Managed by
Hedge FundAUM Tracked
$132.6B
AI Exposure
40.3%
AI & Tech holdings for RHUMBLINE ADVISERS
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 41,543,349 | $8.3B | 6.3% | No change |
| $AAPLAI | Apple Inc. | 25,077,756 | $7.3B | 5.5% | No change |
| $MSFTAI | Microsoft Corporation | 12,613,358 | $4.7B | 3.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 16,023,278 | $3.8B | 2.9% | No change |
| $GOOGLAI | Alphabet Inc. | 10,284,105 | $3.7B | 2.8% | No change |
| $AVGOAI | Broadcom Inc. | 8,151,966 | $3.1B | 2.3% | No change |
| $GOOGAI | Alphabet Inc. | 8,249,403 | $2.9B | 2.2% | No change |
| $MUAI | Micron Technology | 1,966,447 | $2.3B | 1.7% | No change |
| $METAAI | Meta Platforms, Inc. | 3,808,010 | $2.1B | 1.6% | No change |
| $TSLAAI | Tesla, Inc. | 4,879,546 | $2.1B | 1.5% | No change |
| $AMDAI | Advanced Micro Devices | 2,798,589 | $1.6B | 1.2% | No change |
| $INTCAI | Intel Corporation | 7,480,892 | $1.0B | 0.8% | No change |
| $AMATAI | Applied Materials | 1,419,788 | $1.0B | 0.8% | No change |
| $LRCXAI | Lam Research | 2,271,281 | $984.2M | 0.7% | No change |
| $KLACAI | KLA Corporation | 2,451,630 | $739.7M | 0.6% | Increased by 877% |
| $TXNAI | Texas Instruments | 1,643,360 | $489.8M | 0.4% | No change |
| $PANWAI | Palo Alto Networks | 1,379,343 | $470.4M | 0.4% | No change |
| $MRVLAI | Marvell Technology | 1,499,652 | $446.7M | 0.3% | Increased by 64% |
| $ORCLAI | Oracle Corporation | 3,040,101 | $445.5M | 0.3% | No change |
| $PLTRAI | Palantir Technologies | 3,681,182 | $429.5M | 0.3% | Reduced by 5% |
| $QCOMAI | QUALCOMM Inc. | 1,866,722 | $345.0M | 0.3% | No change |
| $ADIAI | Analog Devices | 868,238 | $344.8M | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 427,492 | $326.2M | 0.2% | No change |
| $ANETAI | Arista Networks | 1,771,259 | $300.9M | 0.2% | No change |
| $ISRGAI | Intuitive Surgical | 652,775 | $259.6M | 0.2% | No change |
| $UBERAI | Uber Technologies | 3,236,344 | $233.5M | 0.2% | Reduced by 8% |
| $APPAI | AppLovin Corporation | 438,735 | $226.0M | 0.2% | No change |
| $DELLAI | Dell Technologies | 519,444 | $224.1M | 0.2% | Reduced by 6% |
| $CRMAI | Salesforce Inc. | 1,400,630 | $219.4M | 0.2% | Reduced by 10% |
| $VRTAI | Vertiv Holdings | 651,693 | $218.2M | 0.2% | Reduced by 8% |
| $CDNSAI | Cadence Design Systems | 500,047 | $187.7M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 1,154,164 | $177.3M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 1,776,116 | $176.3M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 605,663 | $157.7M | 0.1% | Reduced by 6% |
| $ADBEAI | Adobe Inc. | 763,020 | $156.4M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 301,374 | $145.8M | 0.1% | Increased by 12% |
| $TSMAI | Taiwan Semiconductor | 303,435 | $144.9M | 0.1% | Increased by 7% |
| $SNPSAI | Synopsys Inc. | 317,110 | $141.5M | 0.1% | Reduced by 6% |
| $INTUAI | Intuit Inc. | 503,315 | $131.4M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 94,367 | $130.4M | 0.1% | Reduced by 8% |
| $CEGAI | Constellation Energy | 520,528 | $129.3M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 805,300 | $115.2M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 442,666 | $112.7M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 399,259 | $97.9M | 0.1% | No change |
| $VSTAI | Vistra Corp. | 595,059 | $94.4M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 1,029,740 | $93.9M | 0.1% | Increased by 9% |
| $SQAI | Block Inc. | 1,023,049 | $77.8M | 0.1% | Increased by 8% |
| $NXPIAI | NXP Semiconductors | 269,373 | $75.7M | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 1,684,310 | $72.7M | 0.1% | Reduced by 7% |
| $ONAI | ON Semiconductor | 748,363 | $70.8M | 0.1% | No change |
| $COINAI | Coinbase Global | 372,286 | $54.4M | 0% | No change |
| $WDAYAI | Workday Inc. | 368,961 | $45.2M | 0% | Reduced by 5% |
| $MDBAI | MongoDB Inc. | 125,335 | $42.1M | 0% | Increased by 46% |
| $SMCIAI | Super Micro Computer | 1,021,333 | $30.0M | 0% | No change |
| $ASMLAI | ASML Holding NV | 11,881 | $23.6M | 0% | Increased by 12% |
| $IONQAI | IonQ Inc. | 411,173 | $21.9M | 0% | Reduced by 24% |
| $ZSAI | Zscaler Inc. | 128,495 | $18.1M | 0% | Reduced by 21% |
| $TEAMAI | Atlassian Corporation | 221,548 | $17.2M | 0% | No change |
| $RIVNAI | Rivian Automotive | 914,538 | $15.9M | 0% | Reduced by 5% |
| $PDDAI | PDD Holdings Inc. | 56,762 | $4.3M | 0% | Reduced by 13% |
| $SAPAI | SAP SE | 28,060 | $4.3M | 0% | No change |
| $AEHRAI | Aehr Test Systems | 38,835 | $3.7M | 0% | Increased by 5% |
| $SOUNAI | SoundHound AI | 501,925 | $3.2M | 0% | Increased by 7% |
| $BABAAI | Alibaba Group | 8,610 | $826.4K | 0% | Increased by 12% |
| $SHOPAI | Shopify Inc. | 3,059 | $349.3K | 0% | Increased by 15% |
| $ARMAI | ARM Holdings plc | 650 | $230.5K | 0% | Increased by 15% |
| $BIDUAI | Baidu, Inc. | 1,312 | $149.9K | 0% | No change |
| $POETAI | POET Technologies | 608 | $6.2K | 0% | Increased by 20167% |