Don’t Ignore This Market Rotation: Jim Cramer’s Views on Intel, Vertiv, TSMC, and More
In this article, we will look at the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,116,230 | $1,490,100,586 | +10% | 0.68% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 252,979 | $348,855,511 | +13% | 0.19% |
| 3. | Hood River Capital Management David Swank | 249,385 | $343,899,421 | +2% | 3.45% |
| 4. | Point72 Asset Management Steve Cohen | 219,232 | $302,318,736 | +50% | 0.39% |
| 5. | Value Aligned Research Advisors Benjamin Henry Hoskin And David Michael Field | 213,637 | $294,603,287 | +46% | 1.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $188.18 | 133 | $24,978.29 | 1,287 | 2023-12-06 | Filing | |
| $191.96 | 651 | $124,999.94 | 1,154 | 2023-12-06 | Filing | |
| $127.69 | 4 | $571.20 | 3,812 | 2022-11-28 | Filing | |
| $64.82 | 2,000 | $129,630.00 | 276,288 | 2021-03-01 | Filing | |
| $49.97 | 3,500 | $174,877.50 | 274,288 | 2020-09-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,900.08 | 342 | $649,827.36 | 1,890 | 2026-05-27 | Filing | |
| $2,020.97 | 1,000 | $2,020,965.00 | 32,804 | 2026-05-11 | Filing | |
| $1,948.17 | 4,000 | $7,792,684.00 | 33,804 | 2026-05-08 | Filing | |
| $2,000.37 | 1,123 | $2,246,415.51 | 12,624 | 2026-05-11 | Filing | |
| $1,902.57 | 4,500 | $8,561,574.00 | 68,983 | 2026-05-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,512,927 | $4,844,290,812 | 0.08% | |
| 2. | 2,285,949 | $3,152,300,811 | 0.07% | |
| 3. | 1,881,184 | $2,594,133,924 | 0.13% | |
| 4. | 1,471,879 | $2,029,706,422 | 0.07% | |
| 5. | 1,449,517 | $1,998,870,948 | 0.11% |