Managed by
Hedge FundAUM Tracked
$175.1B
AI Exposure
44.4%
AI & Tech holdings for Sumitomo Mitsui Trust Group, Inc.
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 58,522,212 | $11.7B | 6.7% | No change |
| $AAPLAI | Apple Inc. | 33,282,687 | $9.6B | 5.5% | No change |
| $MSFTAI | Microsoft Corporation | 17,488,121 | $6.5B | 3.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 24,962,064 | $5.9B | 3.4% | No change |
| $GOOGLAI | Alphabet Inc. | 13,583,734 | $4.9B | 2.8% | No change |
| $AVGOAI | Broadcom Inc. | 11,191,795 | $4.2B | 2.4% | No change |
| $GOOGAI | Alphabet Inc. | 11,641,017 | $4.1B | 2.3% | No change |
| $MUAI | Micron Technology | 2,924,413 | $3.4B | 1.9% | Reduced by 5% |
| $TSLAAI | Tesla, Inc. | 7,437,974 | $3.1B | 1.8% | No change |
| $METAAI | Meta Platforms, Inc. | 5,153,161 | $2.9B | 1.7% | No change |
| $AMDAI | Advanced Micro Devices | 4,888,302 | $2.8B | 1.6% | Reduced by 7% |
| $INTCAI | Intel Corporation | 10,600,700 | $1.5B | 0.8% | No change |
| $AMATAI | Applied Materials | 1,884,226 | $1.4B | 0.8% | No change |
| $LRCXAI | Lam Research | 3,000,953 | $1.3B | 0.7% | No change |
| $KLACAI | KLA Corporation | 3,163,994 | $954.6M | 0.5% | Increased by 902% |
| $PLTRAI | Palantir Technologies | 6,884,136 | $803.2M | 0.5% | No change |
| $PANWAI | Palo Alto Networks | 2,288,912 | $780.6M | 0.4% | No change |
| $ADIAI | Analog Devices | 1,744,372 | $692.8M | 0.4% | No change |
| $ISRGAI | Intuitive Surgical | 1,709,441 | $679.8M | 0.4% | Increased by 17% |
| $TXNAI | Texas Instruments | 2,175,608 | $648.5M | 0.4% | No change |
| $MRVLAI | Marvell Technology | 1,990,854 | $593.1M | 0.3% | No change |
| $QCOMAI | QUALCOMM Inc. | 3,139,023 | $580.1M | 0.3% | No change |
| $CRWDAI | CrowdStrike Holdings | 713,573 | $544.6M | 0.3% | No change |
| $ORCLAI | Oracle Corporation | 3,700,161 | $542.3M | 0.3% | No change |
| $TERAI | Teradyne Inc. | 1,117,097 | $540.5M | 0.3% | Reduced by 34% |
| $SHOPAI | Shopify Inc. | 3,585,720 | $409.4M | 0.2% | No change |
| $ANETAI | Arista Networks | 2,323,503 | $394.7M | 0.2% | No change |
| $CDNSAI | Cadence Design Systems | 1,044,325 | $392.0M | 0.2% | No change |
| $SNPSAI | Synopsys Inc. | 789,740 | $352.3M | 0.2% | Reduced by 16% |
| $UBERAI | Uber Technologies | 4,827,707 | $348.4M | 0.2% | Reduced by 7% |
| $CRMAI | Salesforce Inc. | 2,005,451 | $314.2M | 0.2% | Reduced by 13% |
| $COINAI | Coinbase Global | 2,051,897 | $300.0M | 0.2% | No change |
| $VRTAI | Vertiv Holdings | 884,020 | $296.0M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 560,422 | $288.7M | 0.2% | No change |
| $DELLAI | Dell Technologies | 662,678 | $285.9M | 0.2% | No change |
| $NXPIAI | NXP Semiconductors | 926,548 | $260.4M | 0.1% | No change |
| $NETAI | Cloudflare Inc. | 997,856 | $244.8M | 0.1% | Reduced by 7% |
| $FTNTAI | Fortinet Inc. | 1,505,056 | $231.2M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 878,522 | $228.7M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 2,295,080 | $227.9M | 0.1% | Reduced by 7% |
| $ADBEAI | Adobe Inc. | 1,044,546 | $214.2M | 0.1% | No change |
| $TSMAI | Taiwan Semiconductor | 437,543 | $209.0M | 0.1% | Increased by 16% |
| $SNOWAI | Snowflake Inc. | 807,987 | $205.6M | 0.1% | Increased by 14% |
| $SQAI | Block Inc. | 2,700,336 | $205.2M | 0.1% | No change |
| $CEGAI | Constellation Energy | 747,179 | $185.6M | 0.1% | No change |
| $ABNBAI | Airbnb Inc. | 1,285,830 | $184.0M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 697,416 | $182.0M | 0.1% | No change |
| $MPWRAI | Monolithic Power Systems | 110,819 | $153.2M | 0.1% | No change |
| $VSTAI | Vistra Corp. | 860,067 | $136.4M | 0.1% | Increased by 7% |
| $MCHPAI | Microchip Technology | 1,273,212 | $116.1M | 0.1% | No change |
| $PDDAI | PDD Holdings Inc. | 1,389,751 | $106.0M | 0.1% | Reduced by 18% |
| $PYPLAI | PayPal Holdings | 2,388,646 | $103.1M | 0.1% | Reduced by 6% |
| $ONAI | ON Semiconductor | 846,516 | $80.0M | 0% | No change |
| $WDAYAI | Workday Inc. | 501,070 | $61.3M | 0% | No change |
| $MDBAI | MongoDB Inc. | 163,757 | $55.0M | 0% | No change |
| $ASMLAI | ASML Holding NV | 17,577 | $35.0M | 0% | Increased by 8% |
| $IONQAI | IonQ Inc. | 636,380 | $33.9M | 0% | Increased by 12% |
| $SMCIAI | Super Micro Computer | 1,138,826 | $33.4M | 0% | Reduced by 6% |
| $ARMAI | ARM Holdings plc | 84,100 | $29.8M | 0% | Reduced by 7% |
| $ZSAI | Zscaler Inc. | 210,885 | $29.8M | 0% | Reduced by 12% |
| $RIVNAI | Rivian Automotive | 1,614,097 | $28.0M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 357,638 | $27.8M | 0% | Reduced by 12% |
| $BIDUAI | Baidu, Inc. | 208,110 | $23.8M | 0% | Reduced by 63% |
| $BABAAI | Alibaba Group | 201,445 | $19.3M | 0% | Reduced by 62% |