10 Best Grid Modernization Stocks to Buy for AI Infrastructure
AI infrastructure is starting to look less like a pure data-center story and more like a grid-capacity story.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Impax Asset Management Ian Simm | 527,865 | $62,435,872 | -5% | 0.44% |
| 2. | Walleye Capital Will England | 240,462 | $28,441,845 | -19% | 0.12% |
| 3. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 217,888 | $25,771,793 | +6503% | 0.98% |
| 4. | Running Oak Capital Seth Cogswell | 136,735 | $16,173,045 | -21% | 2.18% |
| 5. | Navellier & Associates Louis Navellier | 41,122 | $4,863,945 | -7% | 0.51% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $90.07 | 100 | $9,007.00 | 2,000 | 2025-08-13 | Filing | |
| $89.84 | 1,900 | $170,696.00 | 1,900 | 2025-08-13 | Filing | |
| $65.71 | 7,566 | $497,198.18 | 34,524 | 2024-08-15 | Filing | |
| $43.23 | 4,700 | $203,191.34 | 16,828 | 2023-05-22 | Filing | |
| $33.78 | 361 | $12,195.95 | 17,409 | 2022-02-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $167.97 | 3,111 | $522,553.11 | 37,089 | 2026-05-06 | Filing | |
| $167.54 | 24,360 | $4,081,181.83 | 40,200 | 2026-05-06 | Filing | |
| $170.38 | 6,988 | $1,190,626.62 | 23,243 | 2026-05-05 | Filing | |
| $165.50 | 58 | $9,599.00 | 49,873 | 2026-05-04 | Filing | |
| $165.57 | 4,036 | $668,242.13 | 49,873 | 2026-05-04 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,250,512 | $857,590,559 | 0.02% | |
| 2. | 6,718,757 | $794,694,578 | 0.04% | |
| 3. | 2,671,139 | $315,942,262 | 0.09% | |
| 4. | 2,018,579 | $238,757,606 | 0.04% | |
| 5. | 1,881,971 | $222,599,530 | 0.03% |