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BANK OF NOVA SCOTIA

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$65.0B

AI Exposure

33.3%

AI vs Non-AI Sector Exposure

AI & Semiconductors33.0%
Other Tech0.0%
$NVDA

5.1%

$MSFT

3.4%

$AAPL

2.8%

$AVGO

2.3%

Portfolio Holdings

AI & Tech holdings for BANK OF NOVA SCOTIA

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation16,640,944$3.3B
5.1%
Reduced by 28%
$MSFTAIMicrosoft Corporation6,006,854$2.2B
3.4%
Increased by 26%
$AAPLAIApple Inc.6,363,850$1.8B
2.8%
Reduced by 43%
$AVGOAIBroadcom Inc.3,959,313$1.5B
2.3%
Reduced by 11%
$GOOGAIAlphabet Inc.4,179,420$1.5B
2.3%
No change
$METAAIMeta Platforms, Inc.2,085,175$1.2B
1.8%
Increased by 84%
$GOOGLAIAlphabet Inc.2,719,195$971.8M
1.5%
Reduced by 40%
$MUAIMicron Technology748,737$864.3M
1.3%
Reduced by 39%
$TSLAAITesla, Inc.1,842,395$774.9M
1.2%
Increased by 6%
$AMATAIApplied Materials990,554$716.1M
1.1%
Increased by 12%
$AMZNAIAmazon.com, Inc.2,870,014$683.8M
1.1%
Reduced by 65%
$LRCXAILam Research1,566,467$678.8M
1%
Increased by 67%
$PLTRAIPalantir Technologies4,058,959$473.6M
0.7%
Increased by 106%
$SHOPAIShopify Inc.4,028,599$460.8M
0.7%
Increased by 26%
$MRVLAIMarvell Technology1,057,131$314.9M
0.5%
Increased by 1311%
$AMDAIAdvanced Micro Devices464,664$269.9M
0.4%
Increased by 11%
$INTCAIIntel Corporation1,743,233$243.4M
0.4%
Reduced by 43%
$TXNAITexas Instruments771,538$230.0M
0.4%
Increased by 56%
$NOWAIServiceNow Inc.2,105,880$209.1M
0.3%
Increased by 107%
$AAPLAIApple Inc.687,655$199.0M
0.3%
Reduced by 94%
$GOOGAIAlphabet Inc.543,356$192.0M
0.3%
Reduced by 87%
$NVDAAINVIDIA Corporation904,389$182.5M
0.3%
Reduced by 96%
$ORCLAIOracle Corporation1,121,730$164.4M
0.3%
No change
$QCOMAIQUALCOMM Inc.885,624$163.7M
0.3%
Increased by 170%
$MSFTAIMicrosoft Corporation321,115$119.8M
0.2%
Reduced by 93%
$KLACAIKLA Corporation393,867$118.8M
0.2%
Increased by 538%
$AAPLAIApple Inc.390,880$113.1M
0.2%
Reduced by 96%
$AVGOAIBroadcom Inc.295,857$111.8M
0.2%
Reduced by 93%
$ISRGAIIntuitive Surgical247,855$98.6M
0.2%
Reduced by 60%
$SNPSAISynopsys Inc.214,576$95.7M
0.1%
No change
$ADIAIAnalog Devices227,200$90.2M
0.1%
Increased by 20%
$NXPIAINXP Semiconductors319,049$89.7M
0.1%
Increased by 844%
$TERAITeradyne Inc.179,932$87.1M
0.1%
Increased by 169%
$AMZNAIAmazon.com, Inc.364,514$86.9M
0.1%
Reduced by 96%
$AMZNAIAmazon.com, Inc.352,376$84.0M
0.1%
Reduced by 96%
$AMATAIApplied Materials105,087$76.0M
0.1%
Reduced by 88%
$ANETAIArista Networks440,470$74.8M
0.1%
Reduced by 49%
$METAAIMeta Platforms, Inc.108,869$61.3M
0.1%
Reduced by 90%
$UBERAIUber Technologies814,418$58.8M
0.1%
Reduced by 35%
$CRMAISalesforce Inc.374,785$58.7M
0.1%
Increased by 1154%
$PYPLAIPayPal Holdings1,293,991$55.9M
0.1%
Increased by 448%
$VSTAIVistra Corp.330,396$52.4M
0.1%
Increased by 141%
$ADBEAIAdobe Inc.215,330$44.1M
0.1%
Increased by 21%
$MPWRAIMonolithic Power Systems29,749$41.1M
0.1%
Increased by 374%
$KLACAIKLA Corporation133,552$40.3M
0.1%
Increased by 116%
$MCHPAIMicrochip Technology438,078$40.0M
0.1%
Reduced by 25%
$INTUAIIntuit Inc.144,119$37.6M
0.1%
Reduced by 36%
$APPAIAppLovin Corporation71,591$36.9M
0.1%
Increased by 110%
$ZSAIZscaler Inc.253,500$35.8M
0.1%
Increased by 1173%
$ANETAIArista Networks205,365$35.2M
0.1%
Reduced by 76%
$ABNBAIAirbnb Inc.238,844$34.2M
0.1%
Reduced by 80%
$ISRGAIIntuitive Surgical79,714$31.7M
0%
Reduced by 87%
$PANWAIPalo Alto Networks87,003$29.7M
0%
Reduced by 31%
$CRWDAICrowdStrike Holdings155,024$29.6M
0%
Increased by 225%
$FTNTAIFortinet Inc.164,552$25.3M
0%
Reduced by 31%
$CEGAIConstellation Energy78,937$19.6M
0%
Reduced by 36%
$CDNSAICadence Design Systems43,630$16.4M
0%
Reduced by 52%
$GOOGAIAlphabet Inc.42,950$15.2M
0%
Reduced by 99%
$CEGAIConstellation Energy59,115$14.7M
0%
Reduced by 52%
$LRCXAILam Research32,450$14.1M
0%
Reduced by 97%
$VRTAIVertiv Holdings41,022$13.7M
0%
Reduced by 55%
$CDNSAICadence Design Systems35,025$13.1M
0%
Reduced by 62%
$TSMAITaiwan Semiconductor27,522$13.1M
0%
Reduced by 19%
$NVDAAINVIDIA Corporation63,305$12.7M
0%
Reduced by 100%
$DELLAIDell Technologies27,625$11.9M
0%
Reduced by 39%
$KLACAIKLA Corporation39,315$11.9M
0%
Reduced by 36%
$FTNTAIFortinet Inc.71,289$11.0M
0%
Reduced by 70%
$MDBAIMongoDB Inc.31,195$10.5M
0%
Increased by 300%
$AAPLAIApple Inc.32,066$9.3M
0%
Reduced by 100%
$DDOGAIDatadog Inc.33,542$8.7M
0%
Reduced by 93%
$AVGOAIBroadcom Inc.22,649$8.6M
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.22,213$7.9M
0%
Reduced by 100%
$AMATAIApplied Materials10,885$7.9M
0%
Reduced by 99%
$MUAIMicron Technology6,327$7.3M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation19,531$7.3M
0%
Reduced by 100%
$UBERAIUber Technologies98,160$7.1M
0%
Reduced by 92%
$MSFTAIMicrosoft Corporation18,790$7.0M
0%
Reduced by 100%
$SNOWAISnowflake Inc.27,288$6.9M
0%
Reduced by 84%
$ONAION Semiconductor57,491$5.4M
0%
No change
$AMZNAIAmazon.com, Inc.22,496$5.4M
0%
Reduced by 100%
$NETAICloudflare Inc.20,731$5.1M
0%
Reduced by 31%
$COINAICoinbase Global33,162$4.8M
0%
Reduced by 26%
$SMCIAISuper Micro Computer152,633$4.5M
0%
Reduced by 24%
$NOWAIServiceNow Inc.42,734$4.3M
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.7,535$4.2M
0%
Reduced by 99%
$WDAYAIWorkday Inc.32,623$4.0M
0%
Increased by 10%
$TSMAITaiwan Semiconductor8,229$3.9M
0%
Reduced by 76%
$ANETAIArista Networks20,410$3.5M
0%
Reduced by 98%
$SQAIBlock Inc.44,109$3.4M
0%
Reduced by 34%
$ISRGAIIntuitive Surgical7,861$3.1M
0%
Reduced by 99%
$ASMLAIASML Holding NV1,448$2.9M
0%
Reduced by 52%
$ASMLAIASML Holding NV1,186$2.4M
0%
Reduced by 61%
$ASMLAIASML Holding NV1,054$2.1M
0%
Reduced by 65%
$VRTAIVertiv Holdings5,703$1.9M
0%
Reduced by 94%
$GOOGAIAlphabet Inc.4,813$1.7M
0%
Reduced by 100%
$DELLAIDell Technologies3,439$1.5M
0%
Reduced by 92%
$RIVNAIRivian Automotive81,561$1.4M
0%
Increased by 28%
$NVDAAINVIDIA Corporation6,908$1.4M
0%
Reduced by 100%
$BABAAIAlibaba Group12,774$1.2M
0%
Increased by 86%
$GOOGLAIAlphabet Inc.3,418$1.2M
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.3,900$929.4K
0%
Reduced by 100%
$AAPLAIApple Inc.3,200$926.0K
0%
Reduced by 100%
$PANWAIPalo Alto Networks2,596$885.3K
0%
Reduced by 98%
$TEAMAIAtlassian Corporation10,441$812.2K
0%
Reduced by 89%
$ADBEAIAdobe Inc.3,756$770.1K
0%
Reduced by 98%
$COINAICoinbase Global5,000$730.9K
0%
Reduced by 89%
$VSTAIVistra Corp.4,485$717.6K
0%
Reduced by 97%
$TSMAITaiwan Semiconductor1,296$618.9K
0%
Reduced by 96%
$UBERAIUber Technologies8,090$583.8K
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.1,001$563.9K
0%
Reduced by 100%
$BABAAIAlibaba Group5,425$525.2K
0%
Reduced by 21%
$APPAIAppLovin Corporation993$511.9K
0%
Reduced by 97%
$ORCLAIOracle Corporation2,240$331.1K
0%
Reduced by 100%
$INTUAIIntuit Inc.1,089$284.3K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.497$177.5K
0%
Reduced by 100%
$SHOPAIShopify Inc.1,057$120.7K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.200$112.6K
0%
Reduced by 100%
$SNPSAISynopsys Inc.225$100.4K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.202$76.3K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.310$57.3K
0%
Reduced by 100%
$INTUAIIntuit Inc.205$53.5K
0%
Reduced by 100%