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Oct 07 2026

Evolving AI Exposure

  • Oct 7, 2026

Leuthold Select Industries portfolio is targeting exposure to both AI winners and AI losers, with the GS Scores capturing the best themes on both sides. Other prominent segments among the Attractive zone include defensive groups. Alternatively, Consumer Discretionary groups look vulnerable.

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About The Author

Greg Swenson / Director of Equities

Greg Swenson Director of Equities

Greg is the Director of Equities at The Leuthold Group LLC. In addition to leading the team in evaluating investment opportunities, overseeing and managing risk, he is a Co-Portfolio Manager for Leuthold investment portfolios and an important contributor to the firm's research content.

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