10 Best AI Pick-and-Shovel Stocks to Buy
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning model.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 5,625 | $115,200 | 0.13% | |
| 2. | Hurley Capital Charles Goldblum | 169 | $3,461 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.69 | 3,664 | $101,444.07 | 3,836 | 2026-03-02 | Filing | |
| $33.74 | 3,100 | $104,595.86 | 8,724,000 | 2026-01-29 | Filing | |
| $32.84 | 10,975 | $360,382.78 | 8,724,000 | 2026-01-29 | Filing | |
| $31.81 | 87,680 | $2,788,837.76 | 8,724,000 | 2026-01-29 | Filing | |
| $30.76 | 19,584 | $602,448.88 | 8,724,000 | 2026-01-29 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,653,041 | $33,854,280 | 0% | |
| 2. | 670,032 | $13,722,256 | 0% | |
| 3. | 587,787 | $12,037,878 | 0.09% | |
| 4. | 283,403 | $5,804,093 | 0% | |
| 5. | 261,154 | $5,348,441 | 0% |