Managed by
Hedge FundAUM Tracked
$64.0B
AI Exposure
20.8%
AI & Tech holdings for Baird Financial Group, Inc.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 5,102,348 | $1.3B | 2% | Reduced by 48% |
| $GOOGAI | Alphabet Inc. | 4,489,571 | $1.3B | 2% | Reduced by 33% |
| $AAPLAI | Apple Inc. | 4,852,487 | $1.2B | 1.9% | Reduced by 51% |
| $MSFTAI | Microsoft Corporation | 3,147,036 | $1.2B | 1.8% | Reduced by 44% |
| $MSFTAI | Microsoft Corporation | 2,635,682 | $975.7M | 1.5% | Reduced by 53% |
| $NVDAAI | NVIDIA Corporation | 4,615,160 | $804.9M | 1.3% | No change |
| $GOOGAI | Alphabet Inc. | 2,267,930 | $650.6M | 1% | Reduced by 66% |
| $METAAI | Meta Platforms, Inc. | 1,071,112 | $612.8M | 1% | Reduced by 33% |
| $AVGOAI | Broadcom Inc. | 1,895,488 | $586.7M | 0.9% | No change |
| $AMZNAI | Amazon.com, Inc. | 2,765,566 | $576.0M | 0.9% | Reduced by 36% |
| $AMZNAI | Amazon.com, Inc. | 2,696,328 | $561.6M | 0.9% | Reduced by 37% |
| $GOOGLAI | Alphabet Inc. | 1,701,834 | $489.4M | 0.8% | Reduced by 12% |
| $METAAI | Meta Platforms, Inc. | 596,932 | $341.5M | 0.5% | Reduced by 63% |
| $UBERAI | Uber Technologies | 4,697,362 | $337.9M | 0.5% | Increased by 485% |
| $TSMAI | Taiwan Semiconductor | 929,337 | $314.1M | 0.5% | Increased by 12% |
| $ASMLAI | ASML Holding NV | 121,689 | $160.7M | 0.3% | Reduced by 14% |
| $ADIAI | Analog Devices | 439,441 | $139.8M | 0.2% | Reduced by 6% |
| $TSLAAI | Tesla, Inc. | 311,632 | $115.8M | 0.2% | Reduced by 7% |
| $LRCXAI | Lam Research | 531,801 | $113.6M | 0.2% | Reduced by 14% |
| $MUAI | Micron Technology | 267,337 | $90.3M | 0.1% | Reduced by 10% |
| $BABAAI | Alibaba Group | 707,268 | $88.7M | 0.1% | Increased by 25% |
| $TXNAI | Texas Instruments | 417,044 | $81.0M | 0.1% | Increased by 22% |
| $MPWRAI | Monolithic Power Systems | 73,396 | $80.2M | 0.1% | Reduced by 25% |
| $QCOMAI | QUALCOMM Inc. | 614,310 | $79.1M | 0.1% | Reduced by 10% |
| $PANWAI | Palo Alto Networks | 465,057 | $74.6M | 0.1% | Reduced by 7% |
| $UBERAI | Uber Technologies | 837,908 | $60.3M | 0.1% | No change |
| $AMDAI | Advanced Micro Devices | 294,613 | $59.9M | 0.1% | Reduced by 8% |
| $ISRGAI | Intuitive Surgical | 124,781 | $57.5M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 387,033 | $56.9M | 0.1% | Reduced by 18% |
| $GOOGLAI | Alphabet Inc. | 189,458 | $54.5M | 0.1% | Reduced by 90% |
| $PLTRAI | Palantir Technologies | 354,318 | $51.8M | 0.1% | Reduced by 10% |
| $CRMAI | Salesforce Inc. | 270,906 | $50.6M | 0.1% | Reduced by 23% |
| $NVDAAI | NVIDIA Corporation | 276,813 | $48.3M | 0.1% | Reduced by 94% |
| $ANETAI | Arista Networks | 384,377 | $47.2M | 0.1% | Reduced by 6% |
| $VRTAI | Vertiv Holdings | 186,161 | $46.6M | 0.1% | Reduced by 28% |
| $DELLAI | Dell Technologies | 268,248 | $44.0M | 0.1% | Reduced by 9% |
| $AMATAI | Applied Materials | 127,505 | $43.6M | 0.1% | Reduced by 19% |
| $NOWAI | ServiceNow Inc. | 411,562 | $43.0M | 0.1% | Reduced by 9% |
| $INTUAI | Intuit Inc. | 97,306 | $42.1M | 0.1% | Reduced by 18% |
| $KLACAI | KLA Corporation | 14,186 | $20.9M | 0% | No change |
| $SHOPAI | Shopify Inc. | 154,948 | $18.4M | 0% | No change |
| $CRWDAI | CrowdStrike Holdings | 39,037 | $15.2M | 0% | Reduced by 37% |
| $PYPLAI | PayPal Holdings | 333,163 | $15.1M | 0% | Reduced by 8% |
| $CDNSAI | Cadence Design Systems | 50,963 | $14.2M | 0% | Reduced by 74% |
| $GOOGLAI | Alphabet Inc. | 48,629 | $14.0M | 0% | Reduced by 97% |
| $DDOGAI | Datadog Inc. | 104,290 | $12.3M | 0% | Reduced by 48% |
| $FTNTAI | Fortinet Inc. | 149,727 | $12.2M | 0% | Reduced by 22% |
| $AAPLAI | Apple Inc. | 46,449 | $11.8M | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 45,861 | $11.1M | 0% | Reduced by 10% |
| $INTCAI | Intel Corporation | 247,640 | $10.9M | 0% | Reduced by 15% |
| $MRVLAI | Marvell Technology | 98,958 | $9.8M | 0% | Increased by 79% |
| $AVGOAI | Broadcom Inc. | 31,268 | $9.7M | 0% | Reduced by 98% |
| $NXPIAI | NXP Semiconductors | 40,305 | $7.9M | 0% | No change |
| $CRMAI | Salesforce Inc. | 42,204 | $7.9M | 0% | Reduced by 88% |
| $KLACAI | KLA Corporation | 5,143 | $7.6M | 0% | Reduced by 65% |
| $VSTAI | Vistra Corp. | 47,742 | $7.2M | 0% | No change |
| $ORCLAI | Oracle Corporation | 46,306 | $6.8M | 0% | Reduced by 90% |
| $QCOMAI | QUALCOMM Inc. | 46,996 | $6.1M | 0% | Reduced by 93% |
| $MCHPAI | Microchip Technology | 92,264 | $6.0M | 0% | Reduced by 13% |
| $COINAI | Coinbase Global | 33,885 | $5.9M | 0% | Increased by 33% |
| $CEGAI | Constellation Energy | 19,954 | $5.6M | 0% | Reduced by 38% |
| $ZSAI | Zscaler Inc. | 38,697 | $5.4M | 0% | Increased by 17% |
| $MRVLAI | Marvell Technology | 54,738 | $5.4M | 0% | No change |
| $IONQAI | IonQ Inc. | 177,618 | $5.1M | 0% | New Position |
| $APPAI | AppLovin Corporation | 12,356 | $4.9M | 0% | Increased by 14% |
| $TXNAI | Texas Instruments | 25,132 | $4.9M | 0% | Reduced by 93% |
| $SNOWAI | Snowflake Inc. | 31,954 | $4.8M | 0% | No change |
| $TERAI | Teradyne Inc. | 15,900 | $4.7M | 0% | Reduced by 45% |
| $ABNBAI | Airbnb Inc. | 31,812 | $4.0M | 0% | No change |
| $PANWAI | Palo Alto Networks | 22,236 | $3.6M | 0% | Reduced by 96% |
| $SNPSAI | Synopsys Inc. | 8,846 | $3.5M | 0% | No change |
| $LRCXAI | Lam Research | 13,161 | $2.8M | 0% | Reduced by 98% |
| $AMATAI | Applied Materials | 6,633 | $2.3M | 0% | Reduced by 96% |
| $INTCAI | Intel Corporation | 47,592 | $2.1M | 0% | Reduced by 84% |
| $AMDAI | Advanced Micro Devices | 9,887 | $2.0M | 0% | Reduced by 97% |
| $TSLAAI | Tesla, Inc. | 5,166 | $1.9M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 5,671 | $1.9M | 0% | Reduced by 98% |
| $ARMAI | ARM Holdings plc | 12,236 | $1.9M | 0% | Increased by 197% |
| $INTUAI | Intuit Inc. | 4,179 | $1.8M | 0% | Reduced by 96% |
| $SQAI | Block Inc. | 27,555 | $1.7M | 0% | No change |
| $RIVNAI | Rivian Automotive | 109,780 | $1.7M | 0% | Reduced by 58% |
| $TSMAI | Taiwan Semiconductor | 4,219 | $1.4M | 0% | Reduced by 99% |
| $TERAI | Teradyne Inc. | 4,787 | $1.4M | 0% | Reduced by 83% |
| $ADIAI | Analog Devices | 4,423 | $1.4M | 0% | Reduced by 99% |
| $PLTRAI | Palantir Technologies | 9,579 | $1.4M | 0% | Reduced by 98% |
| $KLACAI | KLA Corporation | 830 | $1.2M | 0% | Reduced by 94% |
| $WDAYAI | Workday Inc. | 8,346 | $1.1M | 0% | Reduced by 35% |
| $MPWRAI | Monolithic Power Systems | 875 | $956.7K | 0% | Reduced by 99% |
| $ANETAI | Arista Networks | 7,295 | $895.7K | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 13,540 | $874.8K | 0% | Reduced by 87% |
| $ASMLAI | ASML Holding NV | 658 | $869.8K | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 4,652 | $763.5K | 0% | Reduced by 98% |
| $PLTRAI | Palantir Technologies | 4,891 | $715.5K | 0% | Reduced by 99% |
| $NETAI | Cloudflare Inc. | 3,272 | $675.1K | 0% | Increased by 76% |
| $ASMLAI | ASML Holding NV | 467 | $616.8K | 0% | Reduced by 100% |
| $WDAYAI | Workday Inc. | 4,094 | $531.9K | 0% | Reduced by 68% |
| $CEGAI | Constellation Energy | 1,680 | $469.3K | 0% | Reduced by 95% |
| $CDNSAI | Cadence Design Systems | 1,600 | $444.6K | 0% | Reduced by 99% |
| $FTNTAI | Fortinet Inc. | 4,447 | $363.4K | 0% | Reduced by 98% |
| $ISRGAI | Intuitive Surgical | 629 | $290.0K | 0% | Reduced by 100% |
| $CRWDAI | CrowdStrike Holdings | 734 | $286.6K | 0% | Reduced by 99% |
| $NOWAI | ServiceNow Inc. | 2,240 | $234.2K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 1,178 | $220.0K | 0% | Reduced by 100% |
| $INTUAI | Intuit Inc. | 505 | $218.4K | 0% | Reduced by 100% |
| $PYPLAI | PayPal Holdings | 4,769 | $215.7K | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 1,405 | $211.2K | 0% | Reduced by 97% |
| $TERAI | Teradyne Inc. | 706 | $209.3K | 0% | Reduced by 98% |
| $PLTRAI | Palantir Technologies | 1,424 | $208.3K | 0% | Reduced by 100% |
| $QCOMAI | QUALCOMM Inc. | 1,608 | $207.1K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 792 | $192.5K | 0% | Reduced by 98% |
| $DELLAI | Dell Technologies | 945 | $155.1K | 0% | Reduced by 100% |
| $COINAI | Coinbase Global | 885 | $154.5K | 0% | Reduced by 97% |
| $CEGAI | Constellation Energy | 537 | $150.0K | 0% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 1,253 | $148.6K | 0% | Reduced by 99% |
| $MRVLAI | Marvell Technology | 1,399 | $138.6K | 0% | Reduced by 97% |
| $SAPAI | SAP SE | 700 | $119.8K | 0% | Reduced by 31% |
| $NXPIAI | NXP Semiconductors | 468 | $92.1K | 0% | Reduced by 99% |
| $SNPSAI | Synopsys Inc. | 211 | $83.7K | 0% | Reduced by 97% |
| $SAPAI | SAP SE | 482 | $82.5K | 0% | Reduced by 52% |
| $COINAI | Coinbase Global | 430 | $75.1K | 0% | Reduced by 98% |
| $ZSAI | Zscaler Inc. | 468 | $65.7K | 0% | Reduced by 99% |
| $ARMAI | ARM Holdings plc | 361 | $54.6K | 0% | Reduced by 91% |
| $APPAI | AppLovin Corporation | 130 | $51.7K | 0% | Reduced by 99% |
| $IONQAI | IonQ Inc. | 1,630 | $47.0K | 0% | New Position |
| $SNOWAI | Snowflake Inc. | 174 | $26.2K | 0% | Reduced by 99% |
| $VRTAI | Vertiv Holdings | 91 | $22.8K | 0% | Reduced by 100% |
| $AAPLAI | Apple Inc. | 78 | $19.8K | 0% | Reduced by 100% |
| $TXNAI | Texas Instruments | 95 | $18.4K | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 57 | $16.9K | 0% | Reduced by 100% |
| $BABAAI | Alibaba Group | 123 | $15.4K | 0% | Reduced by 100% |
| $ABNBAI | Airbnb Inc. | 112 | $14.1K | 0% | Reduced by 100% |
| $AMATAI | Applied Materials | 38 | $13.0K | 0% | Reduced by 100% |
| $GOOGLAI | Alphabet Inc. | 44 | $12.7K | 0% | Reduced by 100% |
| $NVDAAI | NVIDIA Corporation | 71 | $12.4K | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 92 | $9.1K | 0% | Reduced by 100% |
| $NETAI | Cloudflare Inc. | 40 | $8.3K | 0% | Reduced by 98% |
| $CRMAI | Salesforce Inc. | 40 | $7.5K | 0% | Reduced by 100% |
| $KLACAI | KLA Corporation | 5 | $7.4K | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 100 | $6.0K | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 20 | $3.3K | 0% | Reduced by 100% |
| $MUAI | Micron Technology | 7 | $2.4K | 0% | Reduced by 100% |