NVIDIA Corp NVDA is still the undisputed monarch of hedge fund portfolios, but second-quarter filings show a new challenger climbing the stairs to the throne: Lam Research Corp LRCX. Track NVDA stock here. According to WhaleScore's 13F heat map, while Nvidia remained the most widely held and highest-conviction artificial intelligence name among institutional investors, a silent underdog has been gaining hedge fund confidence. Nvidia’s GPUs are still the lifeblood of generative AI data centers. But the real story is Lam Research, which surged up the rankings for the information technology sector for the second quarter this year. Per the map,...