AI infrastructure gets cross-fund support: Bloom Energy, Flex and Seagate among shared picks

Goldman Sachs says both hedge funds and mutual funds boosted AI exposure in Q2 2026, with Bloom Energy, Flex and Seagate Technology identified as AI infrastructure stocks bought by both groups. While mutual funds’ve increased AI holdings versus benchmarks, hedge funds remained more heavily exposed and even added mega-cap AI names like Microsoft and Amazon as they trimmed other AI names. Goldman also notes 12 shared AI stocks across both fund types and six “shared favorites” — Boeing, Capital One Financial, Mastercard, SpaceX, Thermo Fisher Scientific and Visa — with Capital One, SpaceX and Thermo Fisher entering the shared favorites this quarter.