LongICESep 2026
Intercontinental Exchange
Intercontinental Exchange offers exposure to financial-market infrastructure through exchanges and data platforms serving financial and commodity markets. ClearBridge identifies…
ICE
Which hedge funds are long ICE?
5 published ideas on Intercontinental Exchange across 5 funds — 5 long and 0 short.
Intercontinental Exchange hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Intercontinental Exchange: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongICEJun 2026
Intercontinental Exchange
Intercontinental Exchange operates major exchanges, clearinghouses, and mortgage infrastructure, and Sands believes its fundamentals remain solid despite share-price weakness…
LongICEJun 2026
Intercontinental Exchange
Intercontinental Exchange provides exchange, clearing, fixed-income data, and mortgage infrastructure. Investor concern about AI disruption and mortgage sensitivity has…
LongICEJun 2026
Intercontinental Exchange Inc.
The fund continues to hold Intercontinental Exchange despite a quarter of weaker relative performance. Management views ICE as a dominant global exchange-infrastructure provider…
LongICEJun 2026
Intercontinental Exchange Inc.
Intercontinental Exchange operates a diversified portfolio of exchanges, clearing houses, market-data businesses and mortgage technology platforms across several major asset…