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. | AQR Capital Management Cliff Asness | 1,846,073 | $183,074,982 | +100% | 0.08% |
| 2. | 1,779,500 | $181,758,130 | 0.93% | ||
| 3. | Adage Capital Management Phill Gross And Robert Atchinson | 590,052 | $60,267,911 | -11% | 0.09% |
| 4. | BAMCO Inc. Ron Baron | 525,270 | $53,651,078 | 0.16% | |
| 5. | Point72 Asset Management Steve Cohen | 377,618 | $38,569,903 | -53% | 0.05% |
| 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 |
|---|---|---|---|---|---|---|
| $125.82 | 2,530 | $318,324.60 | 0 | 2026-07-01 | Filing | |
| $124.72 | 1,601 | $199,676.72 | 2,530 | 2026-07-01 | Filing | |
| $123.84 | 7,173 | $888,304.32 | 4,131 | 2026-07-01 | Filing | |
| $122.84 | 9,656 | $1,186,143.04 | 11,304 | 2026-07-01 | Filing | |
| $121.81 | 17,514 | $2,133,380.34 | 20,960 | 2026-07-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 287,064 | $36,259,053 | 0.03% | |
| 2. | 286,428 | $36,178,721 | 0.18% | |
| 3. | 162,401 | $20,512,904 | 0.99% | |
| 4. | 154,450 | $19,508,580 | 5.34% | |
| 5. | 146,595 | $18,516,359 | 0.19% |