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 | 17,526,516 | $2,295,097,372 | +2% | 0.78% |
| 2. | Viking Global Andreas Halvorsen | 4,419,923 | $578,788,917 | -26% | 1.62% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 3,146,555 | $412,041,377 | -7% | 6.28% |
| 4. | AQR Capital Management Cliff Asness | 2,996,781 | $385,386,115 | +51% | 0.18% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 2,312,865 | $302,869,672 | +28% | 0.39% |
| 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 |
|---|---|---|---|---|---|---|
| $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 | |
| $140.51 | 25,138 | $3,532,140.38 | 57,959 | 2026-05-08 | Filing | |
| $141.55 | 14,701 | $2,080,926.55 | 83,097 | 2026-05-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 768,066 | $112,222,123 | 0.55% | |
| 2. | 368,514 | $53,843,581 | 0.07% | |
| 3. | 326,358 | $47,684,165 | 0.04% | |
| 4. | 309,140 | $45,168,492 | 0.59% | |
| 5. | 222,168 | $32,460,966 | 0.27% |