Jim Cramer Talked About 16 Stocks Like Micron and Dell, Along With the AI Infrastructure Spending
In this article, we will look at the stocks Jim Cramer discussed during his recent rally discussion in several AI-related stocks.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Harris Associates Natixis Global Asset Management | 15,594,988 | $1,110,051,220 | -2% | 1.48% |
| 2. | Locust Wood Capital Advisers Stephen J. Errico | 2,126,878 | $151,391,143 | -1% | 3.83% |
| 3. | Citadel Investment Group Ken Griffin | 1,293,268 | $92,054,816 | +244% | 0.01% |
| 4. | Alyeska Investment Group Anand Parekh | 1,120,000 | $79,721,600 | -49% | 0.23% |
| 5. | Ilex Capital Partners Jonas Diedrich And David Sutton | 1,098,306 | $78,177,421 | +116% | 1.93% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.18 | 10,000 | $641,800.00 | 14,363 | 2026-05-22 | Filing | |
| $62.03 | 1,618 | $100,364.54 | 1,618 | 2026-05-12 | Filing | |
| $63.01 | 1,000 | $63,006.30 | 13,702 | 2026-05-08 | Filing | |
| $61.88 | 80,805 | $5,000,076.03 | 151,207 | 2026-05-06 | Filing | |
| $61.69 | 1,000 | $61,689.20 | 15,330 | 2026-05-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $92.54 | 2,000 | $185,080.00 | 7,462 | 2025-02-18 | Filing | |
| $86.48 | 3,577 | $309,338.96 | 24,298 | 2024-11-06 | Filing | |
| $87.63 | 900 | $78,867.00 | 12,715 | 2024-11-05 | Filing | |
| $83.22 | 19,008 | $1,581,845.76 | 38,541 | 2024-08-14 | Filing | |
| $80.78 | 2,750 | $222,145.00 | 17,509 | 2024-08-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,984,327 | $2,561,364,381 | 0.04% | |
| 2. | 31,312,064 | $2,228,792,716 | 1.22% | |
| 3. | 28,864,188 | $2,054,552,902 | 0.05% | |
| 4. | 21,108,753 | $1,502,498,724 | 0.23% | |
| 5. | 20,538,476 | $1,461,928,722 | 0.05% |