Managed by
Hedge FundAUM Tracked
$81.4B
AI Exposure
42.3%
AI & Tech holdings for Robeco Institutional Asset Management B.V.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 26,732,727 | $5.3B | 6.6% | No change |
| $AAPLAI | Apple Inc. | 14,715,259 | $4.3B | 5.2% | No change |
| $GOOGLAI | Alphabet Inc. | 9,358,721 | $3.3B | 4.1% | No change |
| $MSFTAI | Microsoft Corporation | 7,446,791 | $2.8B | 3.4% | No change |
| $AMZNAI | Amazon.com, Inc. | 9,484,845 | $2.3B | 2.8% | Increased by 13% |
| $AVGOAI | Broadcom Inc. | 4,521,766 | $1.7B | 2.1% | Increased by 15% |
| $AMATAI | Applied Materials | 1,963,208 | $1.4B | 1.7% | Increased by 12% |
| $MUAI | Micron Technology | 1,022,996 | $1.2B | 1.5% | Increased by 5% |
| $GOOGAI | Alphabet Inc. | 3,211,627 | $1.1B | 1.4% | No change |
| $METAAI | Meta Platforms, Inc. | 1,622,134 | $913.7M | 1.1% | No change |
| $KLACAI | KLA Corporation | 2,680,912 | $808.9M | 1% | Increased by 783% |
| $LRCXAI | Lam Research | 1,835,997 | $795.6M | 1% | Reduced by 11% |
| $TSLAAI | Tesla, Inc. | 1,539,701 | $647.6M | 0.8% | No change |
| $VRTAI | Vertiv Holdings | 1,916,632 | $641.7M | 0.8% | Reduced by 7% |
| $AMDAI | Advanced Micro Devices | 1,093,161 | $635.0M | 0.8% | Increased by 20% |
| $ADIAI | Analog Devices | 1,591,332 | $632.0M | 0.8% | Increased by 20% |
| $ANETAI | Arista Networks | 3,655,236 | $621.0M | 0.8% | Reduced by 7% |
| $PANWAI | Palo Alto Networks | 1,565,744 | $534.0M | 0.7% | Increased by 32% |
| $TSMAI | Taiwan Semiconductor | 1,106,266 | $528.3M | 0.6% | Increased by 22% |
| $INTCAI | Intel Corporation | 3,748,266 | $523.4M | 0.6% | Increased by 74% |
| $UBERAI | Uber Technologies | 3,636,326 | $262.4M | 0.3% | Reduced by 7% |
| $FTNTAI | Fortinet Inc. | 1,667,939 | $256.2M | 0.3% | Reduced by 26% |
| $ADBEAI | Adobe Inc. | 1,075,587 | $220.5M | 0.3% | Increased by 32% |
| $SNPSAI | Synopsys Inc. | 470,238 | $209.8M | 0.3% | No change |
| $TERAI | Teradyne Inc. | 430,651 | $208.4M | 0.3% | Increased by 255% |
| $INTUAI | Intuit Inc. | 753,991 | $196.8M | 0.2% | Increased by 61% |
| $ABNBAI | Airbnb Inc. | 1,366,071 | $195.5M | 0.2% | Increased by 41% |
| $TXNAI | Texas Instruments | 646,368 | $192.7M | 0.2% | Increased by 1358% |
| $CDNSAI | Cadence Design Systems | 489,631 | $183.8M | 0.2% | Reduced by 27% |
| $CRWDAI | CrowdStrike Holdings | 232,379 | $177.3M | 0.2% | Reduced by 11% |
| $BIDUAI | Baidu, Inc. | 1,483,369 | $169.5M | 0.2% | No change |
| $DDOGAI | Datadog Inc. | 629,294 | $163.8M | 0.2% | Increased by 715% |
| $DELLAI | Dell Technologies | 313,318 | $135.2M | 0.2% | Increased by 459% |
| $SQAI | Block Inc. | 1,560,555 | $118.6M | 0.1% | Increased by 249% |
| $PYPLAI | PayPal Holdings | 2,191,779 | $94.6M | 0.1% | Increased by 137% |
| $QCOMAI | QUALCOMM Inc. | 470,521 | $86.9M | 0.1% | Reduced by 71% |
| $ISRGAI | Intuitive Surgical | 214,380 | $85.3M | 0.1% | Increased by 74% |
| $CRMAI | Salesforce Inc. | 514,071 | $80.5M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 47,124 | $65.1M | 0.1% | Increased by 240% |
| $PDDAI | PDD Holdings Inc. | 796,468 | $60.8M | 0.1% | Reduced by 68% |
| $PLTRAI | Palantir Technologies | 517,710 | $60.4M | 0.1% | Reduced by 6% |
| $SNOWAI | Snowflake Inc. | 229,671 | $58.5M | 0.1% | Increased by 161% |
| $MRVLAI | Marvell Technology | 184,653 | $55.0M | 0.1% | Increased by 5% |
| $NXPIAI | NXP Semiconductors | 191,421 | $53.8M | 0.1% | Increased by 972% |
| $MDBAI | MongoDB Inc. | 141,992 | $47.7M | 0.1% | Reduced by 70% |
| $ORCLAI | Oracle Corporation | 324,222 | $47.5M | 0.1% | Increased by 9% |
| $NETAI | Cloudflare Inc. | 145,608 | $35.7M | 0% | Increased by 3249% |
| $ARMAI | ARM Holdings plc | 100,180 | $35.5M | 0% | Reduced by 82% |
| $NOWAI | ServiceNow Inc. | 324,350 | $32.2M | 0% | Reduced by 73% |
| $ZSAI | Zscaler Inc. | 189,990 | $26.8M | 0% | Increased by 9% |
| $COINAI | Coinbase Global | 181,049 | $26.5M | 0% | Reduced by 37% |
| $ONAI | ON Semiconductor | 265,208 | $25.1M | 0% | Increased by 11% |
| $WDAYAI | Workday Inc. | 156,149 | $19.1M | 0% | Increased by 6% |
| $CEGAI | Constellation Energy | 58,660 | $14.6M | 0% | Increased by 11% |
| $APPAI | AppLovin Corporation | 24,065 | $12.4M | 0% | No change |
| $VSTAI | Vistra Corp. | 60,248 | $9.6M | 0% | Reduced by 46% |
| $TEAMAI | Atlassian Corporation | 61,484 | $4.8M | 0% | No change |
| $SHOPAI | Shopify Inc. | 40,000 | $4.6M | 0% | Reduced by 12% |
| $RIVNAI | Rivian Automotive | 252,113 | $4.4M | 0% | Increased by 10% |
| $IONQAI | IonQ Inc. | 37,151 | $2.0M | 0% | New Position |
| $BABAAI | Alibaba Group | 9,070 | $870.5K | 0% | Reduced by 12% |