Billionaire Mason Morfit’s 10 Stock Picks with Highest Upside Potential

1. Insight Enterprises, Inc. (NASDAQ:NSIT)

Potential Upside: 37.79%

Number of Hedge Fund Holders: 26

Insight Enterprises, Inc. (NASDAQ:NSIT) is a significant part of Mason Morfit’s stock portfolio, making up 14.07% with a value of $617.79 million. It is an IT solutions company, offering infrastructure, security, cloud, AI, and data services.

On March 18, 2025, the company’s public sector segment teamed up with Whatfix to help the U.S. Army’s IPPS-A, an HR and payroll system, affecting over 1.1 million military personnel. Whatfix’s Digital Adoption Platform provides in-app guidance that reduces friction and improves readiness. Insight Enterprises, Inc. (NASDAQ:NSIT) proved it could deliver crucial tech precisely and at scale with this project, strengthening its position as a leader in government IT changes.

On the financial end, Insight’s Q1 2025 revenue was $2.1 billion, down 12% from last year, which was driven by a huge software deal in Q1 2024. Hardware revenue grew 1% – the first increase in over two years – while its SaaS and IaaS gross profit jumped 17%. Total gross margin improved to 19.3%, and despite lower gross profit, effective cost control maintained adjusted EBITDA at $111 million and EPS at $2.06. Insight Enterprises, Inc. (NASDAQ:NSIT) generated $78 million in operating cash and still expects $300-$400 million for the full year. The company ended with $1.3 billion in available liquidity in its $1.8 billion ABL facility.

Looking ahead, as hardware demand picks up and AI services grow, Insight Enterprises, Inc. (NASDAQ:NSIT) is well-positioned for the future. Its focus on costs, client solutions, and public sector work makes it a strong pick in Morfit’s portfolio.

Overall, Insight Enterprises, Inc. (NASDAQ:NSIT) ranks first on our list of Billionaire Mason Morfit’s Stock Picks with Highest Upside Potential. While we acknowledge the potential of NSIT, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than NSIT but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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