Managed by
Hedge FundAUM Tracked
$27.8B
AI Exposure
24.2%
AI & Tech holdings for USS Investment Management Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 4,189,694 | $837.0M | 3% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,359,885 | $800.4M | 2.9% | Increased by 5% |
| $MSFTAI | Microsoft Corporation | 1,810,982 | $675.2M | 2.4% | No change |
| $AAPLAI | Apple Inc. | 2,309,849 | $667.9M | 2.4% | No change |
| $KLACAI | KLA Corporation | 1,573,410 | $474.4M | 1.7% | Increased by 1051% |
| $GOOGLAI | Alphabet Inc. | 907,443 | $324.1M | 1.2% | No change |
| $AVGOAI | Broadcom Inc. | 756,791 | $285.5M | 1% | No change |
| $GOOGAI | Alphabet Inc. | 802,874 | $283.7M | 1% | No change |
| $MUAI | Micron Technology | 204,848 | $235.8M | 0.8% | Increased by 5% |
| $TSLAAI | Tesla, Inc. | 532,480 | $223.8M | 0.8% | Increased by 14% |
| $METAAI | Meta Platforms, Inc. | 353,546 | $199.0M | 0.7% | No change |
| $AMDAI | Advanced Micro Devices | 291,735 | $169.3M | 0.6% | Increased by 11% |
| $AMATAI | Applied Materials | 150,041 | $108.5M | 0.4% | Increased by 6% |
| $INTCAI | Intel Corporation | 760,454 | $106.1M | 0.4% | Reduced by 7% |
| $LRCXAI | Lam Research | 236,445 | $102.5M | 0.4% | Increased by 6% |
| $APPAI | AppLovin Corporation | 176,660 | $91.0M | 0.3% | Increased by 13% |
| $CDNSAI | Cadence Design Systems | 236,769 | $88.8M | 0.3% | Reduced by 55% |
| $NETAI | Cloudflare Inc. | 330,566 | $81.1M | 0.3% | Increased by 12% |
| $PANWAI | Palo Alto Networks | 179,045 | $61.0M | 0.2% | Increased by 32% |
| $ISRGAI | Intuitive Surgical | 136,578 | $54.3M | 0.2% | Increased by 11% |
| $TXNAI | Texas Instruments | 176,208 | $52.5M | 0.2% | Increased by 14% |
| $MRVLAI | Marvell Technology | 172,407 | $51.3M | 0.2% | Increased by 5% |
| $SHOPAI | Shopify Inc. | 436,547 | $49.9M | 0.2% | Increased by 8% |
| $PDDAI | PDD Holdings Inc. | 581,284 | $44.3M | 0.2% | Reduced by 17% |
| $PLTRAI | Palantir Technologies | 379,094 | $44.2M | 0.2% | Increased by 12% |
| $CRWDAI | CrowdStrike Holdings | 57,554 | $43.9M | 0.2% | Increased by 36% |
| $QCOMAI | QUALCOMM Inc. | 225,271 | $41.6M | 0.1% | Increased by 17% |
| $ORCLAI | Oracle Corporation | 281,622 | $41.3M | 0.1% | No change |
| $ADIAI | Analog Devices | 96,774 | $38.4M | 0.1% | Increased by 12% |
| $ANETAI | Arista Networks | 213,191 | $36.2M | 0.1% | Increased by 19% |
| $MPWRAI | Monolithic Power Systems | 22,153 | $30.6M | 0.1% | Increased by 122% |
| $DELLAI | Dell Technologies | 61,414 | $26.5M | 0.1% | Increased by 7% |
| $VRTAI | Vertiv Holdings | 78,987 | $26.4M | 0.1% | Increased by 8% |
| $CRMAI | Salesforce Inc. | 168,512 | $26.4M | 0.1% | Increased by 8% |
| $UBERAI | Uber Technologies | 350,244 | $25.3M | 0.1% | No change |
| $FTNTAI | Fortinet Inc. | 163,973 | $25.2M | 0.1% | Increased by 44% |
| $ARMAI | ARM Holdings plc | 64,083 | $22.7M | 0.1% | Increased by 112% |
| $DDOGAI | Datadog Inc. | 73,176 | $19.0M | 0.1% | Increased by 30% |
| $NOWAI | ServiceNow Inc. | 187,471 | $18.6M | 0.1% | Increased by 6% |
| $SNOWAI | Snowflake Inc. | 67,042 | $17.1M | 0.1% | Increased by 16% |
| $NXPIAI | NXP Semiconductors | 60,541 | $17.0M | 0.1% | Increased by 28% |
| $RIVNAI | Rivian Automotive | 950,059 | $16.5M | 0.1% | Increased by 13% |
| $ADBEAI | Adobe Inc. | 77,759 | $15.9M | 0.1% | Increased by 9% |
| $TERAI | Teradyne Inc. | 32,936 | $15.9M | 0.1% | New Position |
| $SNPSAI | Synopsys Inc. | 35,020 | $15.6M | 0.1% | Increased by 10% |
| $INTUAI | Intuit Inc. | 52,665 | $13.7M | 0% | Increased by 12% |
| $MCHPAI | Microchip Technology | 148,811 | $13.6M | 0% | Increased by 32% |
| $ABNBAI | Airbnb Inc. | 86,813 | $12.4M | 0% | Increased by 19% |
| $ASMLAI | ASML Holding NV | 6,100 | $12.1M | 0% | New Position |
| $SQAI | Block Inc. | 113,055 | $8.6M | 0% | Increased by 15% |
| $VSTAI | Vistra Corp. | 54,005 | $8.6M | 0% | No change |
| $PYPLAI | PayPal Holdings | 185,130 | $8.0M | 0% | Increased by 9% |
| $CEGAI | Constellation Energy | 31,408 | $7.8M | 0% | Reduced by 30% |
| $MDBAI | MongoDB Inc. | 20,318 | $6.8M | 0% | Increased by 28% |
| $WDAYAI | Workday Inc. | 53,085 | $6.5M | 0% | Increased by 30% |
| $ZSAI | Zscaler Inc. | 44,403 | $6.3M | 0% | Increased by 132% |
| $COINAI | Coinbase Global | 42,822 | $6.3M | 0% | Increased by 23% |
| $ONAI | ON Semiconductor | 63,839 | $6.0M | 0% | Reduced by 24% |