Dan Ives Warns 40 to 100 AI Data Centers Could Be at Risk After Democrat Sweep
The Democrat party’s victory in both chambers of Congress could slow down the U.S. artificial intelligence boom, according to Yorkville Ives analys...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 2,749,860 | $936,987,297 | 7.3% | |
| 2. | Egerton Capital Limited John Armitage | 2,099,142 | $715,261,645 | -37% | 7.28% |
| 3. | Yacktman Asset Management Donald Yacktman | 1,130,290 | $385,135,015 | +1% | 4.6% |
| 4. | Cryder Capital Ferdinand Groos | 676,584 | $230,539,232 | +12% | 14.68% |
| 5. | Motley Fool Asset Management Bryan Hinmon | 567,032 | $193,210,484 | -5% | 7.31% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2,537.39 | 100 | $253,739.00 | 18,651,500 | 2022-03-07 | Filing | |
| $817.00 | 7,371,008 | $6,022,113,536.00 | 4,492,628,992 | 2017-02-02 | Filing | |
| $0.00 | 10,000,000 | $10,000.00 | 10,000,000 | 2016-12-27 | Filing | |
| $0.00 | 4,500,000,000 | $4,500,000.00 | 4,500,000,000 | 2016-12-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $284.00 | 82 | $23,288.00 | 19,157 | 2026-10-29 | Filing | |
| $340.45 | 83 | $28,257.35 | 19,076 | 2026-09-30 | Filing | |
| $337.71 | 82 | $27,692.22 | 18,995 | 2026-08-28 | Filing | |
| $333.39 | 82 | $27,337.98 | 18,914 | 2026-07-30 | Filing | |
| $333.20 | 449 | $149,606.80 | 27,386 | 2026-07-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,347,980 | $9,318,550,705 | 9.03% | |
| 2. | 13,347,650 | $4,592,659,412 | 2.63% | |
| 3. | 11,428,270 | $3,894,068,720 | 2.23% | |
| 4. | 10,796,469 | $3,714,853,832 | 1.91% | |
| 5. | 9,790,472 | $3,336,005,429 | 2.83% |