10 Best Pick and Shovel AI Stocks to Invest In
AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed to make AI work.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 1,656,172 | $642,975,655 | 9.5% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,388,477 | $539,048,426 | -38% | 0.29% |
| 3. | AQR Capital Management Cliff Asness | 977,094 | $374,519,988 | -31% | 0.17% |
| 4. | Lone Pine Capital Stephen Mandel | 809,522 | $314,280,726 | 2.51% | |
| 5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 798,395 | $309,960,891 | -39% | 1.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.31 | 5,000 | $71,550.00 | 367,736 | 2014-10-13 | Filing | |
| $10.98 | 100 | $1,097.75 | 25,906 | 2009-12-23 | Filing | |
| $10.83 | 2,400 | $25,991.76 | 25,806 | 2009-12-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $466.20 | 2,013 | $938,460.60 | 88,081 | 2026-07-01 | Filing | |
| $466.20 | 126 | $58,741.20 | 126,955 | 2026-07-01 | Filing | |
| $466.20 | 2,629 | $1,225,639.80 | 62,382 | 2026-07-01 | Filing | |
| $468.83 | 2,952 | $1,383,971.99 | 254,886 | 2026-07-01 | Filing | |
| $466.33 | 1,586 | $739,599.38 | 42,872 | 2026-06-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 750 | $367,920 | 0.03% | |
| 2. | 674 | $330,637 | 0.01% | |
| 3. | 301 | $147,659 | 0.03% | |
| 4. | 116 | $56,905 | 0% | |
| 5. | 2 | $981 | 0% |