Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,247,680 | $48,975,014 | +8% | 0.03% |
| 2. | Trigran Investments Douglas T. Granat | 2,847,370 | $42,938,540 | +25% | 10.27% |
| 3. | Alyeska Investment Group Anand Parekh | 2,786,671 | $42,022,999 | -7% | 0.12% |
| 4. | Renaissance Technologies Jim Simons | 2,076,080 | $31,307,286 | +33% | 0.05% |
| 5. | D E Shaw D. E. Shaw | 1,470,448 | $22,174,356 | +3% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.63 | 5,370 | $100,055.99 | 201,034 | 2022-11-17 | Filing | |
| $10.00 | 7,200 | $71,999.28 | 7,200 | 2020-05-17 | Filing | |
| $4.43 | 10,000 | $44,260.00 | 179,883 | 2020-11-06 | Filing | |
| $4.87 | 20,000 | $97,354.00 | 169,883 | 2020-06-09 | Filing | |
| $5.11 | 50,000 | $255,500.00 | 452,366 | 2020-06-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $24.78 | 19,521 | $483,783.09 | 219,308 | 2026-05-15 | Filing | |
| $25.00 | 7,661 | $191,525.00 | 183,782 | 2026-05-14 | Filing | |
| $25.00 | 12,410 | $310,250.00 | 145,722 | 2026-05-14 | Filing | |
| $23.12 | 21,209 | $490,288.45 | 1,797,270 | 2026-05-05 | Filing | |
| $23.06 | 78,791 | $1,816,888.94 | 1,818,479 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,189,882 | $304,463,425 | 0.01% | |
| 2. | 13,575,258 | $204,714,891 | 0.01% | |
| 3. | 6,449,869 | $97,264,025 | 0% | |
| 4. | 5,781,893 | $87,190,946 | 0% | |
| 5. | 5,234,900 | $78,942,292 | 3.02% |