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Allspring Global Investments Holdings, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$59.7B

AI Exposure

19%

AI vs Non-AI Sector Exposure

AI & Semiconductors18.3%
Other Tech0.0%
$NVDA

2.1%

$MSFT

1.7%

$AMZN

1.2%

$AVGO

1.1%

Portfolio Holdings

AI & Tech holdings for Allspring Global Investments Holdings, LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation7,229,131$1.3B
2.1%
Reduced by 16%
$MSFTAIMicrosoft Corporation2,722,628$1.0B
1.7%
Reduced by 21%
$AMZNAIAmazon.com, Inc.3,524,013$742.1M
1.2%
Reduced by 24%
$AVGOAIBroadcom Inc.2,110,585$661.6M
1.1%
Reduced by 20%
$GOOGLAIAlphabet Inc.2,144,762$637.8M
1.1%
Reduced by 10%
$AAPLAIApple Inc.2,418,533$618.2M
1%
Reduced by 30%
$GOOGAIAlphabet Inc.1,441,031$425.0M
0.7%
Reduced by 33%
$ONAION Semiconductor6,015,676$374.2M
0.6%
Reduced by 5%
$TSMAITaiwan Semiconductor1,042,909$356.1M
0.6%
Reduced by 18%
$TERAITeradyne Inc.1,090,000$340.3M
0.6%
Reduced by 67%
$METAAIMeta Platforms, Inc.565,893$327.8M
0.5%
Reduced by 27%
$AAPLAIApple Inc.1,047,124$267.7M
0.4%
Reduced by 70%
$MSFTAIMicrosoft Corporation662,757$244.8M
0.4%
Reduced by 81%
$VRTAIVertiv Holdings835,327$216.7M
0.4%
No change
$NVDAAINVIDIA Corporation1,153,982$202.8M
0.3%
Reduced by 87%
$ANETAIArista Networks1,541,276$192.4M
0.3%
Reduced by 21%
$GOOGAIAlphabet Inc.595,409$175.6M
0.3%
Reduced by 73%
$AVGOAIBroadcom Inc.531,377$166.6M
0.3%
Reduced by 80%
$MUAIMicron Technology438,523$161.3M
0.3%
Reduced by 25%
$AMZNAIAmazon.com, Inc.742,206$156.3M
0.3%
Reduced by 84%
$KLACAIKLA Corporation98,870$150.3M
0.3%
Increased by 39%
$MRVLAIMarvell Technology1,227,827$131.0M
0.2%
Reduced by 18%
$MPWRAIMonolithic Power Systems113,882$127.5M
0.2%
Reduced by 26%
$METAAIMeta Platforms, Inc.214,728$124.4M
0.2%
Reduced by 72%
$CDNSAICadence Design Systems402,578$112.8M
0.2%
Reduced by 36%
$VSTAIVistra Corp.687,703$105.9M
0.2%
Increased by 18%
$AMDAIAdvanced Micro Devices497,073$104.5M
0.2%
Reduced by 20%
$TSLAAITesla, Inc.252,813$96.4M
0.2%
Reduced by 6%
$SHOPAIShopify Inc.744,257$88.2M
0.1%
Reduced by 6%
$NETAICloudflare Inc.392,013$80.5M
0.1%
No change
$PDDAIPDD Holdings Inc.679,032$69.1M
0.1%
Increased by 22%
$APPAIAppLovin Corporation174,312$67.6M
0.1%
Reduced by 20%
$ORCLAIOracle Corporation451,943$65.6M
0.1%
Reduced by 53%
$GOOGLAIAlphabet Inc.194,028$57.7M
0.1%
Reduced by 92%
$CEGAIConstellation Energy202,784$56.7M
0.1%
Increased by 41%
$ADIAIAnalog Devices156,190$50.1M
0.1%
Reduced by 12%
$LRCXAILam Research225,082$50.0M
0.1%
Reduced by 47%
$MDBAIMongoDB Inc.198,684$49.5M
0.1%
Increased by 122%
$CRMAISalesforce Inc.265,491$49.4M
0.1%
Reduced by 35%
$ISRGAIIntuitive Surgical103,832$48.2M
0.1%
Reduced by 29%
$MSFTAIMicrosoft Corporation120,789$44.6M
0.1%
Reduced by 96%
$TXNAITexas Instruments226,328$44.4M
0.1%
Reduced by 22%
$SNOWAISnowflake Inc.289,422$44.3M
0.1%
Reduced by 45%
$NVDAAINVIDIA Corporation244,193$42.9M
0.1%
Reduced by 97%
$CRMAISalesforce Inc.214,470$39.9M
0.1%
Reduced by 48%
$LRCXAILam Research175,626$39.0M
0.1%
Reduced by 59%
$AMZNAIAmazon.com, Inc.170,882$36.0M
0.1%
Reduced by 96%
$NOWAIServiceNow Inc.339,215$35.3M
0.1%
Reduced by 43%
$AVGOAIBroadcom Inc.101,882$31.9M
0.1%
Reduced by 96%
$UBERAIUber Technologies435,104$31.2M
0.1%
Reduced by 51%
$GOOGLAIAlphabet Inc.101,075$30.1M
0.1%
Reduced by 96%
$NXPIAINXP Semiconductors153,655$30.1M
0.1%
Reduced by 34%
$AMDAIAdvanced Micro Devices137,871$29.0M
0%
Reduced by 78%
$NOWAIServiceNow Inc.266,395$27.7M
0%
Reduced by 55%
$AAPLAIApple Inc.104,895$26.8M
0%
Reduced by 97%
$ANETAIArista Networks211,502$26.4M
0%
Reduced by 89%
$ASMLAIASML Holding NV19,229$26.1M
0%
Reduced by 26%
$PLTRAIPalantir Technologies173,606$25.4M
0%
Reduced by 9%
$GOOGAIAlphabet Inc.69,729$20.6M
0%
Reduced by 97%
$AMATAIApplied Materials55,370$19.6M
0%
Reduced by 14%
$TSMAITaiwan Semiconductor56,487$19.3M
0%
Reduced by 96%
$SNPSAISynopsys Inc.47,379$18.8M
0%
Reduced by 31%
$VRTAIVertiv Holdings62,737$16.3M
0%
Reduced by 93%
$ADBEAIAdobe Inc.65,093$15.7M
0%
Reduced by 50%
$QCOMAIQUALCOMM Inc.114,926$14.6M
0%
Reduced by 65%
$CDNSAICadence Design Systems51,986$14.6M
0%
Reduced by 92%
$KLACAIKLA Corporation9,389$14.3M
0%
Reduced by 87%
$INTCAIIntel Corporation291,696$14.0M
0%
Increased by 45%
$UBERAIUber Technologies184,182$13.2M
0%
Reduced by 79%
$ANETAIArista Networks105,044$13.1M
0%
Reduced by 95%
$ISRGAIIntuitive Surgical26,788$12.4M
0%
Reduced by 82%
$ORCLAIOracle Corporation84,220$12.2M
0%
Reduced by 91%
$TEAMAIAtlassian Corporation167,227$11.6M
0%
Increased by 23%
$QCOMAIQUALCOMM Inc.83,823$10.7M
0%
Reduced by 74%
$DDOGAIDatadog Inc.88,381$10.5M
0%
Reduced by 15%
$FTNTAIFortinet Inc.128,785$10.5M
0%
No change
$TSLAAITesla, Inc.26,558$10.1M
0%
Reduced by 90%
$METAAIMeta Platforms, Inc.17,093$9.9M
0%
Reduced by 98%
$SAPAISAP SE55,944$9.6M
0%
Reduced by 38%
$PANWAIPalo Alto Networks58,496$9.4M
0%
Reduced by 37%
$VRTAIVertiv Holdings32,621$8.5M
0%
Reduced by 96%
$CDNSAICadence Design Systems29,922$8.4M
0%
Reduced by 95%
$ADIAIAnalog Devices25,646$8.2M
0%
Reduced by 86%
$MDBAIMongoDB Inc.31,452$7.8M
0%
Reduced by 65%
$KLACAIKLA Corporation5,064$7.7M
0%
Reduced by 93%
$ADBEAIAdobe Inc.30,786$7.4M
0%
Reduced by 76%
$CEGAIConstellation Energy23,691$6.6M
0%
Reduced by 84%
$PANWAIPalo Alto Networks39,031$6.3M
0%
Reduced by 58%
$TERAITeradyne Inc.16,920$5.3M
0%
Reduced by 99%
$MUAIMicron Technology14,193$5.2M
0%
Reduced by 98%
$LRCXAILam Research20,587$4.6M
0%
Reduced by 95%
$TSMAITaiwan Semiconductor13,299$4.5M
0%
Reduced by 99%
$INTUAIIntuit Inc.10,448$4.4M
0%
Reduced by 36%
$ASMLAIASML Holding NV3,181$4.3M
0%
Reduced by 88%
$ONAION Semiconductor65,624$4.1M
0%
Reduced by 99%
$ORCLAIOracle Corporation27,892$4.1M
0%
Reduced by 97%
$AMATAIApplied Materials10,835$3.8M
0%
Reduced by 83%
$CRWDAICrowdStrike Holdings9,479$3.7M
0%
Reduced by 22%
$MPWRAIMonolithic Power Systems3,013$3.4M
0%
Reduced by 98%
$DDOGAIDatadog Inc.27,355$3.2M
0%
Reduced by 74%
$ISRGAIIntuitive Surgical6,592$3.1M
0%
Reduced by 95%
$PLTRAIPalantir Technologies20,348$3.0M
0%
Reduced by 89%
$TEAMAIAtlassian Corporation42,926$3.0M
0%
Reduced by 68%
$BABAAIAlibaba Group21,385$2.6M
0%
Increased by 40%
$MDBAIMongoDB Inc.10,510$2.6M
0%
Reduced by 88%
$DELLAIDell Technologies14,150$2.4M
0%
Reduced by 95%
$COINAICoinbase Global13,793$2.4M
0%
Reduced by 93%
$NETAICloudflare Inc.11,063$2.3M
0%
Reduced by 97%
$SHOPAIShopify Inc.19,126$2.3M
0%
Reduced by 98%
$MPWRAIMonolithic Power Systems1,911$2.1M
0%
Reduced by 99%
$INTUAIIntuit Inc.4,854$2.1M
0%
Reduced by 70%
$ABNBAIAirbnb Inc.15,615$2.0M
0%
Reduced by 15%
$TXNAITexas Instruments9,693$1.9M
0%
Reduced by 97%
$TERAITeradyne Inc.5,773$1.8M
0%
Reduced by 100%
$NXPIAINXP Semiconductors8,810$1.7M
0%
Reduced by 96%
$INTCAIIntel Corporation35,501$1.7M
0%
Reduced by 82%
$SNOWAISnowflake Inc.11,039$1.7M
0%
Reduced by 98%
$NETAICloudflare Inc.8,000$1.6M
0%
Reduced by 98%
$PYPLAIPayPal Holdings35,911$1.6M
0%
Reduced by 11%
$SNOWAISnowflake Inc.10,040$1.5M
0%
Reduced by 98%
$NXPIAINXP Semiconductors7,807$1.5M
0%
Reduced by 97%
$APPAIAppLovin Corporation3,913$1.5M
0%
Reduced by 98%
$APPAIAppLovin Corporation3,777$1.5M
0%
Reduced by 98%
$MCHPAIMicrochip Technology20,372$1.3M
0%
Reduced by 24%
$SQAIBlock Inc.21,457$1.3M
0%
Reduced by 13%
$ONAION Semiconductor18,634$1.2M
0%
Reduced by 100%
$WDAYAIWorkday Inc.8,401$1.1M
0%
Reduced by 93%
$CRWDAICrowdStrike Holdings2,598$1.0M
0%
Reduced by 79%
$VSTAIVistra Corp.6,446$992.5K
0%
Reduced by 99%
$SHOPAIShopify Inc.7,686$910.9K
0%
Reduced by 99%
$MUAIMicron Technology2,311$850.1K
0%
Reduced by 100%
$TEAMAIAtlassian Corporation11,217$778.1K
0%
Reduced by 92%
$PDDAIPDD Holdings Inc.6,809$693.0K
0%
Reduced by 99%
$SNPSAISynopsys Inc.1,710$678.4K
0%
Reduced by 98%
$DELLAIDell Technologies3,250$550.5K
0%
Reduced by 99%
$FTNTAIFortinet Inc.6,772$549.5K
0%
Reduced by 95%
$MRVLAIMarvell Technology4,677$499.1K
0%
Reduced by 100%
$ABNBAIAirbnb Inc.3,982$498.5K
0%
Reduced by 78%
$MCHPAIMicrochip Technology7,061$461.6K
0%
Reduced by 74%
$SMCIAISuper Micro Computer18,548$417.5K
0%
Reduced by 14%
$IONQAIIonQ Inc.14,409$400.4K
0%
No change
$SQAIBlock Inc.6,436$383.2K
0%
Reduced by 74%
$PYPLAIPayPal Holdings7,953$354.9K
0%
Reduced by 80%
$COINAICoinbase Global1,861$321.9K
0%
Reduced by 99%
$NOWAIServiceNow Inc.2,802$291.5K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings711$279.6K
0%
Reduced by 94%
$BIDUAIBaidu, Inc.2,449$274.0K
0%
Increased by 14%
$WDAYAIWorkday Inc.1,589$205.1K
0%
Reduced by 99%
$BABAAIAlibaba Group1,475$182.5K
0%
Reduced by 90%
$SOUNAISoundHound AI17,588$117.5K
0%
Reduced by 5%
$AMATAIApplied Materials303$107.2K
0%
Reduced by 100%
$SMCIAISuper Micro Computer4,142$93.2K
0%
Reduced by 81%
$DELLAIDell Technologies455$77.1K
0%
Reduced by 100%
$BIDUAIBaidu, Inc.554$62.0K
0%
Reduced by 74%
$FTNTAIFortinet Inc.692$56.2K
0%
Reduced by 99%
$SAPAISAP SE263$45.1K
0%
Reduced by 100%
$SOUNAISoundHound AI4,559$30.5K
0%
Reduced by 75%
$IONQAIIonQ Inc.1,012$28.1K
0%
Reduced by 93%
$BABAAIAlibaba Group163$20.2K
0%
Reduced by 99%
$AMDAIAdvanced Micro Devices66$13.9K
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.58$7.4K
0%
Reduced by 100%
$CRMAISalesforce Inc.31$5.8K
0%
Reduced by 100%
$BIDUAIBaidu, Inc.50$5.6K
0%
Reduced by 98%
$VSTAIVistra Corp.8$1.2K
0%
Reduced by 100%