Analysis of 6,000 asset managers shows over 4,000 firms expanded positions in essential hardware and networking providers.
Oracle, Arista Networks, and Vertiv led the pack as investors prioritized the physical backbone of digital intelligence.
Contrastingly, only a tiny fraction of these major funds offloaded shares within the specialized infrastructure arena.
The 13-F reports also highlight a massive surge in data center and utility stock acquisitions nationwide.
Remarkably, data shows zero institutional sellers for utility stocks, signaling a desperate hunt for reliable energy sources.
Sentiment toward the “Magnificent Seven” softened as buyers and sellers reached a narrow equilibrium this quarter.
Sovereign wealth funds, including Mubadala Capital, initiated notable new positions in high-profile tech players like Palantir.
Broadly, semiconductor holdings continue to climb as institutional confidence in long-term AI growth remains exceptionally robust.
