Data Center Stocks VICR, MOD, and CLS Are Set for 50%+ Rally Despite Weak AI Trade
Investors are rotating out of AI-infrastructure names amid economic pressure, including rising bond yields. However, Wall Street still sees more th...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GAMCO Investors Mario Gabelli | 489,969 | $130,831,522 | -12% | 1.17% |
| 2. | Blue Whale Capital Stephen Yiu | 463,437 | $123,746,948 | 3.93% | |
| 3. | D E Shaw D. E. Shaw | 455,129 | $121,528,546 | +32% | 0.06% |
| 4. | Citadel Investment Group Ken Griffin | 427,004 | $114,018,608 | +193% | 0.01% |
| 5. | Driehaus Capital Richard Driehaus | 422,646 | $112,854,935 | -15% | 0.65% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.43 | 2,530 | $200,957.90 | 7,277 | 2025-03-03 | Filing | |
| $32.09 | 400 | $12,834.20 | 114,715 | 2023-06-07 | Filing | |
| $6.81 | 10,000 | $68,146.00 | 679,559 | 2019-11-20 | Filing | |
| $6.78 | 5,000 | $33,879.50 | 185,796 | 2019-11-20 | Filing | |
| $6.98 | 5,000 | $34,897.00 | 175,470 | 2019-11-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $300.04 | 200 | $60,008.00 | 66,343 | 2026-06-18 | Filing | |
| $298.30 | 200 | $59,660.00 | 66,543 | 2026-06-18 | Filing | |
| $297.37 | 15,482 | $4,603,933.43 | 66,743 | 2026-06-18 | Filing | |
| $296.18 | 900 | $266,564.34 | 82,225 | 2026-06-18 | Filing | |
| $295.42 | 4,881 | $1,441,928.42 | 83,125 | 2026-06-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,866,977 | $765,540,333 | 0.01% | |
| 2. | 2,380,183 | $635,556,465 | 0.01% | |
| 3. | 2,204,937 | $588,762,278 | 0.03% | |
| 4. | 1,483,974 | $396,250,737 | 0.06% | |
| 5. | 1,453,598 | $388,139,738 | 10.56% |