10 Best Pick and Shovel AI Stocks to Invest In
AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed to make AI work.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hourglass Capital Kenneth A. Moffet | 66,050 | $8,342,776 | -6% | 1.64% |
| 2. | Walleye Capital Will England | 62,613 | $7,908,648 | -48% | 0.03% |
| 3. | Levin Easterly Partners John Murphy | 34,196 | $4,319,297 | -45% | 0.22% |
| 4. | Buckland Partners Management Seth Lieber And Jonathan Lieber | 30,000 | $3,815,220 | 1.87% | |
| 5. | Bailard Inc Thomas Bailard | 7,942 | $1,003,154 | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.52 | 33 | $2,954.16 | 1,308 | 2025-11-19 | Filing | |
| $32.49 | 5,000 | $162,450.00 | 16,643 | 2018-02-20 | Filing | |
| $35.92 | 14,000 | $502,880.00 | 30,008 | 2014-09-05 | Filing | |
| $29.00 | 12,000 | $348,001.20 | 12,000 | 2013-06-07 | Filing | |
| $29.01 | 1,800 | $52,211.16 | 1,800 | 2013-06-07 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $122.75 | 2,909 | $357,079.75 | 0 | 2026-08-07 | Filing | |
| $122.11 | 16,785 | $2,049,616.35 | 2,909 | 2026-08-07 | Filing | |
| $121.10 | 18,780 | $2,274,258.00 | 19,694 | 2026-08-07 | Filing | |
| $122.70 | 6,000 | $736,200.00 | 101,507 | 2026-08-07 | Filing | |
| $127.13 | 6,839 | $869,442.07 | 80,634 | 2026-08-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 33,570,910 | $4,240,341,746 | 0.06% | |
| 2. | 17,634,044 | $2,242,115,113 | 0.07% | |
| 3. | 4,373,424 | $552,399,724 | 0.27% | |
| 4. | 3,049,079 | $385,129,168 | 0.11% | |
| 5. | 2,323,974 | $293,541,156 | 2.51% |