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FIFTH THIRD BANCORP

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$61.7B

AI Exposure

28.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors28.0%
Other Tech0.0%
$NVDA

4.3%

$AAPL

4.2%

$GOOGL

2.9%

$MSFT

2.7%

Portfolio Holdings

AI & Tech holdings for FIFTH THIRD BANCORP

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation13,196,025$2.6B
4.3%
No change
$AAPLAIApple Inc.8,953,299$2.6B
4.2%
No change
$GOOGLAIAlphabet Inc.4,948,691$1.8B
2.9%
No change
$MSFTAIMicrosoft Corporation4,471,738$1.7B
2.7%
No change
$AVGOAIBroadcom Inc.3,654,712$1.4B
2.2%
No change
$AMZNAIAmazon.com, Inc.5,719,268$1.4B
2.2%
No change
$GOOGAIAlphabet Inc.2,070,762$731.7M
1.2%
No change
$METAAIMeta Platforms, Inc.1,143,343$644.0M
1%
No change
$AMATAIApplied Materials753,434$544.7M
0.9%
Increased by 17%
$PANWAIPalo Alto Networks1,463,013$498.9M
0.8%
Reduced by 5%
$MUAIMicron Technology298,637$344.7M
0.6%
Reduced by 5%
$TSLAAITesla, Inc.772,166$324.8M
0.5%
No change
$AMDAIAdvanced Micro Devices541,215$314.4M
0.5%
Reduced by 7%
$TXNAITexas Instruments849,532$253.2M
0.4%
No change
$LRCXAILam Research527,507$228.6M
0.4%
Increased by 49%
$MRVLAIMarvell Technology677,300$201.8M
0.3%
No change
$ORCLAIOracle Corporation1,340,565$196.5M
0.3%
Reduced by 8%
$ANETAIArista Networks1,137,575$193.3M
0.3%
No change
$INTCAIIntel Corporation1,299,694$181.5M
0.3%
No change
$ISRGAIIntuitive Surgical307,337$122.2M
0.2%
No change
$CRWDAICrowdStrike Holdings150,694$115.0M
0.2%
No change
$KLACAIKLA Corporation311,791$94.1M
0.2%
Increased by 876%
$QCOMAIQUALCOMM Inc.502,784$92.9M
0.2%
Reduced by 9%
$ADIAIAnalog Devices209,923$83.4M
0.1%
No change
$SNPSAISynopsys Inc.165,376$73.8M
0.1%
Reduced by 6%
$NOWAIServiceNow Inc.675,726$67.1M
0.1%
No change
$PLTRAIPalantir Technologies463,233$54.0M
0.1%
No change
$CRMAISalesforce Inc.301,881$47.3M
0.1%
Reduced by 16%
$MCHPAIMicrochip Technology512,279$46.7M
0.1%
No change
$UBERAIUber Technologies596,829$43.1M
0.1%
Reduced by 6%
$DELLAIDell Technologies92,218$39.8M
0.1%
Reduced by 19%
$CDNSAICadence Design Systems99,037$37.2M
0.1%
Reduced by 18%
$TSMAITaiwan Semiconductor76,697$36.6M
0.1%
Increased by 34%
$VRTAIVertiv Holdings98,420$33.0M
0.1%
Reduced by 7%
$MPWRAIMonolithic Power Systems23,803$32.9M
0.1%
Reduced by 8%
$VSTAIVistra Corp.165,664$26.3M
0%
Reduced by 7%
$APPAIAppLovin Corporation46,352$23.9M
0%
No change
$ADBEAIAdobe Inc.104,930$21.5M
0%
Reduced by 16%
$ASMLAIASML Holding NV10,413$20.7M
0%
Reduced by 6%
$FTNTAIFortinet Inc.122,839$18.9M
0%
No change
$INTUAIIntuit Inc.71,870$18.8M
0%
Reduced by 42%
$CEGAIConstellation Energy71,736$17.8M
0%
No change
$TERAITeradyne Inc.34,515$16.7M
0%
No change
$DDOGAIDatadog Inc.59,206$15.4M
0%
Reduced by 13%
$ABNBAIAirbnb Inc.87,218$12.5M
0%
Reduced by 9%
$ONAION Semiconductor102,066$9.6M
0%
Reduced by 14%
$SNOWAISnowflake Inc.34,413$8.8M
0%
No change
$PYPLAIPayPal Holdings166,022$7.2M
0%
Reduced by 15%
$MDBAIMongoDB Inc.20,772$7.0M
0%
Increased by 110%
$SQAIBlock Inc.68,258$5.2M
0%
No change
$NXPIAINXP Semiconductors16,818$4.7M
0%
Reduced by 19%
$NETAICloudflare Inc.18,935$4.6M
0%
Increased by 31%
$COINAICoinbase Global31,716$4.6M
0%
Reduced by 6%
$IONQAIIonQ Inc.86,819$4.6M
0%
Increased by 212%
$SHOPAIShopify Inc.37,848$4.3M
0%
No change
$WDAYAIWorkday Inc.30,571$3.7M
0%
No change
$ZSAIZscaler Inc.16,060$2.3M
0%
Increased by 188%
$SMCIAISuper Micro Computer70,889$2.1M
0%
Increased by 9%
$TEAMAIAtlassian Corporation14,924$1.2M
0%
Increased by 6%
$BABAAIAlibaba Group9,789$939.5K
0%
No change
$SAPAISAP SE3,904$601.6K
0%
Reduced by 21%
$RIVNAIRivian Automotive19,424$337.0K
0%
No change
$PDDAIPDD Holdings Inc.3,798$289.7K
0%
Reduced by 10%
$SOUNAISoundHound AI2,100$13.6K
0%
Reduced by 9%