Managed by
Hedge FundAUM Tracked
$20.7B
AI Exposure
28.4%
AI & Tech holdings for COMMERCE BANK
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 3,535,849 | $897.4M | 4.3% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 4,327,462 | $754.7M | 3.7% | Reduced by 8% |
| $MSFTAI | Microsoft Corporation | 1,750,158 | $647.9M | 3.1% | Reduced by 9% |
| $GOOGLAI | Alphabet Inc. | 2,239,155 | $643.9M | 3.1% | Reduced by 14% |
| $AMZNAI | Amazon.com, Inc. | 2,192,892 | $456.7M | 2.2% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 1,260,611 | $390.2M | 1.9% | No change |
| $GOOGAI | Alphabet Inc. | 708,422 | $203.2M | 1% | Increased by 38% |
| $METAAI | Meta Platforms, Inc. | 344,603 | $197.2M | 1% | No change |
| $AAPLAI | Apple Inc. | 708,722 | $179.9M | 0.9% | Reduced by 81% |
| $MSFTAI | Microsoft Corporation | 367,812 | $136.2M | 0.7% | Reduced by 81% |
| $NVDAAI | NVIDIA Corporation | 687,030 | $119.8M | 0.6% | Reduced by 85% |
| $GOOGLAI | Alphabet Inc. | 398,095 | $114.5M | 0.6% | Reduced by 85% |
| $PANWAI | Palo Alto Networks | 511,461 | $82.0M | 0.4% | No change |
| $AMZNAI | Amazon.com, Inc. | 367,284 | $76.5M | 0.4% | Reduced by 84% |
| $UBERAI | Uber Technologies | 864,443 | $62.2M | 0.3% | Reduced by 17% |
| $AVGOAI | Broadcom Inc. | 184,134 | $57.0M | 0.3% | Reduced by 85% |
| $ORCLAI | Oracle Corporation | 337,395 | $49.6M | 0.2% | No change |
| $TSLAAI | Tesla, Inc. | 110,543 | $41.1M | 0.2% | Reduced by 17% |
| $TXNAI | Texas Instruments | 207,744 | $40.3M | 0.2% | Reduced by 33% |
| $PLTRAI | Palantir Technologies | 271,986 | $39.8M | 0.2% | Reduced by 21% |
| $METAAI | Meta Platforms, Inc. | 59,816 | $34.2M | 0.2% | Reduced by 83% |
| $APPAI | AppLovin Corporation | 62,220 | $24.8M | 0.1% | Increased by 32% |
| $NOWAI | ServiceNow Inc. | 234,522 | $24.5M | 0.1% | Reduced by 44% |
| $GOOGAI | Alphabet Inc. | 79,483 | $22.8M | 0.1% | Reduced by 84% |
| $NVDAAI | NVIDIA Corporation | 129,885 | $22.7M | 0.1% | Reduced by 97% |
| $QCOMAI | QUALCOMM Inc. | 175,887 | $22.7M | 0.1% | Increased by 54% |
| $CRWDAI | CrowdStrike Holdings | 54,274 | $21.2M | 0.1% | Reduced by 22% |
| $AMDAI | Advanced Micro Devices | 98,814 | $20.1M | 0.1% | Reduced by 6% |
| $AAPLAI | Apple Inc. | 77,915 | $19.8M | 0.1% | Reduced by 98% |
| $TSMAI | Taiwan Semiconductor | 58,481 | $19.8M | 0.1% | Increased by 10% |
| $AMATAI | Applied Materials | 52,603 | $18.0M | 0.1% | Increased by 24% |
| $MRVLAI | Marvell Technology | 179,166 | $17.7M | 0.1% | Increased by 470% |
| $ISRGAI | Intuitive Surgical | 36,002 | $16.6M | 0.1% | Increased by 126% |
| $MSFTAI | Microsoft Corporation | 44,380 | $16.4M | 0.1% | Reduced by 98% |
| $ADIAI | Analog Devices | 51,555 | $16.4M | 0.1% | Increased by 91% |
| $ADBEAI | Adobe Inc. | 67,220 | $16.3M | 0.1% | Reduced by 16% |
| $GOOGLAI | Alphabet Inc. | 56,605 | $16.3M | 0.1% | Reduced by 98% |
| $ANETAI | Arista Networks | 122,087 | $15.0M | 0.1% | Reduced by 11% |
| $ASMLAI | ASML Holding NV | 11,191 | $14.8M | 0.1% | Increased by 166% |
| $CEGAI | Constellation Energy | 48,487 | $13.5M | 0.1% | Increased by 22% |
| $MUAI | Micron Technology | 37,007 | $12.5M | 0.1% | No change |
| $ORCLAI | Oracle Corporation | 83,231 | $12.2M | 0.1% | Reduced by 76% |
| $AVGOAI | Broadcom Inc. | 38,100 | $11.8M | 0.1% | Reduced by 97% |
| $LRCXAI | Lam Research | 54,055 | $11.5M | 0.1% | Reduced by 17% |
| $AMZNAI | Amazon.com, Inc. | 54,040 | $11.3M | 0.1% | Reduced by 98% |
| $TXNAI | Texas Instruments | 55,532 | $10.8M | 0.1% | Reduced by 82% |
| $KLACAI | KLA Corporation | 7,300 | $10.7M | 0.1% | Reduced by 40% |
| $PANWAI | Palo Alto Networks | 62,728 | $10.1M | 0% | Reduced by 87% |
| $CRMAI | Salesforce Inc. | 52,623 | $9.8M | 0% | Reduced by 37% |
| $INTUAI | Intuit Inc. | 17,384 | $7.5M | 0% | Reduced by 30% |
| $MPWRAI | Monolithic Power Systems | 6,705 | $7.3M | 0% | Increased by 148% |
| $UBERAI | Uber Technologies | 94,425 | $6.8M | 0% | Reduced by 91% |
| $KLACAI | KLA Corporation | 4,610 | $6.8M | 0% | Reduced by 62% |
| $NXPIAI | NXP Semiconductors | 32,398 | $6.4M | 0% | Increased by 403% |
| $TXNAI | Texas Instruments | 32,655 | $6.3M | 0% | Reduced by 89% |
| $SHOPAI | Shopify Inc. | 52,924 | $6.3M | 0% | Reduced by 9% |
| $METAAI | Meta Platforms, Inc. | 9,770 | $5.6M | 0% | Reduced by 97% |
| $TSLAAI | Tesla, Inc. | 14,880 | $5.5M | 0% | Reduced by 89% |
| $VRTAI | Vertiv Holdings | 21,761 | $5.5M | 0% | Reduced by 41% |
| $NOWAI | ServiceNow Inc. | 50,215 | $5.2M | 0% | Reduced by 88% |
| $ADBEAI | Adobe Inc. | 19,472 | $4.7M | 0% | Reduced by 76% |
| $INTCAI | Intel Corporation | 104,015 | $4.6M | 0% | Reduced by 14% |
| $CDNSAI | Cadence Design Systems | 15,764 | $4.4M | 0% | Reduced by 27% |
| $ANETAI | Arista Networks | 34,447 | $4.2M | 0% | Reduced by 75% |
| $DELLAI | Dell Technologies | 25,248 | $4.1M | 0% | Increased by 9% |
| $LRCXAI | Lam Research | 18,520 | $4.0M | 0% | Reduced by 72% |
| $VRTAI | Vertiv Holdings | 15,625 | $3.9M | 0% | Reduced by 58% |
| $MCHPAI | Microchip Technology | 58,825 | $3.8M | 0% | Reduced by 24% |
| $AMATAI | Applied Materials | 10,493 | $3.6M | 0% | Reduced by 75% |
| $TSLAAI | Tesla, Inc. | 9,529 | $3.5M | 0% | Reduced by 93% |
| $TSMAI | Taiwan Semiconductor | 10,360 | $3.5M | 0% | Reduced by 80% |
| $MPWRAI | Monolithic Power Systems | 3,047 | $3.3M | 0% | Increased by 13% |
| $AMDAI | Advanced Micro Devices | 14,942 | $3.0M | 0% | Reduced by 86% |
| $SNPSAI | Synopsys Inc. | 7,048 | $2.8M | 0% | Reduced by 31% |
| $CRMAI | Salesforce Inc. | 13,390 | $2.5M | 0% | Reduced by 84% |
| $NETAI | Cloudflare Inc. | 11,920 | $2.5M | 0% | Reduced by 53% |
| $KLACAI | KLA Corporation | 1,604 | $2.4M | 0% | Reduced by 87% |
| $APPAI | AppLovin Corporation | 5,726 | $2.3M | 0% | Reduced by 88% |
| $NETAI | Cloudflare Inc. | 10,957 | $2.3M | 0% | Reduced by 56% |
| $TERAI | Teradyne Inc. | 7,568 | $2.2M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 17,143 | $2.2M | 0% | Reduced by 13% |
| $VSTAI | Vistra Corp. | 14,355 | $2.2M | 0% | Reduced by 47% |
| $FTNTAI | Fortinet Inc. | 25,726 | $2.1M | 0% | Increased by 21% |
| $QCOMAI | QUALCOMM Inc. | 16,094 | $2.1M | 0% | Reduced by 86% |
| $VRTAI | Vertiv Holdings | 7,741 | $1.9M | 0% | Reduced by 79% |
| $COINAI | Coinbase Global | 11,084 | $1.9M | 0% | No change |
| $ASMLAI | ASML Holding NV | 1,462 | $1.9M | 0% | Reduced by 65% |
| $CDNSAI | Cadence Design Systems | 6,350 | $1.8M | 0% | Reduced by 71% |
| $PANWAI | Palo Alto Networks | 10,910 | $1.7M | 0% | Reduced by 98% |
| $DDOGAI | Datadog Inc. | 14,675 | $1.7M | 0% | Reduced by 30% |
| $NOWAI | ServiceNow Inc. | 16,040 | $1.7M | 0% | Reduced by 96% |
| $INTCAI | Intel Corporation | 37,201 | $1.6M | 0% | Reduced by 69% |
| $ONAI | ON Semiconductor | 24,940 | $1.5M | 0% | Reduced by 13% |
| $ISRGAI | Intuitive Surgical | 3,271 | $1.5M | 0% | Reduced by 79% |
| $MPWRAI | Monolithic Power Systems | 1,287 | $1.4M | 0% | Reduced by 52% |
| $INTUAI | Intuit Inc. | 3,242 | $1.4M | 0% | Reduced by 87% |
| $WDAYAI | Workday Inc. | 10,513 | $1.4M | 0% | Reduced by 47% |
| $ZSAI | Zscaler Inc. | 9,510 | $1.3M | 0% | Increased by 7% |
| $VSTAI | Vistra Corp. | 8,700 | $1.3M | 0% | Reduced by 68% |
| $MUAI | Micron Technology | 3,832 | $1.3M | 0% | Reduced by 90% |
| $SNPSAI | Synopsys Inc. | 3,145 | $1.2M | 0% | Reduced by 69% |
| $ADIAI | Analog Devices | 3,664 | $1.2M | 0% | Reduced by 86% |
| $SHOPAI | Shopify Inc. | 7,325 | $868.9K | 0% | Reduced by 87% |
| $MRVLAI | Marvell Technology | 8,596 | $851.4K | 0% | Reduced by 73% |
| $PYPLAI | PayPal Holdings | 18,440 | $834.0K | 0% | Reduced by 15% |
| $SNOWAI | Snowflake Inc. | 4,894 | $738.1K | 0% | Reduced by 6% |
| $MCHPAI | Microchip Technology | 10,581 | $683.6K | 0% | Reduced by 86% |
| $CEGAI | Constellation Energy | 2,356 | $657.9K | 0% | Reduced by 94% |
| $RIVNAI | Rivian Automotive | 42,856 | $645.0K | 0% | Increased by 12% |
| $CRWDAI | CrowdStrike Holdings | 1,530 | $597.3K | 0% | Reduced by 98% |
| $SAPAI | SAP SE | 3,383 | $579.2K | 0% | Increased by 8% |
| $MDBAI | MongoDB Inc. | 2,221 | $543.6K | 0% | No change |
| $DDOGAI | Datadog Inc. | 4,435 | $523.6K | 0% | Reduced by 79% |
| $CDNSAI | Cadence Design Systems | 1,737 | $482.7K | 0% | Reduced by 92% |
| $BABAAI | Alibaba Group | 3,668 | $460.2K | 0% | No change |
| $MCHPAI | Microchip Technology | 6,985 | $451.3K | 0% | Reduced by 91% |
| $PDDAI | PDD Holdings Inc. | 4,091 | $418.0K | 0% | No change |
| $NETAI | Cloudflare Inc. | 1,877 | $387.3K | 0% | Reduced by 93% |
| $VSTAI | Vistra Corp. | 2,465 | $370.6K | 0% | Reduced by 91% |
| $DELLAI | Dell Technologies | 2,058 | $337.8K | 0% | Reduced by 91% |
| $TEAMAI | Atlassian Corporation | 4,636 | $316.4K | 0% | No change |
| $SQAI | Block Inc. | 4,744 | $285.5K | 0% | No change |
| $ARMAI | ARM Holdings plc | 1,702 | $257.5K | 0% | New Position |
| $PLTRAI | Palantir Technologies | 1,750 | $256.0K | 0% | Reduced by 99% |
| $PYPLAI | PayPal Holdings | 5,053 | $228.5K | 0% | Reduced by 77% |
| $ZSAI | Zscaler Inc. | 1,341 | $188.1K | 0% | Reduced by 85% |
| $ONAI | ON Semiconductor | 2,637 | $163.3K | 0% | Reduced by 91% |
| $DDOGAI | Datadog Inc. | 1,301 | $153.6K | 0% | Reduced by 94% |
| $NXPIAI | NXP Semiconductors | 745 | $146.7K | 0% | Reduced by 88% |
| $FTNTAI | Fortinet Inc. | 1,086 | $88.7K | 0% | Reduced by 95% |
| $BABAAI | Alibaba Group | 696 | $87.3K | 0% | Reduced by 82% |
| $ZSAI | Zscaler Inc. | 520 | $73.0K | 0% | Reduced by 94% |
| $TERAI | Teradyne Inc. | 200 | $59.3K | 0% | Reduced by 97% |
| $SAPAI | SAP SE | 158 | $27.1K | 0% | Reduced by 95% |
| $COINAI | Coinbase Global | 125 | $21.8K | 0% | Reduced by 99% |
| $SQAI | Block Inc. | 284 | $17.1K | 0% | Reduced by 94% |
| $SNOWAI | Snowflake Inc. | 40 | $6.0K | 0% | Reduced by 99% |
| $ABNBAI | Airbnb Inc. | 10 | $1.3K | 0% | Reduced by 100% |