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.
Taiwan Semiconductor Manufacturing Co Ltd (TSM)
Market is closed
Sector: Semiconductors & Related Devices
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. | Fisher Asset Management Ken Fisher | 18,617,691 | $6,291,848,786 | +3% | 2.13% |
| 2. | Cantillon Capital Management William Von Mueffling | 2,493,551 | $842,695,561 | -12% | 5.6% |
| 3. | North Of South Capital Matt Linsey | 407,377 | $137,673,057 | -11% | 12.37% |
| 4. | Diamond Hill Capital Ric Dillon | 295,979 | $100,026,103 | -10% | 0.63% |
| 5. | ZWEIG DIMENNA PARTNERS Joe Dimenna | 77,425 | $26,165,779 | -60% | 3.62% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $390.00 | 5 | $1,950.00 | 90 | 2026-04-28 | Filing | |
| $390.00 | 5 | $1,950.00 | 85 | 2026-04-28 | Filing | |
| $386.00 | 10 | $3,860.00 | 80 | 2026-04-28 | Filing | |
| $57.87 | 65 | $3,761.55 | 6,431 | 2026-04-09 | Filing | |
| $57.87 | 52 | $3,009.24 | 1,092 | 2026-04-09 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,021,825 | $4,062,775,674 | 2.79% | |
| 2. | 11,007,197 | $3,719,882,226 | 0.56% | |
| 3. | 9,196,454 | $3,107,941,838 | 0.57% | |
| 4. | 9,327,592 | $2,952,182,851 | 6.74% | |
| 5. | 5,862,685 | $1,981,294,396 | 7.77% |
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