Managed by
Hedge FundAUM Tracked
$45.9B
AI Exposure
36.6%
AI & Tech holdings for Zurcher Kantonalbank (Zurich Cantonalbank)
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 16,740,098 | $2.9B | 6.4% | No change |
| $AAPLAI | Apple Inc. | 9,336,103 | $2.4B | 5.2% | Increased by 5% |
| $MSFTAI | Microsoft Corporation | 5,373,530 | $2.0B | 4.3% | Increased by 11% |
| $GOOGLAI | Alphabet Inc. | 4,234,363 | $1.2B | 2.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 5,841,922 | $1.2B | 2.6% | No change |
| $AVGOAI | Broadcom Inc. | 3,136,062 | $970.6M | 2.1% | No change |
| $GOOGAI | Alphabet Inc. | 2,929,020 | $840.2M | 1.8% | No change |
| $METAAI | Meta Platforms, Inc. | 1,361,348 | $778.9M | 1.7% | No change |
| $TSLAAI | Tesla, Inc. | 2,057,427 | $764.8M | 1.7% | Reduced by 7% |
| $MUAI | Micron Technology | 833,731 | $281.7M | 0.6% | Increased by 8% |
| $VRTAI | Vertiv Holdings | 724,040 | $181.4M | 0.4% | Reduced by 11% |
| $ADBEAI | Adobe Inc. | 721,621 | $175.4M | 0.4% | Increased by 22% |
| $ANETAI | Arista Networks | 1,337,421 | $164.2M | 0.4% | No change |
| $KLACAI | KLA Corporation | 108,821 | $160.2M | 0.3% | Increased by 20% |
| $AMDAI | Advanced Micro Devices | 742,484 | $151.0M | 0.3% | Increased by 5% |
| $INTCAI | Intel Corporation | 3,200,367 | $141.2M | 0.3% | Increased by 10% |
| $PANWAI | Palo Alto Networks | 864,107 | $138.5M | 0.3% | Increased by 6% |
| $AMATAI | Applied Materials | 399,774 | $136.6M | 0.3% | Reduced by 5% |
| $ADIAI | Analog Devices | 424,460 | $135.0M | 0.3% | Increased by 6% |
| $ORCLAI | Oracle Corporation | 908,907 | $133.7M | 0.3% | No change |
| $INTUAI | Intuit Inc. | 298,523 | $129.1M | 0.3% | Increased by 54% |
| $TXNAI | Texas Instruments | 639,850 | $124.2M | 0.3% | Increased by 7% |
| $UBERAI | Uber Technologies | 1,699,861 | $122.3M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 631,486 | $117.9M | 0.3% | Increased by 16% |
| $PLTRAI | Palantir Technologies | 780,302 | $114.1M | 0.2% | No change |
| $LRCXAI | Lam Research | 505,356 | $108.0M | 0.2% | Reduced by 6% |
| $FTNTAI | Fortinet Inc. | 1,213,433 | $99.2M | 0.2% | Increased by 6% |
| $NOWAI | ServiceNow Inc. | 861,010 | $90.0M | 0.2% | Increased by 8% |
| $ISRGAI | Intuitive Surgical | 190,720 | $87.9M | 0.2% | No change |
| $SNPSAI | Synopsys Inc. | 206,213 | $81.8M | 0.2% | Increased by 20% |
| $TSMAI | Taiwan Semiconductor | 210,274 | $71.1M | 0.2% | No change |
| $MPWRAI | Monolithic Power Systems | 64,842 | $70.9M | 0.2% | Reduced by 28% |
| $SHOPAI | Shopify Inc. | 578,057 | $68.6M | 0.1% | Increased by 6% |
| $QCOMAI | QUALCOMM Inc. | 472,133 | $60.8M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 151,766 | $59.3M | 0.1% | Increased by 78% |
| $CEGAI | Constellation Energy | 172,586 | $48.2M | 0.1% | Increased by 5% |
| $CDNSAI | Cadence Design Systems | 170,199 | $47.3M | 0.1% | Increased by 30% |
| $MRVLAI | Marvell Technology | 338,017 | $33.5M | 0.1% | Increased by 16% |
| $ABNBAI | Airbnb Inc. | 252,369 | $31.9M | 0.1% | Reduced by 27% |
| $PYPLAI | PayPal Holdings | 613,577 | $27.8M | 0.1% | Reduced by 19% |
| $DDOGAI | Datadog Inc. | 226,916 | $26.8M | 0.1% | Increased by 22% |
| $APPAI | AppLovin Corporation | 65,038 | $25.9M | 0.1% | Reduced by 8% |
| $MCHPAI | Microchip Technology | 400,356 | $25.9M | 0.1% | Increased by 214% |
| $SQAI | Block Inc. | 383,939 | $23.1M | 0.1% | Increased by 34% |
| $ZSAI | Zscaler Inc. | 161,691 | $22.7M | 0% | Increased by 5% |
| $WDAYAI | Workday Inc. | 160,001 | $20.8M | 0% | Increased by 35% |
| $COINAI | Coinbase Global | 117,909 | $20.6M | 0% | No change |
| $NETAI | Cloudflare Inc. | 95,585 | $19.7M | 0% | Increased by 6% |
| $PDDAI | PDD Holdings Inc. | 192,368 | $19.7M | 0% | Reduced by 33% |
| $SNOWAI | Snowflake Inc. | 118,294 | $17.8M | 0% | Reduced by 19% |
| $VSTAI | Vistra Corp. | 111,021 | $16.7M | 0% | Increased by 22% |
| $DELLAI | Dell Technologies | 95,182 | $15.6M | 0% | No change |
| $TERAI | Teradyne Inc. | 49,624 | $14.7M | 0% | Increased by 29% |
| $NXPIAI | NXP Semiconductors | 63,386 | $12.5M | 0% | No change |
| $TEAMAI | Atlassian Corporation | 182,141 | $12.4M | 0% | Increased by 31% |
| $MDBAI | MongoDB Inc. | 36,672 | $9.0M | 0% | Increased by 79% |
| $ONAI | ON Semiconductor | 115,327 | $7.1M | 0% | No change |
| $SMCIAI | Super Micro Computer | 222,489 | $5.1M | 0% | Increased by 12% |
| $IONQAI | IonQ Inc. | 165,094 | $4.8M | 0% | No change |
| $ARMAI | ARM Holdings plc | 31,199 | $4.7M | 0% | Increased by 29% |
| $RIVNAI | Rivian Automotive | 215,782 | $3.2M | 0% | Increased by 6% |
| $BABAAI | Alibaba Group | 24,090 | $3.0M | 0% | Increased by 35% |
| $ASMLAI | ASML Holding NV | 594 | $784.6K | 0% | Increased by 10% |
| $BIDUAI | Baidu, Inc. | 6,887 | $767.4K | 0% | Increased by 21% |
| $SOUNAI | SoundHound AI | 96,595 | $663.6K | 0% | Increased by 29% |
| $AEHRAI | Aehr Test Systems | 8,920 | $330.8K | 0% | No change |
| $VSTAI | Vistra Corp. | 1,550 | $233.0K | 0% | Reduced by 98% |
| $BABAAI | Alibaba Group | 1,700 | $213.3K | 0% | Reduced by 90% |
| $NOWAI | ServiceNow Inc. | 1,650 | $172.5K | 0% | Reduced by 100% |
| $PLTRAI | Palantir Technologies | 310 | $45.3K | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 50 | $28.6K | 0% | Reduced by 100% |
| $MSFTAI | Microsoft Corporation | 75 | $27.8K | 0% | Reduced by 100% |
| $ORCLAI | Oracle Corporation | 75 | $11.0K | 0% | Reduced by 100% |
| $SAPAI | SAP SE | 41 | $7.0K | 0% | New Position |