Managed by
Hedge FundAUM Tracked
$45.6B
AI Exposure
27%
AI & Tech holdings for CIBC Asset Management Inc
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 8,241,539 | $1.6B | 3.6% | No change |
| $AAPLAI | Apple Inc. | 5,060,516 | $1.5B | 3.2% | No change |
| $MSFTAI | Microsoft Corporation | 2,594,215 | $967.6M | 2.1% | Reduced by 6% |
| $AMZNAI | Amazon.com, Inc. | 3,444,029 | $820.7M | 1.8% | No change |
| $GOOGLAI | Alphabet Inc. | 2,087,478 | $746.0M | 1.6% | No change |
| $AVGOAI | Broadcom Inc. | 1,713,676 | $647.2M | 1.4% | Reduced by 7% |
| $MUAI | Micron Technology | 536,729 | $619.5M | 1.4% | No change |
| $GOOGAI | Alphabet Inc. | 1,732,782 | $612.0M | 1.3% | No change |
| $SHOPAI | Shopify Inc. | 4,308,187 | $493.8M | 1.1% | No change |
| $METAAI | Meta Platforms, Inc. | 834,297 | $469.9M | 1% | No change |
| $TSLAAI | Tesla, Inc. | 1,106,753 | $465.4M | 1% | No change |
| $AMDAI | Advanced Micro Devices | 781,657 | $454.1M | 1% | No change |
| $INTCAI | Intel Corporation | 2,280,175 | $318.4M | 0.7% | No change |
| $AMATAI | Applied Materials | 385,950 | $278.8M | 0.6% | No change |
| $LRCXAI | Lam Research | 616,415 | $267.1M | 0.6% | No change |
| $KLACAI | KLA Corporation | 566,014 | $170.8M | 0.4% | Increased by 922% |
| $PANWAI | Palo Alto Networks | 403,874 | $137.7M | 0.3% | No change |
| $MRVLAI | Marvell Technology | 434,434 | $129.4M | 0.3% | Increased by 37% |
| $TXNAI | Texas Instruments | 432,536 | $128.9M | 0.3% | Increased by 9% |
| $PLTRAI | Palantir Technologies | 1,093,095 | $127.5M | 0.3% | No change |
| $QCOMAI | QUALCOMM Inc. | 549,849 | $101.6M | 0.2% | No change |
| $ADIAI | Analog Devices | 223,465 | $88.8M | 0.2% | No change |
| $ISRGAI | Intuitive Surgical | 202,720 | $80.6M | 0.2% | No change |
| $CRWDAI | CrowdStrike Holdings | 105,068 | $80.2M | 0.2% | No change |
| $APPAI | AppLovin Corporation | 145,175 | $74.8M | 0.2% | No change |
| $ORCLAI | Oracle Corporation | 454,530 | $66.6M | 0.1% | No change |
| $ASMLAI | ASML Holding NV | 32,736 | $64.8M | 0.1% | No change |
| $ANETAI | Arista Networks | 286,443 | $48.7M | 0.1% | Increased by 6% |
| $FTNTAI | Fortinet Inc. | 297,718 | $45.7M | 0.1% | No change |
| $DDOGAI | Datadog Inc. | 175,448 | $45.7M | 0.1% | Reduced by 8% |
| $SNPSAI | Synopsys Inc. | 100,771 | $45.0M | 0.1% | No change |
| $CDNSAI | Cadence Design Systems | 112,830 | $42.3M | 0.1% | Reduced by 17% |
| $ARMAI | ARM Holdings plc | 111,380 | $39.5M | 0.1% | Increased by 352% |
| $CRMAI | Salesforce Inc. | 235,204 | $36.8M | 0.1% | No change |
| $ADBEAI | Adobe Inc. | 179,420 | $36.8M | 0.1% | No change |
| $UBERAI | Uber Technologies | 481,301 | $34.7M | 0.1% | No change |
| $CEGAI | Constellation Energy | 137,507 | $34.2M | 0.1% | Reduced by 14% |
| $VRTAI | Vertiv Holdings | 99,080 | $33.2M | 0.1% | Increased by 8% |
| $DELLAI | Dell Technologies | 75,900 | $32.7M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 120,295 | $31.4M | 0.1% | No change |
| $TERAI | Teradyne Inc. | 64,023 | $31.0M | 0.1% | Increased by 72% |
| $MPWRAI | Monolithic Power Systems | 21,551 | $29.8M | 0.1% | Increased by 6% |
| $ABNBAI | Airbnb Inc. | 190,243 | $27.2M | 0.1% | Increased by 7% |
| $NXPIAI | NXP Semiconductors | 95,409 | $26.8M | 0.1% | Reduced by 9% |
| $NOWAI | ServiceNow Inc. | 256,861 | $25.5M | 0.1% | No change |
| $MCHPAI | Microchip Technology | 225,489 | $20.6M | 0% | No change |
| $PYPLAI | PayPal Holdings | 408,970 | $17.7M | 0% | Increased by 6% |
| $VSTAI | Vistra Corp. | 75,809 | $12.0M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 146,291 | $11.2M | 0% | No change |
| $WDAYAI | Workday Inc. | 83,824 | $10.3M | 0% | Reduced by 6% |
| $SQAI | Block Inc. | 126,173 | $9.6M | 0% | No change |
| $ONAI | ON Semiconductor | 92,681 | $8.8M | 0% | No change |
| $TSMAI | Taiwan Semiconductor | 16,607 | $7.9M | 0% | Reduced by 80% |
| $COINAI | Coinbase Global | 52,417 | $7.7M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 16,120 | $4.1M | 0% | No change |
| $SMCIAI | Super Micro Computer | 133,286 | $3.9M | 0% | Increased by 7% |
| $NETAI | Cloudflare Inc. | 14,977 | $3.7M | 0% | No change |
| $SAPAI | SAP SE | 17,334 | $2.6M | 0% | Reduced by 47% |
| $MDBAI | MongoDB Inc. | 3,798 | $1.3M | 0% | No change |
| $RIVNAI | Rivian Automotive | 55,068 | $955.4K | 0% | No change |
| $ZSAI | Zscaler Inc. | 6,639 | $937.1K | 0% | Reduced by 81% |
| $IONQAI | IonQ Inc. | 16,940 | $902.2K | 0% | No change |
| $TEAMAI | Atlassian Corporation | 7,922 | $616.3K | 0% | Reduced by 79% |
| $BABAAI | Alibaba Group | 5,942 | $570.3K | 0% | Increased by 11% |
| $SOUNAI | SoundHound AI | 12,069 | $78.1K | 0% | Reduced by 14% |