Managed by
Hedge FundAUM Tracked
$123.2B
AI Exposure
23.2%
AI & Tech holdings for TD ASSET MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 25,838,476 | $4.5B | 3.7% | Reduced by 8% |
| $AAPLAI | Apple Inc. | 13,554,619 | $3.4B | 2.8% | Reduced by 20% |
| $MSFTAI | Microsoft Corporation | 7,585,267 | $2.8B | 2.3% | Reduced by 19% |
| $GOOGLAI | Alphabet Inc. | 6,833,799 | $2.0B | 1.6% | No change |
| $AVGOAI | Broadcom Inc. | 5,734,788 | $1.8B | 1.4% | Reduced by 19% |
| $AMZNAI | Amazon.com, Inc. | 6,815,584 | $1.4B | 1.2% | Reduced by 18% |
| $METAAI | Meta Platforms, Inc. | 2,195,029 | $1.3B | 1% | Reduced by 24% |
| $GOOGAI | Alphabet Inc. | 3,675,916 | $1.1B | 0.9% | Reduced by 13% |
| $SHOPAI | Shopify Inc. | 8,619,538 | $1.0B | 0.8% | No change |
| $AAPLAI | Apple Inc. | 2,820,595 | $715.8M | 0.6% | Reduced by 83% |
| $LRCXAI | Lam Research | 2,859,129 | $610.9M | 0.5% | Increased by 82% |
| $NVDAAI | NVIDIA Corporation | 3,250,122 | $566.8M | 0.5% | Reduced by 88% |
| $TSLAAI | Tesla, Inc. | 1,451,449 | $539.6M | 0.4% | No change |
| $KLACAI | KLA Corporation | 323,198 | $475.9M | 0.4% | Reduced by 22% |
| $MSFTAI | Microsoft Corporation | 1,169,892 | $433.1M | 0.4% | Reduced by 87% |
| $AMATAI | Applied Materials | 1,017,812 | $347.9M | 0.3% | Reduced by 16% |
| $AMDAI | Advanced Micro Devices | 1,453,865 | $295.8M | 0.2% | Increased by 7% |
| $AVGOAI | Broadcom Inc. | 852,462 | $263.8M | 0.2% | Reduced by 88% |
| $TXNAI | Texas Instruments | 1,355,536 | $263.2M | 0.2% | Increased by 135% |
| $GOOGLAI | Alphabet Inc. | 816,322 | $234.7M | 0.2% | Reduced by 88% |
| $ANETAI | Arista Networks | 1,901,485 | $233.5M | 0.2% | Reduced by 9% |
| $MUAI | Micron Technology | 637,407 | $215.3M | 0.2% | Increased by 14% |
| $AMZNAI | Amazon.com, Inc. | 980,683 | $204.2M | 0.2% | Reduced by 88% |
| $GOOGAI | Alphabet Inc. | 703,122 | $201.7M | 0.2% | Reduced by 83% |
| $UBERAI | Uber Technologies | 2,562,579 | $184.3M | 0.1% | Reduced by 9% |
| $PLTRAI | Palantir Technologies | 1,226,774 | $179.5M | 0.1% | No change |
| $APPAI | AppLovin Corporation | 447,808 | $178.2M | 0.1% | Increased by 24% |
| $QCOMAI | QUALCOMM Inc. | 1,381,123 | $177.9M | 0.1% | Reduced by 20% |
| $ADIAI | Analog Devices | 558,804 | $177.8M | 0.1% | Increased by 57% |
| $METAAI | Meta Platforms, Inc. | 298,342 | $170.7M | 0.1% | Reduced by 90% |
| $ISRGAI | Intuitive Surgical | 357,297 | $164.7M | 0.1% | No change |
| $INTCAI | Intel Corporation | 3,619,217 | $159.7M | 0.1% | Increased by 8% |
| $TSMAI | Taiwan Semiconductor | 446,690 | $151.0M | 0.1% | Reduced by 27% |
| $ORCLAI | Oracle Corporation | 1,018,771 | $149.9M | 0.1% | Reduced by 19% |
| $NOWAI | ServiceNow Inc. | 1,223,169 | $127.9M | 0.1% | Increased by 17% |
| $CDNSAI | Cadence Design Systems | 345,773 | $96.1M | 0.1% | Increased by 5% |
| $CRMAI | Salesforce Inc. | 514,611 | $96.1M | 0.1% | Reduced by 11% |
| $PANWAI | Palo Alto Networks | 524,040 | $84.0M | 0.1% | Increased by 32% |
| $INTUAI | Intuit Inc. | 192,893 | $83.4M | 0.1% | Increased by 14% |
| $MPWRAI | Monolithic Power Systems | 71,915 | $78.6M | 0.1% | No change |
| $SHOPAI | Shopify Inc. | 631,920 | $74.7M | 0.1% | Reduced by 93% |
| $KLACAI | KLA Corporation | 49,889 | $73.5M | 0.1% | Reduced by 88% |
| $MCHPAI | Microchip Technology | 1,047,204 | $67.7M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 823,298 | $67.3M | 0.1% | Reduced by 13% |
| $VSTAI | Vistra Corp. | 423,507 | $63.7M | 0.1% | Increased by 12% |
| $ADBEAI | Adobe Inc. | 259,805 | $63.2M | 0.1% | Reduced by 31% |
| $CRWDAI | CrowdStrike Holdings | 153,460 | $59.9M | 0% | Reduced by 13% |
| $SAPAI | SAP SE | 339,999 | $58.2M | 0% | Reduced by 13% |
| $SNPSAI | Synopsys Inc. | 137,188 | $54.4M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 239,355 | $47.1M | 0% | Reduced by 7% |
| $TSMAI | Taiwan Semiconductor | 137,586 | $46.5M | 0% | Reduced by 77% |
| $DELLAI | Dell Technologies | 266,502 | $43.7M | 0% | No change |
| $LRCXAI | Lam Research | 197,745 | $42.3M | 0% | Reduced by 87% |
| $QCOMAI | QUALCOMM Inc. | 307,250 | $39.6M | 0% | Reduced by 82% |
| $SHOPAI | Shopify Inc. | 313,122 | $37.1M | 0% | Reduced by 96% |
| $CEGAI | Constellation Energy | 131,127 | $36.6M | 0% | Reduced by 7% |
| $VRTAI | Vertiv Holdings | 144,415 | $36.2M | 0% | Increased by 104% |
| $ASMLAI | ASML Holding NV | 27,274 | $36.0M | 0% | Reduced by 17% |
| $TSLAAI | Tesla, Inc. | 87,674 | $32.6M | 0% | Reduced by 94% |
| $TERAI | Teradyne Inc. | 101,942 | $30.2M | 0% | No change |
| $DDOGAI | Datadog Inc. | 237,600 | $28.0M | 0% | No change |
| $AMATAI | Applied Materials | 81,927 | $28.0M | 0% | Reduced by 93% |
| $MRVLAI | Marvell Technology | 282,194 | $28.0M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 214,445 | $27.1M | 0% | Reduced by 9% |
| $TXNAI | Texas Instruments | 137,005 | $26.6M | 0% | Reduced by 76% |
| $ZSAI | Zscaler Inc. | 183,232 | $25.7M | 0% | Reduced by 29% |
| $SQAI | Block Inc. | 408,456 | $24.6M | 0% | Reduced by 5% |
| $COINAI | Coinbase Global | 131,420 | $22.9M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 140,663 | $21.2M | 0% | No change |
| $PYPLAI | PayPal Holdings | 466,768 | $21.1M | 0% | No change |
| $NETAI | Cloudflare Inc. | 89,966 | $18.6M | 0% | Increased by 8% |
| $MDBAI | MongoDB Inc. | 63,478 | $15.5M | 0% | Increased by 8% |
| $TEAMAI | Atlassian Corporation | 206,838 | $14.1M | 0% | Increased by 10% |
| $ARMAI | ARM Holdings plc | 93,272 | $14.1M | 0% | Reduced by 25% |
| $WDAYAI | Workday Inc. | 105,199 | $13.7M | 0% | Reduced by 47% |
| $ORCLAI | Oracle Corporation | 85,039 | $12.5M | 0% | Reduced by 93% |
| $VRTAI | Vertiv Holdings | 47,727 | $12.0M | 0% | Reduced by 33% |
| $ONAI | ON Semiconductor | 178,695 | $11.1M | 0% | No change |
| $ANETAI | Arista Networks | 76,271 | $9.4M | 0% | Reduced by 96% |
| $ISRGAI | Intuitive Surgical | 19,607 | $9.0M | 0% | Reduced by 94% |
| $BABAAI | Alibaba Group | 62,592 | $7.9M | 0% | Reduced by 21% |
| $CRWDAI | CrowdStrike Holdings | 19,421 | $7.6M | 0% | Reduced by 89% |
| $PDDAI | PDD Holdings Inc. | 73,430 | $7.5M | 0% | Reduced by 15% |
| $FTNTAI | Fortinet Inc. | 90,722 | $7.4M | 0% | Reduced by 90% |
| $SAPAI | SAP SE | 40,247 | $6.9M | 0% | Reduced by 90% |
| $ADBEAI | Adobe Inc. | 27,367 | $6.7M | 0% | Reduced by 93% |
| $CRMAI | Salesforce Inc. | 35,590 | $6.6M | 0% | Reduced by 94% |
| $UBERAI | Uber Technologies | 88,455 | $6.4M | 0% | Reduced by 97% |
| $AMDAI | Advanced Micro Devices | 31,247 | $6.4M | 0% | Reduced by 98% |
| $INTUAI | Intuit Inc. | 13,887 | $6.0M | 0% | Reduced by 92% |
| $MUAI | Micron Technology | 16,347 | $5.5M | 0% | Reduced by 97% |
| $SMCIAI | Super Micro Computer | 239,409 | $5.5M | 0% | No change |
| $ASMLAI | ASML Holding NV | 3,440 | $4.5M | 0% | Reduced by 89% |
| $PLTRAI | Palantir Technologies | 30,780 | $4.5M | 0% | Reduced by 98% |
| $NOWAI | ServiceNow Inc. | 41,621 | $4.4M | 0% | Reduced by 96% |
| $ZSAI | Zscaler Inc. | 24,009 | $3.4M | 0% | Reduced by 91% |
| $VSTAI | Vistra Corp. | 21,844 | $3.3M | 0% | Reduced by 94% |
| $PANWAI | Palo Alto Networks | 17,394 | $2.8M | 0% | Reduced by 96% |
| $ARMAI | ARM Holdings plc | 17,216 | $2.6M | 0% | Reduced by 86% |
| $RIVNAI | Rivian Automotive | 164,575 | $2.5M | 0% | Increased by 98% |
| $IONQAI | IonQ Inc. | 66,107 | $1.9M | 0% | Increased by 9% |
| $ADIAI | Analog Devices | 5,856 | $1.9M | 0% | Reduced by 98% |
| $INTCAI | Intel Corporation | 39,489 | $1.7M | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 9,827 | $1.3M | 0% | Reduced by 95% |
| $SHOPAI | Shopify Inc. | 10,041 | $1.2M | 0% | Reduced by 100% |
| $DELLAI | Dell Technologies | 6,718 | $1.1M | 0% | Reduced by 98% |
| $CEGAI | Constellation Energy | 2,588 | $722.7K | 0% | Reduced by 98% |
| $MCHPAI | Microchip Technology | 10,949 | $707.4K | 0% | Reduced by 99% |
| $CDNSAI | Cadence Design Systems | 2,272 | $631.3K | 0% | Reduced by 99% |
| $BABAAI | Alibaba Group | 3,723 | $467.1K | 0% | Reduced by 95% |
| $SMCIAI | Super Micro Computer | 17,318 | $394.3K | 0% | Reduced by 93% |
| $SNPSAI | Synopsys Inc. | 919 | $364.4K | 0% | Reduced by 99% |
| $SQAI | Block Inc. | 5,901 | $355.1K | 0% | Reduced by 99% |
| $MPWRAI | Monolithic Power Systems | 195 | $213.2K | 0% | Reduced by 100% |