Bill Gates filed this week that he bought roughly $145M worth of RSG shares across four days. Republic Services, the waste management giant, attracted nearly 730,000 shares from the billionaire philanthropist between August 10 and August 13, at prices around $215–$217. The steady accumulation signals strong conviction in the defensive infrastructure play.
On the selling side, Magnetar Financial unloaded over $200M in CRWV stock. The alternative investment firm, a 10% owner in CoreWeave, filed the sales this past Thursday. Magnetar spread the exits across August 12 and 13, selling shares at $107 to $116 apiece. The AI cloud computing company has been a high-profile name since its IPO earlier this year.
At TWLO, board-linked hedge fund Stafman Andy J filed a single block sale worth $123.5M — 500,000 shares at $247 each — on August 12. Twilio shares have rallied sharply in 2026, and the exit looks like profit-taking near recent highs.
The week's pattern is clear. Smart money is rotating out of high-flying tech and AI names. It's rotating into boring, reliable infrastructure instead.
ORTEX Market Intelligence content is generated by AI from a snapshot of ORTEX's proprietary data. Content is informational only and does not constitute investment advice.
