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Investor Stephanie Link is trading in some of her gains in energy providers for technology stocks. Link, the chief investment strategist at Hightower Advisors, said on CNBC’s ” Power Lunch ” Wednesday that she decided to sell her position in Chevron and exchange it for new names in the technology sector . The investor said that she wanted to realize her 35% gain in Chevron. She said she still holds a “really big” position in oilfield services play SLB , formerly Schlumberger. Link shared her decision to cash in on Chevron as oil prices tumbled on the back of an agreement between Iran and the U.S. President Donald Trump said that Washington would suspend attacks on Tehran for two weeks, and that this “double sided” ceasefire was contingent on Iran agreeing to reopen the Hormuz Strait. West Texas Intermediate futures fell more than 16% to close at $94.41 a barrel — the biggest drop since April 2020. The energy sector also suffered Wednesday, losing more than 3%, while Chevron slid 4.3%. “Nothing wrong with Chevron … I just made money, and I wanted to put it elsewhere,” Link said on the show. “I did take that money and I bought a whole bunch of technology names, new names.” Link didn’t identify the tech stocks she added to her holdings. Separately, Link highlighted several stocks that she likes that are helping drive the data center revolution, including power infrastructure provider Quanta Services . “They are in so many parts of the whole food chain,” she said, noting that Quanta is a beneficiary of trends in data centers, growing power demand and the need to upgrade the power grid. “So they’re part of every different segment, which is why I like it so much,” she added, saying it’s a stock that an investor could buy and easily forget about for “a decade” or so. Shares of Quanta Services have surged about 37% so far this year. Link named Vertiv and Eaton as two other attractive power stocks. “The easy way to play it is Nvidia or Broadcom , the technology side of things,” Link said, when asked about potential stock compounders in energy. “I think less popular are all the” pock-and-shovel companies that are necessary to build out artificial intelligence. “So I own a boatload of these things.” Shares of Vertiv and Eaton are trading 73% and 21% higher, respectively, in 2026.
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