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COMERICA BANK

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$25.1B

AI Exposure

21.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors20.3%
Other Tech0.0%
$AAPL

2.8%

$MSFT

2.6%

$NVDA

2.4%

$AMZN

1.4%

Portfolio Holdings

AI & Tech holdings for COMERICA BANK

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.2,572,320$699.3M
2.8%
Reduced by 24%
$MSFTAIMicrosoft Corporation1,353,951$654.8M
2.6%
Reduced by 23%
$NVDAAINVIDIA Corporation3,186,154$594.2M
2.4%
Reduced by 22%
$AMZNAIAmazon.com, Inc.1,509,352$348.4M
1.4%
Reduced by 23%
$GOOGLAIAlphabet Inc.982,095$307.4M
1.2%
Reduced by 28%
$AVGOAIBroadcom Inc.768,878$266.1M
1.1%
Reduced by 23%
$GOOGAIAlphabet Inc.842,251$264.3M
1.1%
Reduced by 19%
$METAAIMeta Platforms, Inc.337,631$222.9M
0.9%
Reduced by 18%
$AAPLAIApple Inc.644,242$175.1M
0.7%
Reduced by 81%
$MSFTAIMicrosoft Corporation304,642$147.3M
0.6%
Reduced by 83%
$TSLAAITesla, Inc.323,237$145.4M
0.6%
Reduced by 14%
$NVDAAINVIDIA Corporation584,941$109.1M
0.4%
Reduced by 86%
$GOOGLAIAlphabet Inc.288,829$90.4M
0.4%
Reduced by 79%
$ORCLAIOracle Corporation394,491$76.9M
0.3%
Reduced by 23%
$AMZNAIAmazon.com, Inc.323,584$74.7M
0.3%
Reduced by 83%
$AVGOAIBroadcom Inc.181,499$62.8M
0.3%
Reduced by 82%
$INTUAIIntuit Inc.78,941$52.3M
0.2%
Reduced by 14%
$GOOGAIAlphabet Inc.147,671$46.3M
0.2%
Reduced by 86%
$AMDAIAdvanced Micro Devices197,788$42.4M
0.2%
Reduced by 14%
$PLTRAIPalantir Technologies232,205$41.3M
0.2%
Reduced by 20%
$ISRGAIIntuitive Surgical70,521$39.9M
0.2%
Reduced by 24%
$CRMAISalesforce Inc.141,747$37.6M
0.1%
Reduced by 22%
$MUAIMicron Technology130,348$37.2M
0.1%
Reduced by 17%
$METAAIMeta Platforms, Inc.53,372$35.2M
0.1%
Reduced by 87%
$TXNAITexas Instruments203,026$35.2M
0.1%
Reduced by 20%
$QCOMAIQUALCOMM Inc.203,114$34.7M
0.1%
Reduced by 21%
$AMATAIApplied Materials133,618$34.3M
0.1%
Reduced by 20%
$LRCXAILam Research200,132$34.3M
0.1%
Reduced by 23%
$UBERAIUber Technologies365,552$29.9M
0.1%
Reduced by 21%
$ADIAIAnalog Devices109,767$29.8M
0.1%
Reduced by 22%
$APPAIAppLovin Corporation43,630$29.4M
0.1%
Reduced by 16%
$PANWAIPalo Alto Networks151,832$28.0M
0.1%
Reduced by 28%
$ANETAIArista Networks201,534$26.4M
0.1%
Reduced by 16%
$NOWAIServiceNow Inc.156,625$24.0M
0.1%
Increased by 278%
$INTCAIIntel Corporation644,187$23.8M
0.1%
Reduced by 26%
$ADBEAIAdobe Inc.63,401$22.2M
0.1%
Reduced by 26%
$KLACAIKLA Corporation17,951$21.8M
0.1%
Reduced by 29%
$CEGAIConstellation Energy48,733$17.2M
0.1%
Reduced by 22%
$ORCLAIOracle Corporation86,523$16.9M
0.1%
Reduced by 83%
$CDNSAICadence Design Systems52,670$16.5M
0.1%
Reduced by 9%
$TSLAAITesla, Inc.35,734$16.1M
0.1%
Reduced by 91%
$CRWDAICrowdStrike Holdings31,873$14.9M
0.1%
Reduced by 24%
$SNPSAISynopsys Inc.26,686$12.5M
0.1%
Reduced by 21%
$DELLAIDell Technologies97,626$12.3M
0%
Increased by 9%
$ISRGAIIntuitive Surgical18,639$10.6M
0%
Reduced by 80%
$PYPLAIPayPal Holdings166,544$9.7M
0%
Reduced by 25%
$VSTAIVistra Corp.58,344$9.4M
0%
Reduced by 56%
$ABNBAIAirbnb Inc.65,053$8.8M
0%
Reduced by 23%
$PANWAIPalo Alto Networks46,670$8.6M
0%
Reduced by 78%
$QCOMAIQUALCOMM Inc.45,931$7.9M
0%
Reduced by 82%
$CRMAISalesforce Inc.28,699$7.6M
0%
Reduced by 84%
$WDAYAIWorkday Inc.33,665$7.2M
0%
Reduced by 17%
$VRTAIVertiv Holdings43,483$7.0M
0%
Reduced by 75%
$MCHPAIMicrochip Technology108,619$6.9M
0%
Reduced by 20%
$INTUAIIntuit Inc.10,212$6.8M
0%
Reduced by 89%
$TXNAITexas Instruments38,910$6.8M
0%
Reduced by 85%
$MDBAIMongoDB Inc.15,660$6.6M
0%
Reduced by 53%
$ADIAIAnalog Devices23,753$6.4M
0%
Reduced by 83%
$MPWRAIMonolithic Power Systems6,445$5.8M
0%
Reduced by 41%
$PLTRAIPalantir Technologies32,443$5.8M
0%
Reduced by 89%
$INTCAIIntel Corporation155,582$5.7M
0%
Reduced by 82%
$DDOGAIDatadog Inc.41,841$5.7M
0%
Reduced by 23%
$NOWAIServiceNow Inc.35,521$5.4M
0%
Reduced by 14%
$KLACAIKLA Corporation4,284$5.2M
0%
Reduced by 83%
$FTNTAIFortinet Inc.65,068$5.2M
0%
Reduced by 42%
$COINAICoinbase Global21,484$4.9M
0%
Reduced by 13%
$UBERAIUber Technologies57,642$4.7M
0%
Reduced by 88%
$AMATAIApplied Materials17,975$4.6M
0%
Reduced by 89%
$LRCXAILam Research26,858$4.6M
0%
Reduced by 90%
$SQAIBlock Inc.70,006$4.6M
0%
Reduced by 15%
$ADBEAIAdobe Inc.12,755$4.5M
0%
Reduced by 85%
$MUAIMicron Technology15,533$4.4M
0%
Reduced by 90%
$AMDAIAdvanced Micro Devices20,265$4.3M
0%
Reduced by 91%
$MRVLAIMarvell Technology50,466$4.3M
0%
Reduced by 66%
$CEGAIConstellation Energy11,827$4.2M
0%
Reduced by 81%
$SNOWAISnowflake Inc.15,414$3.4M
0%
Reduced by 66%
$CRWDAICrowdStrike Holdings7,151$3.4M
0%
Reduced by 83%
$TERAITeradyne Inc.16,611$3.2M
0%
Reduced by 78%
$ONAION Semiconductor54,113$2.9M
0%
Reduced by 32%
$ANETAIArista Networks21,885$2.9M
0%
Reduced by 91%
$VSTAIVistra Corp.16,867$2.7M
0%
Reduced by 87%
$FTNTAIFortinet Inc.33,714$2.7M
0%
Reduced by 70%
$APPAIAppLovin Corporation3,856$2.6M
0%
Reduced by 93%
$ABNBAIAirbnb Inc.16,740$2.3M
0%
Reduced by 80%
$CDNSAICadence Design Systems7,157$2.2M
0%
Reduced by 88%
$DELLAIDell Technologies16,829$2.1M
0%
Reduced by 81%
$TEAMAIAtlassian Corporation12,346$2.0M
0%
Reduced by 69%
$SNPSAISynopsys Inc.4,227$2.0M
0%
Reduced by 87%
$NETAICloudflare Inc.10,049$2.0M
0%
Reduced by 83%
$VRTAIVertiv Holdings11,905$1.9M
0%
Reduced by 93%
$IONQAIIonQ Inc.41,673$1.9M
0%
Reduced by 57%
$SMCIAISuper Micro Computer51,685$1.5M
0%
Reduced by 43%
$MCHPAIMicrochip Technology21,434$1.4M
0%
Reduced by 84%
$MRVLAIMarvell Technology14,000$1.2M
0%
Reduced by 91%
$PYPLAIPayPal Holdings20,157$1.2M
0%
Reduced by 91%
$SNOWAISnowflake Inc.4,542$996.4K
0%
Reduced by 90%
$DDOGAIDatadog Inc.6,619$900.1K
0%
Reduced by 88%
$ZSAIZscaler Inc.3,844$864.5K
0%
Reduced by 34%
$MPWRAIMonolithic Power Systems872$790.7K
0%
Reduced by 92%
$NETAICloudflare Inc.3,538$697.5K
0%
Reduced by 94%
$WDAYAIWorkday Inc.2,755$591.6K
0%
Reduced by 93%
$MDBAIMongoDB Inc.901$378.0K
0%
Reduced by 97%
$SQAIBlock Inc.5,476$356.4K
0%
Reduced by 93%
$ONAION Semiconductor6,448$349.2K
0%
Reduced by 92%
$ZSAIZscaler Inc.1,357$305.1K
0%
Reduced by 77%
$COINAICoinbase Global1,274$288.0K
0%
Reduced by 95%
$TERAITeradyne Inc.1,454$281.4K
0%
Reduced by 98%
$RIVNAIRivian Automotive11,993$236.4K
0%
Reduced by 18%
$TEAMAIAtlassian Corporation1,064$172.6K
0%
Reduced by 97%
$IONQAIIonQ Inc.2,653$119.0K
0%
Reduced by 97%
$SMCIAISuper Micro Computer3,428$100.3K
0%
Reduced by 96%
$RIVNAIRivian Automotive1,912$37.7K
0%
Reduced by 87%
$SOUNAISoundHound AI2,300$22.9K
0%
No change