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GLENMEDE TRUST CO NA

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$20.4B

AI Exposure

20.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors19.6%
Other Tech0.0%
$AAPL

3.6%

$MSFT

2.3%

$GOOGL

1.3%

$GOOG

1.3%

Portfolio Holdings

AI & Tech holdings for GLENMEDE TRUST CO NA

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.2,904,668$737.2M
3.6%
Reduced by 13%
$MSFTAIMicrosoft Corporation1,286,920$476.4M
2.3%
Reduced by 17%
$GOOGLAIAlphabet Inc.944,722$271.7M
1.3%
Reduced by 26%
$GOOGAIAlphabet Inc.933,403$267.8M
1.3%
Reduced by 22%
$AMZNAIAmazon.com, Inc.1,018,517$212.1M
1%
Reduced by 16%
$NVDAAINVIDIA Corporation1,183,768$206.4M
1%
Reduced by 15%
$ORCLAIOracle Corporation1,007,363$148.2M
0.7%
Reduced by 18%
$AVGOAIBroadcom Inc.374,592$115.9M
0.6%
Reduced by 5%
$METAAIMeta Platforms, Inc.173,729$99.4M
0.5%
Reduced by 32%
$AAPLAIApple Inc.279,903$71.0M
0.3%
Reduced by 92%
$AMATAIApplied Materials203,007$69.4M
0.3%
Reduced by 56%
$AMATAIApplied Materials185,566$63.4M
0.3%
Reduced by 60%
$LRCXAILam Research292,586$62.5M
0.3%
Reduced by 51%
$GOOGLAIAlphabet Inc.214,545$61.7M
0.3%
Reduced by 83%
$MSFTAIMicrosoft Corporation154,814$57.3M
0.3%
Reduced by 90%
$ANETAIArista Networks454,674$55.8M
0.3%
Reduced by 13%
$MRVLAIMarvell Technology563,565$55.8M
0.3%
Increased by 29%
$AAPLAIApple Inc.216,046$54.8M
0.3%
Reduced by 94%
$LRCXAILam Research225,271$48.1M
0.2%
Reduced by 63%
$METAAIMeta Platforms, Inc.75,623$43.3M
0.2%
Reduced by 70%
$KLACAIKLA Corporation29,239$43.1M
0.2%
Reduced by 28%
$NVDAAINVIDIA Corporation230,347$40.2M
0.2%
Reduced by 84%
$FTNTAIFortinet Inc.489,278$40.0M
0.2%
No change
$GOOGAIAlphabet Inc.133,969$38.4M
0.2%
Reduced by 89%
$TERAITeradyne Inc.127,046$37.7M
0.2%
Reduced by 8%
$MSFTAIMicrosoft Corporation99,330$36.8M
0.2%
Reduced by 94%
$CRMAISalesforce Inc.172,331$32.2M
0.2%
Reduced by 28%
$PANWAIPalo Alto Networks195,110$31.3M
0.2%
Reduced by 7%
$TSLAAITesla, Inc.77,586$28.8M
0.1%
Increased by 7%
$NOWAIServiceNow Inc.262,057$27.4M
0.1%
Increased by 104%
$TSMAITaiwan Semiconductor75,249$25.4M
0.1%
No change
$ISRGAIIntuitive Surgical54,476$25.1M
0.1%
Reduced by 10%
$TXNAITexas Instruments127,972$24.8M
0.1%
Reduced by 25%
$GOOGLAIAlphabet Inc.86,188$24.8M
0.1%
Reduced by 93%
$MPWRAIMonolithic Power Systems18,786$20.5M
0.1%
Reduced by 10%
$ONAION Semiconductor329,928$20.4M
0.1%
No change
$INTCAIIntel Corporation462,419$20.4M
0.1%
Reduced by 47%
$TXNAITexas Instruments95,177$18.5M
0.1%
Reduced by 44%
$QCOMAIQUALCOMM Inc.143,320$18.5M
0.1%
Reduced by 42%
$NOWAIServiceNow Inc.164,058$17.2M
0.1%
Increased by 28%
$GOOGAIAlphabet Inc.56,050$16.1M
0.1%
Reduced by 95%
$AMZNAIAmazon.com, Inc.76,924$16.0M
0.1%
Reduced by 94%
$ORCLAIOracle Corporation104,057$15.3M
0.1%
Reduced by 91%
$MUAIMicron Technology43,342$14.6M
0.1%
Reduced by 40%
$ASMLAIASML Holding NV11,039$14.6M
0.1%
Reduced by 19%
$AMZNAIAmazon.com, Inc.67,850$14.1M
0.1%
Reduced by 94%
$SHOPAIShopify Inc.114,368$13.6M
0.1%
Reduced by 5%
$ADBEAIAdobe Inc.53,017$12.9M
0.1%
Reduced by 78%
$PLTRAIPalantir Technologies80,539$11.8M
0.1%
Reduced by 46%
$INTCAIIntel Corporation265,242$11.7M
0.1%
Reduced by 69%
$INTUAIIntuit Inc.26,638$11.5M
0.1%
Increased by 10%
$SAPAISAP SE66,680$11.4M
0.1%
Increased by 47%
$ADBEAIAdobe Inc.43,480$10.6M
0.1%
Reduced by 82%
$AVGOAIBroadcom Inc.33,431$10.3M
0.1%
Reduced by 92%
$ABNBAIAirbnb Inc.77,656$9.8M
0%
Reduced by 37%
$METAAIMeta Platforms, Inc.16,640$9.5M
0%
Reduced by 94%
$MUAIMicron Technology26,609$9.0M
0%
Reduced by 63%
$AMDAIAdvanced Micro Devices42,933$8.7M
0%
No change
$PLTRAIPalantir Technologies56,407$8.3M
0%
Reduced by 62%
$ORCLAIOracle Corporation54,438$8.0M
0%
Reduced by 96%
$KLACAIKLA Corporation4,995$7.4M
0%
Reduced by 88%
$CDNSAICadence Design Systems26,080$7.2M
0%
Reduced by 41%
$CRMAISalesforce Inc.38,182$7.1M
0%
Reduced by 84%
$WDAYAIWorkday Inc.54,724$7.1M
0%
Reduced by 39%
$PYPLAIPayPal Holdings154,877$7.0M
0%
Reduced by 66%
$ANETAIArista Networks56,182$6.9M
0%
Reduced by 89%
$ADIAIAnalog Devices21,459$6.8M
0%
No change
$QCOMAIQUALCOMM Inc.52,303$6.7M
0%
Reduced by 79%
$UBERAIUber Technologies84,667$6.1M
0%
No change
$ABNBAIAirbnb Inc.46,529$5.9M
0%
Reduced by 62%
$SNPSAISynopsys Inc.14,577$5.8M
0%
Reduced by 18%
$CEGAIConstellation Energy14,124$3.9M
0%
No change
$MCHPAIMicrochip Technology55,410$3.6M
0%
Reduced by 20%
$PANWAIPalo Alto Networks22,078$3.5M
0%
Reduced by 90%
$NVDAAINVIDIA Corporation20,090$3.5M
0%
Reduced by 99%
$INTCAIIntel Corporation77,492$3.4M
0%
Reduced by 91%
$TXNAITexas Instruments16,606$3.2M
0%
Reduced by 90%
$VSTAIVistra Corp.20,699$3.1M
0%
Increased by 6%
$PYPLAIPayPal Holdings66,171$3.0M
0%
Reduced by 85%
$CRWDAICrowdStrike Holdings6,200$2.4M
0%
No change
$FTNTAIFortinet Inc.28,749$2.3M
0%
Reduced by 94%
$MPWRAIMonolithic Power Systems1,865$2.0M
0%
Reduced by 91%
$DELLAIDell Technologies11,720$1.9M
0%
Reduced by 56%
$DELLAIDell Technologies8,797$1.4M
0%
Reduced by 67%
$APPAIAppLovin Corporation3,463$1.4M
0%
Reduced by 23%
$QCOMAIQUALCOMM Inc.8,187$1.1M
0%
Reduced by 97%
$LRCXAILam Research4,837$1.0M
0%
Reduced by 99%
$TERAITeradyne Inc.3,476$1.0M
0%
Reduced by 97%
$ADBEAIAdobe Inc.4,187$1.0M
0%
Reduced by 98%
$VRTAIVertiv Holdings3,553$890.3K
0%
New Position
$NXPIAINXP Semiconductors4,406$867.4K
0%
No change
$ONAION Semiconductor13,598$842.0K
0%
Reduced by 96%
$MCHPAIMicrochip Technology12,550$810.9K
0%
Reduced by 82%
$AMATAIApplied Materials2,176$743.7K
0%
Reduced by 100%
$DDOGAIDatadog Inc.5,454$643.8K
0%
Reduced by 24%
$APPAIAppLovin Corporation1,600$636.8K
0%
Reduced by 65%
$COINAICoinbase Global3,621$632.3K
0%
Increased by 59%
$TSMAITaiwan Semiconductor1,580$534.0K
0%
Reduced by 98%
$BABAAIAlibaba Group3,159$396.3K
0%
Reduced by 18%
$MRVLAIMarvell Technology3,646$361.1K
0%
Reduced by 99%
$DDOGAIDatadog Inc.2,892$341.4K
0%
Reduced by 60%
$ASMLAIASML Holding NV227$299.8K
0%
Reduced by 98%
$SNOWAISnowflake Inc.1,928$290.8K
0%
Increased by 10%
$NETAICloudflare Inc.1,368$282.3K
0%
Reduced by 6%
$PYPLAIPayPal Holdings6,235$282.0K
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices1,201$244.3K
0%
Reduced by 97%
$SMCIAISuper Micro Computer9,118$207.6K
0%
Reduced by 8%
$CEGAIConstellation Energy602$168.1K
0%
Reduced by 96%
$CDNSAICadence Design Systems550$152.8K
0%
Reduced by 99%
$KLACAIKLA Corporation103$151.7K
0%
Reduced by 100%
$INTUAIIntuit Inc.309$133.6K
0%
Reduced by 99%
$PANWAIPalo Alto Networks798$127.9K
0%
Reduced by 100%
$SAPAISAP SE737$126.2K
0%
Reduced by 98%
$CDNSAICadence Design Systems436$121.2K
0%
Reduced by 99%
$SHOPAIShopify Inc.1,000$118.6K
0%
Reduced by 99%
$PLTRAIPalantir Technologies758$110.9K
0%
Reduced by 99%
$BABAAIAlibaba Group640$80.3K
0%
Reduced by 83%
$ADIAIAnalog Devices220$70.0K
0%
Reduced by 99%
$AVGOAIBroadcom Inc.207$64.1K
0%
Reduced by 100%
$SAPAISAP SE290$49.6K
0%
Reduced by 99%
$TSLAAITesla, Inc.117$43.5K
0%
Reduced by 100%
$CRMAISalesforce Inc.186$34.7K
0%
Reduced by 100%
$NXPIAINXP Semiconductors175$34.5K
0%
Reduced by 96%
$ANETAIArista Networks208$25.5K
0%
Reduced by 100%
$NETAICloudflare Inc.100$20.6K
0%
Reduced by 93%
$AMDAIAdvanced Micro Devices90$18.3K
0%
Reduced by 100%
$MRVLAIMarvell Technology150$14.9K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical32$14.8K
0%
Reduced by 100%
$WDAYAIWorkday Inc.100$13.0K
0%
Reduced by 100%
$SNPSAISynopsys Inc.32$12.7K
0%
Reduced by 100%
$FTNTAIFortinet Inc.150$12.3K
0%
Reduced by 100%
$ASMLAIASML Holding NV8$10.6K
0%
Reduced by 100%
$ADIAIAnalog Devices33$10.5K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical15$6.9K
0%
Reduced by 100%
$UBERAIUber Technologies91$6.5K
0%
Reduced by 100%
$AMATAIApplied Materials16$5.5K
0%
Reduced by 100%
$APPAIAppLovin Corporation12$4.8K
0%
Reduced by 100%
$ONAION Semiconductor71$4.4K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings11$4.3K
0%
Reduced by 100%
$MRVLAIMarvell Technology41$4.1K
0%
Reduced by 100%
$CEGAIConstellation Energy13$3.6K
0%
Reduced by 100%
$CRMAISalesforce Inc.18$3.4K
0%
Reduced by 100%
$FTNTAIFortinet Inc.40$3.3K
0%
Reduced by 100%
$NOWAIServiceNow Inc.31$3.2K
0%
Reduced by 100%
$ANETAIArista Networks26$3.2K
0%
Reduced by 100%
$ADBEAIAdobe Inc.13$3.2K
0%
Reduced by 100%
$PYPLAIPayPal Holdings61$2.8K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.21$2.7K
0%
Reduced by 100%
$COINAICoinbase Global11$1.9K
0%
Reduced by 100%
$VSTAIVistra Corp.10$1.5K
0%
Reduced by 100%
$WDAYAIWorkday Inc.7$909
0%
Reduced by 100%
$MCHPAIMicrochip Technology9$581
0%
Reduced by 100%
$SMCIAISuper Micro Computer23$523
0%
Reduced by 100%