Managed by
Hedge FundAUM Tracked
$25.6B
AI Exposure
20.5%
AI & Tech holdings for USS Investment Management Ltd
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 4,229,093 | $737.2M | 2.9% | Increased by 13% |
| $MSFTAI | Microsoft Corporation | 1,834,520 | $679.0M | 2.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 3,196,522 | $665.8M | 2.6% | Increased by 20% |
| $AAPLAI | Apple Inc. | 2,383,084 | $604.6M | 2.4% | No change |
| $GOOGLAI | Alphabet Inc. | 928,627 | $267.0M | 1% | No change |
| $AVGOAI | Broadcom Inc. | 765,851 | $237.0M | 0.9% | No change |
| $GOOGAI | Alphabet Inc. | 814,669 | $233.6M | 0.9% | No change |
| $METAAI | Meta Platforms, Inc. | 355,570 | $203.4M | 0.8% | No change |
| $KLACAI | KLA Corporation | 136,708 | $201.2M | 0.8% | Increased by 476% |
| $TSLAAI | Tesla, Inc. | 466,864 | $174.0M | 0.7% | No change |
| $CDNSAI | Cadence Design Systems | 524,385 | $145.7M | 0.6% | No change |
| $PDDAI | PDD Holdings Inc. | 697,636 | $71.3M | 0.3% | Increased by 86% |
| $MUAI | Micron Technology | 195,066 | $65.9M | 0.3% | No change |
| $APPAI | AppLovin Corporation | 155,818 | $62.0M | 0.2% | Increased by 270% |
| $NETAI | Cloudflare Inc. | 296,322 | $61.2M | 0.2% | Increased by 452% |
| $ISRGAI | Intuitive Surgical | 122,666 | $56.6M | 0.2% | Increased by 100% |
| $AMDAI | Advanced Micro Devices | 263,731 | $53.6M | 0.2% | No change |
| $PLTRAI | Palantir Technologies | 339,653 | $49.7M | 0.2% | No change |
| $AMATAI | Applied Materials | 140,884 | $48.1M | 0.2% | Reduced by 8% |
| $SHOPAI | Shopify Inc. | 403,039 | $47.8M | 0.2% | Increased by 110% |
| $LRCXAI | Lam Research | 223,245 | $47.7M | 0.2% | No change |
| $ORCLAI | Oracle Corporation | 275,202 | $40.5M | 0.2% | No change |
| $INTCAI | Intel Corporation | 819,261 | $36.1M | 0.1% | Increased by 6% |
| $TXNAI | Texas Instruments | 154,931 | $30.1M | 0.1% | No change |
| $CRMAI | Salesforce Inc. | 156,301 | $29.2M | 0.1% | No change |
| $ADIAI | Analog Devices | 86,274 | $27.4M | 0.1% | No change |
| $UBERAI | Uber Technologies | 348,726 | $25.1M | 0.1% | No change |
| $QCOMAI | QUALCOMM Inc. | 192,588 | $24.8M | 0.1% | No change |
| $ANETAI | Arista Networks | 179,418 | $22.0M | 0.1% | No change |
| $PANWAI | Palo Alto Networks | 135,448 | $21.7M | 0.1% | Increased by 23% |
| $INTUAI | Intuit Inc. | 46,943 | $20.3M | 0.1% | Increased by 5% |
| $NOWAI | ServiceNow Inc. | 176,454 | $18.4M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 72,969 | $18.3M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 71,345 | $17.3M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 42,311 | $16.5M | 0.1% | Increased by 5% |
| $MRVLAI | Marvell Technology | 163,725 | $16.2M | 0.1% | Reduced by 19% |
| $RIVNAI | Rivian Automotive | 841,876 | $12.7M | 0% | New Position |
| $SNPSAI | Synopsys Inc. | 31,869 | $12.6M | 0% | Reduced by 19% |
| $CEGAI | Constellation Energy | 44,882 | $12.5M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 170,281 | $11.6M | 0% | Increased by 439% |
| $MPWRAI | Monolithic Power Systems | 9,997 | $10.9M | 0% | No change |
| $DELLAI | Dell Technologies | 57,241 | $9.4M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 47,226 | $9.3M | 0% | No change |
| $FTNTAI | Fortinet Inc. | 113,687 | $9.3M | 0% | Increased by 7% |
| $ABNBAI | Airbnb Inc. | 73,230 | $9.2M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 57,876 | $8.7M | 0% | Increased by 6% |
| $VSTAI | Vistra Corp. | 54,005 | $8.1M | 0% | No change |
| $PYPLAI | PayPal Holdings | 170,530 | $7.7M | 0% | No change |
| $MCHPAI | Microchip Technology | 112,406 | $7.3M | 0% | No change |
| $DDOGAI | Datadog Inc. | 56,158 | $6.6M | 0% | No change |
| $COINAI | Coinbase Global | 34,685 | $6.1M | 0% | No change |
| $SQAI | Block Inc. | 98,524 | $5.9M | 0% | No change |
| $WDAYAI | Workday Inc. | 40,708 | $5.3M | 0% | Increased by 9% |
| $ONAI | ON Semiconductor | 83,797 | $5.2M | 0% | No change |
| $ARMAI | ARM Holdings plc | 30,229 | $4.6M | 0% | Increased by 7% |
| $MDBAI | MongoDB Inc. | 15,918 | $3.9M | 0% | Increased by 6% |
| $SMCIAI | Super Micro Computer | 121,997 | $2.8M | 0% | No change |
| $ZSAI | Zscaler Inc. | 19,127 | $2.7M | 0% | Increased by 5% |