Managed by
Hedge FundAUM Tracked
$26.7B
AI Exposure
40.9%
AI & Tech holdings for STRS OHIO
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,150,523 | $1.6B | 6.1% | Reduced by 10% |
| $AAPLAI | Apple Inc. | 4,861,928 | $1.4B | 5.3% | No change |
| $MSFTAI | Microsoft Corporation | 2,531,572 | $944.3M | 3.5% | Reduced by 7% |
| $AMZNAI | Amazon.com, Inc. | 3,498,544 | $833.8M | 3.1% | No change |
| $GOOGLAI | Alphabet Inc. | 2,111,801 | $754.7M | 2.8% | Increased by 12% |
| $AVGOAI | Broadcom Inc. | 1,732,478 | $654.4M | 2.5% | Reduced by 9% |
| $GOOGAI | Alphabet Inc. | 1,568,963 | $554.4M | 2.1% | Reduced by 25% |
| $MUAI | Micron Technology | 398,561 | $460.1M | 1.7% | Reduced by 6% |
| $METAAI | Meta Platforms, Inc. | 747,574 | $421.1M | 1.6% | Reduced by 7% |
| $TSLAAI | Tesla, Inc. | 832,840 | $350.3M | 1.3% | Increased by 9% |
| $AMDAI | Advanced Micro Devices | 587,990 | $341.6M | 1.3% | No change |
| $LRCXAI | Lam Research | 544,256 | $235.8M | 0.9% | Increased by 5% |
| $AMATAI | Applied Materials | 285,901 | $206.7M | 0.8% | No change |
| $INTCAI | Intel Corporation | 1,479,628 | $206.6M | 0.8% | Reduced by 6% |
| $PANWAI | Palo Alto Networks | 474,194 | $161.7M | 0.6% | Reduced by 26% |
| $KLACAI | KLA Corporation | 487,059 | $147.0M | 0.6% | Increased by 1635% |
| $CRWDAI | CrowdStrike Holdings | 143,224 | $109.3M | 0.4% | Increased by 12% |
| $VRTAI | Vertiv Holdings | 314,809 | $105.4M | 0.4% | Reduced by 23% |
| $ANETAI | Arista Networks | 584,434 | $99.3M | 0.4% | Reduced by 19% |
| $APPAI | AppLovin Corporation | 186,961 | $96.3M | 0.4% | Reduced by 25% |
| $ADIAI | Analog Devices | 221,821 | $88.1M | 0.3% | Reduced by 8% |
| $MPWRAI | Monolithic Power Systems | 54,281 | $75.0M | 0.3% | Reduced by 22% |
| $PLTRAI | Palantir Technologies | 641,402 | $74.8M | 0.3% | Increased by 38% |
| $SNOWAI | Snowflake Inc. | 282,749 | $72.0M | 0.3% | Reduced by 17% |
| $TXNAI | Texas Instruments | 238,655 | $71.1M | 0.3% | Increased by 23% |
| $MRVLAI | Marvell Technology | 229,047 | $68.2M | 0.3% | Reduced by 57% |
| $QCOMAI | QUALCOMM Inc. | 346,403 | $64.0M | 0.2% | Increased by 25% |
| $ORCLAI | Oracle Corporation | 433,372 | $63.5M | 0.2% | Reduced by 31% |
| $NOWAI | ServiceNow Inc. | 595,622 | $59.1M | 0.2% | Reduced by 43% |
| $ISRGAI | Intuitive Surgical | 143,721 | $57.2M | 0.2% | Increased by 5% |
| $UBERAI | Uber Technologies | 719,781 | $51.9M | 0.2% | Reduced by 24% |
| $DDOGAI | Datadog Inc. | 183,997 | $47.9M | 0.2% | Increased by 2364% |
| $SHOPAI | Shopify Inc. | 413,936 | $47.3M | 0.2% | Reduced by 31% |
| $CDNSAI | Cadence Design Systems | 125,031 | $46.9M | 0.2% | Increased by 115% |
| $DELLAI | Dell Technologies | 86,955 | $37.5M | 0.1% | Increased by 31% |
| $CRMAI | Salesforce Inc. | 201,437 | $31.6M | 0.1% | Reduced by 44% |
| $FTNTAI | Fortinet Inc. | 167,681 | $25.8M | 0.1% | Increased by 27% |
| $VSTAI | Vistra Corp. | 131,408 | $20.8M | 0.1% | Reduced by 26% |
| $NETAI | Cloudflare Inc. | 83,190 | $20.4M | 0.1% | Increased by 1009% |
| $SQAI | Block Inc. | 251,314 | $19.1M | 0.1% | Increased by 323% |
| $ONAI | ON Semiconductor | 166,478 | $15.7M | 0.1% | Increased by 1632% |
| $TERAI | Teradyne Inc. | 32,181 | $15.6M | 0.1% | Reduced by 45% |
| $BABAAI | Alibaba Group | 159,370 | $15.3M | 0.1% | Reduced by 45% |
| $SNPSAI | Synopsys Inc. | 34,200 | $15.3M | 0.1% | Reduced by 16% |
| $ADBEAI | Adobe Inc. | 74,179 | $15.2M | 0.1% | Reduced by 15% |
| $CEGAI | Constellation Energy | 58,882 | $14.6M | 0.1% | Reduced by 12% |
| $ABNBAI | Airbnb Inc. | 90,921 | $13.0M | 0% | No change |
| $INTUAI | Intuit Inc. | 49,686 | $13.0M | 0% | Reduced by 38% |
| $IONQAI | IonQ Inc. | 187,352 | $10.0M | 0% | Increased by 319% |
| $COINAI | Coinbase Global | 59,301 | $8.7M | 0% | Increased by 29% |
| $ASMLAI | ASML Holding NV | 2,500 | $5.0M | 0% | New Position |
| $PYPLAI | PayPal Holdings | 73,790 | $3.2M | 0% | Reduced by 72% |
| $MCHPAI | Microchip Technology | 12,584 | $1.1M | 0% | Reduced by 95% |
| $WDAYAI | Workday Inc. | 5,488 | $671.8K | 0% | Reduced by 93% |
| $AEHRAI | Aehr Test Systems | 6,600 | $634.0K | 0% | New Position |
| $MDBAI | MongoDB Inc. | 1,753 | $588.8K | 0% | Reduced by 7% |
| $BIDUAI | Baidu, Inc. | 3,694 | $422.2K | 0% | Reduced by 36% |
| $SMCIAI | Super Micro Computer | 13,793 | $404.5K | 0% | Increased by 12% |
| $ZSAI | Zscaler Inc. | 2,203 | $311.0K | 0% | Reduced by 84% |
| $RIVNAI | Rivian Automotive | 17,732 | $307.6K | 0% | Reduced by 7% |
| $TEAMAI | Atlassian Corporation | 3,570 | $277.7K | 0% | Reduced by 90% |
| $PDDAI | PDD Holdings Inc. | 3,464 | $264.2K | 0% | Reduced by 62% |
| $SOUNAI | SoundHound AI | 24,800 | $160.5K | 0% | Increased by 22% |