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TORONTO DOMINION BANK

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$59.7B

AI Exposure

33%

AI vs Non-AI Sector Exposure

AI & Semiconductors32.1%
Other Tech0.0%
$NVDA

4.7%

$AAPL

2.8%

$MSFT

2.1%

Portfolio Holdings

AI & Tech holdings for TORONTO DOMINION BANK

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation14,049,644$2.8B
4.7%
No change
$AAPLAIApple Inc.5,797,652$1.7B
2.8%
Increased by 9%
$MSFTAIMicrosoft Corporation3,298,901$1.2B
2.1%
Reduced by 21%
$INTCAIIntel Corporation8,494,052$1.2B
2%
Increased by 109%
$MUAIMicron Technology808,946$933.8M
1.6%
Reduced by 51%
$AMZNAIAmazon.com, Inc.3,669,521$874.6M
1.5%
Reduced by 29%
$AVGOAIBroadcom Inc.2,282,147$862.1M
1.4%
No change
$METAAIMeta Platforms, Inc.1,250,089$704.2M
1.2%
No change
$GOOGLAIAlphabet Inc.1,881,344$672.3M
1.1%
Reduced by 45%
$AMDAIAdvanced Micro Devices1,141,242$663.0M
1.1%
Reduced by 48%
$GOOGAIAlphabet Inc.1,584,811$560.0M
0.9%
Reduced by 36%
$TSLAAITesla, Inc.1,019,573$428.8M
0.7%
Reduced by 18%
$NVDAAINVIDIA Corporation2,100,000$420.2M
0.7%
Reduced by 86%
$MUAIMicron Technology350,000$404.0M
0.7%
Reduced by 79%
$ORCLAIOracle Corporation2,098,209$307.5M
0.5%
Increased by 10%
$SHOPAIShopify Inc.2,555,808$292.1M
0.5%
Reduced by 17%
$QCOMAIQUALCOMM Inc.1,444,130$266.9M
0.4%
Increased by 8%
$LRCXAILam Research602,240$261.0M
0.4%
Increased by 13%
$METAAIMeta Platforms, Inc.375,000$211.2M
0.4%
Reduced by 69%
$MSFTAIMicrosoft Corporation560,000$208.9M
0.4%
Reduced by 87%
$GOOGAIAlphabet Inc.550,000$194.3M
0.3%
Reduced by 78%
$SHOPAIShopify Inc.1,700,000$194.1M
0.3%
Reduced by 45%
$AMATAIApplied Materials258,799$187.1M
0.3%
Reduced by 30%
$KLACAIKLA Corporation613,823$185.2M
0.3%
Increased by 1358%
$DELLAIDell Technologies417,281$180.0M
0.3%
Reduced by 18%
$TXNAITexas Instruments589,045$175.6M
0.3%
Increased by 51%
$ADIAIAnalog Devices435,743$173.1M
0.3%
Increased by 176%
$PLTRAIPalantir Technologies1,417,575$165.4M
0.3%
Reduced by 44%
$MRVLAIMarvell Technology500,000$148.9M
0.2%
Increased by 287%
$AVGOAIBroadcom Inc.363,000$137.1M
0.2%
Reduced by 85%
$COINAICoinbase Global902,182$131.9M
0.2%
No change
$GOOGLAIAlphabet Inc.335,000$119.7M
0.2%
Reduced by 90%
$AMZNAIAmazon.com, Inc.500,000$119.2M
0.2%
Reduced by 90%
$PANWAIPalo Alto Networks338,875$115.6M
0.2%
Increased by 30%
$ORCLAIOracle Corporation750,000$109.9M
0.2%
Reduced by 61%
$CRMAISalesforce Inc.581,855$91.2M
0.2%
Increased by 60%
$MRVLAIMarvell Technology305,883$91.1M
0.2%
Increased by 137%
$DDOGAIDatadog Inc.309,680$80.6M
0.1%
Increased by 80%
$VSTAIVistra Corp.500,000$79.3M
0.1%
Increased by 388%
$TSLAAITesla, Inc.183,910$77.4M
0.1%
Reduced by 85%
$UBERAIUber Technologies1,036,864$74.8M
0.1%
Increased by 11%
$AAPLAIApple Inc.250,000$72.3M
0.1%
Reduced by 95%
$MSFTAIMicrosoft Corporation180,926$67.5M
0.1%
Reduced by 96%
$CRWDAICrowdStrike Holdings82,230$62.8M
0.1%
No change
$NOWAIServiceNow Inc.600,000$59.6M
0.1%
Increased by 82%
$NVDAAINVIDIA Corporation295,101$59.0M
0.1%
Reduced by 98%
$PLTRAIPalantir Technologies500,000$58.3M
0.1%
Reduced by 80%
$VRTAIVertiv Holdings172,428$57.7M
0.1%
Increased by 56%
$BABAAIAlibaba Group597,293$57.3M
0.1%
Increased by 6%
$ANETAIArista Networks334,870$56.9M
0.1%
No change
$SNOWAISnowflake Inc.222,800$56.7M
0.1%
Increased by 323%
$APPAIAppLovin Corporation109,972$56.7M
0.1%
Reduced by 38%
$ADBEAIAdobe Inc.262,524$53.8M
0.1%
Reduced by 63%
$MCHPAIMicrochip Technology500,000$45.6M
0.1%
Increased by 16%
$GOOGLAIAlphabet Inc.127,420$45.5M
0.1%
Reduced by 96%
$ISRGAIIntuitive Surgical110,408$43.9M
0.1%
No change
$CDNSAICadence Design Systems104,130$39.1M
0.1%
Increased by 15%
$NVDAAINVIDIA Corporation173,912$34.8M
0.1%
Reduced by 99%
$NOWAIServiceNow Inc.339,262$33.7M
0.1%
No change
$SNPSAISynopsys Inc.75,494$33.7M
0.1%
Increased by 22%
$SQAIBlock Inc.442,050$33.6M
0.1%
Increased by 101%
$FTNTAIFortinet Inc.217,924$33.5M
0.1%
Reduced by 29%
$VSTAIVistra Corp.203,446$32.3M
0.1%
Increased by 99%
$PYPLAIPayPal Holdings726,266$31.4M
0.1%
Reduced by 6%
$AAPLAIApple Inc.105,553$30.5M
0.1%
Reduced by 98%
$MCHPAIMicrochip Technology323,955$29.5M
0%
Reduced by 25%
$INTUAIIntuit Inc.108,044$28.2M
0%
Increased by 13%
$CEGAIConstellation Energy108,242$26.9M
0%
No change
$MUAIMicron Technology22,380$25.8M
0%
Reduced by 99%
$TERAITeradyne Inc.51,056$24.7M
0%
Reduced by 29%
$NVDAAINVIDIA Corporation119,018$23.8M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation63,372$23.6M
0%
Reduced by 98%
$ONAION Semiconductor234,345$22.2M
0%
Increased by 90%
$MPWRAIMonolithic Power Systems15,660$21.6M
0%
No change
$AAPLAIApple Inc.72,977$21.1M
0%
Reduced by 99%
$MSFTAIMicrosoft Corporation53,381$19.9M
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices32,356$18.8M
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices32,232$18.7M
0%
Reduced by 99%
$ABNBAIAirbnb Inc.130,491$18.7M
0%
No change
$AMZNAIAmazon.com, Inc.77,301$18.4M
0%
Reduced by 98%
$METAAIMeta Platforms, Inc.30,593$17.2M
0%
Reduced by 97%
$SMCIAISuper Micro Computer555,885$16.3M
0%
Increased by 6%
$SHOPAIShopify Inc.133,241$15.2M
0%
Reduced by 96%
$TSLAAITesla, Inc.35,903$15.1M
0%
Reduced by 97%
$GOOGLAIAlphabet Inc.41,847$15.0M
0%
Reduced by 99%
$INTCAIIntel Corporation99,719$13.9M
0%
Reduced by 98%
$GOOGAIAlphabet Inc.39,211$13.9M
0%
Reduced by 98%
$WDAYAIWorkday Inc.112,909$13.8M
0%
Increased by 16%
$METAAIMeta Platforms, Inc.23,585$13.3M
0%
Reduced by 98%
$AVGOAIBroadcom Inc.34,074$12.9M
0%
Reduced by 99%
$METAAIMeta Platforms, Inc.21,284$12.0M
0%
Reduced by 98%
$AMATAIApplied Materials15,749$11.4M
0%
Reduced by 96%
$NETAICloudflare Inc.43,871$10.8M
0%
Reduced by 76%
$LRCXAILam Research23,888$10.4M
0%
Reduced by 96%
$AVGOAIBroadcom Inc.23,414$8.8M
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.34,891$8.3M
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.23,091$8.2M
0%
Reduced by 99%
$GOOGAIAlphabet Inc.22,918$8.1M
0%
Reduced by 99%
$KLACAIKLA Corporation25,912$7.8M
0%
Reduced by 38%
$AMZNAIAmazon.com, Inc.28,305$6.7M
0%
Reduced by 99%
$AVGOAIBroadcom Inc.15,298$5.8M
0%
Reduced by 99%
$PANWAIPalo Alto Networks16,184$5.5M
0%
Reduced by 94%
$TXNAITexas Instruments18,050$5.4M
0%
Reduced by 95%
$MRVLAIMarvell Technology17,353$5.2M
0%
Reduced by 87%
$PLTRAIPalantir Technologies43,871$5.1M
0%
Reduced by 98%
$NVDAAINVIDIA Corporation24,472$4.9M
0%
Reduced by 100%
$AMATAIApplied Materials5,841$4.2M
0%
Reduced by 98%
$TSMAITaiwan Semiconductor8,370$4.0M
0%
Reduced by 24%
$TXNAITexas Instruments13,254$3.9M
0%
Reduced by 97%
$QCOMAIQUALCOMM Inc.20,911$3.9M
0%
Reduced by 98%
$MDBAIMongoDB Inc.11,503$3.9M
0%
Increased by 6%
$CRWDAICrowdStrike Holdings5,051$3.9M
0%
Reduced by 94%
$ADIAIAnalog Devices9,665$3.8M
0%
Reduced by 94%
$UBERAIUber Technologies52,686$3.8M
0%
Reduced by 94%
$ASMLAIASML Holding NV1,817$3.6M
0%
Increased by 54%
$METAAIMeta Platforms, Inc.5,606$3.2M
0%
Reduced by 100%
$APPAIAppLovin Corporation6,070$3.1M
0%
Reduced by 97%
$ARMAIARM Holdings plc8,097$2.9M
0%
Increased by 228%
$ISRGAIIntuitive Surgical7,027$2.8M
0%
Reduced by 94%
$SHOPAIShopify Inc.24,195$2.8M
0%
Reduced by 99%
$IONQAIIonQ Inc.46,348$2.5M
0%
Increased by 22%
$FTNTAIFortinet Inc.14,530$2.2M
0%
Reduced by 95%
$SHOPAIShopify Inc.19,195$2.2M
0%
Reduced by 99%
$ASMLAIASML Holding NV1,074$2.1M
0%
Reduced by 9%
$TEAMAIAtlassian Corporation27,313$2.1M
0%
No change
$ZSAIZscaler Inc.14,704$2.1M
0%
Reduced by 22%
$CDNSAICadence Design Systems5,474$2.1M
0%
Reduced by 94%
$RIVNAIRivian Automotive115,584$2.0M
0%
Reduced by 64%
$INTCAIIntel Corporation13,715$1.9M
0%
Reduced by 100%
$PLTRAIPalantir Technologies15,850$1.8M
0%
Reduced by 99%
$CEGAIConstellation Energy7,164$1.8M
0%
Reduced by 93%
$ARMAIARM Holdings plc4,901$1.7M
0%
Increased by 99%
$DDOGAIDatadog Inc.6,568$1.7M
0%
Reduced by 96%
$SNPSAISynopsys Inc.3,793$1.7M
0%
Reduced by 94%
$LRCXAILam Research3,834$1.7M
0%
Reduced by 99%
$ADBEAIAdobe Inc.8,023$1.6M
0%
Reduced by 99%
$GOOGAIAlphabet Inc.4,340$1.5M
0%
Reduced by 100%
$UBERAIUber Technologies21,197$1.5M
0%
Reduced by 98%
$TERAITeradyne Inc.3,110$1.5M
0%
Reduced by 96%
$INTCAIIntel Corporation10,450$1.5M
0%
Reduced by 100%
$ORCLAIOracle Corporation9,935$1.5M
0%
Reduced by 99%
$INTUAIIntuit Inc.5,425$1.4M
0%
Reduced by 94%
$QCOMAIQUALCOMM Inc.7,308$1.3M
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems970$1.3M
0%
Reduced by 94%
$CDNSAICadence Design Systems3,505$1.3M
0%
Reduced by 96%
$MSFTAIMicrosoft Corporation3,335$1.2M
0%
Reduced by 100%
$ABNBAIAirbnb Inc.8,298$1.2M
0%
Reduced by 94%
$FTNTAIFortinet Inc.6,691$1.0M
0%
Reduced by 98%
$KLACAIKLA Corporation3,396$1.0M
0%
Reduced by 92%
$PDDAIPDD Holdings Inc.13,247$1.0M
0%
Increased by 96%
$LRCXAILam Research2,308$999.0K
0%
Reduced by 100%
$MCHPAIMicrochip Technology10,759$981.2K
0%
Reduced by 98%
$NVDAAINVIDIA Corporation4,350$870.4K
0%
Reduced by 100%
$DDOGAIDatadog Inc.3,178$826.0K
0%
Reduced by 98%
$PLTRAIPalantir Technologies6,684$779.8K
0%
Reduced by 100%
$PYPLAIPayPal Holdings17,503$755.8K
0%
Reduced by 98%
$ANETAIArista Networks4,244$720.0K
0%
Reduced by 99%
$ADBEAIAdobe Inc.3,471$711.0K
0%
Reduced by 100%
$ADIAIAnalog Devices1,602$636.0K
0%
Reduced by 99%
$TSMAITaiwan Semiconductor1,322$631.3K
0%
Reduced by 88%
$PDDAIPDD Holdings Inc.7,807$595.5K
0%
Increased by 16%
$TSLAAITesla, Inc.1,414$594.7K
0%
Reduced by 100%
$MRVLAIMarvell Technology1,895$564.0K
0%
Reduced by 99%
$DELLAIDell Technologies1,251$539.0K
0%
Reduced by 100%
$APPAIAppLovin Corporation974$501.0K
0%
Reduced by 99%
$WDAYAIWorkday Inc.3,994$488.9K
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.790$445.0K
0%
Reduced by 100%
$ASMLAIASML Holding NV210$417.0K
0%
Reduced by 82%
$LRCXAILam Research917$397.4K
0%
Reduced by 100%
$NOWAIServiceNow Inc.3,853$382.0K
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices572$332.3K
0%
Reduced by 100%
$MSFTAIMicrosoft Corporation877$327.2K
0%
Reduced by 100%
$SNPSAISynopsys Inc.651$290.0K
0%
Reduced by 99%
$INTUAIIntuit Inc.1,079$281.0K
0%
Reduced by 99%
$PLTRAIPalantir Technologies1,685$196.6K
0%
Reduced by 100%
$MUAIMicron Technology163$188.0K
0%
Reduced by 100%
$COINAICoinbase Global1,111$162.4K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.274$154.3K
0%
Reduced by 100%
$NVDAAINVIDIA Corporation743$148.8K
0%
Reduced by 100%
$TSLAAITesla, Inc.352$148.2K
0%
Reduced by 100%
$VSTAIVistra Corp.922$146.3K
0%
Reduced by 99%
$MRVLAIMarvell Technology483$143.9K
0%
Reduced by 100%
$TERAITeradyne Inc.296$143.0K
0%
Reduced by 100%
$MUAIMicron Technology114$132.1K
0%
Reduced by 100%
$MCHPAIMicrochip Technology1,404$128.0K
0%
Reduced by 100%
$ARMAIARM Holdings plc311$110.3K
0%
Reduced by 87%
$TSMAITaiwan Semiconductor221$105.6K
0%
Reduced by 98%
$ORCLAIOracle Corporation640$93.7K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.255$90.3K
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.377$89.8K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.247$88.1K
0%
Reduced by 100%
$PANWAIPalo Alto Networks216$73.7K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.173$65.4K
0%
Reduced by 100%
$ANETAIArista Networks318$54.0K
0%
Reduced by 100%
$SAPAISAP SE343$53.0K
0%
Reduced by 20%
$SMCIAISuper Micro Computer1,710$50.2K
0%
Reduced by 100%
$KLACAIKLA Corporation158$47.6K
0%
Reduced by 100%
$INTCAIIntel Corporation333$46.4K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings58$44.0K
0%
Reduced by 100%
$NOWAIServiceNow Inc.401$39.8K
0%
Reduced by 100%
$DELLAIDell Technologies89$38.6K
0%
Reduced by 100%
$VRTAIVertiv Holdings112$37.5K
0%
Reduced by 100%
$AMATAIApplied Materials47$34.1K
0%
Reduced by 100%
$ARMAIARM Holdings plc90$32.0K
0%
Reduced by 96%
$PLTRAIPalantir Technologies247$28.8K
0%
Reduced by 100%
$TERAITeradyne Inc.56$27.1K
0%
Reduced by 100%
$AAPLAIApple Inc.68$19.8K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical44$17.7K
0%
Reduced by 100%
$CEGAIConstellation Energy66$16.5K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical34$14.0K
0%
Reduced by 100%
$VSTAIVistra Corp.87$14.0K
0%
Reduced by 100%
$CRMAISalesforce Inc.86$13.5K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.37$13.2K
0%
Reduced by 100%
$ANETAIArista Networks75$12.7K
0%
Reduced by 100%
$VRTAIVertiv Holdings34$11.0K
0%
Reduced by 100%
$BABAAIAlibaba Group110$10.6K
0%
Reduced by 100%
$BABAAIAlibaba Group100$10.0K
0%
Reduced by 100%
$VSTAIVistra Corp.61$9.7K
0%
Reduced by 100%
$BABAAIAlibaba Group100$9.6K
0%
Reduced by 100%
$ADBEAIAdobe Inc.43$8.7K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings11$8.5K
0%
Reduced by 100%
$INTUAIIntuit Inc.32$8.4K
0%
Reduced by 100%
$SNOWAISnowflake Inc.31$8.0K
0%
Reduced by 100%
$ADIAIAnalog Devices15$6.0K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems4$5.8K
0%
Reduced by 100%
$SNPSAISynopsys Inc.13$5.7K
0%
Reduced by 100%
$LRCXAILam Research12$5.2K
0%
Reduced by 100%
$DDOGAIDatadog Inc.18$4.8K
0%
Reduced by 100%
$SMCIAISuper Micro Computer157$4.6K
0%
Reduced by 100%
$CDNSAICadence Design Systems10$3.9K
0%
Reduced by 100%
$TXNAITexas Instruments12$3.5K
0%
Reduced by 100%
$UBERAIUber Technologies47$3.4K
0%
Reduced by 100%
$PYPLAIPayPal Holdings77$3.3K
0%
Reduced by 100%
$ONAION Semiconductor35$3.3K
0%
Reduced by 100%
$WDAYAIWorkday Inc.10$1.2K
0%
Reduced by 100%
$MCHPAIMicrochip Technology10$872
0%
Reduced by 100%
$RIVNAIRivian Automotive44$771
0%
Reduced by 100%
$SQAIBlock Inc.3$229
0%
Reduced by 100%