Jim Cramer’s Thoughts on 16 Stocks: Arista, Taiwan Semi, and Big Tech’s AI Spending
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 1,309,176 | $155,294,457 | -22% | 4.47% |
| 2. | Markel Gayner Asset Management Tom Gayner | 102,750 | $12,188,205 | 0.1% | |
| 3. | Fisher Asset Management Ken Fisher | 20,503 | $2,432,187 | -17% | 0% |
| 4. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 20,000 | $2,372,600 | 1.27% | |
| 5. | Leucadia National Ian Cumming And Joseph Steinberg | 3,272 | $388,125 | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 33,735,144 | $4,002,807,594 | 0.1% | |
| 2. | 29,019,724 | $3,442,319,661 | 3.52% | |
| 3. | 16,299,259 | $1,933,418,041 | 1.33% | |
| 4. | 10,774,862 | $1,278,473,820 | 0.33% | |
| 5. | 8,935,666 | $1,059,948,701 | 4.16% |