By Trevor Jennewine
Publication Date: 2026-02-09 08:30:00
Palantir and Comfort Systems operate in very different industries, but both companies are capitalizing on demand for artificial intelligence.
Semiconductor stocks Nvidia and Broadcom have been popular with investors as the artificial intelligence spending boom has unfolded, but there are other ways to play the trend.
In the third quarter, several hedge fund billionaires bought shares of Palantir Technologies (PLTR +4.79%), a software stock that has advanced 2,000% since January 2023. That list includes Ken Griffin and Cliff Asness, both of whom outperformed the S&P 500 over the past three years.
Meanwhile, several hedge fund billionaires bought shares of Comfort System (FIX +6.99%), a construction services stock that has added 970% since January 2023. That list includes Israel Englander and Steven Cohen, both of whom outperformed the S&P 500 over the past three years.
Here’s what investors should know about these AI stocks.
Image source: Getty Images.
1. Palantir Technologies
Palantir develops analytics platforms that help commercial organizations and government agencies manage and make sense of complex information. Its software revolves around a decision-making framework called an ontology, which differentiates it from many other analytics products, as most are focused on reporting and visualization.
Importantly, the ontology generates increasingly valuable insights over time as the underlying machine learning models capture more data. Palantir enhances its analytics…
