HALO companies who are immune to AI | Nucleus Investment Insights
by
Nucleus Wealth Team
February 25, 2026
In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, breaks down the rise of HALO companies — the resilient, pricing-power businesses proving largely “immune” to AI disruption — exploring why they continue to outperform, what protects their economics from technological shocks, and how investors can position around this defensive theme.
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