{"id":74695,"date":"2026-09-10T13:59:52","date_gmt":"2026-09-10T20:59:52","guid":{"rendered":"https:\/\/penderfund.com\/?post_type=podcasts&#038;p=74695"},"modified":"2026-09-10T13:59:52","modified_gmt":"2026-09-10T20:59:52","slug":"pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities","status":"publish","type":"podcasts","link":"https:\/\/penderfund.com\/fr\/podcasts\/pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities\/","title":{"rendered":"Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities"},"content":{"rendered":"<p>How the AI Infrastructure Boom is Reshaping the Case for Small and Mid Cap Equities<\/p>\n<p>In this episode of the Pender podcast, Aman Budhwar, Portfolio Manager of the Pender US Small\/Mid Cap Equity Fund, sits down with host Laura Baker, Associate Client Portfolio Manager, to explore why the AI story extends far beyond the mega caps and how small and mid-cap equities can offer an alternative way to participate in its growth. They discuss the record concentration driving the S&amp;P 500 and Nasdaq, the valuation and growth divergence between large and small\/mid cap companies, and how \"picks and shovels\" businesses in data center infrastructure are positioned to benefit from the AI capital investment boom.<\/p>\n<p>&nbsp;<\/p>","protected":false},"featured_media":73434,"template":"","meta":{"_acf_changed":false},"fund-type":[36,39],"topics":[183],"class_list":["post-74695","podcasts","type-podcasts","status-publish","has-post-thumbnail","hentry","fund-type-equity-funds","fund-type-pender-us-small-mid-cap-equity-fund","topics-pender-podcast"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.4 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities - PenderFund Capital Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/penderfund.com\/fr\/podcasts\/pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities\/\" \/>\n<meta property=\"og:locale\" content=\"fr_CA\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities\" \/>\n<meta property=\"og:description\" content=\"How the AI Infrastructure Boom is Reshaping the Case for Small and Mid Cap Equities In this episode of the Pender podcast, Aman Budhwar, Portfolio Manager of the Pender US Small\/Mid Cap Equity Fund, sits down with host Laura Baker, Associate Client Portfolio Manager, to explore why the AI story extends far beyond the mega [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/penderfund.com\/fr\/podcasts\/pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities\/\" \/>\n<meta property=\"og:site_name\" content=\"PenderFund Capital Management\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/penderfund\/\" \/>\n<meta property=\"og:image\" content=\"https:\/\/penderfund.com\/wp-content\/uploads\/2026\/05\/Podcast-Pender-Equity-PM-Series-The-Case-for-US-Small-Mid-Cap-Equities-Thumbnail.png\" \/>\n\t<meta property=\"og:image:width\" content=\"850\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Estimation du temps de lecture\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/penderfund.com\\\/podcasts\\\/pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities\\\/\",\"url\":\"https:\\\/\\\/penderfund.com\\\/podcasts\\\/pender-equity-pm-series-the-hidden-ai-winners-in-small-and-mid-cap-equities\\\/\",\"name\":\"Pender Equity PM Series: The Hidden AI Winners in Small and Mid Cap Equities - 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