Guru Consensus
여러 투자자가 동시에 움직인 AI 관련 종목
같은 분기 안에서 매수/매도 투자자 수, 순매수 규모, 평균 Conviction Score, Post-13F 가격 변화를 함께 봅니다.
Most Accumulated
GOOGL
$10.40B
Most Reduced
BE
-$125M
New by Multiple Gurus
6
NEW 포지션 중복
Total Net Flow
-$15.63B
SEC cache universe
Most Accumulated AI Stocks
GOOGL
Alphabet
Consumer AI · buyers 11 / sellers 6
$10.40B
AAPL
Apple
Consumer AI · buyers 6 / sellers 1
$1.18B
LITE
Lumentum
AI Networking · buyers 6 / sellers 1
$285M
META
Meta Platforms
Consumer AI · buyers 10 / sellers 5
-$159M
MKSI
MKS Instruments
Semiconductor Equipment · buyers 4 / sellers 0
$598M
ARM
Arm Holdings
AI Semiconductor · buyers 7 / sellers 3
$135M
ISRG
Intuitive Surgical
Healthcare AI · buyers 5 / sellers 1
-$446M
SPGI
S&P Global
Financial AI · buyers 5 / sellers 2
-$129M
Most Reduced AI Stocks
BE
Bloom Energy
Power & Energy · buyers 1 / sellers 8
-$125M
GEV
GE Vernova
Power & Energy · buyers 0 / sellers 7
-$370M
ANET
Arista Networks
AI Networking · buyers 0 / sellers 7
-$537M
SNOW
Snowflake
AI Software · buyers 1 / sellers 7
-$1.09B
AMD
Advanced Micro Devices
AI Semiconductor · buyers 2 / sellers 8
-$2.06B
AMZN
Amazon
Cloud Platform · buyers 7 / sellers 13
-$2.56B
New Positions by Multiple Gurus
GOOGL
Alphabet
Consumer AI · buyers 11 / sellers 6
$10.40B
ARM
Arm Holdings
AI Semiconductor · buyers 7 / sellers 3
$135M
MKSI
MKS Instruments
Semiconductor Equipment · buyers 4 / sellers 0
$598M
ASML
ASML Holding
Semiconductor Equipment · buyers 6 / sellers 5
$1.44B
AAPL
Apple
Consumer AI · buyers 6 / sellers 1
$1.18B
LITE
Lumentum
AI Networking · buyers 6 / sellers 1
$285M
Crowded AI Trades
GOOGL
Alphabet
Consumer AI · buyers 11 / sellers 6
$10.40B
AAPL
Apple
Consumer AI · buyers 6 / sellers 1
$1.18B
LITE
Lumentum
AI Networking · buyers 6 / sellers 1
$285M
META
Meta Platforms
Consumer AI · buyers 10 / sellers 5
-$159M
ARM
Arm Holdings
AI Semiconductor · buyers 7 / sellers 3
$135M
ISRG
Intuitive Surgical
Healthcare AI · buyers 5 / sellers 1
-$446M
AI 종목 컨센서스
| Ticker | AI Segment | Buy Funds | Sell Funds | Net Buyers | Net Buy | Conviction | Post-13F Move | Freshness |
|---|---|---|---|---|---|---|---|---|
| GOOGL Alphabet | Consumer AI AI 80 | 11 | 6 | +5 | $10.40B | 41 | +4.1% | 신선도 보통 |
| AAPL Apple | Consumer AI AI 55 | 6 | 1 | +5 | $1.18B | 25 | -2.1% | 신선도 보통 |
| LITE Lumentum | AI Networking AI 64 | 6 | 1 | +5 | $285M | 24 | +13.1% | 신선도 보통 |
| META Meta Platforms | Consumer AI AI 78 | 10 | 5 | +5 | -$159M | 37 | +16.9% | 신선도 보통 |
| MKSI MKS Instruments | Semiconductor Equipment AI 62 | 4 | 0 | +4 | $598M | 46 | +7.1% | 신선도 보통 |
| ARM Arm Holdings | AI Semiconductor AI 78 | 7 | 3 | +4 | $135M | 33 | +12.9% | 신선도 보통 |
| ISRG Intuitive Surgical | Healthcare AI AI 48 | 5 | 1 | +4 | -$446M | 21 | +4.9% | 신선도 보통 |
| SPGI S&P Global | Financial AI AI 50 | 5 | 2 | +3 | -$129M | 35 | +5.9% | 신선도 보통 |
| TSLA Tesla | Robotics & Industrial AI AI 70 | 5 | 2 | +3 | -$348M | 25 | +28.8% | 신선도 보통 |
| INTC Intel | Foundry AI 44 | 5 | 3 | +2 | $511M | 22 | -12.6% | 신선도 보통 |
| UBER Uber Technologies | Consumer AI AI 50 | 5 | 3 | +2 | $372M | 34 | +7.8% | 신선도 보통 |
| NOW ServiceNow | AI Software AI 66 | 4 | 2 | +2 | -$103M | 17 | +3.7% | 신선도 보통 |
| NFLX Netflix | Consumer AI AI 46 | 5 | 3 | +2 | -$1.17B | 21 | +8.9% | 신선도 보통 |
| ASML ASML Holding | Semiconductor Equipment AI 88 | 6 | 5 | +1 | $1.44B | 28 | +6.2% | 신선도 보통 |
| AVGO Broadcom | AI Networking AI 92 | 7 | 6 | +1 | $245M | 35 | +11.8% | 신선도 보통 |
| QCOM Qualcomm | AI Semiconductor AI 57 | 4 | 3 | +1 | -$137M | 28 | -4.8% | 신선도 보통 |
| CRM Salesforce | AI Software AI 64 | 3 | 2 | +1 | -$169M | 17 | -3.2% | 신선도 보통 |
| ORCL Oracle | Cloud Platform AI 70 | 4 | 3 | +1 | -$600M | 25 | +12.4% | 신선도 보통 |
| GOOG Alphabet | Consumer AI AI 80 | 6 | 6 | 0 | $36M | 31 | +4.1% | 신선도 보통 |
| PANW Palo Alto Networks | Cybersecurity AI 62 | 2 | 2 | 0 | -$46M | 14 | +6.8% | 신선도 보통 |
| PLTR Palantir | AI Software AI 72 | 3 | 3 | 0 | -$1.42B | 17 | +31.4% | 신선도 보통 |
| EQIX Equinix | Data Center Infra AI 72 | 2 | 3 | -1 | $1.12B | 37 | +4.4% | 신선도 보통 |
| STX Seagate Technology | Memory AI 52 | 3 | 4 | -1 | $431M | 18 | +8.5% | 신선도 보통 |
| CRWD CrowdStrike | Cybersecurity AI 66 | 2 | 3 | -1 | $330M | 16 | +13.6% | 신선도 보통 |
| CIEN Ciena | AI Networking AI 60 | 3 | 4 | -1 | $326M | 26 | +10.9% | 신선도 보통 |
| NET Cloudflare | Cybersecurity AI 62 | 3 | 4 | -1 | $258M | 24 | +15.2% | 신선도 보통 |
| CLS Celestica | Data Center Infra AI 66 | 4 | 5 | -1 | $160M | 26 | +16.8% | 신선도 보통 |
| WDC Western Digital | Memory AI 58 | 3 | 4 | -1 | $125M | 21 | +11.2% | 신선도 보통 |
| ETN Eaton | Power & Energy AI 60 | 2 | 3 | -1 | -$140M | 22 | +10.4% | 신선도 보통 |
| SE Sea | Consumer AI AI 45 | 4 | 5 | -1 | -$788M | 16 | +9.6% | 신선도 보통 |
| APP AppLovin | AI Software AI 60 | 4 | 5 | -1 | -$1.87B | 25 | +24.7% | 신선도 보통 |
| AMAT Applied Materials | Semiconductor Equipment AI 84 | 3 | 5 | -2 | $1.27B | 27 | +8.5% | 신선도 보통 |
| LRCX Lam Research | Semiconductor Equipment AI 82 | 4 | 6 | -2 | $704M | 29 | +9.4% | 신선도 보통 |
| TSM Taiwan Semiconductor | Foundry AI 90 | 7 | 9 | -2 | $276M | 38 | +7.6% | 신선도 보통 |
| MU Micron Technology | Memory AI 78 | 4 | 6 | -2 | $252M | 26 | +14.7% | 신선도 보통 |
| SMCI Super Micro Computer | Data Center Infra AI 76 | 2 | 4 | -2 | -$127M | 14 | -8.9% | 신선도 보통 |
| SPOT Spotify Technology | Consumer AI AI 45 | 5 | 7 | -2 | -$1.19B | 27 | +11.3% | 신선도 보통 |
| RDDT Reddit | Consumer AI AI 48 | 4 | 6 | -2 | -$1.65B | 22 | +18.2% | 신선도 보통 |
| BABA Alibaba Group | Cloud Platform AI 52 | 2 | 5 | -3 | -$563M | 29 | +6.4% | 신선도 보통 |
| TXN Texas Instruments | AI Semiconductor AI 48 | 1 | 5 | -4 | -$304M | 21 | +2.8% | 신선도 보통 |
| MRVL Marvell Technology | AI Networking AI 82 | 1 | 5 | -4 | -$401M | 20 | +22.5% | 신선도 보통 |
| CEG Constellation Energy | Power & Energy AI 71 | 1 | 5 | -4 | -$1.01B | 30 | +21.2% | 신선도 보통 |
| ADBE Adobe | AI Software AI 60 | 1 | 5 | -4 | -$1.03B | 20 | -6.4% | 신선도 보통 |
| NVDA NVIDIA | AI Semiconductor AI 100 | 5 | 9 | -4 | -$3.84B | 35 | +18.4% | 신선도 보통 |
| MSFT Microsoft | Cloud Platform AI 86 | 6 | 10 | -4 | -$12.17B | 50 | +5.4% | 신선도 보통 |
| GLW Corning | AI Networking AI 54 | 2 | 7 | -5 | $545M | 29 | +6.6% | 신선도 보통 |
| VRT Vertiv | Data Center Infra AI 80 | 1 | 6 | -5 | -$1M | 17 | +25.1% | 신선도 보통 |
| VST Vistra | Power & Energy AI 68 | 2 | 7 | -5 | -$87M | 29 | +20.4% | 신선도 보통 |
| SNOW Snowflake | AI Software AI 68 | 1 | 7 | -6 | -$1.09B | 22 | +19.2% | 신선도 보통 |
| AMD Advanced Micro Devices | AI Semiconductor AI 84 | 2 | 8 | -6 | -$2.06B | 25 | +9.7% | 신선도 보통 |
| AMZN Amazon | Cloud Platform AI 83 | 7 | 13 | -6 | -$2.56B | 43 | +8.3% | 신선도 보통 |
| BE Bloom Energy | Power & Energy AI 55 | 1 | 8 | -7 | -$125M | 20 | +18.5% | 신선도 보통 |
| GEV GE Vernova | Power & Energy AI 58 | 0 | 7 | -7 | -$370M | 25 | +17.3% | 신선도 보통 |
| ANET Arista Networks | AI Networking AI 86 | 0 | 7 | -7 | -$537M | 22 | +10.1% | 신선도 보통 |