Managed by
Hedge FundAUM Tracked
$59.4B
AI Exposure
17.1%
AI & Tech holdings for CIBC WORLD MARKET INC.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $SHOPAI | Shopify Inc. | 8,301,893 | $947.9M | 1.6% | Reduced by 5% |
| $AAPLAI | Apple Inc. | 3,263,631 | $944.4M | 1.6% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 4,648,585 | $930.1M | 1.6% | Reduced by 25% |
| $MSFTAI | Microsoft Corporation | 1,920,498 | $716.4M | 1.2% | Reduced by 6% |
| $AMZNAI | Amazon.com, Inc. | 2,981,991 | $710.7M | 1.2% | Reduced by 15% |
| $AVGOAI | Broadcom Inc. | 1,674,662 | $632.6M | 1.1% | Reduced by 8% |
| $GOOGLAI | Alphabet Inc. | 1,754,610 | $627.0M | 1.1% | No change |
| $TSMAI | Taiwan Semiconductor | 1,164,466 | $556.1M | 0.9% | No change |
| $GOOGAI | Alphabet Inc. | 1,504,820 | $531.7M | 0.9% | No change |
| $AMDAI | Advanced Micro Devices | 767,718 | $446.0M | 0.8% | No change |
| $AMATAI | Applied Materials | 592,211 | $428.2M | 0.7% | Increased by 132% |
| $METAAI | Meta Platforms, Inc. | 563,119 | $317.2M | 0.5% | No change |
| $MUAI | Micron Technology | 224,592 | $259.2M | 0.4% | Reduced by 41% |
| $KLACAI | KLA Corporation | 752,827 | $227.1M | 0.4% | Increased by 1876% |
| $MRVLAI | Marvell Technology | 641,955 | $191.2M | 0.3% | Increased by 280% |
| $QCOMAI | QUALCOMM Inc. | 849,947 | $157.1M | 0.3% | Increased by 101% |
| $LRCXAI | Lam Research | 350,699 | $152.0M | 0.3% | Reduced by 11% |
| $ASMLAI | ASML Holding NV | 51,805 | $103.1M | 0.2% | Reduced by 6% |
| $DELLAI | Dell Technologies | 226,219 | $97.6M | 0.2% | Reduced by 12% |
| $INTCAI | Intel Corporation | 661,144 | $92.3M | 0.2% | Reduced by 11% |
| $UBERAI | Uber Technologies | 1,187,555 | $85.7M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 227,872 | $76.3M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 485,198 | $71.1M | 0.1% | Reduced by 9% |
| $PANWAI | Palo Alto Networks | 200,411 | $68.3M | 0.1% | Reduced by 25% |
| $ANETAI | Arista Networks | 377,378 | $64.1M | 0.1% | Increased by 8% |
| $TXNAI | Texas Instruments | 214,360 | $63.9M | 0.1% | Reduced by 8% |
| $TSLAAI | Tesla, Inc. | 148,812 | $62.6M | 0.1% | Reduced by 47% |
| $PLTRAI | Palantir Technologies | 459,696 | $53.6M | 0.1% | Increased by 108% |
| $ARMAI | ARM Holdings plc | 130,813 | $46.4M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 97,387 | $38.7M | 0.1% | Increased by 12% |
| $APPAI | AppLovin Corporation | 73,731 | $38.0M | 0.1% | Increased by 12% |
| $CRMAI | Salesforce Inc. | 241,415 | $37.8M | 0.1% | Increased by 12% |
| $NOWAI | ServiceNow Inc. | 370,009 | $36.7M | 0.1% | Increased by 79% |
| $DDOGAI | Datadog Inc. | 127,725 | $33.3M | 0.1% | Increased by 5781% |
| $BABAAI | Alibaba Group | 299,063 | $28.7M | 0% | Reduced by 6% |
| $CRWDAI | CrowdStrike Holdings | 142,745 | $27.2M | 0% | Increased by 11% |
| $TERAI | Teradyne Inc. | 54,568 | $26.4M | 0% | Increased by 30% |
| $ADIAI | Analog Devices | 57,840 | $23.0M | 0% | No change |
| $ADBEAI | Adobe Inc. | 109,702 | $22.5M | 0% | Increased by 29% |
| $CEGAI | Constellation Energy | 85,872 | $21.3M | 0% | Reduced by 18% |
| $SNOWAI | Snowflake Inc. | 64,382 | $16.4M | 0% | Reduced by 22% |
| $SNPSAI | Synopsys Inc. | 35,911 | $16.0M | 0% | No change |
| $SQAI | Block Inc. | 167,163 | $12.7M | 0% | Increased by 8% |
| $FTNTAI | Fortinet Inc. | 75,367 | $11.6M | 0% | No change |
| $MCHPAI | Microchip Technology | 117,670 | $10.7M | 0% | Reduced by 14% |
| $NXPIAI | NXP Semiconductors | 37,519 | $10.5M | 0% | No change |
| $BIDUAI | Baidu, Inc. | 83,993 | $9.6M | 0% | Reduced by 26% |
| $MPWRAI | Monolithic Power Systems | 6,673 | $9.2M | 0% | Reduced by 16% |
| $INTUAI | Intuit Inc. | 34,854 | $9.1M | 0% | Reduced by 34% |
| $COINAI | Coinbase Global | 51,882 | $7.6M | 0% | Increased by 17% |
| $ABNBAI | Airbnb Inc. | 52,473 | $7.5M | 0% | No change |
| $VSTAI | Vistra Corp. | 42,092 | $6.7M | 0% | Reduced by 18% |
| $CDNSAI | Cadence Design Systems | 17,570 | $6.6M | 0% | Reduced by 55% |
| $PYPLAI | PayPal Holdings | 149,977 | $6.5M | 0% | Reduced by 13% |
| $IONQAI | IonQ Inc. | 105,906 | $5.6M | 0% | No change |
| $SAPAI | SAP SE | 27,063 | $4.2M | 0% | Reduced by 9% |
| $NETAI | Cloudflare Inc. | 15,425 | $3.8M | 0% | Increased by 104% |
| $SMCIAI | Super Micro Computer | 66,509 | $2.0M | 0% | Reduced by 65% |
| $MDBAI | MongoDB Inc. | 4,741 | $1.6M | 0% | Increased by 37% |
| $ZSAI | Zscaler Inc. | 10,955 | $1.5M | 0% | Increased by 80% |
| $PDDAI | PDD Holdings Inc. | 18,357 | $1.4M | 0% | Increased by 57% |
| $RIVNAI | Rivian Automotive | 45,012 | $781.0K | 0% | Increased by 311% |
| $TEAMAI | Atlassian Corporation | 7,492 | $582.8K | 0% | New Position |
| $ONAI | ON Semiconductor | 4,161 | $393.4K | 0% | Increased by 21% |
| $WDAYAI | Workday Inc. | 2,041 | $249.9K | 0% | New Position |
| $POETAI | POET Technologies | 20,931 | $215.2K | 0% | No change |
| $SOUNAI | SoundHound AI | 14,084 | $91.1K | 0% | Reduced by 52% |