Managed by
Hedge FundAUM Tracked
$62.4B
AI Exposure
26.9%
AI & Tech holdings for CAISSE DE DEPOT ET PLACEMENT DU QUEBEC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 11,082,804 | $2.8B | 4.5% | Increased by 14% |
| $NVDAAI | NVIDIA Corporation | 15,787,881 | $2.8B | 4.4% | Increased by 17% |
| $GOOGLAI | Alphabet Inc. | 6,657,199 | $1.9B | 3.1% | Increased by 7% |
| $MSFTAI | Microsoft Corporation | 4,974,037 | $1.8B | 2.9% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,765,104 | $1.2B | 1.9% | No change |
| $METAAI | Meta Platforms, Inc. | 2,034,644 | $1.2B | 1.9% | Increased by 23% |
| $AVGOAI | Broadcom Inc. | 2,194,415 | $679.2M | 1.1% | No change |
| $AMATAI | Applied Materials | 1,266,323 | $432.8M | 0.7% | Increased by 49% |
| $GOOGAI | Alphabet Inc. | 1,506,637 | $432.2M | 0.7% | Increased by 35% |
| $TSLAAI | Tesla, Inc. | 1,093,061 | $406.3M | 0.7% | Increased by 14% |
| $MUAI | Micron Technology | 776,844 | $262.4M | 0.4% | Reduced by 21% |
| $TXNAI | Texas Instruments | 1,258,785 | $244.4M | 0.4% | Increased by 91% |
| $ANETAI | Arista Networks | 1,911,674 | $234.7M | 0.4% | No change |
| $ADBEAI | Adobe Inc. | 734,181 | $178.5M | 0.3% | Reduced by 9% |
| $CRMAI | Salesforce Inc. | 919,672 | $171.7M | 0.3% | Reduced by 24% |
| $SHOPAI | Shopify Inc. | 1,392,886 | $164.7M | 0.3% | No change |
| $LRCXAI | Lam Research | 764,263 | $163.3M | 0.3% | Reduced by 69% |
| $AMDAI | Advanced Micro Devices | 786,808 | $160.1M | 0.3% | Increased by 8% |
| $UBERAI | Uber Technologies | 2,188,826 | $157.4M | 0.3% | Reduced by 33% |
| $VSTAI | Vistra Corp. | 816,172 | $122.7M | 0.2% | Increased by 28% |
| $CEGAI | Constellation Energy | 434,689 | $121.4M | 0.2% | Increased by 17% |
| $ADIAI | Analog Devices | 348,846 | $111.0M | 0.2% | Increased by 32% |
| $ABNBAI | Airbnb Inc. | 811,304 | $102.5M | 0.2% | Reduced by 18% |
| $VRTAI | Vertiv Holdings | 387,929 | $97.2M | 0.2% | Increased by 251% |
| $MPWRAI | Monolithic Power Systems | 85,159 | $93.1M | 0.1% | Reduced by 38% |
| $CDNSAI | Cadence Design Systems | 334,452 | $92.9M | 0.1% | Increased by 59% |
| $TERAI | Teradyne Inc. | 280,757 | $83.2M | 0.1% | Increased by 1624% |
| $INTUAI | Intuit Inc. | 184,994 | $80.0M | 0.1% | Reduced by 19% |
| $INTCAI | Intel Corporation | 1,790,207 | $79.0M | 0.1% | Increased by 28% |
| $MRVLAI | Marvell Technology | 675,962 | $67.0M | 0.1% | Increased by 378% |
| $KLACAI | KLA Corporation | 45,402 | $66.9M | 0.1% | Reduced by 79% |
| $SNPSAI | Synopsys Inc. | 167,262 | $66.3M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 123,578 | $57.0M | 0.1% | Reduced by 49% |
| $PANWAI | Palo Alto Networks | 289,533 | $46.4M | 0.1% | Increased by 8% |
| $QCOMAI | QUALCOMM Inc. | 257,933 | $33.2M | 0.1% | Reduced by 57% |
| $DDOGAI | Datadog Inc. | 277,281 | $32.7M | 0.1% | Increased by 7% |
| $PYPLAI | PayPal Holdings | 499,373 | $22.6M | 0% | Reduced by 72% |
| $FTNTAI | Fortinet Inc. | 192,761 | $15.8M | 0% | Reduced by 62% |
| $ONAI | ON Semiconductor | 162,256 | $10.0M | 0% | New Position |
| $MDBAI | MongoDB Inc. | 38,064 | $9.3M | 0% | New Position |
| $APPAI | AppLovin Corporation | 23,324 | $9.3M | 0% | Reduced by 85% |
| $NOWAI | ServiceNow Inc. | 64,097 | $6.7M | 0% | Reduced by 87% |
| $DELLAI | Dell Technologies | 8,174 | $1.3M | 0% | New Position |
| $TEAMAI | Atlassian Corporation | 17,529 | $1.2M | 0% | Reduced by 61% |
| $NXPIAI | NXP Semiconductors | 2,787 | $548.6K | 0% | New Position |
| $WDAYAI | Workday Inc. | 3,205 | $416.4K | 0% | Reduced by 95% |
| $RIVNAI | Rivian Automotive | 11,957 | $180.0K | 0% | Reduced by 89% |