Managed by
Hedge FundAUM Tracked
$15.6B
AI Exposure
30.6%
AI & Tech holdings for OMERS ADMINISTRATION Corp
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 4,780,413 | $833.7M | 5.4% | No change |
| $AAPLAI | Apple Inc. | 2,851,506 | $723.7M | 4.7% | Increased by 23% |
| $AMZNAI | Amazon.com, Inc. | 2,821,565 | $587.6M | 3.8% | No change |
| $MSFTAI | Microsoft Corporation | 1,379,795 | $510.8M | 3.3% | Reduced by 14% |
| $GOOGLAI | Alphabet Inc. | 1,747,391 | $502.5M | 3.2% | No change |
| $AVGOAI | Broadcom Inc. | 733,575 | $227.0M | 1.5% | Reduced by 39% |
| $METAAI | Meta Platforms, Inc. | 318,367 | $182.1M | 1.2% | Increased by 26% |
| $PANWAI | Palo Alto Networks | 867,264 | $139.0M | 0.9% | No change |
| $ISRGAI | Intuitive Surgical | 289,024 | $133.2M | 0.9% | Increased by 98% |
| $SNPSAI | Synopsys Inc. | 308,197 | $122.2M | 0.8% | No change |
| $NOWAI | ServiceNow Inc. | 1,118,509 | $116.9M | 0.8% | Increased by 27% |
| $SNOWAI | Snowflake Inc. | 696,278 | $105.0M | 0.7% | Increased by 4284% |
| $GOOGAI | Alphabet Inc. | 235,834 | $67.7M | 0.4% | Increased by 28% |
| $TSLAAI | Tesla, Inc. | 171,083 | $63.6M | 0.4% | Increased by 23% |
| $ASMLAI | ASML Holding NV | 47,456 | $62.7M | 0.4% | New Position |
| $MUAI | Micron Technology | 85,236 | $28.8M | 0.2% | Increased by 83% |
| $TXNAI | Texas Instruments | 128,800 | $25.0M | 0.2% | Increased by 32% |
| $AMATAI | Applied Materials | 71,997 | $24.6M | 0.2% | Increased by 7% |
| $LRCXAI | Lam Research | 105,911 | $22.6M | 0.1% | Increased by 26% |
| $ORCLAI | Oracle Corporation | 148,581 | $21.9M | 0.1% | Increased by 38% |
| $CRMAI | Salesforce Inc. | 105,170 | $19.6M | 0.1% | Increased by 16% |
| $PLTRAI | Palantir Technologies | 129,835 | $19.0M | 0.1% | Increased by 37% |
| $ANETAI | Arista Networks | 146,338 | $18.0M | 0.1% | Increased by 16% |
| $ADIAI | Analog Devices | 54,631 | $17.4M | 0.1% | Increased by 207% |
| $QCOMAI | QUALCOMM Inc. | 129,636 | $16.7M | 0.1% | Increased by 12% |
| $AMDAI | Advanced Micro Devices | 80,983 | $16.5M | 0.1% | Increased by 28% |
| $KLACAI | KLA Corporation | 11,072 | $16.3M | 0.1% | Increased by 22% |
| $VRTAI | Vertiv Holdings | 53,641 | $13.4M | 0.1% | Increased by 10% |
| $UBERAI | Uber Technologies | 178,690 | $12.9M | 0.1% | Increased by 11% |
| $MDBAI | MongoDB Inc. | 32,831 | $8.0M | 0.1% | Increased by 14% |
| $INTCAI | Intel Corporation | 159,187 | $7.0M | 0% | Increased by 63% |
| $ADBEAI | Adobe Inc. | 28,289 | $6.9M | 0% | Increased by 28% |
| $SHOPAI | Shopify Inc. | 58,044 | $6.9M | 0% | Increased by 19% |
| $PDDAI | PDD Holdings Inc. | 61,405 | $6.3M | 0% | Increased by 121% |
| $INTUAI | Intuit Inc. | 13,792 | $6.0M | 0% | Increased by 27% |
| $APPAI | AppLovin Corporation | 13,895 | $5.5M | 0% | Increased by 15% |
| $ABNBAI | Airbnb Inc. | 42,696 | $5.4M | 0% | Increased by 22% |
| $DELLAI | Dell Technologies | 32,442 | $5.3M | 0% | Increased by 29% |
| $MRVLAI | Marvell Technology | 51,654 | $5.1M | 0% | Increased by 67% |
| $CRWDAI | CrowdStrike Holdings | 12,293 | $4.8M | 0% | Increased by 27% |
| $MPWRAI | Monolithic Power Systems | 4,249 | $4.6M | 0% | Increased by 111% |
| $CEGAI | Constellation Energy | 14,760 | $4.1M | 0% | Increased by 29% |
| $TSMAI | Taiwan Semiconductor | 11,800 | $4.0M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 19,995 | $3.9M | 0% | Increased by 6% |
| $CDNSAI | Cadence Design Systems | 12,595 | $3.5M | 0% | Increased by 29% |
| $VSTAI | Vistra Corp. | 22,137 | $3.3M | 0% | Increased by 22% |
| $NETAI | Cloudflare Inc. | 14,274 | $2.9M | 0% | Increased by 33% |
| $FTNTAI | Fortinet Inc. | 33,747 | $2.8M | 0% | Increased by 24% |
| $TERAI | Teradyne Inc. | 9,174 | $2.7M | 0% | Increased by 67% |
| $PYPLAI | PayPal Holdings | 51,749 | $2.3M | 0% | Reduced by 32% |
| $SQAI | Block Inc. | 32,598 | $2.0M | 0% | Reduced by 80% |
| $ONAI | ON Semiconductor | 30,402 | $1.9M | 0% | Increased by 97% |
| $DDOGAI | Datadog Inc. | 14,914 | $1.8M | 0% | Increased by 30% |
| $TEAMAI | Atlassian Corporation | 24,119 | $1.6M | 0% | Increased by 26% |
| $MCHPAI | Microchip Technology | 25,163 | $1.6M | 0% | Increased by 30% |
| $COINAI | Coinbase Global | 8,503 | $1.5M | 0% | Increased by 37% |
| $WDAYAI | Workday Inc. | 9,742 | $1.3M | 0% | Reduced by 83% |
| $ZSAI | Zscaler Inc. | 4,784 | $671.1K | 0% | Increased by 27% |
| $RIVNAI | Rivian Automotive | 32,542 | $489.8K | 0% | Increased by 36% |