Managed by
Hedge FundAUM Tracked
$131.4B
AI Exposure
26.3%
AI & Tech holdings for Neuberger Berman Group LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 28,403,596 | $5.0B | 3.8% | Increased by 6% |
| $MSFTAI | Microsoft Corporation | 11,014,320 | $4.1B | 3.1% | Reduced by 6% |
| $AAPLAI | Apple Inc. | 15,344,293 | $3.9B | 3% | Reduced by 5% |
| $AMZNAI | Amazon.com, Inc. | 16,990,395 | $3.5B | 2.7% | No change |
| $GOOGLAI | Alphabet Inc. | 9,222,925 | $2.6B | 2% | No change |
| $GOOGAI | Alphabet Inc. | 8,215,072 | $2.4B | 1.8% | Reduced by 6% |
| $METAAI | Meta Platforms, Inc. | 2,423,813 | $1.4B | 1.1% | No change |
| $AVGOAI | Broadcom Inc. | 4,109,705 | $1.3B | 1% | No change |
| $ASMLAI | ASML Holding NV | 698,238 | $921.2M | 0.7% | Reduced by 6% |
| $ADIAI | Analog Devices | 2,539,521 | $807.9M | 0.6% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 4,418,736 | $650.0M | 0.5% | Reduced by 9% |
| $AMDAI | Advanced Micro Devices | 2,499,537 | $508.5M | 0.4% | Increased by 56% |
| $UBERAI | Uber Technologies | 6,480,877 | $466.2M | 0.4% | Increased by 6% |
| $TSMAI | Taiwan Semiconductor | 1,225,630 | $408.1M | 0.3% | No change |
| $CEGAI | Constellation Energy | 1,252,566 | $349.8M | 0.3% | Increased by 11% |
| $MUAI | Micron Technology | 1,035,112 | $348.4M | 0.3% | Increased by 28% |
| $AMATAI | Applied Materials | 967,069 | $328.5M | 0.3% | Reduced by 15% |
| $INTCAI | Intel Corporation | 7,254,676 | $319.5M | 0.2% | No change |
| $LRCXAI | Lam Research | 1,442,019 | $308.1M | 0.2% | Reduced by 14% |
| $VSTAI | Vistra Corp. | 1,931,849 | $290.4M | 0.2% | Reduced by 7% |
| $TXNAI | Texas Instruments | 1,456,028 | $282.3M | 0.2% | No change |
| $TERAI | Teradyne Inc. | 966,353 | $281.1M | 0.2% | Increased by 331% |
| $CRWDAI | CrowdStrike Holdings | 671,189 | $262.0M | 0.2% | Increased by 36% |
| $TSLAAI | Tesla, Inc. | 581,227 | $216.4M | 0.2% | Increased by 37% |
| $SNPSAI | Synopsys Inc. | 500,921 | $198.6M | 0.2% | Reduced by 13% |
| $INTUAI | Intuit Inc. | 418,044 | $180.7M | 0.1% | Reduced by 27% |
| $NOWAI | ServiceNow Inc. | 1,697,360 | $177.5M | 0.1% | Reduced by 19% |
| $PANWAI | Palo Alto Networks | 1,095,084 | $175.6M | 0.1% | Increased by 13% |
| $BABAAI | Alibaba Group | 1,308,299 | $164.1M | 0.1% | Increased by 9% |
| $MPWRAI | Monolithic Power Systems | 147,005 | $160.7M | 0.1% | Reduced by 19% |
| $CRMAI | Salesforce Inc. | 823,364 | $153.7M | 0.1% | Increased by 37% |
| $AAPLAI | Apple Inc. | 557,605 | $141.5M | 0.1% | Reduced by 97% |
| $MSFTAI | Microsoft Corporation | 371,063 | $137.4M | 0.1% | Reduced by 97% |
| $NVDAAI | NVIDIA Corporation | 763,781 | $133.2M | 0.1% | Reduced by 97% |
| $ANETAI | Arista Networks | 1,076,768 | $131.1M | 0.1% | No change |
| $SHOPAI | Shopify Inc. | 1,038,179 | $122.2M | 0.1% | Increased by 22% |
| $KLACAI | KLA Corporation | 81,871 | $120.5M | 0.1% | Increased by 23% |
| $MDBAI | MongoDB Inc. | 471,739 | $115.5M | 0.1% | Increased by 504% |
| $ONAI | ON Semiconductor | 1,851,919 | $114.7M | 0.1% | Reduced by 16% |
| $AMZNAI | Amazon.com, Inc. | 519,628 | $108.2M | 0.1% | Reduced by 97% |
| $APPAI | AppLovin Corporation | 266,005 | $105.9M | 0.1% | Increased by 7% |
| $NETAI | Cloudflare Inc. | 495,715 | $102.3M | 0.1% | Reduced by 10% |
| $GOOGAI | Alphabet Inc. | 350,172 | $100.5M | 0.1% | Reduced by 96% |
| $VRTAI | Vertiv Holdings | 397,118 | $99.5M | 0.1% | Increased by 10% |
| $ISRGAI | Intuitive Surgical | 206,072 | $95.1M | 0.1% | Reduced by 42% |
| $GOOGLAI | Alphabet Inc. | 312,211 | $89.8M | 0.1% | Reduced by 97% |
| $QCOMAI | QUALCOMM Inc. | 590,795 | $76.1M | 0.1% | Reduced by 19% |
| $SNOWAI | Snowflake Inc. | 311,991 | $47.1M | 0% | Increased by 12% |
| $DELLAI | Dell Technologies | 233,801 | $38.4M | 0% | Increased by 347% |
| $PLTRAI | Palantir Technologies | 243,897 | $35.8M | 0% | Increased by 29% |
| $ASMLAI | ASML Holding NV | 26,742 | $35.3M | 0% | Reduced by 96% |
| $DDOGAI | Datadog Inc. | 292,084 | $34.5M | 0% | Reduced by 28% |
| $SAPAI | SAP SE | 175,118 | $30.0M | 0% | Reduced by 25% |
| $ZSAI | Zscaler Inc. | 210,965 | $29.6M | 0% | Reduced by 25% |
| $AVGOAI | Broadcom Inc. | 94,684 | $29.3M | 0% | Reduced by 98% |
| $METAAI | Meta Platforms, Inc. | 45,684 | $26.1M | 0% | Reduced by 98% |
| $MRVLAI | Marvell Technology | 262,217 | $26.0M | 0% | Increased by 20% |
| $MCHPAI | Microchip Technology | 340,335 | $22.0M | 0% | Increased by 37% |
| $ORCLAI | Oracle Corporation | 140,369 | $20.6M | 0% | Reduced by 97% |
| $ADIAI | Analog Devices | 58,434 | $18.6M | 0% | Reduced by 98% |
| $AMATAI | Applied Materials | 53,485 | $18.3M | 0% | Reduced by 95% |
| $PDDAI | PDD Holdings Inc. | 175,832 | $18.0M | 0% | Increased by 46% |
| $ARMAI | ARM Holdings plc | 111,295 | $16.8M | 0% | Reduced by 16% |
| $TXNAI | Texas Instruments | 83,098 | $16.1M | 0% | Reduced by 94% |
| $TSMAI | Taiwan Semiconductor | 47,221 | $16.0M | 0% | Reduced by 96% |
| $NXPIAI | NXP Semiconductors | 78,956 | $15.5M | 0% | Reduced by 8% |
| $INTUAI | Intuit Inc. | 33,479 | $14.5M | 0% | Reduced by 94% |
| $CDNSAI | Cadence Design Systems | 51,862 | $14.4M | 0% | No change |
| $ADBEAI | Adobe Inc. | 58,641 | $14.3M | 0% | No change |
| $FTNTAI | Fortinet Inc. | 154,712 | $12.6M | 0% | Increased by 85% |
| $ANETAI | Arista Networks | 102,050 | $12.5M | 0% | Reduced by 91% |
| $TSLAAI | Tesla, Inc. | 30,385 | $11.3M | 0% | Reduced by 93% |
| $UBERAI | Uber Technologies | 141,452 | $10.2M | 0% | Reduced by 98% |
| $AMDAI | Advanced Micro Devices | 41,745 | $8.5M | 0% | Reduced by 97% |
| $COINAI | Coinbase Global | 44,157 | $7.7M | 0% | No change |
| $INTCAI | Intel Corporation | 157,995 | $7.0M | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 24,505 | $6.8M | 0% | Reduced by 98% |
| $IONQAI | IonQ Inc. | 198,655 | $5.7M | 0% | Reduced by 53% |
| $CRWDAI | CrowdStrike Holdings | 12,618 | $4.9M | 0% | Reduced by 97% |
| $LRCXAI | Lam Research | 21,027 | $4.5M | 0% | Reduced by 99% |
| $VSTAI | Vistra Corp. | 28,592 | $4.3M | 0% | Reduced by 99% |
| $PYPLAI | PayPal Holdings | 92,972 | $4.2M | 0% | Reduced by 13% |
| $NOWAI | ServiceNow Inc. | 38,506 | $4.0M | 0% | Reduced by 98% |
| $VRTAI | Vertiv Holdings | 15,425 | $3.9M | 0% | Reduced by 96% |
| $ABNBAI | Airbnb Inc. | 26,870 | $3.4M | 0% | Increased by 55% |
| $MPWRAI | Monolithic Power Systems | 3,102 | $3.4M | 0% | Reduced by 98% |
| $MUAI | Micron Technology | 9,859 | $3.3M | 0% | Reduced by 99% |
| $CRMAI | Salesforce Inc. | 17,283 | $3.2M | 0% | Reduced by 97% |
| $ISRGAI | Intuitive Surgical | 6,854 | $3.2M | 0% | Reduced by 98% |
| $BABAAI | Alibaba Group | 24,708 | $3.0M | 0% | Reduced by 98% |
| $QCOMAI | QUALCOMM Inc. | 23,399 | $3.0M | 0% | Reduced by 97% |
| $IONQAI | IonQ Inc. | 104,485 | $3.0M | 0% | Reduced by 75% |
| $PANWAI | Palo Alto Networks | 15,715 | $2.5M | 0% | Reduced by 98% |
| $NETAI | Cloudflare Inc. | 11,041 | $2.3M | 0% | Reduced by 98% |
| $SHOPAI | Shopify Inc. | 18,135 | $2.2M | 0% | Reduced by 98% |
| $SAPAI | SAP SE | 10,138 | $1.7M | 0% | Reduced by 96% |
| $WDAYAI | Workday Inc. | 12,911 | $1.7M | 0% | Reduced by 98% |
| $SNOWAI | Snowflake Inc. | 10,593 | $1.6M | 0% | Reduced by 96% |
| $TERAI | Teradyne Inc. | 5,164 | $1.5M | 0% | Reduced by 98% |
| $RIVNAI | Rivian Automotive | 99,505 | $1.5M | 0% | No change |
| $SQAI | Block Inc. | 24,468 | $1.5M | 0% | Reduced by 9% |
| $DDOGAI | Datadog Inc. | 11,401 | $1.3M | 0% | Reduced by 97% |
| $ONAI | ON Semiconductor | 19,991 | $1.2M | 0% | Reduced by 99% |
| $DELLAI | Dell Technologies | 6,841 | $1.1M | 0% | Reduced by 87% |
| $BABAAI | Alibaba Group | 7,700 | $966.0K | 0% | Reduced by 99% |
| $SNPSAI | Synopsys Inc. | 2,352 | $932.5K | 0% | Reduced by 100% |
| $ZSAI | Zscaler Inc. | 5,505 | $772.3K | 0% | Reduced by 98% |
| $MRVLAI | Marvell Technology | 7,592 | $752.0K | 0% | Reduced by 97% |
| $MDBAI | MongoDB Inc. | 2,744 | $671.6K | 0% | Reduced by 96% |
| $PLTRAI | Palantir Technologies | 4,542 | $664.4K | 0% | Reduced by 98% |
| $SMCIAI | Super Micro Computer | 27,843 | $634.0K | 0% | No change |
| $ARMAI | ARM Holdings plc | 3,930 | $594.5K | 0% | Reduced by 97% |
| $KLACAI | KLA Corporation | 299 | $440.3K | 0% | Reduced by 100% |
| $ADBEAI | Adobe Inc. | 1,477 | $359.0K | 0% | Reduced by 98% |
| $SOUNAI | SoundHound AI | 51,121 | $351.2K | 0% | Reduced by 95% |
| $NXPIAI | NXP Semiconductors | 1,413 | $278.2K | 0% | Reduced by 98% |
| $CDNSAI | Cadence Design Systems | 927 | $257.6K | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 3,841 | $248.2K | 0% | Reduced by 98% |
| $TEAMAI | Atlassian Corporation | 3,306 | $225.6K | 0% | Reduced by 100% |
| $APPAI | AppLovin Corporation | 391 | $155.6K | 0% | Reduced by 100% |
| $FTNTAI | Fortinet Inc. | 1,562 | $127.6K | 0% | Reduced by 98% |
| $ABNBAI | Airbnb Inc. | 817 | $103.2K | 0% | Reduced by 95% |
| $PDDAI | PDD Holdings Inc. | 654 | $66.8K | 0% | Reduced by 99% |
| $PYPLAI | PayPal Holdings | 1,448 | $65.5K | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 396 | $51.4K | 0% | Reduced by 100% |
| $COINAI | Coinbase Global | 274 | $47.8K | 0% | Reduced by 99% |
| $SQAI | Block Inc. | 320 | $19.3K | 0% | Reduced by 99% |
| $SMCIAI | Super Micro Computer | 712 | $16.2K | 0% | Reduced by 98% |
| $TEAMAI | Atlassian Corporation | 123 | $8.4K | 0% | Reduced by 100% |
| $SOUNAI | SoundHound AI | 489 | $3.4K | 0% | Reduced by 100% |
| $RIVNAI | Rivian Automotive | 63 | $948 | 0% | Reduced by 100% |