Smart money is quietly loading 5 stocks

The scan compared 13F-HR filings for the quarter ended June 30, 2026 (filed August 13-14) against the March 31, 2026 window across the five configured funds — Berkshire Hathaway, Bridgewater Associates, Renaissance Technologies, Citadel Advisors, and Two Sigma. All five returned holdings. Roughly 787 CUSIPs passed the base acceleration filter (net buyers > net sellers plus ≥25% aggregate QoQ share growth or ≥2 new positions); 145 of those had Berkshire or Bridgewater as a supporting buyer. After layering market-cap, liquidity, earnings-window (seven-trading-day exclusion), and retail-attention screens, five names survived.

The single most surprising finding is NiSource. Bridgewater built a 1.4-million-share NiSource position from essentially zero (24,531 → 1,410,001 shares) while Renaissance initiated the second-largest add, taking aggregate holdings up 555% QoQ. NiSource is the kind of regulated Midwest utility that rarely draws fast money. The co-occurrence of a slow macro-driven initiation (Bridgewater) and a quant initiation (Renaissance) on the same name suggests both camps found independent evidence of a near-term thesis — most plausibly AI data-center load growth in Indiana and Ohio. Two of the five names (Core & Main and NiSource) are currently trading below the funds' estimated quarter-end entry, meaning retail still has the chance to buy at or below where the four-fund syndicate was buying.