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 | 6,654,666 | $1,319,354,081 | +35% | 8.74% |
| 2. | Eagle Capital Management Boykin Curry | 6,182,207 | $1,225,684,285 | +117% | 3.9% |
| 3. | Fisher Asset Management Ken Fisher | 4,369,219 | $866,241,423 | +1% | 0.31% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,519,013 | $697,679,517 | +34% | 0.44% |
| 5. | Viking Global Andreas Halvorsen | 2,751,245 | $545,461,834 | -6% | 1.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $247.89 | 100 | $24,789.00 | 3,256 | 2022-05-16 | Filing | |
| $247.89 | 100 | $24,789.00 | 3,256 | 2022-05-16 | Filing | |
| $221.46 | 900 | $199,314.00 | 3,156 | 2021-02-26 | Filing | |
| $221.46 | 900 | $199,314.00 | 3,156 | 2021-02-26 | Filing | |
| $221.59 | 4,800 | $1,063,632.00 | 2,409,190 | 2021-02-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $231.19 | 4,726 | $1,092,603.94 | 850,000 | 2025-11-25 | Filing | |
| $230.27 | 35,899 | $8,266,462.73 | 854,726 | 2025-11-25 | Filing | |
| $226.50 | 3,298 | $746,997.00 | 20,762 | 2025-11-18 | Filing | |
| $214.62 | 16,172 | $3,470,831.41 | 20,062 | 2025-11-11 | Filing | |
| $219.23 | 14,667 | $3,215,477.21 | 14,553 | 2025-11-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 60,894,068 | $12,072,857,922 | 0.18% | |
| 2. | 52,300,038 | $10,369,005,579 | 0.18% | |
| 3. | 27,208,726 | $5,402,941,300 | 0.19% | |
| 4. | 18,642,030 | $3,695,972,757 | 0.22% | |
| 5. | 16,758,240 | $3,318,926,435 | 0.54% |