STORY: While skepticism around technology stocks persists, Tengler says that caution is healthy and she points to Walmart as an example of how technology adoption is driving productivity and boosting margins. "We've talked about Walmart and now they've shifted to the Nasdaq, which is kind of amazing, but they've embraced all of the technology," she said. "Not just AI but robotics and they've embraced cloud computing and they're utilizing it across every aspect of their business.""We think that continues because they were an early adopter," Tengler added. "We think you're going to continue to see old economy companies that are utilizing technology to enhance margins."