Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation
In this article, we will look at the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | GQG Partners Rajiv Jain | 9,258,727 | $859,952,359 | -7% | 1.36% |
| 2. | 2,544,200 | $236,305,296 | -1% | 0.04% | |
| 3. | Electron Capital Partners Jos Shaver | 2,040,030 | $189,477,986 | +16% | 7.42% |
| 4. | 1,943,700 | $180,530,856 | +7% | 0.03% | |
| 5. | Holocene Advisors Brandon Haley | 1,782,319 | $165,541,789 | +157% | 0.4% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $55.84 | 10,000 | $558,400.00 | 25,000 | 2024-02-07 | Filing | |
| $55.83 | 10,000 | $558,300.00 | 25,000 | 2024-02-07 | Filing | |
| $59.59 | 8,500 | $506,515.00 | 11,523 | 2023-12-08 | Filing | |
| $67.94 | 5,000 | $339,700.00 | 15,000 | 2023-08-17 | Filing | |
| $67.96 | 5,000 | $339,800.00 | 15,000 | 2023-08-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $93.00 | 745 | $69,285.00 | 16,905 | 2026-03-13 | Filing | |
| $93.00 | 4,189 | $389,577.00 | 17,650 | 2026-03-13 | Filing | |
| $90.27 | 3,845 | $347,088.15 | 8,995 | 2026-03-09 | Filing | |
| $95.00 | 5,079 | $482,505.00 | 10,960 | 2026-02-17 | Filing | |
| $89.34 | 24,535 | $2,191,956.90 | 305,933 | 2026-02-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 762,781 | $66,949,278 | 1.02% | |
| 2. | 296,830 | $26,052,769 | 0.67% | |
| 3. | 115,311 | $10,120,846 | 5.6% | |
| 4. | 35,856 | $3,147,081 | 2.17% | |
| 5. | 9,103 | $798,978 | 0.5% |