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. | Impax Asset Management Ian Simm | 4,585,548 | $547,973,030 | -7% | 3.82% |
| 2. | Renaissance Technologies Jim Simons | 791,771 | $94,616,635 | +121% | 0.15% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 741,773 | $88,641,879 | +152% | 0.09% |
| 4. | D E Shaw D. E. Shaw | 642,062 | $76,726,410 | +71% | 0.05% |
| 5. | GLG Partners Noam Gottesman | 579,441 | $69,243,200 | -20% | 0.13% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $116.61 | 1,210 | $141,098.10 | 27,209 | 2026-05-04 | Filing | |
| $131.98 | 4 | $527.92 | 7,384 | 2024-10-22 | Filing | |
| $95.03 | 245 | $23,282.35 | 41,397 | 2022-02-09 | Filing | |
| $25.60 | 1,000 | $25,598.10 | 9,273 | 2012-08-21 | Filing | |
| $28.28 | 3,529 | $99,788.12 | 28,673 | 2012-04-02 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $117.46 | 4,269 | $501,436.74 | 3,605 | 2026-05-07 | Filing | |
| $148.14 | 1,700 | $251,838.00 | 16,875 | 2025-11-04 | Filing | |
| $152.64 | 10,421 | $1,590,661.44 | 31,250 | 2025-10-30 | Filing | |
| $139.96 | 1,000 | $139,962.00 | 2,957 | 2025-09-05 | Filing | |
| $140.66 | 4,900 | $689,231.06 | 5,163 | 2025-08-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 109,337 | $12,924,727 | 0.33% | |
| 2. | 23,684 | $2,799,673 | 0.2% | |
| 3. | 11,731 | $1,386,734 | 0.02% | |
| 4. | 634 | $74,945 | 0.01% | |
| 5. | 626 | $73,999 | 0.06% |