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US BANCORP \DE\

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$91.6B

AI Exposure

19%

AI vs Non-AI Sector Exposure

AI & Semiconductors18.6%
Other Tech0.0%
$AAPL

2.5%

$MSFT

1.8%

$NVDA

1.5%

Portfolio Holdings

AI & Tech holdings for US BANCORP \DE\

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.7,931,521$2.3B
2.5%
Reduced by 22%
$GOOGLAIAlphabet Inc.5,045,487$1.8B
2%
Reduced by 15%
$MSFTAIMicrosoft Corporation4,453,010$1.7B
1.8%
Reduced by 18%
$NVDAAINVIDIA Corporation7,005,152$1.4B
1.5%
Reduced by 13%
$AMZNAIAmazon.com, Inc.5,022,747$1.2B
1.3%
Reduced by 15%
$MUAIMicron Technology693,585$800.6M
0.9%
Reduced by 19%
$AMDAIAdvanced Micro Devices988,917$574.5M
0.6%
Reduced by 12%
$AAPLAIApple Inc.1,950,505$564.4M
0.6%
Reduced by 81%
$METAAIMeta Platforms, Inc.938,810$528.8M
0.6%
Reduced by 10%
$GOOGAIAlphabet Inc.1,436,719$507.6M
0.6%
Reduced by 22%
$AVGOAIBroadcom Inc.1,078,025$407.2M
0.4%
Reduced by 14%
$PANWAIPalo Alto Networks1,150,150$392.2M
0.4%
Reduced by 16%
$MSFTAIMicrosoft Corporation958,634$357.6M
0.4%
Reduced by 82%
$AMATAIApplied Materials487,579$352.5M
0.4%
Reduced by 14%
$GOOGLAIAlphabet Inc.845,660$302.2M
0.3%
Reduced by 86%
$VRTAIVertiv Holdings599,614$200.8M
0.2%
Reduced by 12%
$INTCAIIntel Corporation1,414,609$197.5M
0.2%
Reduced by 31%
$AMZNAIAmazon.com, Inc.807,811$192.5M
0.2%
Reduced by 86%
$NVDAAINVIDIA Corporation915,587$183.2M
0.2%
Reduced by 89%
$QCOMAIQUALCOMM Inc.950,947$175.7M
0.2%
Reduced by 20%
$TXNAITexas Instruments572,128$170.5M
0.2%
Reduced by 22%
$ORCLAIOracle Corporation1,085,937$159.1M
0.2%
Reduced by 30%
$LRCXAILam Research346,109$150.0M
0.2%
Reduced by 11%
$KLACAIKLA Corporation487,068$147.0M
0.2%
Increased by 769%
$TSMAITaiwan Semiconductor294,992$140.9M
0.2%
Reduced by 19%
$ADIAIAnalog Devices353,482$140.4M
0.2%
Reduced by 17%
$TSLAAITesla, Inc.330,278$138.9M
0.2%
Reduced by 13%
$GOOGAIAlphabet Inc.324,708$114.7M
0.1%
Reduced by 82%
$UBERAIUber Technologies1,500,203$108.3M
0.1%
No change
$ASMLAIASML Holding NV41,085$81.7M
0.1%
Reduced by 12%
$NOWAIServiceNow Inc.806,561$80.1M
0.1%
Reduced by 20%
$INTCAIIntel Corporation551,132$77.0M
0.1%
Reduced by 73%
$PANWAIPalo Alto Networks217,066$74.0M
0.1%
Reduced by 84%
$MUAIMicron Technology61,648$71.2M
0.1%
Reduced by 93%
$METAAIMeta Platforms, Inc.125,798$70.9M
0.1%
Reduced by 88%
$ORCLAIOracle Corporation424,911$62.3M
0.1%
Reduced by 73%
$CRWDAICrowdStrike Holdings76,701$58.5M
0.1%
Reduced by 16%
$AVGOAIBroadcom Inc.154,525$58.4M
0.1%
Reduced by 88%
$DELLAIDell Technologies134,366$58.0M
0.1%
No change
$AMDAIAdvanced Micro Devices93,043$54.0M
0.1%
Reduced by 92%
$PLTRAIPalantir Technologies449,513$52.4M
0.1%
Reduced by 11%
$ISRGAIIntuitive Surgical128,808$51.2M
0.1%
Reduced by 19%
$SNPSAISynopsys Inc.111,263$49.6M
0.1%
Reduced by 12%
$NVDAAINVIDIA Corporation246,349$49.3M
0.1%
Reduced by 97%
$TXNAITexas Instruments159,584$47.6M
0.1%
Reduced by 78%
$AMATAIApplied Materials64,597$46.7M
0.1%
Reduced by 89%
$AAPLAIApple Inc.145,663$42.1M
0%
Reduced by 99%
$CRMAISalesforce Inc.265,862$41.6M
0%
Reduced by 27%
$INTUAIIntuit Inc.146,863$38.3M
0%
Reduced by 36%
$QCOMAIQUALCOMM Inc.195,400$36.1M
0%
Reduced by 83%
$MSFTAIMicrosoft Corporation83,026$31.0M
0%
Reduced by 98%
$MRVLAIMarvell Technology103,070$30.7M
0%
Reduced by 22%
$FTNTAIFortinet Inc.185,611$28.5M
0%
Reduced by 10%
$ANETAIArista Networks164,731$28.0M
0%
Reduced by 11%
$AMZNAIAmazon.com, Inc.111,224$26.5M
0%
Reduced by 98%
$MCHPAIMicrochip Technology287,058$26.2M
0%
Reduced by 24%
$GOOGLAIAlphabet Inc.64,820$23.2M
0%
Reduced by 99%
$AVGOAIBroadcom Inc.58,750$22.2M
0%
Reduced by 95%
$ADIAIAnalog Devices53,315$21.2M
0%
Reduced by 87%
$TSLAAITesla, Inc.50,032$21.0M
0%
Reduced by 87%
$VRTAIVertiv Holdings59,038$19.8M
0%
Reduced by 91%
$GOOGAIAlphabet Inc.54,074$19.1M
0%
Reduced by 97%
$APPAIAppLovin Corporation36,032$18.6M
0%
Increased by 22%
$TSMAITaiwan Semiconductor38,144$18.2M
0%
Reduced by 90%
$METAAIMeta Platforms, Inc.28,469$16.0M
0%
Reduced by 97%
$NOWAIServiceNow Inc.159,513$15.8M
0%
Reduced by 84%
$NVDAAINVIDIA Corporation74,189$14.8M
0%
Reduced by 99%
$KLACAIKLA Corporation48,934$14.8M
0%
Reduced by 13%
$UBERAIUber Technologies197,884$14.3M
0%
Reduced by 87%
$MPWRAIMonolithic Power Systems9,906$13.7M
0%
Reduced by 19%
$WDAYAIWorkday Inc.105,713$12.9M
0%
Reduced by 15%
$CEGAIConstellation Energy50,500$12.5M
0%
Reduced by 22%
$MUAIMicron Technology10,712$12.4M
0%
Reduced by 99%
$SAPAISAP SE77,645$12.0M
0%
Reduced by 21%
$TSMAITaiwan Semiconductor24,650$11.8M
0%
Reduced by 93%
$AMDAIAdvanced Micro Devices19,119$11.1M
0%
Reduced by 98%
$AMZNAIAmazon.com, Inc.45,075$10.7M
0%
Reduced by 99%
$AMATAIApplied Materials14,851$10.7M
0%
Reduced by 97%
$AAPLAIApple Inc.37,054$10.7M
0%
Reduced by 100%
$LRCXAILam Research24,449$10.6M
0%
Reduced by 94%
$CDNSAICadence Design Systems26,855$10.1M
0%
Reduced by 17%
$ADBEAIAdobe Inc.48,670$10.0M
0%
Reduced by 67%
$MSFTAIMicrosoft Corporation26,086$9.7M
0%
Reduced by 100%
$ISRGAIIntuitive Surgical24,394$9.7M
0%
Reduced by 85%
$CRWDAICrowdStrike Holdings12,171$9.3M
0%
Reduced by 87%
$GOOGLAIAlphabet Inc.25,892$9.3M
0%
Reduced by 100%
$TSLAAITesla, Inc.21,818$9.2M
0%
Reduced by 94%
$LRCXAILam Research20,242$8.8M
0%
Reduced by 95%
$CRMAISalesforce Inc.55,297$8.7M
0%
Reduced by 85%
$MCHPAIMicrochip Technology88,190$8.0M
0%
Reduced by 77%
$MRVLAIMarvell Technology26,925$8.0M
0%
Reduced by 80%
$INTUAIIntuit Inc.30,075$7.8M
0%
Reduced by 87%
$ASMLAIASML Holding NV3,657$7.3M
0%
Reduced by 92%
$METAAIMeta Platforms, Inc.12,281$6.9M
0%
Reduced by 99%
$NXPIAINXP Semiconductors22,693$6.4M
0%
Reduced by 9%
$ANETAIArista Networks36,115$6.1M
0%
Reduced by 80%
$NETAICloudflare Inc.23,420$5.7M
0%
Reduced by 26%
$ABNBAIAirbnb Inc.39,590$5.7M
0%
Reduced by 46%
$SNOWAISnowflake Inc.21,012$5.3M
0%
Reduced by 35%
$SHOPAIShopify Inc.46,355$5.3M
0%
Reduced by 29%
$GOOGAIAlphabet Inc.14,879$5.3M
0%
Reduced by 99%
$TERAITeradyne Inc.10,806$5.2M
0%
Reduced by 15%
$SNPSAISynopsys Inc.11,707$5.2M
0%
Reduced by 91%
$TSLAAITesla, Inc.12,123$5.1M
0%
Reduced by 97%
$AVGOAIBroadcom Inc.13,475$5.1M
0%
Reduced by 99%
$ADIAIAnalog Devices12,555$5.0M
0%
Reduced by 97%
$DDOGAIDatadog Inc.18,763$4.9M
0%
Reduced by 20%
$SQAIBlock Inc.59,037$4.5M
0%
Reduced by 48%
$ORCLAIOracle Corporation29,436$4.3M
0%
Reduced by 98%
$ABNBAIAirbnb Inc.29,743$4.3M
0%
Reduced by 59%
$INTCAIIntel Corporation28,855$4.0M
0%
Reduced by 99%
$VSTAIVistra Corp.23,767$3.8M
0%
Reduced by 7%
$DELLAIDell Technologies8,602$3.7M
0%
Reduced by 93%
$PLTRAIPalantir Technologies29,900$3.5M
0%
Reduced by 94%
$AMDAIAdvanced Micro Devices5,923$3.4M
0%
Reduced by 99%
$ONAION Semiconductor35,971$3.4M
0%
No change
$MUAIMicron Technology2,912$3.4M
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings4,103$3.1M
0%
Reduced by 96%
$TSMAITaiwan Semiconductor5,967$2.9M
0%
Reduced by 98%
$FTNTAIFortinet Inc.18,519$2.8M
0%
Reduced by 91%
$MPWRAIMonolithic Power Systems2,041$2.8M
0%
Reduced by 83%
$ARMAIARM Holdings plc7,485$2.7M
0%
Increased by 19%
$ASMLAIASML Holding NV1,299$2.6M
0%
Reduced by 97%
$WDAYAIWorkday Inc.21,063$2.6M
0%
Reduced by 83%
$CEGAIConstellation Energy9,978$2.5M
0%
Reduced by 85%
$AMATAIApplied Materials3,351$2.4M
0%
Reduced by 99%
$BIDUAIBaidu, Inc.20,528$2.3M
0%
Reduced by 21%
$PYPLAIPayPal Holdings53,876$2.3M
0%
Reduced by 47%
$BABAAIAlibaba Group22,380$2.1M
0%
Reduced by 48%
$KLACAIKLA Corporation6,968$2.1M
0%
Reduced by 88%
$ZSAIZscaler Inc.14,319$2.0M
0%
Reduced by 34%
$SNOWAISnowflake Inc.7,754$2.0M
0%
Reduced by 76%
$NETAICloudflare Inc.7,327$1.8M
0%
Reduced by 77%
$QCOMAIQUALCOMM Inc.9,572$1.8M
0%
Reduced by 99%
$CDNSAICadence Design Systems4,627$1.7M
0%
Reduced by 86%
$CEGAIConstellation Energy6,828$1.7M
0%
Reduced by 89%
$PLTRAIPalantir Technologies14,519$1.7M
0%
Reduced by 97%
$MDBAIMongoDB Inc.5,016$1.7M
0%
No change
$LRCXAILam Research3,857$1.7M
0%
Reduced by 99%
$ASMLAIASML Holding NV839$1.7M
0%
Reduced by 98%
$SAPAISAP SE10,458$1.6M
0%
Reduced by 89%
$ADBEAIAdobe Inc.7,824$1.6M
0%
Reduced by 95%
$MRVLAIMarvell Technology5,309$1.6M
0%
Reduced by 96%
$BABAAIAlibaba Group16,147$1.5M
0%
Reduced by 62%
$TXNAITexas Instruments4,791$1.4M
0%
Reduced by 99%
$PANWAIPalo Alto Networks3,980$1.4M
0%
Reduced by 100%
$ORCLAIOracle Corporation9,214$1.4M
0%
Reduced by 99%
$SQAIBlock Inc.16,854$1.3M
0%
Reduced by 85%
$CRMAISalesforce Inc.7,715$1.2M
0%
Reduced by 98%
$PYPLAIPayPal Holdings26,416$1.1M
0%
Reduced by 74%
$INTCAIIntel Corporation7,915$1.1M
0%
Reduced by 100%
$COINAICoinbase Global7,443$1.1M
0%
Reduced by 33%
$SHOPAIShopify Inc.9,318$1.1M
0%
Reduced by 86%
$PANWAIPalo Alto Networks3,110$1.1M
0%
Reduced by 100%
$PLTRAIPalantir Technologies9,063$1.1M
0%
Reduced by 98%
$UBERAIUber Technologies14,153$1.0M
0%
Reduced by 99%
$ANETAIArista Networks5,773$980.7K
0%
Reduced by 97%
$APPAIAppLovin Corporation1,899$978.4K
0%
Reduced by 94%
$IONQAIIonQ Inc.18,065$962.1K
0%
Increased by 52%
$KLACAIKLA Corporation3,178$959.7K
0%
Reduced by 94%
$VRTAIVertiv Holdings2,669$893.7K
0%
Reduced by 100%
$ISRGAIIntuitive Surgical2,182$867.7K
0%
Reduced by 99%
$APPAIAppLovin Corporation1,641$845.5K
0%
Reduced by 94%
$PDDAIPDD Holdings Inc.9,671$737.7K
0%
Reduced by 44%
$SMCIAISuper Micro Computer25,110$736.5K
0%
Reduced by 5%
$SHOPAIShopify Inc.6,439$735.2K
0%
Reduced by 90%
$DDOGAIDatadog Inc.2,810$731.6K
0%
Reduced by 88%
$RIVNAIRivian Automotive42,132$731.0K
0%
Increased by 28%
$ADIAIAnalog Devices1,833$729.4K
0%
Reduced by 100%
$SNOWAISnowflake Inc.2,851$725.6K
0%
Reduced by 91%
$NOWAIServiceNow Inc.7,119$706.8K
0%
Reduced by 99%
$DELLAIDell Technologies1,580$681.7K
0%
Reduced by 99%
$TERAITeradyne Inc.1,385$670.1K
0%
Reduced by 89%
$VRTAIVertiv Holdings1,967$658.6K
0%
Reduced by 100%
$SNOWAISnowflake Inc.2,575$655.3K
0%
Reduced by 92%
$TEAMAIAtlassian Corporation8,184$636.6K
0%
Reduced by 35%
$UBERAIUber Technologies8,432$608.5K
0%
Reduced by 99%
$ISRGAIIntuitive Surgical1,494$594.1K
0%
Reduced by 99%
$APPAIAppLovin Corporation1,140$587.4K
0%
Reduced by 96%
$NXPIAINXP Semiconductors2,089$587.1K
0%
Reduced by 92%
$MRVLAIMarvell Technology1,963$585.6K
0%
Reduced by 99%
$ZSAIZscaler Inc.4,110$580.1K
0%
Reduced by 81%
$CRMAISalesforce Inc.3,574$560.3K
0%
Reduced by 99%
$BIDUAIBaidu, Inc.4,677$534.5K
0%
Reduced by 82%
$FTNTAIFortinet Inc.3,440$528.5K
0%
Reduced by 98%
$QCOMAIQUALCOMM Inc.2,837$525.2K
0%
Reduced by 100%
$SNPSAISynopsys Inc.1,174$523.7K
0%
Reduced by 99%
$TXNAITexas Instruments1,690$504.7K
0%
Reduced by 100%
$CDNSAICadence Design Systems1,320$495.4K
0%
Reduced by 96%
$ADBEAIAdobe Inc.2,396$491.2K
0%
Reduced by 98%
$PDDAIPDD Holdings Inc.6,343$483.8K
0%
Reduced by 63%
$TERAITeradyne Inc.983$475.6K
0%
Reduced by 92%
$NOWAIServiceNow Inc.4,638$460.5K
0%
Reduced by 100%
$CDNSAICadence Design Systems1,180$442.9K
0%
Reduced by 96%
$ABNBAIAirbnb Inc.2,887$413.1K
0%
Reduced by 96%
$ANETAIArista Networks2,403$408.2K
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings523$399.1K
0%
Reduced by 99%
$DDOGAIDatadog Inc.1,496$389.5K
0%
Reduced by 94%
$INTUAIIntuit Inc.1,378$359.7K
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems260$359.4K
0%
Reduced by 98%
$TEAMAIAtlassian Corporation4,585$356.7K
0%
Reduced by 64%
$POETAIPOET Technologies34,178$351.4K
0%
Increased by 15%
$COINAICoinbase Global2,398$350.6K
0%
Reduced by 78%
$SNPSAISynopsys Inc.774$345.3K
0%
Reduced by 99%
$SQAIBlock Inc.4,233$321.7K
0%
Reduced by 96%
$DELLAIDell Technologies713$307.8K
0%
Reduced by 99%
$ABNBAIAirbnb Inc.2,142$306.5K
0%
Reduced by 97%
$NETAICloudflare Inc.1,213$297.5K
0%
Reduced by 96%
$VSTAIVistra Corp.1,837$291.4K
0%
Reduced by 93%
$DDOGAIDatadog Inc.1,100$286.4K
0%
Reduced by 95%
$SQAIBlock Inc.3,506$266.5K
0%
Reduced by 97%
$INTUAIIntuit Inc.928$242.8K
0%
Reduced by 100%
$PYPLAIPayPal Holdings5,602$241.9K
0%
Reduced by 94%
$BABAAIAlibaba Group2,488$238.8K
0%
Reduced by 94%
$ADBEAIAdobe Inc.1,152$236.2K
0%
Reduced by 99%
$ONAION Semiconductor2,314$218.8K
0%
Reduced by 94%
$MPWRAIMonolithic Power Systems154$213.5K
0%
Reduced by 99%
$ONAION Semiconductor2,111$199.6K
0%
Reduced by 94%
$MCHPAIMicrochip Technology2,101$191.6K
0%
Reduced by 99%
$VSTAIVistra Corp.1,152$182.7K
0%
Reduced by 96%
$CEGAIConstellation Energy590$146.6K
0%
Reduced by 99%
$PYPLAIPayPal Holdings3,346$144.6K
0%
Reduced by 97%
$VSTAIVistra Corp.895$142.1K
0%
Reduced by 97%
$WDAYAIWorkday Inc.1,109$135.8K
0%
Reduced by 99%
$MDBAIMongoDB Inc.388$130.3K
0%
Reduced by 92%
$MDBAIMongoDB Inc.307$103.1K
0%
Reduced by 94%
$WDAYAIWorkday Inc.688$84.2K
0%
Reduced by 99%
$ARMAIARM Holdings plc224$79.4K
0%
Reduced by 96%
$RIVNAIRivian Automotive4,244$73.6K
0%
Reduced by 87%
$NETAICloudflare Inc.244$59.9K
0%
Reduced by 99%
$MCHPAIMicrochip Technology583$53.2K
0%
Reduced by 100%
$COINAICoinbase Global363$53.1K
0%
Reduced by 97%
$SOUNAISoundHound AI6,517$42.2K
0%
Reduced by 38%
$SAPAISAP SE272$41.9K
0%
Reduced by 100%
$TERAITeradyne Inc.83$40.2K
0%
Reduced by 99%
$NXPIAINXP Semiconductors139$39.1K
0%
Reduced by 99%
$BABAAIAlibaba Group251$24.1K
0%
Reduced by 99%
$FTNTAIFortinet Inc.149$22.9K
0%
Reduced by 100%
$SMCIAISuper Micro Computer630$18.5K
0%
Reduced by 98%
$BIDUAIBaidu, Inc.119$13.6K
0%
Reduced by 100%
$SMCIAISuper Micro Computer407$11.9K
0%
Reduced by 98%
$IONQAIIonQ Inc.213$11.3K
0%
Reduced by 98%
$PDDAIPDD Holdings Inc.129$9.8K
0%
Reduced by 99%
$MDBAIMongoDB Inc.26$8.7K
0%
Reduced by 99%
$ONAION Semiconductor78$7.4K
0%
Reduced by 100%
$AEHRAIAehr Test Systems41$3.9K
0%
New Position
$SOUNAISoundHound AI522$3.4K
0%
Reduced by 95%
$NXPIAINXP Semiconductors10$2.8K
0%
Reduced by 100%
$SMCIAISuper Micro Computer81$2.4K
0%
Reduced by 100%
$ARMAIARM Holdings plc3$1.1K
0%
Reduced by 100%
$COINAICoinbase Global4$585
0%
Reduced by 100%