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STATE OF WISCONSIN INVESTMENT BOARD

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$49.6B

AI Exposure

33.4%

AI vs Non-AI Sector Exposure

AI & Semiconductors33.1%
Other Tech0.0%
$AAPL

4.6%

$MSFT

2.8%

$AMZN

2.5%

Portfolio Holdings

AI & Tech holdings for STATE OF WISCONSIN INVESTMENT BOARD

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation12,328,989$2.5B
5%
Reduced by 5%
$AAPLAIApple Inc.7,830,625$2.3B
4.6%
No change
$MSFTAIMicrosoft Corporation3,767,812$1.4B
2.8%
No change
$AMZNAIAmazon.com, Inc.5,164,201$1.2B
2.5%
No change
$GOOGLAIAlphabet Inc.3,105,936$1.1B
2.2%
No change
$GOOGAIAlphabet Inc.3,114,324$1.1B
2.2%
Increased by 20%
$AVGOAIBroadcom Inc.2,417,133$913.1M
1.8%
No change
$MUAIMicron Technology601,531$694.3M
1.4%
No change
$METAAIMeta Platforms, Inc.1,171,368$659.8M
1.3%
No change
$TSLAAITesla, Inc.1,501,177$631.4M
1.3%
No change
$AMDAIAdvanced Micro Devices871,173$506.1M
1%
No change
$INTCAIIntel Corporation2,384,964$333.0M
0.7%
Reduced by 8%
$AMATAIApplied Materials423,289$306.0M
0.6%
No change
$LRCXAILam Research686,377$297.4M
0.6%
No change
$KLACAIKLA Corporation699,073$210.9M
0.4%
Increased by 817%
$PANWAIPalo Alto Networks432,689$147.6M
0.3%
Reduced by 8%
$TXNAITexas Instruments485,664$144.8M
0.3%
No change
$MRVLAIMarvell Technology478,038$142.4M
0.3%
Increased by 8%
$PLTRAIPalantir Technologies1,163,405$135.7M
0.3%
Reduced by 6%
$ORCLAIOracle Corporation920,104$134.8M
0.3%
No change
$QCOMAIQUALCOMM Inc.573,504$106.0M
0.2%
No change
$ADIAIAnalog Devices260,436$103.4M
0.2%
No change
$CRWDAICrowdStrike Holdings131,830$100.6M
0.2%
No change
$ANETAIArista Networks569,429$96.7M
0.2%
No change
$ISRGAIIntuitive Surgical195,875$77.9M
0.2%
No change
$DELLAIDell Technologies166,494$71.8M
0.1%
No change
$CRMAISalesforce Inc.442,931$69.4M
0.1%
Reduced by 12%
$UBERAIUber Technologies954,845$68.9M
0.1%
Reduced by 11%
$VRTAIVertiv Holdings205,411$68.8M
0.1%
Reduced by 7%
$APPAIAppLovin Corporation126,499$65.2M
0.1%
Reduced by 8%
$NOWAIServiceNow Inc.568,887$56.5M
0.1%
No change
$CDNSAICadence Design Systems147,017$55.2M
0.1%
No change
$FTNTAIFortinet Inc.335,582$51.6M
0.1%
No change
$TERAITeradyne Inc.96,209$46.5M
0.1%
Reduced by 6%
$ADBEAIAdobe Inc.215,872$44.3M
0.1%
No change
$SHOPAIShopify Inc.385,130$44.0M
0.1%
No change
$DDOGAIDatadog Inc.167,054$43.5M
0.1%
Reduced by 7%
$SNOWAISnowflake Inc.170,742$43.5M
0.1%
No change
$SNPSAISynopsys Inc.97,320$43.4M
0.1%
No change
$CEGAIConstellation Energy172,673$42.9M
0.1%
No change
$INTUAIIntuit Inc.154,268$40.3M
0.1%
No change
$NETAICloudflare Inc.161,261$39.6M
0.1%
No change
$NXPIAINXP Semiconductors134,979$37.9M
0.1%
No change
$MPWRAIMonolithic Power Systems26,618$36.8M
0.1%
No change
$ABNBAIAirbnb Inc.225,558$32.3M
0.1%
Reduced by 11%
$VSTAIVistra Corp.180,741$28.7M
0.1%
No change
$MCHPAIMicrochip Technology289,366$26.4M
0.1%
No change
$ONAION Semiconductor233,402$22.1M
0%
Reduced by 13%
$SQAIBlock Inc.273,204$20.8M
0%
Reduced by 8%
$PYPLAIPayPal Holdings453,297$19.6M
0%
No change
$COINAICoinbase Global113,005$16.5M
0%
No change
$MDBAIMongoDB Inc.44,983$15.1M
0%
Reduced by 9%
$WDAYAIWorkday Inc.112,107$13.7M
0%
Reduced by 15%
$IONQAIIonQ Inc.175,849$9.4M
0%
Increased by 14%
$SMCIAISuper Micro Computer301,417$8.8M
0%
No change
$TEAMAIAtlassian Corporation105,741$8.2M
0%
No change
$ZSAIZscaler Inc.54,246$7.7M
0%
No change
$RIVNAIRivian Automotive417,397$7.2M
0%
No change
$AEHRAIAehr Test Systems17,618$1.7M
0%
Reduced by 20%
$PDDAIPDD Holdings Inc.6,525$497.7K
0%
Reduced by 19%
$SOUNAISoundHound AI52,231$337.9K
0%
Increased by 38%