Renaissance Technologies Portfolio: 10 Biggest Stocks

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1. Palantir Technologies Inc. (NASDAQ:PLTR)

Stake Value as of Q2 2025: $1,840,598,254

Palantir Technologies Inc. (NASDAQ:PLTR) is among the Renaissance Technologies Portfolio: 10 Biggest Stocks. During the recent Air, Space & Cyber Conference, Boeing and Palantir announced that the two companies are partnering to integrate AI systems and software across the planemaker’s defense and space units.

The tie-up is set to help the aerospace firm in standardizing data analytics across its production lines. Boeing has also tapped Palantir Technologies Inc. (NASDAQ:PLTR) to supply AI expertise and capabilities for several undisclosed, classified military projects.

In a press release on September 23, Boeing said that it would leverage Palantir Technologies Inc. (NASDAQ:PLTR)’s Foundry platform, which uses artificial intelligence to unify disparate and complex systems through a streamlined and intuitive user interface.

Mike Gallagher, the Head of Defense at Palantir Technologies Inc. (NASDAQ:PLTR) shared the following remarks on the partnership:

“Palantir and Boeing Defense, Space & Security are committed to delivering dominant capabilities to the warfighter to deter conflict and defend the homeland. This partnership will turbocharge production and innovation, allowing Boeing and Palantir to bring cutting-edge technology to current and next-generation defense programs. America’s enemies aren’t slowing down and neither can we.”

Palantir’s shares rose following the news on Tuesday and closed at 2% higher. The stock has had impressive returns in 2025, gaining 137% YTD.

While we acknowledge the potential of PLTR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than PLTR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 12 Best Defense Stocks to Buy Right Now and 15 Stocks ChatGPT Predicts Could Make You Wealthy in 5 Years.

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