Managed by
Hedge FundAUM Tracked
$19.8B
AI Exposure
8.7%
AI & Tech holdings for BAHL & GAYNOR INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 1,871,331 | $692.7M | 3.5% | No change |
| $TSMAI | Taiwan Semiconductor | 1,355,558 | $458.1M | 2.3% | Increased by 6% |
| $TXNAI | Texas Instruments | 1,030,621 | $200.1M | 1% | Reduced by 11% |
| $AAPLAI | Apple Inc. | 647,413 | $164.3M | 0.8% | Reduced by 8% |
| $ADIAI | Analog Devices | 262,121 | $83.4M | 0.4% | No change |
| $KLACAI | KLA Corporation | 52,043 | $76.6M | 0.4% | No change |
| $AMDAI | Advanced Micro Devices | 79,214 | $16.1M | 0.1% | No change |
| $QCOMAI | QUALCOMM Inc. | 52,341 | $6.7M | 0% | Reduced by 74% |
| $AMZNAI | Amazon.com, Inc. | 32,087 | $6.7M | 0% | Increased by 6% |
| $MPWRAI | Monolithic Power Systems | 5,042 | $5.5M | 0% | No change |
| $INTCAI | Intel Corporation | 76,942 | $3.4M | 0% | No change |
| $AMATAI | Applied Materials | 4,670 | $1.6M | 0% | No change |
| $LRCXAI | Lam Research | 6,150 | $1.3M | 0% | Increased by 12% |
| $MCHPAI | Microchip Technology | 11,920 | $770.2K | 0% | No change |
| $SQAI | Block Inc. | 11,400 | $686.1K | 0% | No change |
| $PANWAI | Palo Alto Networks | 3,723 | $596.9K | 0% | Reduced by 9% |
| $SNPSAI | Synopsys Inc. | 771 | $305.7K | 0% | No change |
| $INTUAI | Intuit Inc. | 625 | $270.2K | 0% | Reduced by 12% |
| $MUAI | Micron Technology | 676 | $228.4K | 0% | New Position |