Jim Cramer Recently Discussed These 9 Stocks
“For the past few years, virtually every stock connected to AI and the data center has been joined at the hip, and they’ve steadily marched higher together, but last month, that changed.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Generation Investment Management David Blood And Al Gore | 6,357,953 | $816,043,268 | +11% | 5.41% |
| 2. | Cantillon Capital Management William Von Mueffling | 3,092,145 | $396,876,811 | -2% | 2.19% |
| 3. | Impax Asset Management Ian Simm | 2,961,796 | $380,146,564 | -3% | 2.22% |
| 4. | AQR Capital Management Cliff Asness | 1,680,069 | $209,319,779 | -18% | 0.13% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,591,891 | $204,319,211 | +6% | 0.21% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.00 | 0 | $0.00 | 24,219 | 2023-09-28 | Filing | |
| $111.09 | 3 | $287.72 | 24,222 | 2023-09-28 | Filing | |
| $37.08 | 600 | $22,248.00 | 46,823 | 2012-08-28 | Filing | |
| $37.28 | 1,155 | $43,058.40 | 46,223 | 2012-08-16 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $149.81 | 2,600 | $389,511.20 | 4,973 | 2025-12-01 | Filing | |
| $154.99 | 3,000 | $464,955.90 | 31,846 | 2025-11-26 | Filing | |
| $143.24 | 911 | $130,491.64 | 32,058 | 2025-11-18 | Filing | |
| $150.00 | 12,490 | $1,873,500.00 | 33,448 | 2025-11-12 | Filing | |
| $124.88 | 2,000 | $249,760.00 | 33,448 | 2025-09-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 34,038,666 | $4,368,862,781 | 0.07% | |
| 2. | 26,144,920 | $3,355,700,478 | 0.06% | |
| 3. | 12,440,763 | $1,599,797,849 | 0.06% | |
| 4. | 12,434,385 | $1,595,953,315 | 0.49% | |
| 5. | 9,380,521 | $1,203,989,870 | 0.21% |