Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending
In this article, we will look at the stocks Jim Cramer discussed during his recent rally discussion in several AI-related stocks.
Nvidia Corp (NVDA)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 88,559,570 | $15,444,789,113 | +3% | 5.24% |
| 2. | 66,888,000 | $11,665,267,200 | -15% | 1.89% | |
| 3. | 51,690,300 | $9,014,788,320 | -7% | 1.46% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 31,781,583 | $5,542,638,909 | +20% | 3% |
| 5. | AQR Capital Management Cliff Asness | 32,117,705 | $5,463,221,621 | +23% | 2.5% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $537.28 | 100 | $53,728.00 | 100 | 2020-12-03 | Filing | |
| $536.61 | 100 | $53,661.00 | 100 | 2020-12-03 | Filing | |
| $500.95 | 498 | $249,473.10 | 4,476 | 2020-09-25 | Filing | |
| $494.15 | 15 | $7,412.25 | 3,978 | 2020-09-22 | Filing | |
| $498.23 | 435 | $216,730.05 | 3,963 | 2020-09-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $214.00 | 625 | $133,750.00 | 14,163 | 2026-05-27 | Filing | |
| $174.57 | 121,682 | $21,241,844.22 | 7,399,771 | 2026-03-20 | Filing | |
| $172.61 | 100,000 | $17,260,680.00 | 7,521,453 | 2026-03-20 | Filing | |
| $177.73 | 202 | $35,902.17 | 36,007 | 2026-03-19 | Filing | |
| $177.06 | 10,282 | $1,820,494.93 | 36,209 | 2026-03-19 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,925,533,174 | $335,812,985,602 | 5.87% | |
| 2. | 1,538,550,382 | $268,324,177,197 | 6.63% | |
| 3. | 993,885,601 | $173,343,323,230 | 5.98% | |
| 4. | 993,852,968 | $173,327,957,590 | 9.13% | |
| 5. | 601,327,167 | $104,562,529,968 | 6.5% |
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