Managed by
Hedge FundAUM Tracked
$115.4B
AI Exposure
26.7%
AI & Tech holdings for TD ASSET MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 25,361,797 | $5.1B | 4.4% | Reduced by 13% |
| $AAPLAI | Apple Inc. | 13,070,012 | $3.8B | 3.3% | Reduced by 20% |
| $MSFTAI | Microsoft Corporation | 6,747,748 | $2.5B | 2.2% | Reduced by 23% |
| $GOOGLAI | Alphabet Inc. | 6,878,557 | $2.5B | 2.1% | Reduced by 10% |
| $AVGOAI | Broadcom Inc. | 5,601,668 | $2.1B | 1.8% | Reduced by 15% |
| $AMZNAI | Amazon.com, Inc. | 6,720,712 | $1.6B | 1.4% | Reduced by 14% |
| $GOOGAI | Alphabet Inc. | 3,501,281 | $1.2B | 1.1% | Reduced by 20% |
| $LRCXAI | Lam Research | 2,721,682 | $1.2B | 1% | Reduced by 11% |
| $METAAI | Meta Platforms, Inc. | 1,979,128 | $1.1B | 1% | Reduced by 21% |
| $SHOPAI | Shopify Inc. | 9,014,978 | $1.0B | 0.9% | Reduced by 6% |
| $MUAI | Micron Technology | 788,373 | $910.0M | 0.8% | Increased by 21% |
| $KLACAI | KLA Corporation | 2,903,019 | $875.9M | 0.8% | Increased by 678% |
| $AMDAI | Advanced Micro Devices | 1,343,134 | $780.2M | 0.7% | Reduced by 10% |
| $AMATAI | Applied Materials | 877,158 | $634.2M | 0.5% | Reduced by 20% |
| $TSLAAI | Tesla, Inc. | 1,501,028 | $631.3M | 0.5% | No change |
| $INTCAI | Intel Corporation | 3,408,833 | $476.0M | 0.4% | Reduced by 7% |
| $TXNAI | Texas Instruments | 1,591,542 | $474.4M | 0.4% | Increased by 7% |
| $ANETAI | Arista Networks | 1,531,275 | $260.1M | 0.2% | Reduced by 23% |
| $QCOMAI | QUALCOMM Inc. | 1,380,669 | $255.1M | 0.2% | Reduced by 18% |
| $ADIAI | Analog Devices | 554,715 | $220.3M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 402,895 | $207.6M | 0.2% | Reduced by 10% |
| $MRVLAI | Marvell Technology | 647,155 | $192.8M | 0.2% | Increased by 129% |
| $TSMAI | Taiwan Semiconductor | 383,540 | $183.2M | 0.2% | Reduced by 34% |
| $PANWAI | Palo Alto Networks | 520,799 | $177.6M | 0.2% | No change |
| $UBERAI | Uber Technologies | 2,363,509 | $170.6M | 0.1% | Reduced by 11% |
| $ORCLAI | Oracle Corporation | 1,030,199 | $151.0M | 0.1% | Reduced by 7% |
| $PLTRAI | Palantir Technologies | 1,279,198 | $149.2M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 944,991 | $145.2M | 0.1% | No change |
| $CDNSAI | Cadence Design Systems | 333,949 | $125.3M | 0.1% | No change |
| $ISRGAI | Intuitive Surgical | 302,899 | $120.5M | 0.1% | Reduced by 20% |
| $DDOGAI | Datadog Inc. | 460,993 | $120.0M | 0.1% | Increased by 94% |
| $TERAI | Teradyne Inc. | 244,228 | $118.2M | 0.1% | Increased by 140% |
| $CRWDAI | CrowdStrike Holdings | 139,497 | $106.5M | 0.1% | Reduced by 19% |
| $NOWAI | ServiceNow Inc. | 959,118 | $95.2M | 0.1% | Reduced by 24% |
| $DELLAI | Dell Technologies | 189,097 | $81.6M | 0.1% | Reduced by 31% |
| $MCHPAI | Microchip Technology | 891,952 | $81.3M | 0.1% | Reduced by 16% |
| $CRMAI | Salesforce Inc. | 503,134 | $78.8M | 0.1% | Reduced by 9% |
| $VSTAI | Vistra Corp. | 462,984 | $73.4M | 0.1% | No change |
| $SNOWAI | Snowflake Inc. | 271,140 | $69.0M | 0.1% | Increased by 93% |
| $SNPSAI | Synopsys Inc. | 130,268 | $58.1M | 0.1% | Reduced by 6% |
| $NXPIAI | NXP Semiconductors | 196,608 | $55.3M | 0% | Reduced by 18% |
| $NETAI | Cloudflare Inc. | 222,134 | $54.5M | 0% | Increased by 147% |
| $INTUAI | Intuit Inc. | 188,438 | $49.2M | 0% | Reduced by 9% |
| $VRTAI | Vertiv Holdings | 138,220 | $46.3M | 0% | Reduced by 28% |
| $ADBEAI | Adobe Inc. | 203,590 | $41.7M | 0% | Reduced by 29% |
| $SAPAI | SAP SE | 243,499 | $37.5M | 0% | Reduced by 36% |
| $ARMAI | ARM Holdings plc | 100,930 | $35.8M | 0% | Reduced by 9% |
| $MPWRAI | Monolithic Power Systems | 25,374 | $35.1M | 0% | Reduced by 65% |
| $ABNBAI | Airbnb Inc. | 241,957 | $34.6M | 0% | Increased by 13% |
| $CEGAI | Constellation Energy | 130,971 | $32.5M | 0% | No change |
| $SHOPAI | Shopify Inc. | 265,542 | $30.3M | 0% | Reduced by 97% |
| $SQAI | Block Inc. | 379,770 | $28.9M | 0% | Reduced by 8% |
| $TEAMAI | Atlassian Corporation | 275,720 | $21.4M | 0% | Increased by 33% |
| $MDBAI | MongoDB Inc. | 63,831 | $21.4M | 0% | No change |
| $PYPLAI | PayPal Holdings | 440,256 | $19.0M | 0% | Reduced by 6% |
| $COINAI | Coinbase Global | 125,630 | $18.4M | 0% | No change |
| $ONAI | ON Semiconductor | 176,257 | $16.7M | 0% | No change |
| $WDAYAI | Workday Inc. | 100,760 | $12.3M | 0% | Reduced by 12% |
| $ZSAI | Zscaler Inc. | 61,886 | $8.7M | 0% | Reduced by 70% |
| $ASMLAI | ASML Holding NV | 3,390 | $6.7M | 0% | Reduced by 89% |
| $SMCIAI | Super Micro Computer | 190,848 | $5.6M | 0% | Reduced by 26% |
| $PDDAI | PDD Holdings Inc. | 71,930 | $5.5M | 0% | No change |
| $BABAAI | Alibaba Group | 53,228 | $5.1M | 0% | Reduced by 20% |
| $IONQAI | IonQ Inc. | 72,203 | $3.8M | 0% | Increased by 9% |
| $RIVNAI | Rivian Automotive | 178,585 | $3.1M | 0% | Increased by 9% |
| $AEHRAI | Aehr Test Systems | 7,592 | $729.3K | 0% | New Position |