{"id":1008117,"date":"2026-05-16T09:55:07","date_gmt":"2026-05-16T04:25:07","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1008117"},"modified":"2026-05-16T10:09:01","modified_gmt":"2026-05-16T04:39:01","slug":"institutional-investors-boosted-holdings-of-ai-infrastructure-plays-during-first-quarter","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/05\/16\/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>PROVIDENCE, Rhode Island: Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers \u200cwith the U.S. Securities \u2060and Exchange \u2060Commission. <\/p>\n<p>These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PROVIDENCE, Rhode Island: Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and other asset managers \u200cwith the U.S. Securities \u2060and Exchange \u2060Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1008117","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1008117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1008117"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1008117\/revisions"}],"predecessor-version":[{"id":1008143,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1008117\/revisions\/1008143"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1008117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1008117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1008117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}