These underperforming groups may deliver AI-electric appeal. Here's why.

Core Insights - Industrial and infrastructure stocks are expected to gain attention alongside the artificial intelligence sector due to favorable policy and consumer trends [1] - There is a shift from globalization to reshoring, which is anticipated to benefit traditional infrastructure and industrial products [2] - The Global X U.S. Infrastructure Development ETF (PAVE) is performing well, reflecting optimism in the infrastructure sector [3] Infrastructure and Industrial Sector - The infrastructure sector is experiencing renewed interest, with a focus on reshoring efforts that could drive growth [2][3] - Global X's infrastructure ETF has increased by 16% this year, while the VanEck Semiconductor ETF has risen by 42% [3] - The top holdings of Global X's infrastructure ETF include Howmet Aerospace, Quanta Services, and Parker Hannifin [4] Electrification and AI Support - Electrification is viewed as a crucial factor supporting the AI boom, with the U.S. Electrification ETF (ZAP) providing exposure to this trend [5] - The U.S. Electrification ETF has risen nearly 24% this year, outperforming the VanEck Semiconductor ETF for the month [5]