Managed by
Hedge FundAUM Tracked
$40.9B
AI Exposure
24.3%
AI & Tech holdings for CIBC Asset Management Inc
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,631,420 | $1.5B | 3.7% | No change |
| $AAPLAI | Apple Inc. | 5,222,142 | $1.3B | 3.2% | No change |
| $MSFTAI | Microsoft Corporation | 2,755,893 | $1.0B | 2.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,578,480 | $745.1M | 1.8% | No change |
| $GOOGLAI | Alphabet Inc. | 2,184,209 | $628.1M | 1.5% | No change |
| $AVGOAI | Broadcom Inc. | 1,835,891 | $568.1M | 1.4% | No change |
| $GOOGAI | Alphabet Inc. | 1,804,677 | $517.5M | 1.3% | No change |
| $SHOPAI | Shopify Inc. | 4,305,479 | $511.1M | 1.2% | No change |
| $METAAI | Meta Platforms, Inc. | 864,063 | $494.4M | 1.2% | No change |
| $TSLAAI | Tesla, Inc. | 1,131,012 | $420.4M | 1% | Increased by 5% |
| $MUAI | Micron Technology | 529,847 | $179.0M | 0.4% | No change |
| $AMDAI | Advanced Micro Devices | 787,604 | $160.2M | 0.4% | No change |
| $PLTRAI | Palantir Technologies | 1,084,652 | $158.7M | 0.4% | No change |
| $AMATAI | Applied Materials | 387,754 | $132.4M | 0.3% | Increased by 14% |
| $LRCXAI | Lam Research | 607,682 | $129.8M | 0.3% | Increased by 16% |
| $INTCAI | Intel Corporation | 2,345,832 | $103.5M | 0.3% | No change |
| $ISRGAI | Intuitive Surgical | 200,323 | $92.3M | 0.2% | No change |
| $KLACAI | KLA Corporation | 55,361 | $81.5M | 0.2% | No change |
| $TXNAI | Texas Instruments | 395,377 | $76.8M | 0.2% | No change |
| $ADIAI | Analog Devices | 227,144 | $72.3M | 0.2% | No change |
| $QCOMAI | QUALCOMM Inc. | 547,595 | $70.5M | 0.2% | Reduced by 14% |
| $ORCLAI | Oracle Corporation | 443,673 | $65.3M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 406,756 | $65.2M | 0.2% | Increased by 12% |
| $APPAI | AppLovin Corporation | 148,920 | $59.3M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 115,686 | $50.0M | 0.1% | Reduced by 20% |
| $CRMAI | Salesforce Inc. | 246,935 | $46.1M | 0.1% | No change |
| $CEGAI | Constellation Energy | 159,969 | $44.7M | 0.1% | Increased by 6% |
| $ASMLAI | ASML Holding NV | 32,174 | $42.4M | 0.1% | Reduced by 10% |
| $ADBEAI | Adobe Inc. | 172,543 | $41.9M | 0.1% | Reduced by 6% |
| $CRWDAI | CrowdStrike Holdings | 104,630 | $40.8M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 99,499 | $39.4M | 0.1% | No change |
| $CDNSAI | Cadence Design Systems | 136,701 | $38.0M | 0.1% | No change |
| $UBERAI | Uber Technologies | 493,332 | $35.5M | 0.1% | No change |
| $ANETAI | Arista Networks | 269,672 | $33.1M | 0.1% | Increased by 7% |
| $MRVLAI | Marvell Technology | 316,160 | $31.3M | 0.1% | Increased by 53% |
| $TSMAI | Taiwan Semiconductor | 81,266 | $27.4M | 0.1% | Reduced by 19% |
| $NOWAI | ServiceNow Inc. | 261,767 | $27.4M | 0.1% | Reduced by 10% |
| $FTNTAI | Fortinet Inc. | 287,791 | $23.5M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 91,824 | $23.0M | 0.1% | Increased by 441% |
| $DDOGAI | Datadog Inc. | 190,598 | $22.5M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 177,656 | $22.4M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 20,386 | $22.3M | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 104,571 | $20.6M | 0.1% | Increased by 8% |
| $PYPLAI | PayPal Holdings | 386,029 | $17.5M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 153,685 | $15.7M | 0% | No change |
| $MCHPAI | Microchip Technology | 229,114 | $14.8M | 0% | No change |
| $DELLAI | Dell Technologies | 73,631 | $12.1M | 0% | No change |
| $VSTAI | Vistra Corp. | 77,222 | $11.6M | 0% | No change |
| $WDAYAI | Workday Inc. | 89,333 | $11.6M | 0% | No change |
| $TERAI | Teradyne Inc. | 37,271 | $11.0M | 0% | No change |
| $COINAI | Coinbase Global | 52,804 | $9.2M | 0% | No change |
| $SQAI | Block Inc. | 131,617 | $7.9M | 0% | No change |
| $ONAI | ON Semiconductor | 95,243 | $5.9M | 0% | No change |
| $SAPAI | SAP SE | 32,559 | $5.5M | 0% | No change |
| $ZSAI | Zscaler Inc. | 35,027 | $4.9M | 0% | No change |
| $ARMAI | ARM Holdings plc | 24,633 | $3.7M | 0% | No change |
| $NETAI | Cloudflare Inc. | 15,093 | $3.1M | 0% | Increased by 6% |
| $SMCIAI | Super Micro Computer | 124,213 | $2.8M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 37,622 | $2.6M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 15,887 | $2.4M | 0% | Increased by 6% |
| $MDBAI | MongoDB Inc. | 3,938 | $963.9K | 0% | Increased by 6% |
| $RIVNAI | Rivian Automotive | 55,404 | $833.8K | 0% | Increased by 8% |
| $BABAAI | Alibaba Group | 5,351 | $671.3K | 0% | Increased by 29% |
| $IONQAI | IonQ Inc. | 16,912 | $487.6K | 0% | No change |
| $SOUNAI | SoundHound AI | 14,038 | $96.4K | 0% | No change |