Don’t Ignore This Market Rotation: Jim Cramer’s Views on Intel, Vertiv, TSMC, and More
In this article, we will look at the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 2,022,300 | $792,256,248 | -34% | 0.13% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,433,495 | $561,586,001 | -56% | 0.3% |
| 3. | D E Shaw D. E. Shaw | 1,289,573 | $505,203,118 | +62% | 0.3% |
| 4. | 1,199,700 | $469,994,472 | +14% | 0.08% | |
| 5. | Holocene Advisors Brandon Haley | 1,087,617 | $426,084,836 | +44% | 1.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.28 | 201 | $16,322.11 | 27,375 | 2021-10-07 | Filing | |
| $87.73 | 122 | $10,695.22 | 27,174 | 2021-07-08 | Filing | |
| $44.60 | 725,000 | $32,335,000.00 | 2,225,000 | 2019-02-08 | Filing | |
| $44.42 | 750,000 | $33,315,000.00 | 1,500,000 | 2019-02-07 | Filing | |
| $45.68 | 750,000 | $34,260,000.00 | 750,000 | 2019-02-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $817.28 | 8,003 | $6,540,725.45 | 3,691 | 2026-05-14 | Filing | |
| $830.75 | 1,569 | $1,303,446.75 | 3,691 | 2026-05-13 | Filing | |
| $827.50 | 80 | $66,200.00 | 5,260 | 2026-05-13 | Filing | |
| $824.96 | 80 | $65,996.80 | 5,340 | 2026-05-13 | Filing | |
| $822.19 | 40 | $32,887.60 | 5,420 | 2026-05-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,274,083 | $5,592,014,773 | 0.1% | |
| 2. | 14,155,673 | $5,545,626,455 | 0.13% | |
| 3. | 12,897,201 | $5,052,607,464 | 6.02% | |
| 4. | 11,094,908 | $4,346,541,158 | 0.22% | |
| 5. | 9,321,632 | $3,658,717,865 | 0.13% |