Managed by
Hedge FundAUM Tracked
$59.2B
AI Exposure
32.5%
AI & Tech holdings for CIBC Private Wealth Group LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 6,523,939 | $3.2B | 5.3% | No change |
| $AAPLAI | Apple Inc. | 10,501,339 | $2.9B | 4.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 9,939,138 | $2.3B | 3.9% | Reduced by 6% |
| $NVDAAI | NVIDIA Corporation | 12,099,103 | $2.3B | 3.8% | No change |
| $GOOGLAI | Alphabet Inc. | 6,425,983 | $2.0B | 3.4% | No change |
| $AVGOAI | Broadcom Inc. | 2,784,310 | $963.6M | 1.6% | Increased by 10% |
| $METAAI | Meta Platforms, Inc. | 1,453,880 | $959.7M | 1.6% | Increased by 7% |
| $GOOGAI | Alphabet Inc. | 2,989,672 | $938.2M | 1.6% | No change |
| $ASMLAI | ASML Holding NV | 372,934 | $399.0M | 0.7% | No change |
| $QCOMAI | QUALCOMM Inc. | 1,965,483 | $336.2M | 0.6% | Reduced by 27% |
| $INTUAI | Intuit Inc. | 457,540 | $303.1M | 0.5% | Increased by 812% |
| $CRMAI | Salesforce Inc. | 1,097,419 | $290.7M | 0.5% | No change |
| $ADIAI | Analog Devices | 977,637 | $265.1M | 0.4% | No change |
| $ISRGAI | Intuitive Surgical | 459,173 | $260.1M | 0.4% | No change |
| $ADBEAI | Adobe Inc. | 566,288 | $198.2M | 0.3% | Reduced by 6% |
| $TSMAI | Taiwan Semiconductor | 584,878 | $177.7M | 0.3% | No change |
| $PANWAI | Palo Alto Networks | 952,398 | $175.4M | 0.3% | No change |
| $SHOPAI | Shopify Inc. | 908,273 | $146.2M | 0.2% | No change |
| $AMDAI | Advanced Micro Devices | 637,758 | $136.6M | 0.2% | Increased by 789% |
| $NETAI | Cloudflare Inc. | 556,609 | $109.7M | 0.2% | No change |
| $CDNSAI | Cadence Design Systems | 331,882 | $103.7M | 0.2% | Increased by 164% |
| $ORCLAI | Oracle Corporation | 491,774 | $95.9M | 0.2% | No change |
| $SNOWAI | Snowflake Inc. | 435,095 | $95.4M | 0.2% | No change |
| $MCHPAI | Microchip Technology | 1,350,084 | $86.0M | 0.1% | Reduced by 8% |
| $DDOGAI | Datadog Inc. | 515,967 | $70.2M | 0.1% | Reduced by 6% |
| $BABAAI | Alibaba Group | 406,567 | $59.6M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 344,587 | $55.8M | 0.1% | Reduced by 6% |
| $MPWRAI | Monolithic Power Systems | 58,914 | $53.4M | 0.1% | Reduced by 6% |
| $TXNAI | Texas Instruments | 302,760 | $52.5M | 0.1% | Reduced by 6% |
| $TSLAAI | Tesla, Inc. | 90,769 | $40.8M | 0.1% | Increased by 31% |
| $ZSAI | Zscaler Inc. | 143,808 | $32.3M | 0.1% | Reduced by 7% |
| $SAPAI | SAP SE | 129,360 | $31.4M | 0.1% | Increased by 5% |
| $MRVLAI | Marvell Technology | 294,411 | $25.0M | 0% | Reduced by 35% |
| $NOWAI | ServiceNow Inc. | 118,134 | $18.1M | 0% | No change |
| $AAPLAI | Apple Inc. | 62,866 | $17.1M | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 72,255 | $15.5M | 0% | Reduced by 95% |
| $PLTRAI | Palantir Technologies | 83,427 | $14.8M | 0% | Reduced by 8% |
| $INTCAI | Intel Corporation | 342,109 | $12.6M | 0% | No change |
| $AMATAI | Applied Materials | 32,920 | $8.5M | 0% | Increased by 8% |
| $CEGAI | Constellation Energy | 22,228 | $7.9M | 0% | Reduced by 51% |
| $MDBAI | MongoDB Inc. | 18,234 | $7.7M | 0% | No change |
| $LRCXAI | Lam Research | 43,871 | $7.5M | 0% | Increased by 12% |
| $ANETAI | Arista Networks | 56,569 | $7.4M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 41,772 | $6.8M | 0% | Increased by 110% |
| $GOOGLAI | Alphabet Inc. | 17,549 | $5.5M | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 33,889 | $5.5M | 0% | No change |
| $KLACAI | KLA Corporation | 4,352 | $5.3M | 0% | Reduced by 7% |
| $CRWDAI | CrowdStrike Holdings | 10,193 | $4.8M | 0% | No change |
| $MSFTAI | Microsoft Corporation | 9,647 | $4.7M | 0% | Reduced by 100% |
| $ABNBAI | Airbnb Inc. | 34,046 | $4.6M | 0% | No change |
| $GOOGAI | Alphabet Inc. | 14,569 | $4.6M | 0% | Reduced by 100% |
| $UBERAI | Uber Technologies | 52,924 | $4.3M | 0% | Increased by 7% |
| $MUAI | Micron Technology | 13,674 | $3.9M | 0% | Increased by 9% |
| $SNPSAI | Synopsys Inc. | 7,909 | $3.7M | 0% | Reduced by 9% |
| $AVGOAI | Broadcom Inc. | 6,506 | $2.3M | 0% | Reduced by 100% |
| $ONAI | ON Semiconductor | 34,523 | $1.9M | 0% | Increased by 60% |
| $APPAI | AppLovin Corporation | 2,738 | $1.8M | 0% | Increased by 8% |
| $PYPLAI | PayPal Holdings | 28,561 | $1.7M | 0% | Reduced by 19% |
| $AMZNAI | Amazon.com, Inc. | 6,042 | $1.4M | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 9,075 | $1.1M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 4,934 | $1.1M | 0% | Reduced by 7% |
| $IONQAI | IonQ Inc. | 20,561 | $922.6K | 0% | Increased by 446% |
| $SHOPAI | Shopify Inc. | 5,230 | $843.2K | 0% | Reduced by 99% |
| $NVDAAI | NVIDIA Corporation | 4,129 | $770.1K | 0% | Reduced by 100% |
| $CRMAI | Salesforce Inc. | 2,638 | $698.8K | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 3,595 | $695.8K | 0% | No change |
| $CEGAI | Constellation Energy | 1,890 | $667.7K | 0% | Reduced by 96% |
| $PANWAI | Palo Alto Networks | 3,600 | $663.1K | 0% | Reduced by 100% |
| $SQAI | Block Inc. | 9,048 | $588.9K | 0% | Reduced by 18% |
| $FTNTAI | Fortinet Inc. | 6,031 | $478.9K | 0% | Reduced by 21% |
| $KLACAI | KLA Corporation | 381 | $462.9K | 0% | Reduced by 92% |
| $QCOMAI | QUALCOMM Inc. | 2,681 | $458.6K | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 684 | $451.5K | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 1,566 | $424.7K | 0% | Reduced by 100% |
| $TXNAI | Texas Instruments | 2,058 | $357.0K | 0% | Reduced by 99% |
| $RIVNAI | Rivian Automotive | 11,392 | $224.5K | 0% | Reduced by 48% |
| $NOWAI | ServiceNow Inc. | 1,330 | $203.7K | 0% | Reduced by 99% |
| $COINAI | Coinbase Global | 880 | $199.0K | 0% | Reduced by 33% |
| $ASMLAI | ASML Holding NV | 185 | $197.9K | 0% | Reduced by 100% |
| $ARMAI | ARM Holdings plc | 1,322 | $144.5K | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 1,092 | $123.8K | 0% | No change |
| $SOUNAI | SoundHound AI | 12,348 | $123.1K | 0% | Increased by 459% |
| $ORCLAI | Oracle Corporation | 350 | $68.2K | 0% | Reduced by 100% |
| $TSMAI | Taiwan Semiconductor | 109 | $33.1K | 0% | Reduced by 100% |
| $SMCIAI | Super Micro Computer | 1,047 | $30.6K | 0% | Reduced by 67% |
| $BABAAI | Alibaba Group | 126 | $18.5K | 0% | Reduced by 100% |
| $BIDUAI | Baidu, Inc. | 136 | $17.8K | 0% | Reduced by 76% |
| $INTUAI | Intuit Inc. | 22 | $14.6K | 0% | Reduced by 100% |
| $AEHRAI | Aehr Test Systems | 544 | $11.0K | 0% | Increased by 13500% |
| $ADBEAI | Adobe Inc. | 28 | $9.8K | 0% | Reduced by 100% |
| $AMDAI | Advanced Micro Devices | 30 | $6.4K | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 11 | $6.2K | 0% | Reduced by 100% |
| $SAPAI | SAP SE | 20 | $4.9K | 0% | Reduced by 100% |
| $MCHPAI | Microchip Technology | 66 | $4.2K | 0% | Reduced by 100% |
| $POETAI | POET Technologies | 150 | $950 | 0% | New Position |