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. | 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 | 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 |
| 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% |