Where to invest $10,000 right now, according to 9 top Wall Street minds

Investing ideas: The “AI food chain” (data centers, cybersecurity, robots), housing, financial services, and quantum computing.

Stephanie Link — chief investment strategist at Hightower Advisors, which oversees $324 billion — says to turn $10,000 into a mini-portfolio designed to invest in AI transformation while avoiding crowded mega-cap names.

First, she’d put half the money in the AI “food chain,” which includes bets on picks-and-shovels firms, as well as cybersecurity and robotics.

Within the data center space, Link recommends Vertiv (VRT) and Dover (DOV), which manufacture heating and cooling components for data centers.

To play cybersecurity, Link says to buy Palo Alto Networks (PANW), and recommends Rockwell Automation (ROK) for robotics.

Second, Link says to put 25% in housing stocks, citing low prices and pent-up demand of millions of millennials looking to buy homes.

Third, she sees 15% as a proper allocation for financial services, given the recent surge in IPOs, dealmaking activity, and trading volume.

Lastly, Link says the remaining 10% should go towards quantum computing, a space where IBM is “the leader.”