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TORONTO DOMINION BANK

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$51.5B

AI Exposure

27.7%

AI vs Non-AI Sector Exposure

AI & Semiconductors27.0%
Other Tech0.0%
$NVDA

4.4%

$AAPL

2.6%

$MSFT

2.4%

$AMZN

1.5%

Portfolio Holdings

AI & Tech holdings for TORONTO DOMINION BANK

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation12,985,930$2.3B
4.4%
Reduced by 12%
$AAPLAIApple Inc.5,228,829$1.3B
2.6%
Reduced by 25%
$MSFTAIMicrosoft Corporation3,284,479$1.2B
2.4%
Reduced by 14%
$AMZNAIAmazon.com, Inc.3,819,002$795.4M
1.5%
Reduced by 31%
$GOOGLAIAlphabet Inc.2,397,567$689.4M
1.3%
Reduced by 50%
$AVGOAIBroadcom Inc.2,146,780$664.4M
1.3%
Reduced by 6%
$GOOGAIAlphabet Inc.2,279,343$653.9M
1.3%
Increased by 7%
$METAAIMeta Platforms, Inc.992,110$567.6M
1.1%
Reduced by 35%
$SHOPAIShopify Inc.2,942,236$349.2M
0.7%
Reduced by 8%
$TSLAAITesla, Inc.931,267$346.2M
0.7%
Reduced by 43%
$AMDAIAdvanced Micro Devices1,679,936$341.7M
0.7%
Reduced by 14%
$MSFTAIMicrosoft Corporation810,000$299.8M
0.6%
Reduced by 79%
$MUAIMicron Technology887,448$299.8M
0.6%
Reduced by 30%
$PLTRAIPalantir Technologies2,019,716$295.4M
0.6%
Reduced by 32%
$MUAIMicron Technology750,000$253.4M
0.5%
Reduced by 41%
$AMZNAIAmazon.com, Inc.1,200,000$249.9M
0.5%
Reduced by 78%
$NVDAAINVIDIA Corporation1,400,000$244.2M
0.5%
Reduced by 91%
$GOOGLAIAlphabet Inc.800,000$230.0M
0.4%
Reduced by 83%
$INTCAIIntel Corporation4,048,885$178.7M
0.3%
Reduced by 64%
$ORCLAIOracle Corporation1,160,000$170.6M
0.3%
Reduced by 25%
$COINAICoinbase Global861,894$150.5M
0.3%
Increased by 263%
$AMATAIApplied Materials362,996$124.1M
0.2%
Reduced by 14%
$ADBEAIAdobe Inc.500,000$121.5M
0.2%
Increased by 17%
$LRCXAILam Research530,984$113.5M
0.2%
Reduced by 29%
$METAAIMeta Platforms, Inc.194,000$111.0M
0.2%
Reduced by 87%
$ORCLAIOracle Corporation738,987$108.7M
0.2%
Reduced by 52%
$AMDAIAdvanced Micro Devices500,000$101.7M
0.2%
Reduced by 74%
$QCOMAIQUALCOMM Inc.668,982$86.2M
0.2%
Reduced by 36%
$QCOMAIQUALCOMM Inc.655,000$84.4M
0.2%
Reduced by 37%
$TSLAAITesla, Inc.207,668$77.2M
0.1%
Reduced by 87%
$TXNAITexas Instruments377,532$73.3M
0.1%
Increased by 9%
$PLTRAIPalantir Technologies500,000$73.1M
0.1%
Reduced by 83%
$APPAIAppLovin Corporation177,850$70.8M
0.1%
Reduced by 7%
$BABAAIAlibaba Group561,760$70.5M
0.1%
Reduced by 6%
$CRMAISalesforce Inc.363,437$67.8M
0.1%
Reduced by 34%
$UBERAIUber Technologies921,603$66.3M
0.1%
Reduced by 34%
$AVGOAIBroadcom Inc.205,000$63.4M
0.1%
Reduced by 91%
$KLACAIKLA Corporation41,745$61.5M
0.1%
Reduced by 22%
$GOOGAIAlphabet Inc.180,000$51.6M
0.1%
Reduced by 92%
$GOOGLAIAlphabet Inc.176,645$50.8M
0.1%
Reduced by 96%
$ISRGAIIntuitive Surgical108,263$49.9M
0.1%
Reduced by 14%
$ADIAIAnalog Devices155,513$49.5M
0.1%
Reduced by 57%
$ADBEAIAdobe Inc.202,466$49.2M
0.1%
Reduced by 53%
$PANWAIPalo Alto Networks259,853$41.7M
0.1%
Reduced by 28%
$DELLAIDell Technologies250,000$41.0M
0.1%
Reduced by 28%
$ANETAIArista Networks332,775$40.9M
0.1%
Reduced by 48%
$INTUAIIntuit Inc.94,394$40.8M
0.1%
Reduced by 8%
$DELLAIDell Technologies236,200$38.8M
0.1%
Reduced by 32%
$NETAICloudflare Inc.185,450$38.3M
0.1%
Increased by 270%
$TSLAAITesla, Inc.100,000$37.2M
0.1%
Reduced by 94%
$PYPLAIPayPal Holdings772,116$34.9M
0.1%
Increased by 82%
$NOWAIServiceNow Inc.329,151$34.4M
0.1%
Reduced by 16%
$NVDAAINVIDIA Corporation193,964$33.8M
0.1%
Reduced by 99%
$CRWDAICrowdStrike Holdings82,246$32.1M
0.1%
Reduced by 12%
$CEGAIConstellation Energy102,876$28.7M
0.1%
Reduced by 46%
$MCHPAIMicrochip Technology431,732$27.9M
0.1%
Reduced by 14%
$VRTAIVertiv Holdings110,718$27.7M
0.1%
Reduced by 13%
$MSFTAIMicrosoft Corporation65,387$24.2M
0%
Reduced by 98%
$FTNTAIFortinet Inc.295,250$24.1M
0%
Reduced by 27%
$SNPSAISynopsys Inc.60,784$24.1M
0%
Reduced by 53%
$CDNSAICadence Design Systems86,511$24.0M
0%
Reduced by 46%
$TERAITeradyne Inc.72,378$21.5M
0%
Reduced by 36%
$DDOGAIDatadog Inc.168,344$19.9M
0%
Reduced by 16%
$AAPLAIApple Inc.74,950$19.0M
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.83,822$17.5M
0%
Reduced by 98%
$MPWRAIMonolithic Power Systems15,373$16.8M
0%
Reduced by 35%
$ABNBAIAirbnb Inc.128,979$16.3M
0%
Reduced by 46%
$VSTAIVistra Corp.102,111$15.4M
0%
Reduced by 63%
$METAAIMeta Platforms, Inc.23,507$13.4M
0%
Reduced by 98%
$SQAIBlock Inc.219,779$13.2M
0%
Reduced by 9%
$SHOPAIShopify Inc.108,934$12.9M
0%
Reduced by 97%
$WDAYAIWorkday Inc.97,173$12.6M
0%
Reduced by 14%
$MRVLAIMarvell Technology124,185$12.3M
0%
Reduced by 38%
$SMCIAISuper Micro Computer521,938$11.9M
0%
No change
$MSFTAIMicrosoft Corporation31,084$11.5M
0%
Reduced by 99%
$ONAION Semiconductor123,352$7.6M
0%
Reduced by 13%
$SNOWAISnowflake Inc.45,121$6.8M
0%
Reduced by 14%
$GOOGLAIAlphabet Inc.23,341$6.7M
0%
Reduced by 100%
$GOOGAIAlphabet Inc.23,059$6.6M
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.28,515$5.9M
0%
Reduced by 99%
$AVGOAIBroadcom Inc.15,953$4.9M
0%
Reduced by 99%
$AVGOAIBroadcom Inc.15,015$4.7M
0%
Reduced by 99%
$AAPLAIApple Inc.17,600$4.5M
0%
Reduced by 100%
$NVDAAINVIDIA Corporation18,765$3.3M
0%
Reduced by 100%
$DELLAIDell Technologies19,800$3.2M
0%
Reduced by 94%
$RIVNAIRivian Automotive213,178$3.2M
0%
Increased by 52%
$METAAIMeta Platforms, Inc.5,568$3.2M
0%
Reduced by 100%
$TSMAITaiwan Semiconductor9,055$3.1M
0%
Reduced by 10%
$AMDAIAdvanced Micro Devices14,307$2.9M
0%
Reduced by 99%
$MDBAIMongoDB Inc.10,845$2.7M
0%
Reduced by 17%
$ZSAIZscaler Inc.18,669$2.6M
0%
No change
$TXNAITexas Instruments12,771$2.5M
0%
Reduced by 96%
$TSLAAITesla, Inc.6,675$2.5M
0%
Reduced by 100%
$AMATAIApplied Materials7,127$2.4M
0%
Reduced by 98%
$METAAIMeta Platforms, Inc.4,100$2.3M
0%
Reduced by 100%
$SHOPAIShopify Inc.18,155$2.2M
0%
Reduced by 99%
$NVDAAINVIDIA Corporation11,276$2.0M
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.14,960$1.9M
0%
Reduced by 99%
$TEAMAIAtlassian Corporation26,583$1.8M
0%
Reduced by 13%
$NVDAAINVIDIA Corporation9,773$1.7M
0%
Reduced by 100%
$MSFTAIMicrosoft Corporation4,400$1.6M
0%
Reduced by 100%
$RIVNAIRivian Automotive106,808$1.6M
0%
Reduced by 24%
$ORCLAIOracle Corporation10,603$1.6M
0%
Reduced by 99%
$AAPLAIApple Inc.5,904$1.5M
0%
Reduced by 100%
$PLTRAIPalantir Technologies7,950$1.2M
0%
Reduced by 100%
$UBERAIUber Technologies16,066$1.2M
0%
Reduced by 99%
$SNOWAISnowflake Inc.7,491$1.1M
0%
Reduced by 86%
$MSFTAIMicrosoft Corporation2,986$1.1M
0%
Reduced by 100%
$IONQAIIonQ Inc.38,081$1.1M
0%
Reduced by 17%
$CDNSAICadence Design Systems3,527$981.0K
0%
Reduced by 98%
$FTNTAIFortinet Inc.11,100$908.0K
0%
Reduced by 97%
$AMZNAIAmazon.com, Inc.4,316$898.9K
0%
Reduced by 100%
$ADBEAIAdobe Inc.3,471$845.0K
0%
Reduced by 99%
$ASMLAIASML Holding NV573$756.8K
0%
Reduced by 68%
$TSLAAITesla, Inc.2,007$746.1K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.1,187$679.1K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.2,342$673.5K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.2,187$627.4K
0%
Reduced by 100%
$INTCAIIntel Corporation13,915$615.0K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.1,905$589.6K
0%
Reduced by 100%
$MSFTAIMicrosoft Corporation1,500$555.3K
0%
Reduced by 100%
$TSMAITaiwan Semiconductor1,608$543.4K
0%
Reduced by 84%
$ANETAIArista Networks4,251$523.0K
0%
Reduced by 99%
$ADIAIAnalog Devices1,600$510.0K
0%
Reduced by 100%
$INTUAIIntuit Inc.1,157$501.0K
0%
Reduced by 99%
$PDDAIPDD Holdings Inc.4,310$440.4K
0%
Reduced by 62%
$MUAIMicron Technology1,251$422.6K
0%
Reduced by 100%
$TSLAAITesla, Inc.1,118$415.7K
0%
Reduced by 100%
$MRVLAIMarvell Technology4,004$397.0K
0%
Reduced by 98%
$DDOGAIDatadog Inc.3,212$380.0K
0%
Reduced by 98%
$LRCXAILam Research1,748$374.0K
0%
Reduced by 100%
$ANETAIArista Networks3,028$371.8K
0%
Reduced by 100%
$TSLAAITesla, Inc.1,000$371.8K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices1,809$368.0K
0%
Reduced by 100%
$MSFTAIMicrosoft Corporation962$356.1K
0%
Reduced by 100%
$ASMLAIASML Holding NV235$311.0K
0%
Reduced by 87%
$PLTRAIPalantir Technologies2,095$306.5K
0%
Reduced by 100%
$AMATAIApplied Materials883$301.8K
0%
Reduced by 100%
$ASMLAIASML Holding NV224$295.8K
0%
Reduced by 87%
$NVDAAINVIDIA Corporation1,633$284.7K
0%
Reduced by 100%
$KLACAIKLA Corporation182$268.0K
0%
Reduced by 100%
$SNPSAISynopsys Inc.651$258.0K
0%
Reduced by 99%
$INTCAIIntel Corporation5,545$244.7K
0%
Reduced by 100%
$LRCXAILam Research1,142$244.0K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.415$237.4K
0%
Reduced by 100%
$KLACAIKLA Corporation146$215.0K
0%
Reduced by 100%
$TXNAITexas Instruments1,009$195.9K
0%
Reduced by 100%
$MUAIMicron Technology554$187.1K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical395$182.1K
0%
Reduced by 100%
$PDDAIPDD Holdings Inc.1,704$174.1K
0%
Reduced by 85%
$ADIAIAnalog Devices540$171.8K
0%
Reduced by 100%
$SHOPAIShopify Inc.1,361$161.4K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.1,184$152.5K
0%
Reduced by 100%
$ARMAIARM Holdings plc1,004$151.9K
0%
Reduced by 58%
$GOOGLAIAlphabet Inc.523$150.4K
0%
Reduced by 100%
$GOOGAIAlphabet Inc.524$150.2K
0%
Reduced by 100%
$PANWAIPalo Alto Networks907$145.4K
0%
Reduced by 100%
$GOOGLAIAlphabet Inc.505$145.2K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices712$144.8K
0%
Reduced by 100%
$TSMAITaiwan Semiconductor410$138.6K
0%
Reduced by 96%
$APPAIAppLovin Corporation342$136.1K
0%
Reduced by 100%
$ARMAIARM Holdings plc893$135.1K
0%
Reduced by 63%
$INTUAIIntuit Inc.307$132.7K
0%
Reduced by 100%
$ASMLAIASML Holding NV99$130.8K
0%
Reduced by 94%
$CEGAIConstellation Energy401$112.0K
0%
Reduced by 100%
$ADBEAIAdobe Inc.453$110.1K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings279$108.9K
0%
Reduced by 100%
$MRVLAIMarvell Technology967$95.8K
0%
Reduced by 100%
$ORCLAIOracle Corporation608$89.5K
0%
Reduced by 100%
$CDNSAICadence Design Systems308$85.6K
0%
Reduced by 100%
$SNPSAISynopsys Inc.213$84.5K
0%
Reduced by 100%
$AMDAIAdvanced Micro Devices409$83.1K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.145$82.7K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.248$76.7K
0%
Reduced by 100%
$PLTRAIPalantir Technologies522$76.3K
0%
Reduced by 100%
$PDDAIPDD Holdings Inc.741$75.7K
0%
Reduced by 93%
$SAPAISAP SE429$74.0K
0%
Reduced by 45%
$FTNTAIFortinet Inc.822$67.2K
0%
Reduced by 100%
$PLTRAIPalantir Technologies448$65.5K
0%
Reduced by 100%
$ASMLAIASML Holding NV49$64.7K
0%
Reduced by 97%
$MPWRAIMonolithic Power Systems55$60.1K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.470$59.4K
0%
Reduced by 100%
$ARMAIARM Holdings plc356$53.9K
0%
Reduced by 85%
$LRCXAILam Research245$52.3K
0%
Reduced by 100%
$PYPLAIPayPal Holdings1,024$46.3K
0%
Reduced by 100%
$DDOGAIDatadog Inc.364$43.0K
0%
Reduced by 100%
$AAPLAIApple Inc.167$42.5K
0%
Reduced by 100%
$MCHPAIMicrochip Technology601$38.8K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings98$38.4K
0%
Reduced by 100%
$PANWAIPalo Alto Networks239$38.3K
0%
Reduced by 100%
$VSTAIVistra Corp.240$36.0K
0%
Reduced by 100%
$ADBEAIAdobe Inc.135$32.7K
0%
Reduced by 100%
$WDAYAIWorkday Inc.237$30.8K
0%
Reduced by 100%
$APPAIAppLovin Corporation63$25.2K
0%
Reduced by 100%
$ZSAIZscaler Inc.179$25.1K
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.118$24.6K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings58$23.0K
0%
Reduced by 100%
$KLACAIKLA Corporation16$22.8K
0%
Reduced by 100%
$COINAICoinbase Global117$20.5K
0%
Reduced by 100%
$ARMAIARM Holdings plc128$19.4K
0%
Reduced by 95%
$INTUAIIntuit Inc.45$19.3K
0%
Reduced by 100%
$VRTAIVertiv Holdings73$18.3K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical34$16.0K
0%
Reduced by 100%
$NOWAIServiceNow Inc.147$15.4K
0%
Reduced by 100%
$DELLAIDell Technologies87$14.0K
0%
Reduced by 100%
$BABAAIAlibaba Group100$13.0K
0%
Reduced by 100%
$VRTAIVertiv Holdings50$13.0K
0%
Reduced by 100%
$TEAMAIAtlassian Corporation187$12.8K
0%
Reduced by 99%
$BABAAIAlibaba Group100$12.5K
0%
Reduced by 100%
$MPWRAIMonolithic Power Systems11$12.3K
0%
Reduced by 100%
$CEGAIConstellation Energy35$9.7K
0%
Reduced by 100%
$TERAITeradyne Inc.32$9.5K
0%
Reduced by 100%
$ARMAIARM Holdings plc60$9.0K
0%
Reduced by 97%
$UBERAIUber Technologies120$8.7K
0%
Reduced by 100%
$LRCXAILam Research31$6.7K
0%
Reduced by 100%
$CRMAISalesforce Inc.33$6.1K
0%
Reduced by 100%
$ARMAIARM Holdings plc27$4.1K
0%
Reduced by 99%
$ANETAIArista Networks32$4.0K
0%
Reduced by 100%
$AMATAIApplied Materials12$3.9K
0%
Reduced by 100%
$PYPLAIPayPal Holdings78$3.5K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical7$3.4K
0%
Reduced by 100%
$ADIAIAnalog Devices11$3.4K
0%
Reduced by 100%
$INTCAIIntel Corporation70$3.1K
0%
Reduced by 100%
$SNPSAISynopsys Inc.6$2.2K
0%
Reduced by 100%
$CDNSAICadence Design Systems8$2.2K
0%
Reduced by 100%
$SMCIAISuper Micro Computer94$2.1K
0%
Reduced by 100%
$SNOWAISnowflake Inc.13$1.9K
0%
Reduced by 100%
$DDOGAIDatadog Inc.12$1.5K
0%
Reduced by 100%
$WDAYAIWorkday Inc.11$1.4K
0%
Reduced by 100%
$ONAION Semiconductor18$1.1K
0%
Reduced by 100%
$VSTAIVistra Corp.6$895
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.6$773
0%
Reduced by 100%
$RIVNAIRivian Automotive48$716
0%
Reduced by 100%
$ABNBAIAirbnb Inc.5$580
0%
Reduced by 100%
$SQAIBlock Inc.9$546
0%
Reduced by 100%
$TXNAITexas Instruments2$464
0%
Reduced by 100%
$DELLAIDell Technologies2$376
0%
Reduced by 100%
$MCHPAIMicrochip Technology4$248
0%
Reduced by 100%