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.
Goldman Sachs Group Inc (GS)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 6,827,310 | $5,775,836,640 | +1% | 1.96% |
| 2. | Markel Gayner Asset Management Tom Gayner | 359,360 | $304,014,965 | 2.55% | |
| 3. | Lee Munder Capital Group Lee Munder | 33,272 | $28,147,779 | -21% | 1.68% |
| 4. | Hourglass Capital Kenneth A. Moffet | 13,179 | $11,149,302 | -7% | 2.32% |
| 5. | Leucadia National Ian Cumming And Joseph Steinberg | 10,610 | $8,976,061 | +99% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $517.45 | 173 | $89,518.85 | 3,904 | 2025-04-15 | Filing | |
| $515.31 | 176 | $90,694.56 | 3,731 | 2025-04-15 | Filing | |
| $514.42 | 801 | $412,050.42 | 3,555 | 2025-04-15 | Filing | |
| $513.22 | 393 | $201,695.46 | 2,754 | 2025-04-15 | Filing | |
| $512.24 | 384 | $196,700.16 | 2,361 | 2025-04-15 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $941.25 | 120 | $112,950.00 | 15,657 | 2026-05-06 | Filing | |
| $940.23 | 8,250 | $7,756,897.50 | 15,777 | 2026-05-06 | Filing | |
| $939.33 | 2,671 | $2,508,950.43 | 24,027 | 2026-05-06 | Filing | |
| $938.42 | 814 | $763,873.88 | 26,698 | 2026-05-06 | Filing | |
| $936.70 | 203 | $190,150.10 | 27,512 | 2026-05-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,386,634 | $15,554,908,498 | 0.39% | |
| 2. | 7,208,245 | $6,098,103,188 | 0.32% | |
| 3. | 2,632,139 | $2,226,763,680 | 0.41% | |
| 4. | 2,083,178 | $1,762,347,750 | 0.41% | |
| 5. | 1,995,089 | $1,687,825,344 | 0.25% |
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