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Macquarie Technology Group (ASX:MAQ) is a data centre and cybersecurity provider that fund managers hold as an AI infrastructure exposure. In July 2026, Pendal Group noted the shares gave back some gains amid a rotation away from AI capital expenditure beneficiaries, but it continues to hold the stock. DS Capital highlighted Macquarie Technology's position at the intersection of cloud infrastructure and government cybersecurity, and a landmark $200 million hybrid financing package, naming it alongside NextDC as a preferred AI exposure. Perennial expects rapid growth as it adds capacity. Macquarie Technology operates in the Information Technology sector within the IT Services industry, and Thesis Tracker has captured 10 comments from 6 fund managers, including Pendal Group, DS Capital and Perennial Partners. Founded in 1992 by David and Aidan Tudehope and headquartered in Sydney, Macquarie Technology provides data centres, cloud services, cybersecurity and telecommunications to government and enterprise customers.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Milford Asset Management, Ausbil Investment Management, DS Capital, Blackwattle Investment Partners, Pendal Group and Perennial Partners have invested in Macquarie Technology Group Ltd (ASX:MAQ).
DS Capital and Perennial highlight data centre capacity expansion to meet AI demand, a unique position in sovereign government cloud and cybersecurity, and a $200 million financing package supporting growth.
Pendal and DS Capital note the shares fell during rotations away from AI capex beneficiaries and amid AI disruption concerns, showing sensitivity to sentiment toward AI infrastructure stocks.
Macquarie Technology Group Ltd. is an Australian telecommunications and hosting service provider headquartered in Sydney. Founded in 1992 by David and Aidan Tudehope, the company operates across three primary segments: Cloud Services & Government, Telecom, and Data Centers. As a sector-focused organization, it delivers critical IT infrastructure and connectivity solutions. Investors should note its structured operations in cloud services, data center management, and national telecommunications infrastructure, underscoring its role in the Australian technology landscape.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.