AI’s $31.6T Buildout Faces a $6T Revenue Test
The AI boom is turning into one of the biggest investment cycles in modern history, but the revenue needed to pay for it has yet to catch up. PwC e...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 20,000,000 | $11,265,800,000 | 23.57% | ||
| 2. | 15,401,700 | $8,675,623,593 | +16% | 0.99% | |
| 3. | Newlands Management Operations LLC Michael Abramson And Jan Koum | 9,664,414 | $5,443,867,762 | -2% | 32.86% |
| 4. | 9,026,300 | $5,084,424,527 | +3% | 0.58% | |
| 5. | Fisher Asset Management Ken Fisher | 6,794,023 | $3,827,005,774 | +2% | 1.14% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $181.76 | 154 | $27,991.04 | 476,586 | 2019-08-28 | Filing | |
| $197.04 | 257 | $50,639.28 | 476,432 | 2019-07-30 | Filing | |
| $176.02 | 253 | $44,533.06 | 476,681 | 2019-04-04 | Filing | |
| $160.04 | 876 | $140,195.04 | 476,428 | 2019-02-21 | Filing | |
| $176.61 | 675 | $119,211.75 | 450,817 | 2018-05-04 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $748.91 | 408 | $305,555.28 | 77,029 | 2026-09-28 | Filing | |
| $748.91 | 82 | $61,410.62 | 5,916 | 2026-09-28 | Filing | |
| $748.91 | 57 | $42,687.87 | 1,118 | 2026-09-28 | Filing | |
| $748.91 | 82 | $61,410.62 | 5,916 | 2026-09-28 | Filing | |
| $750.43 | 946 | $709,902.05 | 8,824 | 2026-09-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,931 | $28,231,983 | 2.63% | |
| 2. | 12,648 | $9,172,075 | 0.68% | |
| 3. | 9,547 | $6,923,404 | 1.51% | |
| 4. | 9,238 | $6,699,267 | 0.57% | |
| 5. | 60,671 | $4,698,320 | 0.81% |