We just covered the
Top 10 Stock Picks of 10 Famous Billionaires. Brookfield (NYSE:BN) ranks #9 (see Top 5 Stock Picks of 5 Famous Billionaires).
Number of Hedge Funds: 47
Top Pick Of: Bill Ackman — Pershing Square Capital
Brookfield (NYSE:BN) has quietly become an indirect play on the AI infrastructure buildout, thanks to its exposure to power. AI data centers consume enormous amounts of electricity, and Brookfield is positioned to supply it. It has a framework agreement to provide 10.5 gigawatts of power to Microsoft. It also has a separate deal to supply 3,000 megawatts to Alphabet, with that Google contract valued at roughly $3 billion over its lifetime.
Digital infrastructure is another piece. Through its infrastructure portfolio, Brookfield operates around 150 data centers, 308,000 telecom sites, and 77,000 kilometers of fiber optic networks. These assets are increasingly tied to AI growth and hyperscaler expansion.
The asset management business adds a layer of stability. Brookfield Asset Management oversees roughly $1.2 trillion in assets under management, with about $603 billion in fee-bearing capital. Around 87% of that capital is long-term or perpetual, supporting steady and recurring fee income.
Brookfield is also moving into AI infrastructure financing. It is involved in large-scale capital deployment alongside major technology players including Nvidia, with reported plans around a $100 billion AI infrastructure partnership framework.
Third Avenue Real Estate Value Fund stated the following regarding Brookfield Corporation (NYSE:BN) in its fourth quarter 2025 investor letter:
“Coincidentally, the recent quarter was one of the most active periods of resource conversion for the Real Estate Value Fund holdings in many years. As a matter of fact, more than one-third of the underlying portfolio engaged in (or announced) such initiatives during the period, with some of the most notable including: Brookfield Corporation (NYSE:BN), a leading investor and manager of real assets globally announcing the acquisition of the remaining 26% of Oaktree Capital in conjunction with an affiliate (Brookfield Asset Management). In addition, the company (i) announced that certain subsidiaries entered an $80 billion strategic partnership with the U.S. government to build a new fleet of nuclear factories and (ii) indicated that it intends to recapitalize its Center Parcs hospitality platform for nearly $6 billion, surfacing value on both fronts (Click Here to Read the Letter in Detail).”
While we acknowledge the potential of BN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
