Managed by
Hedge FundAUM Tracked
$3.4T
AI Exposure
39.5%
AI & Tech holdings for STATE STREET CORP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 1,009,783,437 | $202.0B | 6% | No change |
| $AAPLAI | Apple Inc. | 615,129,929 | $178.0B | 5.3% | No change |
| $MSFTAI | Microsoft Corporation | 315,653,206 | $117.7B | 3.5% | No change |
| $AMZNAI | Amazon.com, Inc. | 397,186,958 | $94.7B | 2.8% | No change |
| $GOOGLAI | Alphabet Inc. | 238,977,259 | $85.4B | 2.5% | Increased by 6% |
| $AVGOAI | Broadcom Inc. | 196,900,541 | $74.4B | 2.2% | No change |
| $GOOGAI | Alphabet Inc. | 190,923,442 | $67.5B | 2% | No change |
| $MUAI | Micron Technology | 50,075,870 | $57.8B | 1.7% | No change |
| $METAAI | Meta Platforms, Inc. | 92,033,963 | $51.8B | 1.5% | No change |
| $TSLAAI | Tesla, Inc. | 117,456,756 | $49.4B | 1.5% | No change |
| $AMDAI | Advanced Micro Devices | 74,361,687 | $43.2B | 1.3% | No change |
| $INTCAI | Intel Corporation | 216,849,675 | $30.3B | 0.9% | No change |
| $AMATAI | Applied Materials | 38,240,019 | $27.6B | 0.8% | No change |
| $LRCXAI | Lam Research | 60,704,130 | $26.3B | 0.8% | No change |
| $KLACAI | KLA Corporation | 62,892,994 | $19.0B | 0.6% | Increased by 922% |
| $TXNAI | Texas Instruments | 44,453,341 | $13.3B | 0.4% | No change |
| $PANWAI | Palo Alto Networks | 36,979,497 | $12.6B | 0.4% | No change |
| $MRVLAI | Marvell Technology | 41,834,272 | $12.5B | 0.4% | Increased by 79% |
| $PLTRAI | Palantir Technologies | 104,490,468 | $12.2B | 0.4% | No change |
| $ORCLAI | Oracle Corporation | 78,645,193 | $11.5B | 0.3% | No change |
| $QCOMAI | QUALCOMM Inc. | 52,763,263 | $9.8B | 0.3% | No change |
| $ADIAI | Analog Devices | 23,660,999 | $9.4B | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 11,583,850 | $8.8B | 0.3% | No change |
| $ANETAI | Arista Networks | 48,165,803 | $8.2B | 0.2% | No change |
| $CRMAI | Salesforce Inc. | 44,869,478 | $7.1B | 0.2% | Reduced by 8% |
| $UBERAI | Uber Technologies | 89,691,411 | $6.5B | 0.2% | No change |
| $ISRGAI | Intuitive Surgical | 16,063,040 | $6.4B | 0.2% | No change |
| $APPAI | AppLovin Corporation | 12,101,830 | $6.2B | 0.2% | No change |
| $DELLAI | Dell Technologies | 13,764,359 | $5.9B | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 16,531,530 | $5.5B | 0.2% | No change |
| $CDNSAI | Cadence Design Systems | 13,031,391 | $4.9B | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 49,038,218 | $4.9B | 0.1% | No change |
| $CEGAI | Constellation Energy | 19,411,636 | $4.8B | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 29,630,652 | $4.6B | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 20,515,508 | $4.2B | 0.1% | No change |
| $SNPSAI | Synopsys Inc. | 9,073,873 | $4.0B | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 14,707,381 | $3.8B | 0.1% | No change |
| $TERAI | Teradyne Inc. | 7,290,460 | $3.5B | 0.1% | No change |
| $INTUAI | Intuit Inc. | 13,289,484 | $3.5B | 0.1% | No change |
| $NXPIAI | NXP Semiconductors | 11,699,143 | $3.3B | 0.1% | Increased by 6% |
| $MPWRAI | Monolithic Power Systems | 2,282,186 | $3.2B | 0.1% | No change |
| $VSTAI | Vistra Corp. | 16,850,452 | $2.7B | 0.1% | No change |
| $MCHPAI | Microchip Technology | 28,851,673 | $2.6B | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 18,150,096 | $2.6B | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 7,957,874 | $2.0B | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 7,420,765 | $1.8B | 0.1% | No change |
| $PYPLAI | PayPal Holdings | 41,228,833 | $1.8B | 0.1% | No change |
| $ONAI | ON Semiconductor | 18,557,255 | $1.8B | 0.1% | No change |
| $SQAI | Block Inc. | 23,055,792 | $1.8B | 0.1% | No change |
| $COINAI | Coinbase Global | 9,562,203 | $1.4B | 0% | No change |
| $WDAYAI | Workday Inc. | 9,570,551 | $1.2B | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 10,303,417 | $785.9M | 0% | Reduced by 14% |
| $SMCIAI | Super Micro Computer | 24,635,554 | $722.6M | 0% | Increased by 12% |
| $MDBAI | MongoDB Inc. | 1,934,054 | $649.6M | 0% | No change |
| $TSMAI | Taiwan Semiconductor | 922,710 | $441.3M | 0% | No change |
| $IONQAI | IonQ Inc. | 8,123,629 | $432.7M | 0% | Reduced by 12% |
| $RIVNAI | Rivian Automotive | 22,396,819 | $388.6M | 0% | Increased by 9% |
| $TEAMAI | Atlassian Corporation | 4,675,073 | $363.7M | 0% | Increased by 15% |
| $ZSAI | Zscaler Inc. | 2,493,672 | $352.0M | 0% | No change |
| $ASMLAI | ASML Holding NV | 85,872 | $170.9M | 0% | No change |
| $ARMAI | ARM Holdings plc | 359,440 | $127.4M | 0% | Increased by 29% |
| $SHOPAI | Shopify Inc. | 802,915 | $91.7M | 0% | No change |
| $AEHRAI | Aehr Test Systems | 712,926 | $68.5M | 0% | Increased by 14% |
| $SOUNAI | SoundHound AI | 10,048,444 | $65.0M | 0% | Increased by 11% |
| $BABAAI | Alibaba Group | 501,208 | $48.6M | 0% | No change |
| $BIDUAI | Baidu, Inc. | 80,439 | $9.2M | 0% | Reduced by 7% |
| $SAPAI | SAP SE | 12,178 | $1.9M | 0% | No change |
| $POETAI | POET Technologies | 79,690 | $819.2K | 0% | Increased by 21% |