Nvidia’s move to secure US$500b for AI data centres has turned compute infrastructure into a headline asset class and put global alternative asset managers firmly in the spotlight. Capital is flowing toward firms that can source, structure, and deploy money into this AI build out. This article looks at 3 stocks from our Global Alternative Asset Managers screener that are closely linked to this trend and explains why their AI exposure may be relevant for investors.

The stocks covered below are just a sample from this Global Alternative Asset Managers idea, and the full screen surfaced 13 more companies with equally interesting stories that are not covered here. To identify and analyze the highest conviction opportunities in this space, head straight into the Global Alternative Asset Managers screener.

Netwealth Group (ASX:NWL)

Netwealth Group is an Australian wealth management platform that helps financial advisers and private clients run superannuation, investment portfolios, managed accounts, and related administration through a single digital interface. The company generates all of its A$361 million in revenue from platform operations, focused entirely on the Australian market. Netwealth Group currently has a market value of about A$6.0b.

Investors looking at the AI driven boom in asset allocation may find Netwealth Group interesting because it sits at the intersection of adviser technology, wealth transfer and platform fee economics. Its activities include a push into richer digital tools, managed accounts and high net worth offerings, together with the expanded partnership with Morgan Stanley Wealth Management announced in July 2026, which together relate to a larger pool of assets that could move onto its platform over time. At the same time, a very high P/E multiple, margin pressure and rising regulatory and fee competition mean expectations are already demanding. The central question is whether Netwealth’s adviser relationships and technology position will continue to justify that premium as AI infrastructure and capital markets change.

Netwealth’s premium P/E and expanding adviser tech story could be masking where the real risk reward sits right now. Before assuming the growth case is straightforward, scan the 1 key reward and 1 important warning sign

Build your own adviser tech and AI infrastructure shortlist

Netwealth Group and the two other stocks in this article all surfaced from a single Simply Wall St screener, which is where the real opportunity starts for you. Use our customisable Screener to mix filters like valuation, balance sheet strength and risks, or jump straight into our curated Investing Ideas.

AJ Bell (LSE:AJB)

AJ Bell is a UK based investment platform that lets advisers and retail investors manage pensions, ISAs and general accounts, with add on services like commission free Dodl, adviser focused Touch and in house investment solutions. The company generates all of its £347 million in revenue from Investment Services in the UK and currently has a market value of about £2.4b.

AJ Bell sits at the point where retail investing, adviser platforms and rising interest in themes like AI driven asset allocation all meet. Investors get a business with strong profitability metrics and active capital returns through buybacks and growing dividends. However, its P/E sits well above the UK capital markets peer group, and funding relies fully on external borrowing rather than customer deposits. For those seeking exposure to platform growth and indirect benefits from global AI and alternatives flows, the real question is whether AJ Bell’s pricing power, technology upgrades and customer stickiness can stay ahead of regulatory shifts and funding risk.

AJ Bell’s premium P/E and capital return story can look straightforward, yet the real puzzle is how that stacks up against regulatory and funding pressures. Get the full picture in the analysis report for AJ Bell

DigitalBridge Group (DBRG)

DigitalBridge Group is a global alternative asset manager focused on digital infrastructure such as data centers, towers, fiber and related assets, and it earns essentially all of its US$633 million in revenue from Investment Management. Most of its revenue comes from the United States, with smaller contributions from Europe and other regions, and the stock currently has a market value of about US$3.0b.

Investors watching Nvidia’s US$500b AI build out may find DigitalBridge Group especially interesting because it already manages capital across data centers and power assets that sit at the heart of this new “compute infrastructure” asset class. Recent results show strong profitability and fast earnings growth, yet reported numbers include large one off gains and the company relies fully on external borrowing, which can raise funding risk if conditions tighten. The mix of pure play exposure to AI driven digital infrastructure, solid fee income and these financing and earnings quality questions means there is more to unpack before deciding how DigitalBridge fits in a portfolio geared to the AI infrastructure theme.

DigitalBridge’s pure play AI infrastructure story and fee income can look powerful, yet its funding and earnings quality questions remain underappreciated. For the fuller picture, see the analysis report for DigitalBridge Group

Seeking Fresh Alternatives Beyond AI?

Some of the most interesting breakout stories start quietly, then move fast. Momentum builds, prices move, and the edge drops away. These ideas are under the radar for now. Consider exploring them while they remain less widely followed.

• Spot potential turnarounds early and sift through the 12 high quality undiscovered gems that could move from quietly compounding to gaining wider attention once the crowd finally catches on.
• Position for structural demand shifts and scan the 9 top copper producer stocks that may benefit if long term electrification themes keep driving interest while they still go largely unnoticed.
• Seek potential income opportunities while prices are still settling and review the 4 dividend fortresses that aim to keep paying even when sentiment is dropping elsewhere.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.