Managed by
Hedge FundAUM Tracked
$33.2B
AI Exposure
33.2%
AI & Tech holdings for Retirement Systems of Alabama
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,777,517 | $1.8B | 5.3% | No change |
| $AAPLAI | Apple Inc. | 5,179,441 | $1.5B | 4.5% | No change |
| $MSFTAI | Microsoft Corporation | 2,571,170 | $959.1M | 2.9% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,781,681 | $901.3M | 2.7% | Reduced by 5% |
| $AVGOAI | Broadcom Inc. | 2,096,422 | $791.9M | 2.4% | No change |
| $GOOGLAI | Alphabet Inc. | 2,076,373 | $742.0M | 2.2% | Increased by 5% |
| $GOOGAI | Alphabet Inc. | 1,647,584 | $582.1M | 1.8% | No change |
| $MUAI | Micron Technology | 426,977 | $492.9M | 1.5% | No change |
| $METAAI | Meta Platforms, Inc. | 777,021 | $437.7M | 1.3% | Increased by 10% |
| $TSLAAI | Tesla, Inc. | 830,752 | $349.4M | 1.1% | No change |
| $AMATAI | Applied Materials | 465,079 | $336.3M | 1% | No change |
| $AMDAI | Advanced Micro Devices | 413,666 | $240.3M | 0.7% | Increased by 19% |
| $KLACAI | KLA Corporation | 679,931 | $205.1M | 0.6% | Increased by 894% |
| $INTCAI | Intel Corporation | 1,266,576 | $176.9M | 0.5% | Increased by 27% |
| $QCOMAI | QUALCOMM Inc. | 643,028 | $118.8M | 0.4% | No change |
| $LRCXAI | Lam Research | 262,717 | $113.8M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 678,869 | $106.4M | 0.3% | No change |
| $NOWAI | ServiceNow Inc. | 1,045,404 | $103.8M | 0.3% | Increased by 371% |
| $TXNAI | Texas Instruments | 340,996 | $101.6M | 0.3% | No change |
| $ADBEAI | Adobe Inc. | 418,231 | $85.7M | 0.3% | Increased by 16% |
| $ISRGAI | Intuitive Surgical | 206,931 | $82.3M | 0.2% | No change |
| $UBERAI | Uber Technologies | 1,060,695 | $76.5M | 0.2% | No change |
| $ORCLAI | Oracle Corporation | 500,181 | $73.3M | 0.2% | Increased by 39% |
| $WDAYAI | Workday Inc. | 540,288 | $66.1M | 0.2% | Increased by 59% |
| $MRVLAI | Marvell Technology | 221,936 | $66.1M | 0.2% | Increased by 174% |
| $PANWAI | Palo Alto Networks | 170,373 | $58.1M | 0.2% | No change |
| $PLTRAI | Palantir Technologies | 482,354 | $56.3M | 0.2% | No change |
| $MCHPAI | Microchip Technology | 448,355 | $40.9M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 53,473 | $40.8M | 0.1% | No change |
| $ADIAI | Analog Devices | 102,562 | $40.7M | 0.1% | No change |
| $ANETAI | Arista Networks | 216,913 | $36.8M | 0.1% | No change |
| $APPAI | AppLovin Corporation | 56,518 | $29.1M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 80,693 | $27.0M | 0.1% | No change |
| $DELLAI | Dell Technologies | 60,772 | $26.2M | 0.1% | No change |
| $CDNSAI | Cadence Design Systems | 57,943 | $21.7M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 130,825 | $20.1M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 69,497 | $18.1M | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 40,242 | $18.0M | 0.1% | No change |
| $CEGAI | Constellation Energy | 67,158 | $16.7M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 32,886 | $15.9M | 0% | No change |
| $INTUAI | Intuit Inc. | 58,098 | $15.2M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 53,038 | $14.9M | 0% | No change |
| $MPWRAI | Monolithic Power Systems | 10,320 | $14.3M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 87,798 | $12.6M | 0% | No change |
| $VSTAI | Vistra Corp. | 66,585 | $10.6M | 0% | No change |
| $SQAI | Block Inc. | 112,432 | $8.5M | 0% | No change |
| $PYPLAI | PayPal Holdings | 185,308 | $8.0M | 0% | Reduced by 5% |
| $ONAI | ON Semiconductor | 82,330 | $7.8M | 0% | No change |
| $COINAI | Coinbase Global | 46,728 | $6.8M | 0% | No change |
| $SMCIAI | Super Micro Computer | 114,261 | $3.4M | 0% | Increased by 7% |