Institutional investors boosted holdings of AI infrastructure plays during first quarter
Institutional investors boosted holdings of AI infrastructure plays during first quarter
Publish Date: 2026-05-15 13:17:00
Source Domain: www.reuters.com
- Institutional investors showed strong preference for AI infrastructure, data center, and utility stocks in the first quarter of 2026, with minimal selling activity reported in these sectors.
- Investors exhibited selectivity towards the ‘Magnificent 7’ AI giants, with a slight trend of more sellers than buyers.
- Semiconductor stocks attracted significant buying interest from institutional investors, while software-as-a-service stocks faced net selling due to concerns about AI disruption.
- Over 4,000 institutional investors added to or started new positions in AI infrastructure companies such as Oracle, Arista Networks, and Vertiv, with only a small percentage (146) selling their holdings.
- No institutional selling was reported for utilities, with nearly 3,500 investors buying utilities stocks during the first quarter.
