Managed by
Hedge FundAUM Tracked
$59.9B
AI Exposure
28.2%
AI & Tech holdings for Quantinno Capital Management LP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 19,491,358 | $3.4B | 5.7% | Increased by 24% |
| $AAPLAI | Apple Inc. | 11,761,522 | $3.0B | 5% | Increased by 23% |
| $MSFTAI | Microsoft Corporation | 4,078,708 | $1.5B | 2.5% | Increased by 14% |
| $AMZNAI | Amazon.com, Inc. | 5,242,729 | $1.1B | 1.8% | Increased by 18% |
| $GOOGLAI | Alphabet Inc. | 3,790,200 | $1.1B | 1.8% | Increased by 20% |
| $GOOGAI | Alphabet Inc. | 3,153,752 | $904.7M | 1.5% | Increased by 25% |
| $METAAI | Meta Platforms, Inc. | 1,510,047 | $863.9M | 1.4% | Increased by 16% |
| $AVGOAI | Broadcom Inc. | 2,335,407 | $722.8M | 1.2% | Increased by 20% |
| $TSLAAI | Tesla, Inc. | 1,459,898 | $542.7M | 0.9% | Increased by 25% |
| $LRCXAI | Lam Research | 1,063,637 | $227.3M | 0.4% | Increased by 11% |
| $PLTRAI | Palantir Technologies | 1,398,625 | $204.6M | 0.3% | Increased by 11% |
| $MUAI | Micron Technology | 583,119 | $197.0M | 0.3% | Increased by 35% |
| $ABNBAI | Airbnb Inc. | 1,502,280 | $189.7M | 0.3% | Increased by 27% |
| $AMATAI | Applied Materials | 471,966 | $161.3M | 0.3% | Increased by 20% |
| $AMDAI | Advanced Micro Devices | 720,251 | $146.5M | 0.2% | Increased by 27% |
| $ANETAI | Arista Networks | 1,121,903 | $137.7M | 0.2% | Increased by 19% |
| $ORCLAI | Oracle Corporation | 871,880 | $128.3M | 0.2% | Increased by 32% |
| $KLACAI | KLA Corporation | 85,527 | $125.9M | 0.2% | Increased by 13% |
| $ISRGAI | Intuitive Surgical | 224,448 | $103.5M | 0.2% | Increased by 18% |
| $APPAI | AppLovin Corporation | 251,891 | $100.3M | 0.2% | Increased by 13% |
| $CRMAI | Salesforce Inc. | 504,355 | $94.1M | 0.2% | No change |
| $TSMAI | Taiwan Semiconductor | 277,013 | $93.6M | 0.2% | Increased by 23% |
| $ADIAI | Analog Devices | 291,061 | $92.6M | 0.2% | Increased by 21% |
| $QCOMAI | QUALCOMM Inc. | 704,202 | $90.7M | 0.2% | Reduced by 21% |
| $INTUAI | Intuit Inc. | 196,077 | $84.8M | 0.1% | Increased by 27% |
| $TXNAI | Texas Instruments | 432,136 | $83.9M | 0.1% | Increased by 23% |
| $MPWRAI | Monolithic Power Systems | 72,771 | $79.6M | 0.1% | Increased by 22% |
| $ASMLAI | ASML Holding NV | 59,978 | $79.2M | 0.1% | Increased by 20% |
| $UBERAI | Uber Technologies | 1,086,224 | $78.1M | 0.1% | Increased by 16% |
| $ADBEAI | Adobe Inc. | 305,348 | $74.2M | 0.1% | Reduced by 11% |
| $NOWAI | ServiceNow Inc. | 703,223 | $73.5M | 0.1% | Increased by 52% |
| $INTCAI | Intel Corporation | 1,631,038 | $72.0M | 0.1% | Increased by 12% |
| $DELLAI | Dell Technologies | 438,347 | $71.9M | 0.1% | Increased by 73% |
| $TERAI | Teradyne Inc. | 242,074 | $71.8M | 0.1% | Increased by 8% |
| $PANWAI | Palo Alto Networks | 422,604 | $67.8M | 0.1% | Reduced by 14% |
| $SQAI | Block Inc. | 1,081,734 | $65.1M | 0.1% | Increased by 87% |
| $CDNSAI | Cadence Design Systems | 184,720 | $51.3M | 0.1% | Increased by 22% |
| $PYPLAI | PayPal Holdings | 1,121,400 | $50.7M | 0.1% | Increased by 144% |
| $DDOGAI | Datadog Inc. | 416,113 | $49.1M | 0.1% | Increased by 14% |
| $ONAI | ON Semiconductor | 788,484 | $48.8M | 0.1% | Increased by 13% |
| $SNPSAI | Synopsys Inc. | 122,800 | $48.7M | 0.1% | Increased by 114% |
| $WDAYAI | Workday Inc. | 372,618 | $48.4M | 0.1% | Increased by 271% |
| $FTNTAI | Fortinet Inc. | 541,153 | $44.2M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 168,512 | $42.2M | 0.1% | Increased by 10% |
| $CRWDAI | CrowdStrike Holdings | 107,663 | $42.0M | 0.1% | Increased by 16% |
| $MDBAI | MongoDB Inc. | 167,745 | $41.1M | 0.1% | Increased by 68% |
| $CEGAI | Constellation Energy | 129,056 | $36.0M | 0.1% | No change |
| $COINAI | Coinbase Global | 188,995 | $33.0M | 0.1% | Increased by 17% |
| $MRVLAI | Marvell Technology | 308,879 | $30.6M | 0.1% | Increased by 13% |
| $SHOPAI | Shopify Inc. | 221,747 | $26.3M | 0% | Increased by 10% |
| $SAPAI | SAP SE | 143,889 | $24.6M | 0% | Increased by 9% |
| $VSTAI | Vistra Corp. | 141,635 | $21.3M | 0% | Increased by 38% |
| $NXPIAI | NXP Semiconductors | 101,202 | $19.9M | 0% | Increased by 44% |
| $TEAMAI | Atlassian Corporation | 283,427 | $19.3M | 0% | Increased by 948% |
| $NETAI | Cloudflare Inc. | 80,100 | $16.5M | 0% | Increased by 7% |
| $BABAAI | Alibaba Group | 118,655 | $14.9M | 0% | Increased by 24% |
| $MCHPAI | Microchip Technology | 209,033 | $13.5M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 84,662 | $12.8M | 0% | Reduced by 32% |
| $PDDAI | PDD Holdings Inc. | 70,160 | $7.2M | 0% | Increased by 33% |
| $RIVNAI | Rivian Automotive | 471,963 | $7.1M | 0% | Increased by 126% |
| $ZSAI | Zscaler Inc. | 50,248 | $7.0M | 0% | Increased by 53% |
| $BIDUAI | Baidu, Inc. | 38,867 | $4.3M | 0% | Increased by 20% |
| $SMCIAI | Super Micro Computer | 155,225 | $3.5M | 0% | Increased by 49% |
| $IONQAI | IonQ Inc. | 54,884 | $1.6M | 0% | Increased by 104% |
| $AEHRAI | Aehr Test Systems | 28,520 | $1.1M | 0% | No change |
| $ARMAI | ARM Holdings plc | 4,146 | $627.3K | 0% | Reduced by 12% |
| $SOUNAI | SoundHound AI | 84,594 | $581.2K | 0% | Increased by 86% |