10 Best Pick and Shovel AI Stocks to Buy for the Long Term
The strong AI earnings and ongoing heavy capex are turning even skeptics more bullish on the AI trade.
Nvidia Corp (NVDA)
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Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 88,559,570 | $15,444,789,113 | +3% | 5.24% |
| 2. | 66,888,000 | $11,665,267,200 | -15% | 1.89% | |
| 3. | 51,690,300 | $9,014,788,320 | -7% | 1.46% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 31,781,583 | $5,542,638,909 | +20% | 3% |
| 5. | AQR Capital Management Cliff Asness | 32,117,705 | $5,463,221,621 | +23% | 2.5% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $537.28 | 100 | $53,728.00 | 100 | 2020-12-03 | Filing | |
| $536.61 | 100 | $53,661.00 | 100 | 2020-12-03 | Filing | |
| $500.95 | 498 | $249,473.10 | 4,476 | 2020-09-25 | Filing | |
| $494.15 | 15 | $7,412.25 | 3,978 | 2020-09-22 | Filing | |
| $498.23 | 435 | $216,730.05 | 3,963 | 2020-09-21 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $174.57 | 121,682 | $21,241,844.22 | 7,399,771 | 2026-03-20 | Filing | |
| $172.61 | 100,000 | $17,260,680.00 | 7,521,453 | 2026-03-20 | Filing | |
| $177.73 | 202 | $35,902.17 | 36,007 | 2026-03-19 | Filing | |
| $177.06 | 10,282 | $1,820,494.93 | 36,209 | 2026-03-19 | Filing | |
| $176.27 | 8,516 | $1,501,151.94 | 46,491 | 2026-03-19 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,925,533,174 | $335,812,985,602 | 5.87% | |
| 2. | 1,538,550,382 | $268,324,177,197 | 6.63% | |
| 3. | 993,885,601 | $173,343,323,230 | 5.98% | |
| 4. | 993,852,968 | $173,327,957,590 | 9.13% | |
| 5. | 601,327,167 | $104,562,529,968 | 6.5% |
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