Just saw the numbers—sovereign wealth funds worldwide crossed $15 trillion in assets under management. That's a pretty significant milestone when you think about the scale of capital moving around.

What caught my attention? Many of these mega-funds actually ramped up their technology bets this year. We're talking about institutions that manage trillions, suddenly getting more aggressive on tech exposure. That's not noise—that's a real market signal.

And they're cashing in too. With markets performing well, these funds aren't just sitting on positions. They're actively rotating, rebalancing, and apparently finding solid opportunities in the tech space.

The bigger picture: when SWFs move, liquidity follows. When they increase tech allocation, it reflects their conviction that tech fundamentals are holding up. Whether it's AI, cloud infrastructure, or broader digital transformation—institutional money is clearly voting with their wallets.

For traders tracking macro trends, this is worth monitoring. These aren't retail fomo players. This is patient capital with a 10+ year horizon making strategic calls. If they're buying the dip and building positions, it usually signals something about where the smart money sees value.