7 Best HVAC Stocks to Buy for AI Server Heat Mitigation
The next bottleneck in the artificial intelligence boom may not be chips or power; it may be heat.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 10,769,298 | $1,573,502,297 | -39% | 0.47% |
| 2. | Diamond Hill Capital Ric Dillon | 118,910 | $17,373,940 | -13% | 0.14% |
| 3. | Levin Capital Strategies John A. Levin | 39,188 | $5,725,742 | +188% | 0.38% |
| 4. | Navellier & Associates Louis Navellier | 35,188 | $5,141,319 | -3% | 0.41% |
| 5. | 18,100 | $2,644,591 | -11% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.94 | 7,665 | $1,011,320.10 | 37,602 | 2026-02-05 | Filing | |
| $41.40 | 6,220 | $257,508.00 | 12,860 | 2019-08-26 | Filing | |
| $36.41 | 12,000 | $436,916.40 | 21,625 | 2017-11-17 | Filing | |
| $36.80 | 27,300 | $1,004,626.35 | 634,732 | 2017-11-24 | Filing | |
| $36.00 | 20,000 | $720,000.00 | 286,842 | 2017-11-21 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $153.79 | 2,500 | $384,475.00 | 15,017 | 2026-08-04 | Filing | |
| $152.98 | 20,917 | $3,199,882.66 | 17,517 | 2026-08-04 | Filing | |
| $146.20 | 1,800 | $263,160.00 | 26,215 | 2026-06-09 | Filing | |
| $145.50 | 4,274 | $621,867.00 | 28,015 | 2026-05-14 | Filing | |
| $141.27 | 900 | $127,143.00 | 57,059 | 2026-05-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,497,207 | $510,976,979 | 0.08% | |
| 2. | 2,432,111 | $354,528,820 | 0.29% | |
| 3. | 2,331,718 | $340,501,197 | 0.33% | |
| 4. | 1,957,386 | $285,778,356 | 1.42% | |
| 5. | 1,768,304 | $258,366,897 | 0.32% |