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FEDERATED HERMES, INC.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$69.5B

AI Exposure

22%

AI vs Non-AI Sector Exposure

AI & Semiconductors20.5%
Other Tech0.0%
$AAPL

1.9%

$NVDA

1.8%

$GOOGL

1.3%

$MSFT

0.9%

Portfolio Holdings

AI & Tech holdings for FEDERATED HERMES, INC.

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.4,480,375$1.3B
1.9%
No change
$NVDAAINVIDIA Corporation6,275,633$1.3B
1.8%
Reduced by 31%
$GOOGLAIAlphabet Inc.2,545,526$909.7M
1.3%
Reduced by 48%
$MSFTAIMicrosoft Corporation1,768,206$659.6M
0.9%
Reduced by 41%
$MUAIMicron Technology413,990$477.9M
0.7%
Reduced by 12%
$AVGOAIBroadcom Inc.1,164,395$439.9M
0.6%
Reduced by 51%
$AMZNAIAmazon.com, Inc.1,760,505$419.6M
0.6%
Reduced by 50%
$TSLAAITesla, Inc.876,933$368.8M
0.5%
Increased by 52%
$VRTAIVertiv Holdings1,056,321$353.7M
0.5%
Reduced by 40%
$METAAIMeta Platforms, Inc.572,943$322.7M
0.5%
Reduced by 23%
$NVDAAINVIDIA Corporation1,429,092$285.9M
0.4%
Reduced by 84%
$INTUAIIntuit Inc.1,044,273$272.6M
0.4%
Increased by 197%
$AAPLAIApple Inc.924,879$267.6M
0.4%
Reduced by 80%
$LRCXAILam Research613,666$265.9M
0.4%
Increased by 10%
$CRWDAICrowdStrike Holdings335,615$256.1M
0.4%
Reduced by 17%
$GOOGLAIAlphabet Inc.715,390$255.7M
0.4%
Reduced by 85%
$TERAITeradyne Inc.496,535$240.2M
0.3%
Reduced by 65%
$TSMAITaiwan Semiconductor502,971$240.2M
0.3%
Reduced by 29%
$MUAIMicron Technology193,283$223.1M
0.3%
Reduced by 59%
$NVDAAINVIDIA Corporation1,046,030$209.3M
0.3%
Reduced by 89%
$ANETAIArista Networks1,223,225$207.8M
0.3%
No change
$DDOGAIDatadog Inc.792,076$206.2M
0.3%
No change
$FTNTAIFortinet Inc.1,285,275$197.4M
0.3%
Increased by 34%
$ADBEAIAdobe Inc.956,479$196.1M
0.3%
Increased by 19%
$AMDAIAdvanced Micro Devices328,457$190.8M
0.3%
Reduced by 5%
$TXNAITexas Instruments583,106$173.8M
0.2%
Increased by 92%
$AMZNAIAmazon.com, Inc.723,744$172.5M
0.2%
Reduced by 80%
$MPWRAIMonolithic Power Systems120,787$167.0M
0.2%
Increased by 149%
$AMATAIApplied Materials230,928$167.0M
0.2%
Increased by 145%
$KLACAIKLA Corporation543,914$164.1M
0.2%
Increased by 547%
$MSFTAIMicrosoft Corporation431,717$161.0M
0.2%
Reduced by 86%
$VSTAIVistra Corp.974,608$154.6M
0.2%
Increased by 14%
$AMZNAIAmazon.com, Inc.634,986$151.3M
0.2%
Reduced by 82%
$AMDAIAdvanced Micro Devices253,421$147.2M
0.2%
Reduced by 27%
$AAPLAIApple Inc.472,744$136.8M
0.2%
Reduced by 90%
$NVDAAINVIDIA Corporation665,970$133.3M
0.2%
Reduced by 93%
$BIDUAIBaidu, Inc.1,089,012$124.5M
0.2%
Increased by 7794%
$AVGOAIBroadcom Inc.317,743$120.0M
0.2%
Reduced by 87%
$DDOGAIDatadog Inc.400,199$104.2M
0.1%
Reduced by 52%
$GOOGLAIAlphabet Inc.288,580$103.1M
0.1%
Reduced by 94%
$SHOPAIShopify Inc.810,101$92.5M
0.1%
Reduced by 6%
$INTCAIIntel Corporation658,556$92.0M
0.1%
Increased by 2033%
$CRWDAICrowdStrike Holdings120,145$91.7M
0.1%
Reduced by 70%
$SNOWAISnowflake Inc.355,577$90.5M
0.1%
No change
$GOOGLAIAlphabet Inc.251,454$89.9M
0.1%
Reduced by 95%
$AVGOAIBroadcom Inc.216,677$81.8M
0.1%
Reduced by 91%
$SNOWAISnowflake Inc.319,224$81.2M
0.1%
Reduced by 7%
$MSFTAIMicrosoft Corporation215,641$80.4M
0.1%
Reduced by 93%
$MCHPAIMicrochip Technology781,671$71.3M
0.1%
Increased by 76%
$AMZNAIAmazon.com, Inc.277,803$66.2M
0.1%
Reduced by 92%
$AAPLAIApple Inc.217,109$62.8M
0.1%
Reduced by 95%
$UBERAIUber Technologies860,561$62.1M
0.1%
Reduced by 70%
$MSFTAIMicrosoft Corporation165,070$61.6M
0.1%
Reduced by 94%
$CRWDAICrowdStrike Holdings79,989$61.0M
0.1%
Reduced by 80%
$AVGOAIBroadcom Inc.158,480$59.9M
0.1%
Reduced by 93%
$AMDAIAdvanced Micro Devices101,704$59.1M
0.1%
Reduced by 71%
$VRTAIVertiv Holdings174,601$58.5M
0.1%
Reduced by 90%
$KLACAIKLA Corporation181,437$54.7M
0.1%
Increased by 116%
$ABNBAIAirbnb Inc.380,247$54.4M
0.1%
Increased by 47%
$QCOMAIQUALCOMM Inc.284,370$52.5M
0.1%
Reduced by 76%
$MUAIMicron Technology45,331$52.3M
0.1%
Reduced by 90%
$ISRGAIIntuitive Surgical126,702$50.4M
0.1%
Reduced by 54%
$TEAMAIAtlassian Corporation625,185$48.6M
0.1%
Reduced by 34%
$UBERAIUber Technologies671,067$48.4M
0.1%
Reduced by 77%
$PANWAIPalo Alto Networks132,395$45.1M
0.1%
Reduced by 78%
$ISRGAIIntuitive Surgical108,567$43.2M
0.1%
Reduced by 61%
$MDBAIMongoDB Inc.127,389$42.8M
0.1%
Reduced by 76%
$LRCXAILam Research93,590$40.6M
0.1%
Reduced by 83%
$ADIAIAnalog Devices97,731$38.8M
0.1%
Reduced by 30%
$AMDAIAdvanced Micro Devices65,499$38.0M
0.1%
Reduced by 81%
$MRVLAIMarvell Technology122,486$36.5M
0.1%
Reduced by 54%
$AMATAIApplied Materials49,780$36.0M
0.1%
Reduced by 47%
$NOWAIServiceNow Inc.356,122$35.4M
0.1%
Reduced by 60%
$TXNAITexas Instruments116,414$34.7M
0%
Reduced by 62%
$MUAIMicron Technology27,972$32.3M
0%
Reduced by 94%
$METAAIMeta Platforms, Inc.56,610$31.9M
0%
Reduced by 92%
$TSMAITaiwan Semiconductor64,186$30.7M
0%
Reduced by 91%
$TERAITeradyne Inc.62,355$30.2M
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.53,307$30.0M
0%
Reduced by 93%
$INTCAIIntel Corporation208,033$29.0M
0%
Increased by 574%
$PANWAIPalo Alto Networks82,979$28.3M
0%
Reduced by 86%
$PYPLAIPayPal Holdings638,366$27.6M
0%
Increased by 8774%
$ANETAIArista Networks158,531$26.9M
0%
Reduced by 87%
$INTUAIIntuit Inc.100,592$26.3M
0%
Reduced by 71%
$MPWRAIMonolithic Power Systems18,876$26.1M
0%
Reduced by 61%
$METAAIMeta Platforms, Inc.45,963$25.9M
0%
Reduced by 94%
$PLTRAIPalantir Technologies208,870$24.4M
0%
Reduced by 85%
$AMATAIApplied Materials33,494$24.2M
0%
Reduced by 65%
$CDNSAICadence Design Systems63,590$23.9M
0%
Reduced by 21%
$ONAION Semiconductor232,561$22.0M
0%
Increased by 16%
$FTNTAIFortinet Inc.141,322$21.7M
0%
Reduced by 85%
$TXNAITexas Instruments71,643$21.4M
0%
Reduced by 76%
$ORCLAIOracle Corporation135,994$19.9M
0%
Reduced by 52%
$TSLAAITesla, Inc.45,971$19.3M
0%
Reduced by 92%
$ANETAIArista Networks113,024$19.2M
0%
Reduced by 91%
$TSLAAITesla, Inc.45,614$19.2M
0%
Reduced by 92%
$VSTAIVistra Corp.117,958$18.7M
0%
Reduced by 86%
$WDAYAIWorkday Inc.145,578$17.8M
0%
Reduced by 73%
$APPAIAppLovin Corporation33,711$17.4M
0%
Increased by 12%
$AMZNAIAmazon.com, Inc.72,679$17.3M
0%
Reduced by 98%
$ADBEAIAdobe Inc.82,082$16.8M
0%
Reduced by 90%
$ADIAIAnalog Devices37,273$14.8M
0%
Reduced by 73%
$KLACAIKLA Corporation48,642$14.7M
0%
Reduced by 42%
$TSMAITaiwan Semiconductor30,099$14.4M
0%
Reduced by 96%
$VRTAIVertiv Holdings42,702$14.3M
0%
Reduced by 98%
$GOOGAIAlphabet Inc.39,960$14.1M
0%
Reduced by 44%
$NVDAAINVIDIA Corporation66,155$13.2M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation35,091$13.1M
0%
Reduced by 99%
$QCOMAIQUALCOMM Inc.68,105$12.6M
0%
Reduced by 94%
$NETAICloudflare Inc.50,885$12.5M
0%
Reduced by 56%
$MUAIMicron Technology10,714$12.4M
0%
Reduced by 98%
$ISRGAIIntuitive Surgical30,677$12.2M
0%
Reduced by 89%
$TSLAAITesla, Inc.28,953$12.2M
0%
Reduced by 95%
$AAPLAIApple Inc.38,307$11.1M
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings14,340$10.9M
0%
Reduced by 96%
$UBERAIUber Technologies139,196$10.0M
0%
Reduced by 95%
$AVGOAIBroadcom Inc.25,503$9.6M
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.24,234$8.7M
0%
Reduced by 100%
$INTUAIIntuit Inc.32,586$8.5M
0%
Reduced by 91%
$KLACAIKLA Corporation25,596$7.7M
0%
Reduced by 70%
$FTNTAIFortinet Inc.48,691$7.5M
0%
Reduced by 95%
$AMDAIAdvanced Micro Devices12,160$7.1M
0%
Reduced by 96%
$GOOGAIAlphabet Inc.19,569$6.9M
0%
Reduced by 72%
$NETAICloudflare Inc.28,058$6.9M
0%
Reduced by 76%
$MPWRAIMonolithic Power Systems4,967$6.9M
0%
Reduced by 90%
$MRVLAIMarvell Technology22,028$6.6M
0%
Reduced by 92%
$INTCAIIntel Corporation46,914$6.6M
0%
Increased by 52%
$LRCXAILam Research15,039$6.5M
0%
Reduced by 97%
$BABAAIAlibaba Group65,345$6.3M
0%
Reduced by 83%
$ABNBAIAirbnb Inc.42,542$6.1M
0%
Reduced by 84%
$ADBEAIAdobe Inc.28,519$5.8M
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.10,214$5.8M
0%
Reduced by 99%
$GOOGAIAlphabet Inc.15,131$5.3M
0%
Reduced by 79%
$PYPLAIPayPal Holdings121,628$5.3M
0%
Increased by 1591%
$ASMLAIASML Holding NV2,629$5.2M
0%
Reduced by 19%
$CRMAISalesforce Inc.31,279$4.9M
0%
Reduced by 96%
$ORCLAIOracle Corporation33,418$4.9M
0%
Reduced by 88%
$NOWAIServiceNow Inc.47,874$4.8M
0%
Reduced by 95%
$TEAMAIAtlassian Corporation58,646$4.6M
0%
Reduced by 94%
$SNOWAISnowflake Inc.17,274$4.4M
0%
Reduced by 95%
$MRVLAIMarvell Technology14,735$4.4M
0%
Reduced by 94%
$DELLAIDell Technologies9,053$3.9M
0%
Reduced by 97%
$MRVLAIMarvell Technology12,303$3.7M
0%
Reduced by 95%
$VRTAIVertiv Holdings10,936$3.7M
0%
Reduced by 99%
$ABNBAIAirbnb Inc.24,659$3.5M
0%
Reduced by 90%
$PLTRAIPalantir Technologies28,910$3.4M
0%
Reduced by 98%
$DDOGAIDatadog Inc.12,655$3.3M
0%
Reduced by 98%
$UBERAIUber Technologies44,688$3.2M
0%
Reduced by 98%
$MDBAIMongoDB Inc.9,013$3.0M
0%
Reduced by 98%
$ADIAIAnalog Devices7,537$3.0M
0%
Reduced by 95%
$ISRGAIIntuitive Surgical7,350$2.9M
0%
Reduced by 97%
$SQAIBlock Inc.35,676$2.7M
0%
Increased by 10486%
$PANWAIPalo Alto Networks7,855$2.7M
0%
Reduced by 99%
$AMATAIApplied Materials3,493$2.5M
0%
Reduced by 96%
$SNOWAISnowflake Inc.9,549$2.4M
0%
Reduced by 97%
$AMATAIApplied Materials3,199$2.3M
0%
Reduced by 97%
$QCOMAIQUALCOMM Inc.12,179$2.3M
0%
Reduced by 99%
$UBERAIUber Technologies29,709$2.1M
0%
Reduced by 99%
$SNPSAISynopsys Inc.4,205$1.9M
0%
Reduced by 28%
$MCHPAIMicrochip Technology20,028$1.8M
0%
Reduced by 95%
$DELLAIDell Technologies4,123$1.8M
0%
Reduced by 99%
$ONAION Semiconductor18,311$1.7M
0%
Reduced by 91%
$LRCXAILam Research3,918$1.7M
0%
Reduced by 99%
$SNPSAISynopsys Inc.3,745$1.7M
0%
Reduced by 36%
$TEAMAIAtlassian Corporation20,860$1.6M
0%
Reduced by 98%
$SAPAISAP SE9,673$1.5M
0%
Increased by 16%
$WDAYAIWorkday Inc.11,964$1.5M
0%
Reduced by 98%
$KLACAIKLA Corporation4,561$1.4M
0%
Reduced by 95%
$SHOPAIShopify Inc.11,892$1.4M
0%
Reduced by 99%
$NOWAIServiceNow Inc.11,134$1.1M
0%
Reduced by 99%
$ANETAIArista Networks6,318$1.1M
0%
Reduced by 99%
$DELLAIDell Technologies2,447$1.1M
0%
Reduced by 99%
$ORCLAIOracle Corporation7,122$1.0M
0%
Reduced by 98%
$APPAIAppLovin Corporation1,909$983.6K
0%
Reduced by 94%
$ORCLAIOracle Corporation6,366$932.9K
0%
Reduced by 98%
$BABAAIAlibaba Group9,154$878.6K
0%
Reduced by 98%
$CDNSAICadence Design Systems2,233$838.1K
0%
Reduced by 97%
$PLTRAIPalantir Technologies7,038$821.1K
0%
Reduced by 99%
$VSTAIVistra Corp.4,922$780.8K
0%
Reduced by 99%
$TERAITeradyne Inc.1,563$756.2K
0%
Reduced by 100%
$WDAYAIWorkday Inc.5,948$728.2K
0%
Reduced by 99%
$SAPAISAP SE4,627$713.1K
0%
Reduced by 44%
$TEAMAIAtlassian Corporation9,031$702.5K
0%
Reduced by 99%
$INTCAIIntel Corporation4,999$698.0K
0%
Reduced by 84%
$DELLAIDell Technologies1,547$667.5K
0%
Reduced by 99%
$CRMAISalesforce Inc.4,079$639.0K
0%
Reduced by 100%
$NOWAIServiceNow Inc.5,706$566.5K
0%
Reduced by 99%
$PYPLAIPayPal Holdings12,035$519.7K
0%
Increased by 67%
$INTCAIIntel Corporation3,639$508.1K
0%
Reduced by 88%
$SMCIAISuper Micro Computer15,273$448.0K
0%
Increased by 624%
$DDOGAIDatadog Inc.1,672$435.3K
0%
Reduced by 100%
$MDBAIMongoDB Inc.1,287$432.3K
0%
Reduced by 100%
$TEAMAIAtlassian Corporation5,290$411.5K
0%
Reduced by 99%
$ANETAIArista Networks2,146$364.6K
0%
Reduced by 100%
$DELLAIDell Technologies835$360.3K
0%
Reduced by 100%
$DDOGAIDatadog Inc.1,383$360.1K
0%
Reduced by 100%
$SNPSAISynopsys Inc.801$357.3K
0%
Reduced by 86%
$VSTAIVistra Corp.1,925$305.4K
0%
Reduced by 100%
$FTNTAIFortinet Inc.1,933$296.9K
0%
Reduced by 100%
$NXPIAINXP Semiconductors1,055$296.5K
0%
No change
$CRWDAICrowdStrike Holdings384$293.0K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems205$283.4K
0%
Reduced by 100%
$CRMAISalesforce Inc.1,775$278.1K
0%
Reduced by 100%
$VSTAIVistra Corp.1,685$267.3K
0%
Reduced by 100%
$ONAION Semiconductor2,818$266.4K
0%
Reduced by 99%
$CEGAIConstellation Energy946$235.0K
0%
Reduced by 58%
$TSLAAITesla, Inc.503$211.6K
0%
Reduced by 100%
$TERAITeradyne Inc.371$179.5K
0%
Reduced by 100%
$IONQAIIonQ Inc.3,286$175.0K
0%
Reduced by 98%
$SQAIBlock Inc.2,237$170.0K
0%
Increased by 564%
$ISRGAIIntuitive Surgical422$167.8K
0%
Reduced by 100%
$TXNAITexas Instruments529$157.7K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems114$157.6K
0%
Reduced by 100%
$ASMLAIASML Holding NV53$105.4K
0%
Reduced by 98%
$AEHRAIAehr Test Systems1,076$103.4K
0%
New Position
$MCHPAIMicrochip Technology1,133$103.3K
0%
Reduced by 100%
$BABAAIAlibaba Group900$86.4K
0%
Reduced by 100%
$MCHPAIMicrochip Technology846$77.2K
0%
Reduced by 100%
$IONQAIIonQ Inc.551$29.3K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.155$22.2K
0%
Reduced by 100%
$RIVNAIRivian Automotive1,164$20.2K
0%
Reduced by 76%
$COINAICoinbase Global122$17.8K
0%
Reduced by 65%
$GOOGAIAlphabet Inc.46$16.3K
0%
Reduced by 100%
$BABAAIAlibaba Group139$13.3K
0%
Reduced by 100%
$LRCXAILam Research23$10.0K
0%
Reduced by 100%
$CRMAISalesforce Inc.47$7.4K
0%
Reduced by 100%
$PANWAIPalo Alto Networks20$6.8K
0%
Reduced by 100%
$CDNSAICadence Design Systems15$5.6K
0%
Reduced by 100%
$APPAIAppLovin Corporation4$2.1K
0%
Reduced by 100%
$SNPSAISynopsys Inc.3$1.3K
0%
Reduced by 100%
$IONQAIIonQ Inc.1$53
0%
Reduced by 100%