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STIFEL FINANCIAL CORP

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$108.8B

AI Exposure

19%

AI vs Non-AI Sector Exposure

AI & Semiconductors18.4%
Other Tech0.0%
$AAPL

1.5%

$NVDA

1.4%

$MSFT

1.4%

$NVDA

1.2%

Portfolio Holdings

AI & Tech holdings for STIFEL FINANCIAL CORP

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.6,250,911$1.6B
1.5%
Reduced by 45%
$NVDAAINVIDIA Corporation8,923,224$1.6B
1.4%
Reduced by 48%
$MSFTAIMicrosoft Corporation4,102,883$1.5B
1.4%
Reduced by 42%
$NVDAAINVIDIA Corporation7,175,788$1.3B
1.2%
Reduced by 58%
$AMZNAIAmazon.com, Inc.5,587,359$1.2B
1.1%
Reduced by 33%
$AAPLAIApple Inc.4,369,115$1.1B
1%
Reduced by 61%
$GOOGLAIAlphabet Inc.3,778,338$1.1B
1%
Reduced by 36%
$AVGOAIBroadcom Inc.2,835,897$877.8M
0.8%
Reduced by 39%
$MSFTAIMicrosoft Corporation1,731,996$641.1M
0.6%
Reduced by 75%
$METAAIMeta Platforms, Inc.970,057$555.1M
0.5%
Reduced by 32%
$GOOGAIAlphabet Inc.1,765,295$506.4M
0.5%
Reduced by 48%
$AMZNAIAmazon.com, Inc.2,410,858$502.1M
0.5%
Reduced by 71%
$AVGOAIBroadcom Inc.1,524,583$471.9M
0.4%
Reduced by 67%
$GOOGLAIAlphabet Inc.1,586,932$456.3M
0.4%
Reduced by 73%
$GOOGAIAlphabet Inc.1,482,286$425.2M
0.4%
Reduced by 56%
$TXNAITexas Instruments1,896,409$368.2M
0.3%
Reduced by 35%
$TSMAITaiwan Semiconductor807,523$272.9M
0.3%
Reduced by 14%
$ASMLAIASML Holding NV196,203$259.2M
0.2%
Reduced by 16%
$MSFTAIMicrosoft Corporation607,214$224.8M
0.2%
Reduced by 91%
$METAAIMeta Platforms, Inc.379,869$217.3M
0.2%
Reduced by 73%
$PANWAIPalo Alto Networks1,336,584$214.3M
0.2%
Reduced by 38%
$TSLAAITesla, Inc.552,960$205.6M
0.2%
Reduced by 29%
$AMATAIApplied Materials588,192$201.1M
0.2%
Reduced by 25%
$TXNAITexas Instruments945,689$183.6M
0.2%
Reduced by 68%
$UBERAIUber Technologies2,476,639$178.1M
0.2%
Reduced by 10%
$MRVLAIMarvell Technology1,775,351$175.9M
0.2%
Reduced by 15%
$ADIAIAnalog Devices524,266$166.8M
0.2%
Reduced by 39%
$CRMAISalesforce Inc.803,996$150.1M
0.1%
Reduced by 27%
$ADBEAIAdobe Inc.582,373$141.6M
0.1%
Reduced by 20%
$NOWAIServiceNow Inc.1,273,122$133.1M
0.1%
Reduced by 33%
$ORCLAIOracle Corporation864,834$127.2M
0.1%
Reduced by 20%
$PANWAIPalo Alto Networks784,349$125.7M
0.1%
Reduced by 64%
$ISRGAIIntuitive Surgical270,607$124.7M
0.1%
Reduced by 47%
$DELLAIDell Technologies729,376$119.7M
0.1%
Reduced by 11%
$QCOMAIQUALCOMM Inc.924,026$119.0M
0.1%
Reduced by 29%
$PLTRAIPalantir Technologies801,944$117.3M
0.1%
No change
$CRWDAICrowdStrike Holdings299,604$117.0M
0.1%
Reduced by 20%
$LRCXAILam Research519,990$111.1M
0.1%
Reduced by 29%
$ANETAIArista Networks770,900$94.7M
0.1%
Reduced by 5%
$VRTAIVertiv Holdings374,253$93.8M
0.1%
Reduced by 42%
$GOOGLAIAlphabet Inc.313,874$90.3M
0.1%
Reduced by 95%
$MUAIMicron Technology256,580$86.7M
0.1%
Reduced by 19%
$ABNBAIAirbnb Inc.685,568$86.6M
0.1%
Reduced by 7%
$AAPLAIApple Inc.339,486$86.2M
0.1%
Reduced by 97%
$AMDAIAdvanced Micro Devices420,434$85.5M
0.1%
No change
$TSMAITaiwan Semiconductor251,541$85.0M
0.1%
Reduced by 73%
$ADIAIAnalog Devices255,377$81.2M
0.1%
Reduced by 70%
$INTUAIIntuit Inc.176,414$76.3M
0.1%
Reduced by 55%
$MPWRAIMonolithic Power Systems69,152$75.6M
0.1%
Reduced by 14%
$ISRGAIIntuitive Surgical151,125$69.7M
0.1%
Reduced by 70%
$TSLAAITesla, Inc.185,061$68.8M
0.1%
Reduced by 76%
$KLACAIKLA Corporation44,610$65.7M
0.1%
Reduced by 15%
$MSFTAIMicrosoft Corporation166,053$61.5M
0.1%
Reduced by 98%
$VRTAIVertiv Holdings239,536$60.0M
0.1%
Reduced by 63%
$NOWAIServiceNow Inc.572,905$59.9M
0.1%
Reduced by 70%
$ASMLAIASML Holding NV45,087$59.6M
0.1%
Reduced by 81%
$ADBEAIAdobe Inc.240,898$58.6M
0.1%
Reduced by 67%
$INTUAIIntuit Inc.131,334$56.8M
0.1%
Reduced by 67%
$NVDAAINVIDIA Corporation310,064$54.1M
0%
Reduced by 98%
$CEGAIConstellation Energy172,432$48.2M
0%
Reduced by 27%
$FTNTAIFortinet Inc.565,424$46.2M
0%
Reduced by 31%
$SHOPAIShopify Inc.369,406$43.8M
0%
Reduced by 9%
$PLTRAIPalantir Technologies289,556$42.4M
0%
Reduced by 65%
$INTCAIIntel Corporation929,488$41.0M
0%
Reduced by 24%
$AMZNAIAmazon.com, Inc.195,934$40.8M
0%
Reduced by 98%
$AMATAIApplied Materials115,629$39.5M
0%
Reduced by 85%
$GOOGLAIAlphabet Inc.133,541$38.4M
0%
Reduced by 98%
$LRCXAILam Research161,238$34.5M
0%
Reduced by 78%
$CRMAISalesforce Inc.180,743$33.7M
0%
Reduced by 84%
$APPAIAppLovin Corporation84,374$33.6M
0%
Reduced by 18%
$ORCLAIOracle Corporation226,448$33.3M
0%
Reduced by 79%
$SNPSAISynopsys Inc.83,778$33.2M
0%
Increased by 13%
$QCOMAIQUALCOMM Inc.241,550$31.1M
0%
Reduced by 81%
$AVGOAIBroadcom Inc.94,014$29.1M
0%
Reduced by 98%
$GOOGAIAlphabet Inc.99,921$28.7M
0%
Reduced by 97%
$NETAICloudflare Inc.112,491$23.2M
0%
No change
$ZSAIZscaler Inc.165,090$23.2M
0%
Increased by 9%
$MDBAIMongoDB Inc.93,496$22.9M
0%
No change
$BABAAIAlibaba Group181,678$22.8M
0%
No change
$CRWDAICrowdStrike Holdings56,345$22.0M
0%
Reduced by 85%
$SAPAISAP SE119,929$20.5M
0%
Reduced by 22%
$VSTAIVistra Corp.135,231$20.3M
0%
No change
$SNOWAISnowflake Inc.115,376$17.4M
0%
Reduced by 42%
$DDOGAIDatadog Inc.133,323$15.7M
0%
Reduced by 14%
$PYPLAIPayPal Holdings333,486$15.1M
0%
Reduced by 58%
$CDNSAICadence Design Systems53,813$15.0M
0%
Reduced by 28%
$ADBEAIAdobe Inc.59,790$14.5M
0%
Reduced by 92%
$METAAIMeta Platforms, Inc.24,236$13.9M
0%
Reduced by 98%
$SNOWAISnowflake Inc.90,596$13.7M
0%
Reduced by 54%
$ANETAIArista Networks109,894$13.5M
0%
Reduced by 87%
$NXPIAINXP Semiconductors66,188$13.0M
0%
No change
$COINAICoinbase Global73,970$12.9M
0%
No change
$MSFTAIMicrosoft Corporation31,528$11.7M
0%
Reduced by 100%
$MCHPAIMicrochip Technology170,059$11.0M
0%
Reduced by 51%
$AAPLAIApple Inc.43,231$11.0M
0%
Reduced by 100%
$ARMAIARM Holdings plc68,144$10.3M
0%
Increased by 10%
$SMCIAISuper Micro Computer423,520$9.6M
0%
Increased by 50%
$MUAIMicron Technology28,270$9.6M
0%
Reduced by 91%
$MCHPAIMicrochip Technology147,702$9.5M
0%
Reduced by 57%
$MPWRAIMonolithic Power Systems8,501$9.3M
0%
Reduced by 89%
$TSMAITaiwan Semiconductor25,600$8.7M
0%
Reduced by 97%
$FTNTAIFortinet Inc.105,591$8.6M
0%
Reduced by 87%
$NVDAAINVIDIA Corporation49,228$8.6M
0%
Reduced by 100%
$NVDAAINVIDIA Corporation47,790$8.3M
0%
Reduced by 100%
$DDOGAIDatadog Inc.69,760$8.2M
0%
Reduced by 55%
$NVDAAINVIDIA Corporation46,682$8.1M
0%
Reduced by 100%
$INTCAIIntel Corporation182,012$8.0M
0%
Reduced by 85%
$TXNAITexas Instruments41,047$8.0M
0%
Reduced by 99%
$INTUAIIntuit Inc.17,743$7.7M
0%
Reduced by 95%
$ADIAIAnalog Devices23,708$7.5M
0%
Reduced by 97%
$ONAION Semiconductor110,319$6.8M
0%
Reduced by 10%
$AAPLAIApple Inc.26,672$6.8M
0%
Reduced by 100%
$SQAIBlock Inc.102,135$6.1M
0%
Reduced by 20%
$MSFTAIMicrosoft Corporation16,596$6.1M
0%
Reduced by 100%
$AVGOAIBroadcom Inc.18,961$5.9M
0%
Reduced by 100%
$PANWAIPalo Alto Networks36,488$5.8M
0%
Reduced by 98%
$GOOGAIAlphabet Inc.19,918$5.7M
0%
Reduced by 99%
$TERAITeradyne Inc.17,635$5.2M
0%
Increased by 15%
$UBERAIUber Technologies69,408$5.0M
0%
Reduced by 97%
$AMZNAIAmazon.com, Inc.22,119$4.6M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.15,452$4.4M
0%
Reduced by 100%
$ORCLAIOracle Corporation30,155$4.4M
0%
Reduced by 97%
$CRMAISalesforce Inc.22,967$4.3M
0%
Reduced by 98%
$TXNAITexas Instruments21,631$4.2M
0%
Reduced by 99%
$ASMLAIASML Holding NV3,125$4.1M
0%
Reduced by 99%
$QCOMAIQUALCOMM Inc.31,445$4.0M
0%
Reduced by 98%
$WDAYAIWorkday Inc.30,454$4.0M
0%
Reduced by 88%
$GOOGAIAlphabet Inc.13,523$3.9M
0%
Reduced by 100%
$ABNBAIAirbnb Inc.30,393$3.8M
0%
Reduced by 96%
$SAPAISAP SE22,370$3.8M
0%
Reduced by 86%
$CEGAIConstellation Energy13,435$3.8M
0%
Reduced by 94%
$AMZNAIAmazon.com, Inc.17,620$3.7M
0%
Reduced by 100%
$TXNAITexas Instruments18,747$3.6M
0%
Reduced by 99%
$ASMLAIASML Holding NV2,666$3.5M
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.6,109$3.5M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.11,990$3.4M
0%
Reduced by 100%
$FTNTAIFortinet Inc.41,757$3.4M
0%
Reduced by 95%
$NOWAIServiceNow Inc.31,476$3.3M
0%
Reduced by 98%
$AMZNAIAmazon.com, Inc.15,540$3.2M
0%
Reduced by 100%
$TXNAITexas Instruments16,333$3.2M
0%
Reduced by 99%
$ISRGAIIntuitive Surgical6,594$3.0M
0%
Reduced by 99%
$TSMAITaiwan Semiconductor8,862$3.0M
0%
Reduced by 99%
$MUAIMicron Technology8,267$2.8M
0%
Reduced by 97%
$METAAIMeta Platforms, Inc.4,728$2.7M
0%
Reduced by 100%
$AAPLAIApple Inc.10,455$2.7M
0%
Reduced by 100%
$AMATAIApplied Materials7,568$2.6M
0%
Reduced by 99%
$QCOMAIQUALCOMM Inc.19,947$2.6M
0%
Reduced by 98%
$LRCXAILam Research11,748$2.5M
0%
Reduced by 98%
$TSLAAITesla, Inc.6,742$2.5M
0%
Reduced by 99%
$NVDAAINVIDIA Corporation14,156$2.5M
0%
Reduced by 100%
$AVGOAIBroadcom Inc.7,192$2.2M
0%
Reduced by 100%
$SAPAISAP SE12,960$2.2M
0%
Reduced by 92%
$SHOPAIShopify Inc.18,431$2.2M
0%
Reduced by 95%
$AVGOAIBroadcom Inc.7,028$2.2M
0%
Reduced by 100%
$DELLAIDell Technologies13,207$2.2M
0%
Reduced by 98%
$ASMLAIASML Holding NV1,600$2.1M
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.9,898$2.1M
0%
Reduced by 100%
$VRTAIVertiv Holdings7,889$2.0M
0%
Reduced by 99%
$AAPLAIApple Inc.7,518$1.9M
0%
Reduced by 100%
$WDAYAIWorkday Inc.14,659$1.9M
0%
Reduced by 94%
$KLACAIKLA Corporation1,288$1.9M
0%
Reduced by 98%
$METAAIMeta Platforms, Inc.3,068$1.8M
0%
Reduced by 100%
$ANETAIArista Networks13,972$1.7M
0%
Reduced by 98%
$KLACAIKLA Corporation1,161$1.7M
0%
Reduced by 98%
$INTUAIIntuit Inc.3,922$1.7M
0%
Reduced by 99%
$NOWAIServiceNow Inc.16,121$1.7M
0%
Reduced by 99%
$TEAMAIAtlassian Corporation24,359$1.7M
0%
Reduced by 33%
$MSFTAIMicrosoft Corporation4,451$1.6M
0%
Reduced by 100%
$MCHPAIMicrochip Technology24,636$1.6M
0%
Reduced by 93%
$CRMAISalesforce Inc.8,433$1.6M
0%
Reduced by 99%
$WDAYAIWorkday Inc.12,116$1.6M
0%
Reduced by 95%
$TSMAITaiwan Semiconductor4,620$1.6M
0%
Reduced by 100%
$AAPLAIApple Inc.6,068$1.5M
0%
Reduced by 100%
$TSLAAITesla, Inc.4,021$1.5M
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems1,313$1.4M
0%
Reduced by 98%
$AVGOAIBroadcom Inc.4,484$1.4M
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.4,652$1.3M
0%
Reduced by 100%
$ABNBAIAirbnb Inc.10,592$1.3M
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.4,644$1.3M
0%
Reduced by 100%
$BIDUAIBaidu, Inc.11,852$1.3M
0%
No change
$TSMAITaiwan Semiconductor3,745$1.3M
0%
Reduced by 100%
$NETAICloudflare Inc.5,881$1.2M
0%
Reduced by 95%
$IONQAIIonQ Inc.41,553$1.2M
0%
Increased by 6%
$ADBEAIAdobe Inc.4,768$1.2M
0%
Reduced by 99%
$ISRGAIIntuitive Surgical2,499$1.2M
0%
Reduced by 100%
$SHOPAIShopify Inc.9,403$1.1M
0%
Reduced by 98%
$ORCLAIOracle Corporation7,028$1.0M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation2,771$1.0M
0%
Reduced by 100%
$PANWAIPalo Alto Networks5,902$946.2K
0%
Reduced by 100%
$ADBEAIAdobe Inc.3,833$931.7K
0%
Reduced by 99%
$MDBAIMongoDB Inc.3,783$926.0K
0%
Reduced by 96%
$UBERAIUber Technologies12,722$915.1K
0%
Reduced by 100%
$RIVNAIRivian Automotive58,781$884.7K
0%
Reduced by 7%
$AMDAIAdvanced Micro Devices4,336$882.2K
0%
Reduced by 99%
$PYPLAIPayPal Holdings19,118$864.7K
0%
Reduced by 98%
$SOUNAISoundHound AI125,816$864.4K
0%
No change
$TSLAAITesla, Inc.2,299$854.7K
0%
Reduced by 100%
$KLACAIKLA Corporation567$834.9K
0%
Reduced by 99%
$UBERAIUber Technologies11,363$817.3K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.1,390$795.3K
0%
Reduced by 100%
$DELLAIDell Technologies4,777$784.0K
0%
Reduced by 99%
$UBERAIUber Technologies10,616$763.6K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices3,735$759.8K
0%
Reduced by 99%
$MRVLAIMarvell Technology7,309$724.0K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices3,517$715.5K
0%
Reduced by 99%
$AMATAIApplied Materials1,871$639.5K
0%
Reduced by 100%
$INTCAIIntel Corporation14,404$635.6K
0%
Reduced by 99%
$MRVLAIMarvell Technology6,382$632.1K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.2,101$602.7K
0%
Reduced by 100%
$ANETAIArista Networks4,827$592.7K
0%
Reduced by 99%
$CDNSAICadence Design Systems2,098$583.0K
0%
Reduced by 97%
$ADBEAIAdobe Inc.2,396$582.4K
0%
Reduced by 100%
$AEHRAIAehr Test Systems15,568$577.3K
0%
New Position
$ABNBAIAirbnb Inc.4,569$577.0K
0%
Reduced by 99%
$BABAAIAlibaba Group4,391$550.9K
0%
Reduced by 98%
$NXPIAINXP Semiconductors2,786$548.5K
0%
Reduced by 96%
$QCOMAIQUALCOMM Inc.4,107$528.9K
0%
Reduced by 100%
$AMATAIApplied Materials1,524$520.9K
0%
Reduced by 100%
$ADIAIAnalog Devices1,616$514.1K
0%
Reduced by 100%
$TEAMAIAtlassian Corporation7,413$505.9K
0%
Reduced by 80%
$ADIAIAnalog Devices1,576$501.4K
0%
Reduced by 100%
$CRMAISalesforce Inc.2,677$499.7K
0%
Reduced by 100%
$LRCXAILam Research2,218$473.9K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings1,196$466.9K
0%
Reduced by 100%
$CDNSAICadence Design Systems1,676$465.7K
0%
Reduced by 98%
$PANWAIPalo Alto Networks2,806$449.9K
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.2,158$449.4K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings1,144$446.6K
0%
Reduced by 100%
$CEGAIConstellation Energy1,554$434.0K
0%
Reduced by 99%
$SNPSAISynopsys Inc.1,094$433.7K
0%
Reduced by 99%
$SNPSAISynopsys Inc.1,076$426.6K
0%
Reduced by 99%
$ONAION Semiconductor6,863$425.0K
0%
Reduced by 94%
$GOOGAIAlphabet Inc.1,454$417.1K
0%
Reduced by 100%
$CEGAIConstellation Energy1,359$379.5K
0%
Reduced by 99%
$MUAIMicron Technology1,097$370.6K
0%
Reduced by 100%
$NVDAAINVIDIA Corporation2,105$367.1K
0%
Reduced by 100%
$TSLAAITesla, Inc.981$364.7K
0%
Reduced by 100%
$CEGAIConstellation Energy1,228$342.9K
0%
Reduced by 99%
$APPAIAppLovin Corporation851$338.7K
0%
Reduced by 99%
$PYPLAIPayPal Holdings7,288$329.6K
0%
Reduced by 99%
$INTUAIIntuit Inc.761$329.0K
0%
Reduced by 100%
$TSMAITaiwan Semiconductor923$311.9K
0%
Reduced by 100%
$LRCXAILam Research1,456$311.1K
0%
Reduced by 100%
$ADIAIAnalog Devices967$307.6K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.2,398$302.8K
0%
Reduced by 100%
$PLTRAIPalantir Technologies2,006$293.4K
0%
Reduced by 100%
$TXNAITexas Instruments1,495$290.2K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems251$274.4K
0%
Reduced by 100%
$ADIAIAnalog Devices796$253.2K
0%
Reduced by 100%
$DELLAIDell Technologies1,499$246.0K
0%
Reduced by 100%
$NOWAIServiceNow Inc.2,310$241.5K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices1,179$239.8K
0%
Reduced by 100%
$CDNSAICadence Design Systems844$234.6K
0%
Reduced by 99%
$ISRGAIIntuitive Surgical495$228.2K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings576$224.9K
0%
Reduced by 100%
$ANETAIArista Networks1,774$217.8K
0%
Reduced by 100%
$MRVLAIMarvell Technology2,082$206.2K
0%
Reduced by 100%
$SHOPAIShopify Inc.1,728$205.0K
0%
Reduced by 100%
$NOWAIServiceNow Inc.1,885$197.1K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.630$195.0K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.1,471$189.4K
0%
Reduced by 100%
$PLTRAIPalantir Technologies1,262$184.6K
0%
Reduced by 100%
$ASMLAIASML Holding NV136$179.7K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.314$179.6K
0%
Reduced by 100%
$UBERAIUber Technologies2,385$171.6K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical368$169.6K
0%
Reduced by 100%
$MDBAIMongoDB Inc.686$167.9K
0%
Reduced by 99%
$CEGAIConstellation Energy582$162.5K
0%
Reduced by 100%
$PLTRAIPalantir Technologies1,111$162.5K
0%
Reduced by 100%
$MRVLAIMarvell Technology1,557$154.3K
0%
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$TSMAITaiwan Semiconductor450$152.1K
0%
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$SAPAISAP SE875$149.8K
0%
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$NOWAIServiceNow Inc.1,406$147.0K
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$SNPSAISynopsys Inc.369$146.4K
0%
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$COINAICoinbase Global828$144.6K
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$NETAICloudflare Inc.689$142.2K
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$MUAIMicron Technology412$139.2K
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$VRTAIVertiv Holdings533$133.6K
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$CRMAISalesforce Inc.712$132.9K
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$ORCLAIOracle Corporation835$122.8K
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$COINAICoinbase Global702$122.6K
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$AMDAIAdvanced Micro Devices600$122.1K
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$INTUAIIntuit Inc.268$115.9K
0%
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$AMDAIAdvanced Micro Devices556$113.1K
0%
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$LRCXAILam Research490$104.7K
0%
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$MPWRAIMonolithic Power Systems94$102.8K
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$ORCLAIOracle Corporation678$99.7K
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$SAPAISAP SE582$99.6K
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$ARMAIARM Holdings plc613$92.7K
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$ADBEAIAdobe Inc.362$88.0K
0%
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$BABAAIAlibaba Group674$84.6K
0%
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$DDOGAIDatadog Inc.703$83.0K
0%
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$KLACAIKLA Corporation55$81.0K
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$TERAITeradyne Inc.273$80.9K
0%
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$NETAICloudflare Inc.387$79.9K
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$VSTAIVistra Corp.530$79.7K
0%
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$INTCAIIntel Corporation1,788$78.9K
0%
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$DELLAIDell Technologies481$78.9K
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$MDBAIMongoDB Inc.312$76.4K
0%
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$NXPIAINXP Semiconductors385$75.7K
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$INTCAIIntel Corporation1,679$74.1K
0%
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$MDBAIMongoDB Inc.285$69.8K
0%
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$APPAIAppLovin Corporation174$69.3K
0%
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$SNOWAISnowflake Inc.425$64.1K
0%
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$MCHPAIMicrochip Technology972$62.8K
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$APPAIAppLovin Corporation130$51.7K
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$NXPIAINXP Semiconductors247$48.6K
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$SQAIBlock Inc.674$40.6K
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$FTNTAIFortinet Inc.480$39.2K
0%
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$ZSAIZscaler Inc.278$39.0K
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$ZSAIZscaler Inc.268$37.6K
0%
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$SNPSAISynopsys Inc.91$36.1K
0%
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$BABAAIAlibaba Group272$34.1K
0%
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$CEGAIConstellation Energy120$33.5K
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$TERAITeradyne Inc.106$31.4K
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$CDNSAICadence Design Systems112$31.1K
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$DELLAIDell Technologies175$28.7K
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$VSTAIVistra Corp.177$26.6K
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$ABNBAIAirbnb Inc.207$26.1K
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$MCHPAIMicrochip Technology400$25.8K
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$DDOGAIDatadog Inc.218$25.7K
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$QCOMAIQUALCOMM Inc.197$25.4K
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$NXPIAINXP Semiconductors128$25.2K
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$MPWRAIMonolithic Power Systems23$25.1K
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$AMATAIApplied Materials73$25.0K
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$SNOWAISnowflake Inc.158$23.8K
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$INTUAIIntuit Inc.52$22.5K
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$RIVNAIRivian Automotive1,417$21.3K
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$BIDUAIBaidu, Inc.167$18.6K
0%
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$SQAIBlock Inc.271$16.3K
0%
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$FTNTAIFortinet Inc.195$15.9K
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$TERAITeradyne Inc.50$14.8K
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$ORCLAIOracle Corporation97$14.3K
0%
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$COINAICoinbase Global80$14.0K
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$SAPAISAP SE80$13.7K
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$VRTAIVertiv Holdings51$12.8K
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$WDAYAIWorkday Inc.97$12.6K
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$APPAIAppLovin Corporation32$12.6K
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$TERAITeradyne Inc.41$12.2K
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$ONAION Semiconductor187$11.6K
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$CRWDAICrowdStrike Holdings29$11.3K
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$RIVNAIRivian Automotive733$11.0K
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$WDAYAIWorkday Inc.84$10.9K
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$VSTAIVistra Corp.70$10.5K
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$IONQAIIonQ Inc.350$10.1K
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$PYPLAIPayPal Holdings168$7.6K
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$SQAIBlock Inc.122$7.3K
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$SHOPAIShopify Inc.61$7.2K
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$PLTRAIPalantir Technologies47$6.9K
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$WDAYAIWorkday Inc.30$3.9K
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$SHOPAIShopify Inc.31$3.7K
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$PYPLAIPayPal Holdings75$3.4K
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$ABNBAIAirbnb Inc.22$2.8K
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$SOUNAISoundHound AI383$2.6K
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$TXNAITexas Instruments13$2.5K
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$CRMAISalesforce Inc.13$2.4K
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$APPAIAppLovin Corporation6$2.4K
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$AEHRAIAehr Test Systems62$2.3K
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New Position
$SMCIAISuper Micro Computer68$1.5K
0%
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$SMCIAISuper Micro Computer25$566
0%
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$TEAMAIAtlassian Corporation8$546
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