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.
Shopify Inc. (SHOP)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ARK Investment Management Catherine D. Wood | 4,177,652 | $495,553,074 | +5% | 3.85% |
| 2. | Zevenbergen Capital Investments Nancy Zevenbergen | 1,309,176 | $155,294,457 | -22% | 4.47% |
| 3. | Walleye Capital Will England | 266,544 | $31,617,449 | -1% | 0.13% |
| 4. | Marcho Partners Carl Anderson | 137,158 | $16,269,682 | +22% | 13.14% |
| 5. | Winton Capital Management David Harding | 132,133 | $15,673,616 | +169% | 0.55% |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| 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. | 10,647,635 | $1,263,022,410 | 0.19% |
News See All
10 Best Quality Stocks to Buy and Hold for the Next 5 Years
Quality stocks are getting more attention as investors look for companies that can keep growing earnings without needing a perfect market backdrop.
Shopify Inc. (NASDAQ:SHOP) Q1 2026 Earnings Call Transcript
Carrie Gillard: Good morning, and thank you for joining Shopify's First Quarter 2026 Conference Call. I am Carrie Gillard, Director of Investor Relations.
25 Stocks on Jim Cramer’s Radar: Arm, Arista, and CoreWeave
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings.
Is Shopify Inc. (SHOP) A Good Stock To Buy Now?
Is SHOP a good stock to buy? We came across a bullish thesis on Shopify Inc. on Investomine’s Substack. In this article, we will summarize the bulls’ thesis on SHOP.
Here's Polen Focus Growth Strategy's Insights on Shopify (SHOP)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
12 Best Growth Stocks to Buy and Hold in 2026
On April 24, the S&P 500 and Nasdaq closed at all-time highs; however, the bigger story is what's driving them there and what's coming next.
10 Best Fintech Stocks to Invest In According to Billionaires
On April 24, Bank of England Deputy Governor Sarah Breeden said global stock markets could fall because current share prices do not fully reflect the risks facing the global economy.
10 Stocks That Will Collapse Because of AI
The tug-of-war between sentiment and fundamentals is unlikely to recede, given the way global politics is shifting.
15 AI Stocks That Could Break the Trillion Dollar Barrier
In recent months, artificial intelligence has changed from being a high-concept frontier technology to one that is perhaps the central driver of corporate value creation and capital markets behavior in...
Hedge Fund Resource Center