12 Best Software Infrastructure Stocks to Buy According to Hedge Funds

In this article, we highlight the best software infrastructure stocks to buy according to hedge funds.An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners. Dieter joined CNBC on December 29, 2025, to discuss his outlook for 2026. He compared the current AI cycle to the early days of cloud computing, where spending first flowed into data centers, compute, and core in ...