7 Best HVAC Stocks to Buy for AI Server Heat Mitigation
The next bottleneck in the artificial intelligence boom may not be chips or power; it may be heat.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 6,780,683 | $555,948,288 | -6% | 0.17% |
| 2. | Running Oak Capital Seth Cogswell | 134,248 | $11,006,993 | -14% | 1.88% |
| 3. | Sciencast Management Qing Li | 10,586 | $867,946 | -75% | 0.18% |
| 4. | Bailard Inc Thomas Bailard | 2,456 | $201,367 | 0% | |
| 5. | Walleye Capital Will England | 2,287 | $187,511 | +116% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $86.68 | 11,538 | $1,000,090.76 | 11,538 | 2026-08-03 | Filing | |
| $23.37 | 42,642 | $996,543.54 | 42,642 | 2017-05-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $88.00 | 30,492 | $2,683,296.00 | 209,534 | 2026-04-13 | Filing | |
| $94.11 | 118,044 | $11,109,120.84 | 209,534 | 2026-03-02 | Filing | |
| $95.90 | 4,300 | $412,370.00 | 23,983 | 2026-02-19 | Filing | |
| $96.50 | 28,367 | $2,737,415.50 | 98,517 | 2026-02-20 | Filing | |
| $100.00 | 900 | $90,000.00 | 193,186 | 2026-02-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,455,360 | $444,666,394 | 0.36% | |
| 2. | 4,301,093 | $354,674,907 | 0.11% | |
| 3. | 4,004,257 | $328,309,002 | 0.05% | |
| 4. | 1,982,769 | $162,559,072 | 0.16% | |
| 5. | 1,848,882 | $151,589,836 | 0.13% |