Managed by
Hedge FundAUM Tracked
$105.9B
AI Exposure
38.8%
AI & Tech holdings for VOYA INVESTMENT MANAGEMENT LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 20,458,147 | $4.1B | 3.9% | Reduced by 34% |
| $AAPLAI | Apple Inc. | 8,668,240 | $2.5B | 2.4% | Reduced by 45% |
| $AVGOAI | Broadcom Inc. | 6,102,673 | $2.3B | 2.2% | Reduced by 31% |
| $MUAI | Micron Technology | 1,826,652 | $2.1B | 2% | Reduced by 28% |
| $GOOGLAI | Alphabet Inc. | 5,777,397 | $2.1B | 1.9% | Reduced by 44% |
| $NVDAAI | NVIDIA Corporation | 7,949,108 | $1.6B | 1.5% | Reduced by 74% |
| $AMZNAI | Amazon.com, Inc. | 6,548,977 | $1.6B | 1.5% | Reduced by 34% |
| $LRCXAI | Lam Research | 3,220,290 | $1.4B | 1.3% | Reduced by 19% |
| $TSMAI | Taiwan Semiconductor | 2,456,558 | $1.2B | 1.1% | Reduced by 10% |
| $GOOGLAI | Alphabet Inc. | 3,277,842 | $1.2B | 1.1% | Reduced by 68% |
| $AAPLAI | Apple Inc. | 3,973,812 | $1.1B | 1.1% | Reduced by 75% |
| $MSFTAI | Microsoft Corporation | 3,082,989 | $1.1B | 1.1% | Reduced by 55% |
| $AMATAI | Applied Materials | 1,437,323 | $1.0B | 1% | Reduced by 23% |
| $AMDAI | Advanced Micro Devices | 1,657,696 | $961.1M | 0.9% | Increased by 33% |
| $TSLAAI | Tesla, Inc. | 2,090,844 | $879.0M | 0.8% | Reduced by 27% |
| $AMZNAI | Amazon.com, Inc. | 3,308,304 | $788.5M | 0.7% | Reduced by 67% |
| $MSFTAI | Microsoft Corporation | 2,089,830 | $779.5M | 0.7% | Reduced by 70% |
| $GOOGAI | Alphabet Inc. | 2,114,443 | $747.1M | 0.7% | Increased by 6% |
| $CRWDAI | CrowdStrike Holdings | 934,903 | $712.6M | 0.7% | Reduced by 25% |
| $PANWAI | Palo Alto Networks | 1,998,269 | $681.4M | 0.6% | No change |
| $AVGOAI | Broadcom Inc. | 1,714,286 | $647.6M | 0.6% | Reduced by 81% |
| $ASMLAI | ASML Holding NV | 302,369 | $601.5M | 0.6% | Reduced by 10% |
| $METAAI | Meta Platforms, Inc. | 1,038,219 | $583.9M | 0.6% | Reduced by 49% |
| $MUAI | Micron Technology | 437,439 | $504.9M | 0.5% | Reduced by 83% |
| $DDOGAI | Datadog Inc. | 1,813,251 | $472.1M | 0.4% | Increased by 8% |
| $NETAI | Cloudflare Inc. | 1,813,715 | $444.6M | 0.4% | Reduced by 37% |
| $METAAI | Meta Platforms, Inc. | 722,712 | $407.1M | 0.4% | Reduced by 65% |
| $MPWRAI | Monolithic Power Systems | 273,769 | $377.8M | 0.4% | Reduced by 30% |
| $AMDAI | Advanced Micro Devices | 645,443 | $374.9M | 0.4% | Reduced by 48% |
| $ADIAI | Analog Devices | 906,005 | $359.8M | 0.3% | Reduced by 22% |
| $KLACAI | KLA Corporation | 1,146,352 | $345.9M | 0.3% | Increased by 624% |
| $TSLAAI | Tesla, Inc. | 793,785 | $333.9M | 0.3% | Reduced by 72% |
| $PLTRAI | Palantir Technologies | 2,860,386 | $333.3M | 0.3% | Reduced by 25% |
| $VRTAI | Vertiv Holdings | 981,390 | $328.1M | 0.3% | Reduced by 37% |
| $SNOWAI | Snowflake Inc. | 1,285,446 | $327.1M | 0.3% | No change |
| $GOOGAI | Alphabet Inc. | 883,709 | $312.2M | 0.3% | Reduced by 56% |
| $CDNSAI | Cadence Design Systems | 801,299 | $300.4M | 0.3% | Increased by 150% |
| $MCHPAI | Microchip Technology | 3,126,781 | $285.2M | 0.3% | No change |
| $ANETAI | Arista Networks | 1,652,468 | $280.7M | 0.3% | Reduced by 38% |
| $MDBAI | MongoDB Inc. | 812,568 | $272.9M | 0.3% | Increased by 133% |
| $LRCXAI | Lam Research | 560,720 | $243.0M | 0.2% | Reduced by 86% |
| $FTNTAI | Fortinet Inc. | 1,498,699 | $230.2M | 0.2% | No change |
| $NXPIAI | NXP Semiconductors | 802,226 | $225.4M | 0.2% | No change |
| $CRWDAI | CrowdStrike Holdings | 234,482 | $178.9M | 0.2% | Reduced by 81% |
| $AMATAI | Applied Materials | 193,492 | $139.9M | 0.1% | Reduced by 90% |
| $ARMAI | ARM Holdings plc | 380,675 | $135.0M | 0.1% | Increased by 23% |
| $VSTAI | Vistra Corp. | 815,282 | $129.3M | 0.1% | Reduced by 26% |
| $PLTRAI | Palantir Technologies | 1,072,203 | $125.1M | 0.1% | Reduced by 72% |
| $VRTAI | Vertiv Holdings | 370,145 | $123.9M | 0.1% | Reduced by 76% |
| $INTCAI | Intel Corporation | 885,879 | $123.2M | 0.1% | Reduced by 18% |
| $ORCLAI | Oracle Corporation | 838,363 | $122.9M | 0.1% | Reduced by 53% |
| $INTCAI | Intel Corporation | 826,841 | $115.5M | 0.1% | Reduced by 23% |
| $NETAI | Cloudflare Inc. | 470,129 | $115.3M | 0.1% | Reduced by 84% |
| $APPAI | AppLovin Corporation | 208,616 | $107.5M | 0.1% | Reduced by 46% |
| $MCHPAI | Microchip Technology | 1,171,387 | $106.8M | 0.1% | Reduced by 62% |
| $ONAI | ON Semiconductor | 1,097,064 | $103.7M | 0.1% | Reduced by 5% |
| $KLACAI | KLA Corporation | 298,466 | $90.1M | 0.1% | Increased by 89% |
| $MPWRAI | Monolithic Power Systems | 62,431 | $86.3M | 0.1% | Reduced by 84% |
| $ISRGAI | Intuitive Surgical | 186,880 | $74.3M | 0.1% | Reduced by 40% |
| $DELLAI | Dell Technologies | 165,963 | $71.6M | 0.1% | Increased by 235% |
| $APPAI | AppLovin Corporation | 130,593 | $67.3M | 0.1% | Reduced by 66% |
| $DDOGAI | Datadog Inc. | 254,898 | $66.4M | 0.1% | Reduced by 85% |
| $CDNSAI | Cadence Design Systems | 174,098 | $65.3M | 0.1% | Reduced by 46% |
| $TXNAI | Texas Instruments | 215,147 | $64.1M | 0.1% | Reduced by 5% |
| $ORCLAI | Oracle Corporation | 415,437 | $60.9M | 0.1% | Reduced by 77% |
| $SNOWAI | Snowflake Inc. | 229,593 | $58.4M | 0.1% | Reduced by 81% |
| $IONQAI | IonQ Inc. | 1,050,642 | $56.0M | 0.1% | Increased by 19% |
| $VSTAI | Vistra Corp. | 344,336 | $54.6M | 0.1% | Reduced by 69% |
| $PANWAI | Palo Alto Networks | 157,154 | $53.6M | 0.1% | Reduced by 92% |
| $QCOMAI | QUALCOMM Inc. | 287,427 | $53.1M | 0.1% | Reduced by 21% |
| $MRVLAI | Marvell Technology | 172,662 | $51.4M | 0% | Increased by 186% |
| $AMZNAI | Amazon.com, Inc. | 209,387 | $49.9M | 0% | Reduced by 98% |
| $ZSAI | Zscaler Inc. | 349,567 | $49.3M | 0% | No change |
| $TXNAI | Texas Instruments | 141,220 | $42.1M | 0% | Reduced by 38% |
| $UBERAI | Uber Technologies | 572,995 | $41.3M | 0% | Reduced by 18% |
| $ANETAI | Arista Networks | 240,528 | $40.9M | 0% | Reduced by 91% |
| $GOOGLAI | Alphabet Inc. | 107,691 | $38.5M | 0% | Reduced by 99% |
| $CRMAI | Salesforce Inc. | 216,527 | $33.9M | 0% | Reduced by 44% |
| $NVDAAI | NVIDIA Corporation | 168,886 | $33.8M | 0% | Reduced by 99% |
| $BABAAI | Alibaba Group | 351,255 | $33.7M | 0% | Reduced by 39% |
| $INTUAI | Intuit Inc. | 126,878 | $33.1M | 0% | Reduced by 56% |
| $NOWAI | ServiceNow Inc. | 325,341 | $32.3M | 0% | Reduced by 84% |
| $ADIAI | Analog Devices | 71,727 | $28.5M | 0% | Reduced by 94% |
| $NOWAI | ServiceNow Inc. | 284,076 | $28.2M | 0% | Reduced by 86% |
| $ADBEAI | Adobe Inc. | 135,246 | $27.7M | 0% | Reduced by 8% |
| $SHOPAI | Shopify Inc. | 236,099 | $27.0M | 0% | Reduced by 58% |
| $ISRGAI | Intuitive Surgical | 56,676 | $22.5M | 0% | Reduced by 82% |
| $MUAI | Micron Technology | 17,056 | $19.7M | 0% | Reduced by 99% |
| $DELLAI | Dell Technologies | 43,474 | $18.8M | 0% | Reduced by 12% |
| $MDBAI | MongoDB Inc. | 55,818 | $18.7M | 0% | Reduced by 84% |
| $TERAI | Teradyne Inc. | 38,516 | $18.6M | 0% | Increased by 25% |
| $FTNTAI | Fortinet Inc. | 119,515 | $18.4M | 0% | Reduced by 92% |
| $PDDAI | PDD Holdings Inc. | 239,983 | $18.3M | 0% | Reduced by 12% |
| $MSFTAI | Microsoft Corporation | 47,867 | $17.9M | 0% | Reduced by 99% |
| $AVGOAI | Broadcom Inc. | 43,707 | $16.5M | 0% | Reduced by 100% |
| $TERAI | Teradyne Inc. | 32,899 | $15.9M | 0% | Increased by 6% |
| $PYPLAI | PayPal Holdings | 335,896 | $14.5M | 0% | Increased by 62% |
| $SQAI | Block Inc. | 180,531 | $13.7M | 0% | Reduced by 23% |
| $SNPSAI | Synopsys Inc. | 29,875 | $13.3M | 0% | Reduced by 19% |
| $CEGAI | Constellation Energy | 54,840 | $13.3M | 0% | Reduced by 81% |
| $AMDAI | Advanced Micro Devices | 22,652 | $13.2M | 0% | Reduced by 98% |
| $AAPLAI | Apple Inc. | 42,973 | $12.4M | 0% | Reduced by 100% |
| $CEGAI | Constellation Energy | 48,767 | $12.1M | 0% | Reduced by 83% |
| $ABNBAI | Airbnb Inc. | 83,866 | $12.0M | 0% | Reduced by 34% |
| $VSTAI | Vistra Corp. | 72,746 | $11.5M | 0% | Reduced by 93% |
| $METAAI | Meta Platforms, Inc. | 19,455 | $11.0M | 0% | Reduced by 99% |
| $CRWDAI | CrowdStrike Holdings | 13,655 | $10.4M | 0% | Reduced by 99% |
| $NETAI | Cloudflare Inc. | 38,187 | $9.4M | 0% | Reduced by 99% |
| $MCHPAI | Microchip Technology | 97,552 | $8.9M | 0% | Reduced by 97% |
| $NXPIAI | NXP Semiconductors | 30,380 | $8.5M | 0% | Reduced by 96% |
| $LRCXAI | Lam Research | 19,271 | $8.4M | 0% | Reduced by 100% |
| $MRVLAI | Marvell Technology | 27,722 | $8.3M | 0% | Reduced by 54% |
| $ONAI | ON Semiconductor | 74,653 | $7.1M | 0% | Reduced by 94% |
| $COINAI | Coinbase Global | 47,894 | $7.0M | 0% | Reduced by 55% |
| $SQAI | Block Inc. | 87,428 | $6.6M | 0% | Reduced by 63% |
| $VRTAI | Vertiv Holdings | 19,136 | $6.4M | 0% | Reduced by 99% |
| $WDAYAI | Workday Inc. | 51,300 | $6.3M | 0% | Reduced by 54% |
| $COINAI | Coinbase Global | 41,870 | $6.1M | 0% | Reduced by 61% |
| $WDAYAI | Workday Inc. | 48,004 | $5.9M | 0% | Reduced by 57% |
| $MPWRAI | Monolithic Power Systems | 4,069 | $5.6M | 0% | Reduced by 99% |
| $TSLAAI | Tesla, Inc. | 13,146 | $5.5M | 0% | Reduced by 100% |
| $SNOWAI | Snowflake Inc. | 19,948 | $5.1M | 0% | Reduced by 98% |
| $DDOGAI | Datadog Inc. | 17,558 | $4.6M | 0% | Reduced by 99% |
| $PLTRAI | Palantir Technologies | 36,125 | $4.2M | 0% | Reduced by 99% |
| $SMCIAI | Super Micro Computer | 107,062 | $3.1M | 0% | No change |
| $CDNSAI | Cadence Design Systems | 7,750 | $2.9M | 0% | Reduced by 98% |
| $APPAI | AppLovin Corporation | 5,532 | $2.9M | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 18,593 | $2.6M | 0% | Reduced by 95% |
| $ISRGAI | Intuitive Surgical | 5,890 | $2.3M | 0% | Reduced by 98% |
| $PDDAI | PDD Holdings Inc. | 28,777 | $2.2M | 0% | Reduced by 89% |
| $TEAMAI | Atlassian Corporation | 27,658 | $2.2M | 0% | Reduced by 58% |
| $IONQAI | IonQ Inc. | 37,906 | $2.0M | 0% | Reduced by 96% |
| $QCOMAI | QUALCOMM Inc. | 10,718 | $2.0M | 0% | Reduced by 97% |
| $INTCAI | Intel Corporation | 12,192 | $1.7M | 0% | Reduced by 99% |
| $MDBAI | MongoDB Inc. | 4,868 | $1.6M | 0% | Reduced by 99% |
| $AEHRAI | Aehr Test Systems | 16,746 | $1.6M | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 10,807 | $1.5M | 0% | Reduced by 91% |
| $UBERAI | Uber Technologies | 20,801 | $1.5M | 0% | Reduced by 97% |
| $CRMAI | Salesforce Inc. | 8,174 | $1.3M | 0% | Reduced by 98% |
| $TEAMAI | Atlassian Corporation | 16,454 | $1.3M | 0% | Reduced by 75% |
| $RIVNAI | Rivian Automotive | 66,825 | $1.2M | 0% | Increased by 14% |
| $ADBEAI | Adobe Inc. | 4,091 | $838.8K | 0% | Reduced by 97% |
| $INTUAI | Intuit Inc. | 2,748 | $717.3K | 0% | Reduced by 99% |
| $SNPSAI | Synopsys Inc. | 1,526 | $680.7K | 0% | Reduced by 96% |
| $SOUNAI | SoundHound AI | 76,274 | $493.5K | 0% | Increased by 18% |
| $AEHRAI | Aehr Test Systems | 4,587 | $440.6K | 0% | New Position |
| $PYPLAI | PayPal Holdings | 7,262 | $313.6K | 0% | Reduced by 96% |
| $SMCIAI | Super Micro Computer | 4,404 | $129.2K | 0% | Reduced by 96% |
| $RIVNAI | Rivian Automotive | 1,416 | $24.6K | 0% | Reduced by 98% |
| $AEHRAI | Aehr Test Systems | 151 | $14.5K | 0% | New Position |