Managed by
Hedge FundAUM Tracked
$72.7B
AI Exposure
21.9%
AI & Tech holdings for Baird Financial Group, Inc.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 5,196,071 | $1.5B | 2.1% | Reduced by 48% |
| $AAPLAI | Apple Inc. | 4,967,281 | $1.4B | 2% | Reduced by 50% |
| $GOOGAI | Alphabet Inc. | 4,042,260 | $1.4B | 2% | Reduced by 40% |
| $MSFTAI | Microsoft Corporation | 3,138,503 | $1.2B | 1.6% | Reduced by 46% |
| $MSFTAI | Microsoft Corporation | 2,697,546 | $1.0B | 1.4% | Reduced by 53% |
| $NVDAAI | NVIDIA Corporation | 4,607,677 | $922.0M | 1.3% | Reduced by 6% |
| $GOOGAI | Alphabet Inc. | 2,229,538 | $787.8M | 1.1% | Reduced by 67% |
| $AVGOAI | Broadcom Inc. | 1,977,077 | $746.8M | 1% | No change |
| $AMZNAI | Amazon.com, Inc. | 2,939,973 | $700.7M | 1% | Reduced by 46% |
| $AMZNAI | Amazon.com, Inc. | 2,688,745 | $640.8M | 0.9% | Reduced by 51% |
| $METAAI | Meta Platforms, Inc. | 1,110,573 | $625.6M | 0.9% | Reduced by 33% |
| $GOOGLAI | Alphabet Inc. | 1,695,543 | $605.9M | 0.8% | Reduced by 13% |
| $UBERAI | Uber Technologies | 8,201,244 | $591.8M | 0.8% | Increased by 48% |
| $TSMAI | Taiwan Semiconductor | 940,178 | $449.0M | 0.6% | No change |
| $METAAI | Meta Platforms, Inc. | 590,667 | $332.7M | 0.5% | Reduced by 65% |
| $ASMLAI | ASML Holding NV | 124,671 | $248.0M | 0.3% | No change |
| $MUAI | Micron Technology | 212,583 | $245.4M | 0.3% | Reduced by 22% |
| $LRCXAI | Lam Research | 521,094 | $225.8M | 0.3% | No change |
| $ADIAI | Analog Devices | 435,191 | $172.8M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 449,632 | $153.3M | 0.2% | Reduced by 8% |
| $AMDAI | Advanced Micro Devices | 228,991 | $133.0M | 0.2% | Reduced by 25% |
| $TSLAAI | Tesla, Inc. | 315,548 | $132.7M | 0.2% | No change |
| $TXNAI | Texas Instruments | 424,012 | $126.4M | 0.2% | No change |
| $DELLAI | Dell Technologies | 229,269 | $98.9M | 0.1% | Reduced by 16% |
| $MPWRAI | Monolithic Power Systems | 68,394 | $94.5M | 0.1% | Reduced by 8% |
| $AMATAI | Applied Materials | 125,384 | $90.7M | 0.1% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 426,113 | $85.3M | 0.1% | Reduced by 91% |
| $QCOMAI | QUALCOMM Inc. | 407,241 | $75.3M | 0.1% | Reduced by 39% |
| $BABAAI | Alibaba Group | 754,675 | $72.4M | 0.1% | Increased by 7% |
| $ORCLAI | Oracle Corporation | 461,022 | $67.6M | 0.1% | Increased by 6% |
| $GOOGLAI | Alphabet Inc. | 189,001 | $67.5M | 0.1% | Reduced by 90% |
| $ANETAI | Arista Networks | 382,446 | $65.0M | 0.1% | No change |
| $UBERAI | Uber Technologies | 898,099 | $64.8M | 0.1% | Reduced by 84% |
| $PLTRAI | Palantir Technologies | 487,657 | $56.9M | 0.1% | Increased by 32% |
| $VRTAI | Vertiv Holdings | 148,160 | $49.6M | 0.1% | Reduced by 20% |
| $NOWAI | ServiceNow Inc. | 497,526 | $49.4M | 0.1% | Increased by 20% |
| $ISRGAI | Intuitive Surgical | 123,249 | $49.0M | 0.1% | No change |
| $CRMAI | Salesforce Inc. | 272,322 | $42.7M | 0.1% | Reduced by 13% |
| $KLACAI | KLA Corporation | 138,034 | $41.6M | 0.1% | Increased by 585% |
| $INTCAI | Intel Corporation | 222,163 | $31.0M | 0% | Reduced by 25% |
| $CRWDAI | CrowdStrike Holdings | 34,627 | $26.4M | 0% | Reduced by 13% |
| $MRVLAI | Marvell Technology | 82,612 | $24.6M | 0% | Reduced by 47% |
| $TERAI | Teradyne Inc. | 47,006 | $22.7M | 0% | Increased by 119% |
| $FTNTAI | Fortinet Inc. | 147,916 | $22.7M | 0% | No change |
| $DDOGAI | Datadog Inc. | 84,211 | $21.9M | 0% | Reduced by 19% |
| $KLACAI | KLA Corporation | 71,977 | $21.7M | 0% | Increased by 257% |
| $CDNSAI | Cadence Design Systems | 56,069 | $21.0M | 0% | Increased by 7% |
| $AMZNAI | Amazon.com, Inc. | 79,727 | $19.0M | 0% | Reduced by 99% |
| $GOOGLAI | Alphabet Inc. | 52,211 | $18.7M | 0% | Reduced by 97% |
| $MPWRAI | Monolithic Power Systems | 12,667 | $17.5M | 0% | Reduced by 83% |
| $SHOPAI | Shopify Inc. | 126,980 | $14.5M | 0% | Reduced by 19% |
| $MRVLAI | Marvell Technology | 46,837 | $14.0M | 0% | Reduced by 70% |
| $AVGOAI | Broadcom Inc. | 36,927 | $13.9M | 0% | Reduced by 98% |
| $PYPLAI | PayPal Holdings | 321,538 | $13.9M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 39,415 | $11.1M | 0% | No change |
| $INTUAI | Intuit Inc. | 38,069 | $9.9M | 0% | Reduced by 63% |
| $IONQAI | IonQ Inc. | 177,635 | $9.5M | 0% | No change |
| $MCHPAI | Microchip Technology | 94,107 | $8.6M | 0% | Reduced by 11% |
| $SNOWAI | Snowflake Inc. | 32,776 | $8.3M | 0% | No change |
| $QCOMAI | QUALCOMM Inc. | 43,683 | $8.1M | 0% | Reduced by 93% |
| $INTCAI | Intel Corporation | 57,534 | $8.0M | 0% | Reduced by 81% |
| $TXNAI | Texas Instruments | 26,400 | $7.9M | 0% | Reduced by 94% |
| $PANWAI | Palo Alto Networks | 21,902 | $7.5M | 0% | Reduced by 96% |
| $ORCLAI | Oracle Corporation | 48,835 | $7.2M | 0% | Reduced by 89% |
| $MUAI | Micron Technology | 6,163 | $7.1M | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 28,347 | $7.0M | 0% | Increased by 28% |
| $AMDAI | Advanced Micro Devices | 11,021 | $6.4M | 0% | Reduced by 96% |
| $LRCXAI | Lam Research | 14,686 | $6.4M | 0% | Reduced by 97% |
| $VSTAI | Vistra Corp. | 39,308 | $6.2M | 0% | Reduced by 20% |
| $AMATAI | Applied Materials | 6,989 | $5.1M | 0% | Reduced by 95% |
| $RIVNAI | Rivian Automotive | 289,693 | $5.0M | 0% | Increased by 164% |
| $ZSAI | Zscaler Inc. | 33,604 | $4.7M | 0% | Reduced by 14% |
| $ARMAI | ARM Holdings plc | 12,693 | $4.5M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 31,346 | $4.5M | 0% | No change |
| $SNPSAI | Synopsys Inc. | 8,608 | $3.8M | 0% | No change |
| $ADBEAI | Adobe Inc. | 16,575 | $3.4M | 0% | Reduced by 64% |
| $TSLAAI | Tesla, Inc. | 6,928 | $2.9M | 0% | Reduced by 98% |
| $KLACAI | KLA Corporation | 9,320 | $2.8M | 0% | Reduced by 54% |
| $APPAI | AppLovin Corporation | 5,177 | $2.7M | 0% | Reduced by 59% |
| $TSMAI | Taiwan Semiconductor | 4,923 | $2.4M | 0% | Reduced by 99% |
| $ASMLAI | ASML Holding NV | 1,153 | $2.3M | 0% | Reduced by 99% |
| $ADIAI | Analog Devices | 5,168 | $2.1M | 0% | Reduced by 99% |
| $TERAI | Teradyne Inc. | 4,126 | $2.0M | 0% | Reduced by 81% |
| $SQAI | Block Inc. | 25,749 | $2.0M | 0% | Reduced by 7% |
| $COINAI | Coinbase Global | 11,312 | $1.7M | 0% | Reduced by 68% |
| $ASMLAI | ASML Holding NV | 660 | $1.3M | 0% | Reduced by 99% |
| $PLTRAI | Palantir Technologies | 11,012 | $1.3M | 0% | Reduced by 97% |
| $ANETAI | Arista Networks | 7,218 | $1.2M | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 12,822 | $1.2M | 0% | Reduced by 88% |
| $MPWRAI | Monolithic Power Systems | 824 | $1.1M | 0% | Reduced by 99% |
| $PLTRAI | Palantir Technologies | 9,197 | $1.1M | 0% | Reduced by 98% |
| $INTUAI | Intuit Inc. | 3,898 | $1.0M | 0% | Reduced by 96% |
| $DELLAI | Dell Technologies | 2,272 | $980.3K | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 7,930 | $970.8K | 0% | Reduced by 36% |
| $VRTAI | Vertiv Holdings | 2,796 | $936.2K | 0% | Reduced by 98% |
| $NETAI | Cloudflare Inc. | 3,406 | $835.4K | 0% | No change |
| $DELLAI | Dell Technologies | 1,669 | $720.1K | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 920 | $702.1K | 0% | Reduced by 98% |
| $FTNTAI | Fortinet Inc. | 4,449 | $683.5K | 0% | Reduced by 97% |
| $CDNSAI | Cadence Design Systems | 1,633 | $612.9K | 0% | Reduced by 97% |
| $ONAI | ON Semiconductor | 6,482 | $612.8K | 0% | New Position |
| $TERAI | Teradyne Inc. | 1,238 | $599.0K | 0% | Reduced by 94% |
| $WDAYAI | Workday Inc. | 3,541 | $433.5K | 0% | Reduced by 72% |
| $CEGAI | Constellation Energy | 1,736 | $431.2K | 0% | Reduced by 92% |
| $ISRGAI | Intuitive Surgical | 1,041 | $414.0K | 0% | Reduced by 99% |
| $MRVLAI | Marvell Technology | 1,374 | $409.3K | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 421 | $321.3K | 0% | Reduced by 99% |
| $TERAI | Teradyne Inc. | 659 | $318.9K | 0% | Reduced by 97% |
| $VRTAI | Vertiv Holdings | 888 | $297.4K | 0% | Reduced by 100% |
| $SMCIAI | Super Micro Computer | 9,868 | $289.4K | 0% | New Position |
| $SHOPAI | Shopify Inc. | 2,520 | $287.7K | 0% | Reduced by 98% |
| $NOWAI | ServiceNow Inc. | 2,892 | $287.1K | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 1,336 | $211.9K | 0% | Reduced by 97% |
| $PLTRAI | Palantir Technologies | 1,765 | $205.9K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 1,208 | $189.2K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 825 | $169.1K | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 608 | $151.0K | 0% | Reduced by 97% |
| $NXPIAI | NXP Semiconductors | 478 | $134.3K | 0% | Reduced by 99% |
| $ARMAI | ARM Holdings plc | 361 | $128.0K | 0% | Reduced by 97% |
| $COINAI | Coinbase Global | 821 | $120.0K | 0% | Reduced by 98% |
| $NETAI | Cloudflare Inc. | 454 | $111.4K | 0% | Reduced by 86% |
| $IONQAI | IonQ Inc. | 1,630 | $86.8K | 0% | Reduced by 99% |
| $APPAI | AppLovin Corporation | 134 | $69.0K | 0% | Reduced by 99% |
| $ONAI | ON Semiconductor | 699 | $66.1K | 0% | New Position |
| $PYPLAI | PayPal Holdings | 1,411 | $60.9K | 0% | Reduced by 100% |
| $SNPSAI | Synopsys Inc. | 76 | $33.9K | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 204 | $28.8K | 0% | Reduced by 99% |
| $TXNAI | Texas Instruments | 87 | $25.9K | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 100 | $25.4K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 29 | $21.0K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 64 | $19.1K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 60 | $18.1K | 0% | Reduced by 100% |
| $ABNBAI | Airbnb Inc. | 110 | $15.7K | 0% | Reduced by 100% |
| $AMZNAI | Amazon.com, Inc. | 62 | $14.8K | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 39 | $13.9K | 0% | Reduced by 100% |
| $MPWRAI | Monolithic Power Systems | 10 | $13.8K | 0% | Reduced by 100% |
| $AAPLAI | Apple Inc. | 40 | $11.6K | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 100 | $7.6K | 0% | Reduced by 100% |
| $BABAAI | Alibaba Group | 74 | $7.1K | 0% | Reduced by 100% |
| $DDOGAI | Datadog Inc. | 18 | $4.7K | 0% | Reduced by 100% |
| $MUAI | Micron Technology | 3 | $3.5K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 15 | $3.0K | 0% | Reduced by 100% |
| $NXPIAI | NXP Semiconductors | 10 | $2.8K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 22 | $2.7K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 13 | $2.7K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 17 | $2.7K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 10 | $2.6K | 0% | Reduced by 100% |
| $SMCIAI | Super Micro Computer | 71 | $2.1K | 0% | New Position |
| $ONAI | ON Semiconductor | 8 | $756 | 0% | New Position |