AI isn’t just hype—it’s shaping up as a once-in-a-generation investment cycle. As Munro Partners’ Nick Griffin sees it, the buildout of data centres and the surge in energy demand are creating a powerful “picks and shovels” opportunity, where investors can tap into the infrastructure powering both the AI boom and the global energy shift.

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Kieran Moore

Kieran Moore is a Partner & Portfolio Manager at Munro Partners. He is responsible for championing stock ideas and managing these positions within the portfolio. Kieran has specialised in global growth equities for the last 10 years. Over his career, Kieran has undertaken additional functions within the investment team, including risk management, portfolio analytics and trading.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.