{"id":214544,"date":"2026-05-15T13:17:00","date_gmt":"2026-05-15T17:17:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/15\/institutional-investors-boosted-holdings-of-ai-infrastructure-plays-during-first-quarter\/"},"modified":"2026-05-15T14:15:08","modified_gmt":"2026-05-15T18:15:08","slug":"institutional-investors-boosted-holdings-of-ai-infrastructure-plays-during-first-quarter","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/05\/15\/institutional-investors-boosted-holdings-of-ai-infrastructure-plays-during-first-quarter\/","title":{"rendered":"Institutional investors boosted holdings of AI infrastructure plays during first quarter"},"content":{"rendered":"<p><a href=\"https:\/\/www.reuters.com\/legal\/government\/institutional-investors-boosted-holdings-ai-infrastructure-plays-during-first-2026-05-15\/\">Institutional investors boosted holdings of AI infrastructure plays during first quarter<\/a><\/p>\n<p><a href=\"https:\/\/www.reuters.com\/legal\/government\/institutional-investors-boosted-holdings-ai-infrastructure-plays-during-first-2026-05-15\/\">https:\/\/www.reuters.com\/legal\/government\/institutional-investors-boosted-holdings-ai-infrastructure-plays-during-first-2026-05-15\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-15 13:17:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.reuters.com\">www.reuters.com<\/a><\/p>\n<ul>\n<li>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.<\/li>\n<li>Investors exhibited selectivity towards the &#8216;Magnificent 7&#8217; AI giants, with a slight trend of more sellers than buyers.<\/li>\n<li>Semiconductor stocks attracted significant buying interest from institutional investors, while software-as-a-service stocks faced net selling due to concerns about AI disruption.<\/li>\n<li>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.<\/li>\n<li>No institutional selling was reported for utilities, with nearly 3,500 investors buying utilities stocks during the first quarter.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Institutional investors boosted holdings of AI infrastructure plays during first quarter https:\/\/www.reuters.com\/legal\/government\/institutional-investors-boosted-holdings-ai-infrastructure-plays-during-first-2026-05-15\/ Publish Date: 2026-05-15&#8230;<\/p>\n","protected":false},"author":1,"featured_media":214545,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.reuters.com\/resizer\/v2\/GTY4VERAJVOKLCL6EBNLE5TVTI.jpg?auth=de9be9460afb7fa7c59fe35ed4de146ada0ffa862344ed5d11e53b41c81f2d35&height=1005&width=1920&quality=80&smart=true","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[],"class_list":["post-214544","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214544"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=214544"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214544\/revisions"}],"predecessor-version":[{"id":214546,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/214544\/revisions\/214546"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/214545"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=214544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=214544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=214544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}