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KEYBANK NATIONAL ASSOCIATION/OH

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$27.4B

AI Exposure

22.7%

AI vs Non-AI Sector Exposure

AI & Semiconductors22.0%
Other Tech0.0%
$AAPL

4.5%

$MSFT

3.7%

$NVDA

3.3%

$GOOGL

3.2%

Portfolio Holdings

AI & Tech holdings for KEYBANK NATIONAL ASSOCIATION/OH

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.4,807,038$1.2B
4.5%
No change
$MSFTAIMicrosoft Corporation2,757,908$1.0B
3.7%
No change
$NVDAAINVIDIA Corporation5,245,686$914.8M
3.3%
No change
$GOOGLAIAlphabet Inc.3,016,024$867.3M
3.2%
No change
$AMZNAIAmazon.com, Inc.3,113,410$648.4M
2.4%
No change
$AVGOAIBroadcom Inc.1,664,670$515.2M
1.9%
No change
$GOOGAIAlphabet Inc.699,527$200.7M
0.7%
No change
$ORCLAIOracle Corporation1,224,909$180.2M
0.7%
No change
$ASMLAIASML Holding NV69,479$91.8M
0.3%
Increased by 6%
$METAAIMeta Platforms, Inc.141,244$80.8M
0.3%
Increased by 6%
$INTCAIIntel Corporation1,511,663$66.7M
0.2%
No change
$ISRGAIIntuitive Surgical84,359$38.9M
0.1%
No change
$AMATAIApplied Materials111,445$38.1M
0.1%
No change
$ANETAIArista Networks292,394$35.9M
0.1%
Increased by 43%
$INTUAIIntuit Inc.72,643$31.4M
0.1%
No change
$TSLAAITesla, Inc.66,120$24.6M
0.1%
Increased by 23%
$TXNAITexas Instruments122,449$23.8M
0.1%
Increased by 8%
$QCOMAIQUALCOMM Inc.158,084$20.4M
0.1%
No change
$AMDAIAdvanced Micro Devices88,001$17.9M
0.1%
Increased by 24%
$TSMAITaiwan Semiconductor37,141$12.6M
0%
No change
$ZSAIZscaler Inc.79,039$11.1M
0%
Reduced by 53%
$LRCXAILam Research45,747$9.8M
0%
No change
$ADIAIAnalog Devices23,467$7.5M
0%
No change
$KLACAIKLA Corporation4,766$7.0M
0%
Reduced by 8%
$MUAIMicron Technology19,370$6.5M
0%
Increased by 37%
$AAPLAIApple Inc.22,850$5.8M
0%
Reduced by 100%
$NVDAAINVIDIA Corporation33,013$5.8M
0%
Reduced by 99%
$CRMAISalesforce Inc.29,911$5.6M
0%
No change
$PANWAIPalo Alto Networks34,244$5.5M
0%
No change
$NOWAIServiceNow Inc.51,996$5.4M
0%
Increased by 10%
$PYPLAIPayPal Holdings118,346$5.4M
0%
Reduced by 62%
$ADBEAIAdobe Inc.20,780$5.1M
0%
No change
$MSFTAIMicrosoft Corporation13,465$5.0M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.16,250$4.7M
0%
Reduced by 99%
$SNOWAISnowflake Inc.29,019$4.4M
0%
Increased by 10%
$PLTRAIPalantir Technologies28,076$4.1M
0%
No change
$ABNBAIAirbnb Inc.31,754$4.0M
0%
Reduced by 11%
$CRWDAICrowdStrike Holdings10,117$3.9M
0%
Increased by 19%
$UBERAIUber Technologies51,023$3.7M
0%
Increased by 21%
$AMZNAIAmazon.com, Inc.14,809$3.1M
0%
Reduced by 100%
$AVGOAIBroadcom Inc.9,351$2.9M
0%
Reduced by 99%
$SHOPAIShopify Inc.24,292$2.9M
0%
Increased by 45%
$CDNSAICadence Design Systems9,822$2.7M
0%
Reduced by 16%
$SAPAISAP SE14,519$2.5M
0%
Increased by 68%
$NETAICloudflare Inc.11,051$2.3M
0%
No change
$DELLAIDell Technologies12,569$2.1M
0%
Increased by 18%
$VRTAIVertiv Holdings7,594$1.9M
0%
No change
$MPWRAIMonolithic Power Systems1,700$1.9M
0%
No change
$CEGAIConstellation Energy6,469$1.8M
0%
Increased by 19%
$SNPSAISynopsys Inc.4,175$1.7M
0%
No change
$DDOGAIDatadog Inc.13,949$1.6M
0%
No change
$MRVLAIMarvell Technology16,456$1.6M
0%
No change
$TERAITeradyne Inc.4,947$1.5M
0%
Increased by 7%
$GOOGAIAlphabet Inc.4,862$1.4M
0%
Reduced by 99%
$ASMLAIASML Holding NV956$1.3M
0%
Reduced by 99%
$MCHPAIMicrochip Technology13,331$861.3K
0%
Increased by 159%
$METAAIMeta Platforms, Inc.1,425$815.3K
0%
Reduced by 99%
$MDBAIMongoDB Inc.2,950$722.1K
0%
No change
$FTNTAIFortinet Inc.8,714$712.1K
0%
Increased by 28%
$BABAAIAlibaba Group5,214$654.1K
0%
Increased by 84%
$NXPIAINXP Semiconductors3,163$622.7K
0%
Increased by 11%
$AMATAIApplied Materials1,719$587.5K
0%
Reduced by 98%
$APPAIAppLovin Corporation1,437$571.9K
0%
No change
$COINAICoinbase Global3,198$558.4K
0%
Increased by 23%
$VSTAIVistra Corp.3,425$514.9K
0%
Increased by 165%
$ORCLAIOracle Corporation3,440$506.1K
0%
Reduced by 100%
$WDAYAIWorkday Inc.3,613$469.4K
0%
Increased by 134%
$ONAION Semiconductor5,606$347.1K
0%
Increased by 29%
$ANETAIArista Networks2,786$342.1K
0%
Reduced by 99%
$ARMAIARM Holdings plc2,000$302.6K
0%
Reduced by 18%
$SQAIBlock Inc.4,896$294.6K
0%
New Position
$QCOMAIQUALCOMM Inc.2,129$274.2K
0%
Reduced by 99%
$TSMAITaiwan Semiconductor696$235.2K
0%
Reduced by 98%
$TSLAAITesla, Inc.572$212.6K
0%
Reduced by 99%
$INTCAIIntel Corporation4,420$195.1K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical373$171.9K
0%
Reduced by 100%
$MUAIMicron Technology313$105.7K
0%
Reduced by 98%
$PANWAIPalo Alto Networks644$103.2K
0%
Reduced by 98%
$SAPAISAP SE552$94.5K
0%
Reduced by 94%
$INTUAIIntuit Inc.206$89.1K
0%
Reduced by 100%
$ZSAIZscaler Inc.609$85.4K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices331$67.3K
0%
Reduced by 100%
$TXNAITexas Instruments301$58.4K
0%
Reduced by 100%
$LRCXAILam Research245$52.3K
0%
Reduced by 99%
$KLACAIKLA Corporation35$51.5K
0%
Reduced by 99%
$PLTRAIPalantir Technologies292$42.7K
0%
Reduced by 99%
$PYPLAIPayPal Holdings761$34.4K
0%
Reduced by 100%
$ADIAIAnalog Devices90$28.6K
0%
Reduced by 100%
$UBERAIUber Technologies359$25.8K
0%
Reduced by 99%
$DDOGAIDatadog Inc.186$22.0K
0%
Reduced by 99%
$NETAICloudflare Inc.103$21.3K
0%
Reduced by 99%
$CDNSAICadence Design Systems71$19.7K
0%
Reduced by 99%
$ONAION Semiconductor282$17.5K
0%
Reduced by 94%
$CRWDAICrowdStrike Holdings42$16.4K
0%
Reduced by 100%
$NOWAIServiceNow Inc.144$15.1K
0%
Reduced by 100%
$CEGAIConstellation Energy51$14.2K
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems13$14.2K
0%
Reduced by 99%
$TERAITeradyne Inc.44$13.0K
0%
Reduced by 99%
$SNPSAISynopsys Inc.31$12.3K
0%
Reduced by 99%
$FTNTAIFortinet Inc.136$11.1K
0%
Reduced by 98%
$ADBEAIAdobe Inc.39$9.5K
0%
Reduced by 100%
$CRMAISalesforce Inc.50$9.3K
0%
Reduced by 100%
$MCHPAIMicrochip Technology129$8.3K
0%
Reduced by 97%
$SNOWAISnowflake Inc.53$8.0K
0%
Reduced by 100%
$SHOPAIShopify Inc.67$7.9K
0%
Reduced by 100%
$APPAIAppLovin Corporation19$7.6K
0%
Reduced by 99%
$WDAYAIWorkday Inc.57$7.4K
0%
Reduced by 96%
$VSTAIVistra Corp.42$6.3K
0%
Reduced by 97%
$DELLAIDell Technologies31$5.1K
0%
Reduced by 100%
$MRVLAIMarvell Technology48$4.8K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.36$4.5K
0%
Reduced by 100%
$MDBAIMongoDB Inc.17$4.2K
0%
Reduced by 99%
$NXPIAINXP Semiconductors19$3.7K
0%
Reduced by 99%
$COINAICoinbase Global20$3.5K
0%
Reduced by 99%
$VRTAIVertiv Holdings13$3.3K
0%
Reduced by 100%
$SQAIBlock Inc.26$1.6K
0%
New Position