traders Seek AI Winners, Focusing on Japanese Condiment Giant] Laura Lau, Chief Investment Officer of Brompton Funds in Canada, bought shares of Ajinomoto Co., a Japanese company whose stock has risen 61% year-to-date since 2026. This Japanese company is not only a household name in the condiment industry but also holds a dominant position in the production of core insulating films for semiconductors. Currently, investors are looking beyond the tech sector, actively seeking potential beneficiaries in the wave of AI infrastructure development, with sectors including water utilities, European cable companies, and natural gas pipeline operators already on their radar.
