10 Best Grid Modernization Stocks to Buy for AI Infrastructure
AI infrastructure is starting to look less like a pure data-center story and more like a grid-capacity story.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bourgeon Capital John Zaro | 42,939 | $22,465,685 | +8% | 3.31% |
| 2. | RWC Asset Management Tord Stallvik (Ceo) | 30,338 | $15,872,842 | -6% | 0.6% |
| 3. | Bancreek Capital Management Andrew Skatoff | 5,178 | $2,709,129 | -14% | 10.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $429.24 | 435 | $186,719.40 | 19,085 | 2025-11-17 | Filing | |
| $446.96 | 461 | $206,048.56 | 18,628 | 2024-12-10 | Filing | |
| $378.77 | 500 | $189,385.00 | 8,571 | 2024-05-03 | Filing | |
| $377.90 | 150 | $56,685.00 | 589 | 2024-05-03 | Filing | |
| $313.50 | 797 | $249,859.50 | 17,923 | 2023-12-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $523.73 | 2,601 | $1,362,221.73 | 2,592 | 2026-02-17 | Filing | |
| $505.60 | 4,610 | $2,330,835.82 | 14,913 | 2026-02-09 | Filing | |
| $500.60 | 2,245 | $1,123,849.25 | 2,769 | 2026-02-09 | Filing | |
| $497.23 | 361 | $179,498.23 | 2,711 | 2026-02-06 | Filing | |
| $497.10 | 867 | $430,982.23 | 3,072 | 2026-02-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 316,270 | $165,472,717 | 1.26% | |
| 2. | 211,855 | $110,842,334 | 0.81% | |
| 3. | 188,507 | $98,626,862 | 0.87% | |
| 4. | 164,077 | $85,845,085 | 0.11% | |
| 5. | 135,686 | $70,990,915 | 0.36% |