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Insider Monkey analysis reveals that billionaire funds significantly increased their holdings in two AI data center stocks, Vertiv Holdings and Equinix, during the second quarter.
Insider Monkey's analysis, based on its database of over 900 hedge funds, shows that billionaire-led funds aggressively bought AI and data center stocks in the second quarter, with Vertiv Holdings (VRT) and Equinix (EQIX) standing out. As of the end of Q2, 32 billionaire funds held shares in Vertiv Holdings, up from 28 in Q1; 27 funds held shares in Equinix, up from 26 in Q1. Among them, Cliff Asness's AQR Capital Management held the largest position in Vertiv Holdings, valued at approximately $858.2 million.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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