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Corient Private Wealth LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$78.6B

AI Exposure

24.6%

AI vs Non-AI Sector Exposure

AI & Semiconductors24.2%
Other Tech0.0%
$AAPL

3.7%

$NVDA

2.6%

$MSFT

2.6%

$GOOG

2.1%

Portfolio Holdings

AI & Tech holdings for Corient Private Wealth LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.11,445,241$2.9B
3.7%
Increased by 10%
$NVDAAINVIDIA Corporation10,241,361$2.0B
2.6%
Reduced by 7%
$MSFTAIMicrosoft Corporation5,440,178$2.0B
2.6%
No change
$GOOGAIAlphabet Inc.4,769,639$1.7B
2.1%
Increased by 9%
$AMZNAIAmazon.com, Inc.9,882,838$1.5B
1.9%
Increased by 54%
$GOOGLAIAlphabet Inc.4,129,754$1.5B
1.9%
Reduced by 14%
$AVGOAIBroadcom Inc.11,203,016$1.3B
1.7%
Increased by 206%
$METAAIMeta Platforms, Inc.8,787,076$566.5M
0.7%
Increased by 722%
$LRCXAILam Research1,054,207$456.5M
0.6%
No change
$ASMLAIASML Holding NV219,215$436.1M
0.6%
Increased by 9%
$TSLAAITesla, Inc.920,983$387.0M
0.5%
Increased by 7%
$TXNAITexas Instruments1,270,578$378.7M
0.5%
Increased by 5%
$PANWAIPalo Alto Networks1,108,705$378.1M
0.5%
Increased by 38%
$AMDAIAdvanced Micro Devices602,314$349.9M
0.4%
Reduced by 5%
$MUAIMicron Technology283,663$327.4M
0.4%
Reduced by 10%
$AMATAIApplied Materials323,672$233.9M
0.3%
No change
$ORCLAIOracle Corporation1,265,841$185.5M
0.2%
Increased by 6%
$ADIAIAnalog Devices1,704,328$181.7M
0.2%
Increased by 414%
$INTCAIIntel Corporation2,999,516$179.0M
0.2%
Increased by 164%
$TSMAITaiwan Semiconductor336,408$160.5M
0.2%
No change
$MRVLAIMarvell Technology530,415$158.0M
0.2%
Increased by 795%
$GOOGAIAlphabet Inc.435,658$153.9M
0.2%
Reduced by 90%
$ISRGAIIntuitive Surgical341,834$135.9M
0.2%
No change
$NOWAIServiceNow Inc.3,448,627$119.3M
0.2%
Increased by 176%
$QCOMAIQUALCOMM Inc.1,779,739$117.5M
0.1%
Increased by 178%
$KLACAIKLA Corporation390,056$117.2M
0.1%
Increased by 851%
$UBERAIUber Technologies1,346,773$97.2M
0.1%
Reduced by 10%
$GOOGLAIAlphabet Inc.225,773$80.7M
0.1%
Reduced by 95%
$APPAIAppLovin Corporation141,083$72.7M
0.1%
No change
$MPWRAIMonolithic Power Systems45,647$63.1M
0.1%
Increased by 191%
$DELLAIDell Technologies127,345$54.9M
0.1%
Increased by 34%
$PLTRAIPalantir Technologies459,622$53.6M
0.1%
Reduced by 16%
$MCHPAIMicrochip Technology584,821$53.3M
0.1%
Increased by 37%
$NETAICloudflare Inc.208,878$51.2M
0.1%
Increased by 841%
$CRMAISalesforce Inc.1,108,019$49.1M
0.1%
Increased by 165%
$NVDAAINVIDIA Corporation243,688$48.8M
0.1%
Reduced by 98%
$ADBEAIAdobe Inc.426,631$46.7M
0.1%
Increased by 165%
$ANETAIArista Networks263,943$44.8M
0.1%
Increased by 14%
$INTUAIIntuit Inc.8,592,696$40.5M
0.1%
Increased by 6734%
$AAPLAIApple Inc.138,296$40.0M
0.1%
Reduced by 99%
$TERAITeradyne Inc.71,995$34.6M
0%
Reduced by 15%
$FTNTAIFortinet Inc.211,836$32.5M
0%
Increased by 462%
$CEGAIConstellation Energy118,347$29.4M
0%
Increased by 43%
$CRWDAICrowdStrike Holdings35,732$27.3M
0%
Reduced by 7%
$CDNSAICadence Design Systems70,274$26.4M
0%
Reduced by 39%
$ABNBAIAirbnb Inc.154,720$22.1M
0%
Reduced by 9%
$PYPLAIPayPal Holdings9,664,262$20.8M
0%
Increased by 2000%
$MSFTAIMicrosoft Corporation53,307$19.9M
0%
Reduced by 99%
$VRTAIVertiv Holdings55,563$18.4M
0%
Increased by 6%
$ONAION Semiconductor181,834$17.2M
0%
No change
$VSTAIVistra Corp.101,366$16.1M
0%
No change
$SQAIBlock Inc.196,796$15.0M
0%
Increased by 30%
$MUAIMicron Technology12,890$14.9M
0%
Reduced by 96%
$MDBAIMongoDB Inc.43,446$14.6M
0%
Increased by 22%
$AMZNAIAmazon.com, Inc.60,374$14.4M
0%
Reduced by 99%
$SHOPAIShopify Inc.112,372$12.8M
0%
Reduced by 15%
$MSFTAIMicrosoft Corporation32,641$12.2M
0%
Reduced by 99%
$DDOGAIDatadog Inc.43,879$11.4M
0%
Reduced by 43%
$SNPSAISynopsys Inc.19,800$8.8M
0%
Reduced by 29%
$NXPIAINXP Semiconductors31,028$8.7M
0%
Increased by 12%
$AVGOAIBroadcom Inc.22,712$8.6M
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.14,093$7.9M
0%
Reduced by 99%
$AVGOAIBroadcom Inc.18,163$6.9M
0%
Reduced by 100%
$SNOWAISnowflake Inc.26,760$6.8M
0%
Reduced by 20%
$TSLAAITesla, Inc.14,762$6.2M
0%
Reduced by 98%
$BABAAIAlibaba Group49,470$4.8M
0%
No change
$CDNSAICadence Design Systems12,298$4.6M
0%
Reduced by 89%
$WDAYAIWorkday Inc.37,134$4.5M
0%
Increased by 17%
$MUAIMicron Technology3,806$4.4M
0%
Reduced by 99%
$SAPAISAP SE28,396$4.4M
0%
Increased by 5%
$LRCXAILam Research9,977$4.3M
0%
Reduced by 99%
$TERAITeradyne Inc.8,907$4.3M
0%
Reduced by 90%
$ABNBAIAirbnb Inc.30,105$4.3M
0%
Reduced by 82%
$AAPLAIApple Inc.11,846$3.4M
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices5,871$3.4M
0%
Reduced by 99%
$NOWAIServiceNow Inc.33,873$3.4M
0%
Reduced by 97%
$COINAICoinbase Global20,569$3.0M
0%
No change
$INTCAIIntel Corporation20,612$2.9M
0%
Reduced by 98%
$GOOGLAIAlphabet Inc.7,258$2.6M
0%
Reduced by 100%
$RIVNAIRivian Automotive148,668$2.6M
0%
Reduced by 43%
$ARMAIARM Holdings plc7,167$2.5M
0%
No change
$TEAMAIAtlassian Corporation32,397$2.5M
0%
Increased by 97%
$NVDAAINVIDIA Corporation12,427$2.5M
0%
Reduced by 100%
$AMATAIApplied Materials3,006$2.2M
0%
Reduced by 99%
$INTCAIIntel Corporation15,537$2.2M
0%
Reduced by 99%
$ORCLAIOracle Corporation14,220$2.1M
0%
Reduced by 99%
$PANWAIPalo Alto Networks5,959$2.0M
0%
Reduced by 99%
$SNPSAISynopsys Inc.4,421$2.0M
0%
Reduced by 84%
$TEAMAIAtlassian Corporation24,477$1.9M
0%
Increased by 49%
$LRCXAILam Research4,139$1.8M
0%
Reduced by 100%
$SNOWAISnowflake Inc.6,841$1.7M
0%
Reduced by 80%
$GOOGAIAlphabet Inc.4,818$1.7M
0%
Reduced by 100%
$TXNAITexas Instruments5,532$1.6M
0%
Reduced by 100%
$ADIAIAnalog Devices3,998$1.6M
0%
Reduced by 99%
$IONQAIIonQ Inc.26,363$1.4M
0%
Reduced by 55%
$MSFTAIMicrosoft Corporation3,743$1.4M
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices2,304$1.3M
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings1,739$1.3M
0%
Reduced by 95%
$ZSAIZscaler Inc.8,856$1.3M
0%
Reduced by 72%
$PLTRAIPalantir Technologies10,179$1.2M
0%
Reduced by 98%
$SOUNAISoundHound AI178,125$1.2M
0%
Increased by 784%
$TSMAITaiwan Semiconductor2,392$1.1M
0%
Reduced by 99%
$ISRGAIIntuitive Surgical2,845$1.1M
0%
Reduced by 99%
$KLACAIKLA Corporation3,615$1.1M
0%
Reduced by 91%
$MCHPAIMicrochip Technology11,877$1.1M
0%
Reduced by 97%
$AMZNAIAmazon.com, Inc.4,520$1.1M
0%
Reduced by 100%
$FTNTAIFortinet Inc.6,619$1.0M
0%
Reduced by 82%
$QCOMAIQUALCOMM Inc.5,392$996.4K
0%
Reduced by 99%
$ANETAIArista Networks5,784$982.7K
0%
Reduced by 98%
$SMCIAISuper Micro Computer31,619$927.0K
0%
Increased by 45%
$TERAITeradyne Inc.1,882$910.6K
0%
Reduced by 98%
$VRTAIVertiv Holdings2,646$885.9K
0%
Reduced by 95%
$INTUAIIntuit Inc.3,236$844.6K
0%
Reduced by 97%
$PANWAIPalo Alto Networks2,399$817.9K
0%
Reduced by 100%
$CRMAISalesforce Inc.5,156$808.2K
0%
Reduced by 99%
$ASMLAIASML Holding NV400$795.8K
0%
Reduced by 100%
$MDBAIMongoDB Inc.2,316$777.9K
0%
Reduced by 93%
$ADBEAIAdobe Inc.3,652$748.7K
0%
Reduced by 98%
$UBERAIUber Technologies10,356$747.3K
0%
Reduced by 99%
$BIDUAIBaidu, Inc.6,310$721.2K
0%
Increased by 14%
$ORCLAIOracle Corporation4,543$665.8K
0%
Reduced by 100%
$TXNAITexas Instruments2,207$657.7K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.3,552$656.4K
0%
Reduced by 99%
$DELLAIDell Technologies1,374$592.8K
0%
Reduced by 99%
$PDDAIPDD Holdings Inc.7,767$592.5K
0%
Reduced by 16%
$CDNSAICadence Design Systems1,418$532.2K
0%
Reduced by 99%
$MRVLAIMarvell Technology1,778$529.6K
0%
Reduced by 97%
$SNPSAISynopsys Inc.1,100$490.7K
0%
Reduced by 96%
$TSMAITaiwan Semiconductor914$436.3K
0%
Reduced by 100%
$TSMAITaiwan Semiconductor903$431.2K
0%
Reduced by 100%
$MRVLAIMarvell Technology1,348$401.6K
0%
Reduced by 98%
$TXNAITexas Instruments1,248$372.1K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings459$350.3K
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.595$335.2K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems192$265.5K
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems191$264.7K
0%
Reduced by 99%
$TERAITeradyne Inc.519$251.3K
0%
Reduced by 99%
$ASMLAIASML Holding NV122$242.7K
0%
Reduced by 100%
$CEGAIConstellation Energy972$241.3K
0%
Reduced by 99%
$PYPLAIPayPal Holdings5,299$228.8K
0%
Reduced by 99%
$SNPSAISynopsys Inc.510$227.5K
0%
Reduced by 98%
$DELLAIDell Technologies514$221.8K
0%
Reduced by 99%
$NXPIAINXP Semiconductors775$217.9K
0%
Reduced by 97%
$ABNBAIAirbnb Inc.1,470$210.4K
0%
Reduced by 99%
$ONAION Semiconductor2,170$205.2K
0%
Reduced by 99%