10 Best AI Pick-and-Shovel Stocks to Buy
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning model.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alkeon Capital Management Panayotis Takis Sparaggis | 1,580,848 | $273,233,771 | +1% | 0.43% |
| 2. | ARK Investment Management Catherine D. Wood | 667,493 | $115,369,490 | -2% | 0.77% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 567,783 | $98,135,614 | +23% | 0.06% |
| 4. | Select Equity Group Robert Joseph Caruso | 430,113 | $74,340,731 | -40% | 0.32% |
| 5. | Orbis Investment Management William B. Gray | 309,516 | $53,496,745 | -7% | 0.22% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.23 | 2,000 | $142,460.00 | 2,000 | 2023-08-18 | Filing | |
| $48.99 | 5,000 | $244,963.00 | 21,175 | 2021-11-26 | Filing | |
| $41.49 | 2,500 | $103,725.00 | 28,595 | 2018-11-20 | Filing | |
| $45.74 | 2,000 | $91,480.00 | 10,139 | 2017-03-09 | Filing | |
| $25.68 | 42 | $1,078.56 | 17,545 | 2012-12-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $214.71 | 1,344 | $288,574.41 | 114 | 2026-03-02 | Filing | |
| $208.61 | 1,983 | $413,676.80 | 0 | 2026-02-25 | Filing | |
| $205.03 | 2,498 | $512,161.44 | 177,594 | 2026-02-12 | Filing | |
| $204.05 | 1,904 | $388,514.25 | 180,092 | 2026-02-12 | Filing | |
| $203.23 | 2,192 | $445,473.80 | 181,996 | 2026-02-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 230,356 | $47,058,401 | 0.71% | |
| 2. | 118,959 | $24,325,926 | 0.85% | |
| 3. | 90,505 | $18,507,368 | 2.54% | |
| 4. | 83,768 | $17,129,719 | 0.12% | |
| 5. | 55,811 | $11,412,791 | 0.77% |