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CIBC Bancorp USA Inc.

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$74.0B

AI Exposure

32.5%

AI vs Non-AI Sector Exposure

AI & Semiconductors31.3%
Other Tech0.0%
$MSFT

2.6%

$NVDA

2.4%

$NVDA

2.4%

Portfolio Holdings

AI & Tech holdings for CIBC Bancorp USA Inc.

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.8,766,623$2.2B
3%
Reduced by 39%
$MSFTAIMicrosoft Corporation5,288,119$2.0B
2.6%
Reduced by 43%
$NVDAAINVIDIA Corporation10,219,483$1.8B
2.4%
Reduced by 55%
$NVDAAINVIDIA Corporation10,169,126$1.8B
2.4%
Reduced by 55%
$GOOGLAIAlphabet Inc.5,311,356$1.5B
2.1%
Reduced by 37%
$AMZNAIAmazon.com, Inc.7,030,547$1.5B
2%
Reduced by 47%
$MSFTAIMicrosoft Corporation2,273,437$841.6M
1.1%
Reduced by 75%
$AAPLAIApple Inc.3,042,519$772.2M
1%
Reduced by 79%
$AVGOAIBroadcom Inc.2,392,663$740.7M
1%
Reduced by 40%
$METAAIMeta Platforms, Inc.1,267,377$725.5M
1%
Reduced by 40%
$AMZNAIAmazon.com, Inc.3,000,705$625.0M
0.8%
Reduced by 77%
$GOOGAIAlphabet Inc.1,989,767$594.9M
0.8%
Reduced by 55%
$GOOGLAIAlphabet Inc.1,687,726$485.3M
0.7%
Reduced by 80%
$AAPLAIApple Inc.1,813,356$460.3M
0.6%
Reduced by 87%
$ASMLAIASML Holding NV313,244$413.9M
0.6%
Reduced by 16%
$NVDAAINVIDIA Corporation2,318,187$404.5M
0.5%
Reduced by 90%
$MSFTAIMicrosoft Corporation1,084,115$401.5M
0.5%
Reduced by 88%
$AMZNAIAmazon.com, Inc.1,678,466$349.7M
0.5%
Reduced by 87%
$AVGOAIBroadcom Inc.1,053,039$325.9M
0.4%
Reduced by 74%
$METAAIMeta Platforms, Inc.567,414$324.6M
0.4%
Reduced by 73%
$GOOGLAIAlphabet Inc.1,001,982$288.4M
0.4%
Reduced by 88%
$GOOGAIAlphabet Inc.891,753$255.8M
0.3%
Reduced by 80%
$ADIAIAnalog Devices751,027$239.0M
0.3%
Reduced by 31%
$MCHPAIMicrochip Technology3,399,836$219.9M
0.3%
Increased by 117%
$TSLAAITesla, Inc.580,019$215.6M
0.3%
Reduced by 13%
$QCOMAIQUALCOMM Inc.1,600,014$206.6M
0.3%
Reduced by 61%
$ISRGAIIntuitive Surgical414,610$191.2M
0.3%
Reduced by 22%
$TSMAITaiwan Semiconductor548,614$185.5M
0.3%
No change
$PANWAIPalo Alto Networks1,118,339$179.4M
0.2%
No change
$TSLAAITesla, Inc.475,477$176.8M
0.2%
Reduced by 28%
$GOOGAIAlphabet Inc.575,119$166.3M
0.2%
Reduced by 87%
$METAAIMeta Platforms, Inc.270,357$154.7M
0.2%
Reduced by 87%
$AVGOAIBroadcom Inc.498,364$154.3M
0.2%
Reduced by 88%
$CRMAISalesforce Inc.803,336$150.1M
0.2%
Reduced by 37%
$AMDAIAdvanced Micro Devices722,815$146.9M
0.2%
Increased by 103%
$MUAIMicron Technology423,479$143.1M
0.2%
Reduced by 16%
$KLACAIKLA Corporation95,447$140.5M
0.2%
Increased by 236%
$LRCXAILam Research595,857$127.2M
0.2%
Increased by 121%
$ASMLAIASML Holding NV84,839$112.1M
0.2%
Reduced by 77%
$SHOPAIShopify Inc.768,796$91.3M
0.1%
Reduced by 24%
$QCOMAIQUALCOMM Inc.699,504$90.1M
0.1%
Reduced by 83%
$ANETAIArista Networks695,191$85.4M
0.1%
Increased by 182%
$AMATAIApplied Materials229,104$78.3M
0.1%
Increased by 33%
$NETAICloudflare Inc.377,469$77.9M
0.1%
Reduced by 36%
$CDNSAICadence Design Systems259,391$72.1M
0.1%
Increased by 47%
$TSMAITaiwan Semiconductor195,835$66.2M
0.1%
Reduced by 66%
$ADIAIAnalog Devices200,877$63.9M
0.1%
Reduced by 82%
$ADIAIAnalog Devices191,716$61.0M
0.1%
Reduced by 82%
$ORCLAIOracle Corporation386,533$56.9M
0.1%
Reduced by 51%
$INTUAIIntuit Inc.130,309$56.4M
0.1%
Increased by 28%
$PLTRAIPalantir Technologies368,370$53.9M
0.1%
Reduced by 37%
$AMDAIAdvanced Micro Devices263,146$53.5M
0.1%
Reduced by 26%
$TXNAITexas Instruments271,255$52.7M
0.1%
Reduced by 56%
$CRMAISalesforce Inc.265,288$49.5M
0.1%
Reduced by 79%
$SNPSAISynopsys Inc.124,513$49.4M
0.1%
Increased by 197%
$VRTAIVertiv Holdings187,310$47.0M
0.1%
Reduced by 51%
$TSLAAITesla, Inc.126,185$46.9M
0.1%
Reduced by 81%
$CRMAISalesforce Inc.248,098$46.3M
0.1%
Reduced by 80%
$QCOMAIQUALCOMM Inc.339,111$43.7M
0.1%
Reduced by 92%
$LRCXAILam Research203,665$43.5M
0.1%
Reduced by 25%
$ORCLAIOracle Corporation265,731$39.1M
0.1%
Reduced by 66%
$MPWRAIMonolithic Power Systems33,192$36.3M
0%
Reduced by 52%
$ISRGAIIntuitive Surgical78,225$36.1M
0%
Reduced by 85%
$SAPAISAP SE205,628$35.3M
0%
Increased by 68%
$BABAAIAlibaba Group279,421$35.1M
0%
Reduced by 30%
$AMDAIAdvanced Micro Devices169,011$34.4M
0%
Reduced by 52%
$LRCXAILam Research159,695$34.1M
0%
Reduced by 41%
$DDOGAIDatadog Inc.288,503$34.1M
0%
Reduced by 52%
$INTCAIIntel Corporation766,793$33.8M
0%
Reduced by 36%
$VRTAIVertiv Holdings134,615$33.7M
0%
Reduced by 65%
$TXNAITexas Instruments151,408$29.4M
0%
Reduced by 75%
$MPWRAIMonolithic Power Systems21,989$24.0M
0%
Reduced by 68%
$UBERAIUber Technologies329,788$23.7M
0%
Reduced by 16%
$DDOGAIDatadog Inc.192,238$22.7M
0%
Reduced by 68%
$ANETAIArista Networks182,448$22.4M
0%
Reduced by 26%
$ANETAIArista Networks180,994$22.2M
0%
Reduced by 27%
$PANWAIPalo Alto Networks138,121$22.1M
0%
Reduced by 87%
$NETAICloudflare Inc.104,005$21.5M
0%
Reduced by 82%
$INTUAIIntuit Inc.47,915$20.7M
0%
Reduced by 53%
$ABNBAIAirbnb Inc.158,724$20.0M
0%
Increased by 44%
$SAPAISAP SE114,493$19.6M
0%
Reduced by 7%
$NOWAIServiceNow Inc.172,959$18.1M
0%
Increased by 15%
$APPAIAppLovin Corporation45,115$18.0M
0%
Reduced by 9%
$ADBEAIAdobe Inc.71,659$17.4M
0%
Reduced by 93%
$BABAAIAlibaba Group136,758$17.1M
0%
Reduced by 66%
$CRWDAICrowdStrike Holdings43,847$17.1M
0%
Reduced by 22%
$VRTAIVertiv Holdings63,747$16.0M
0%
Reduced by 83%
$MRVLAIMarvell Technology160,993$15.9M
0%
Reduced by 69%
$CEGAIConstellation Energy55,490$15.5M
0%
Reduced by 46%
$MPWRAIMonolithic Power Systems13,638$14.9M
0%
Reduced by 80%
$CDNSAICadence Design Systems49,825$13.8M
0%
Reduced by 72%
$CDNSAICadence Design Systems49,364$13.7M
0%
Reduced by 72%
$ORCLAIOracle Corporation89,649$13.2M
0%
Reduced by 89%
$ADBEAIAdobe Inc.53,407$13.0M
0%
Reduced by 95%
$VSTAIVistra Corp.82,083$12.3M
0%
Reduced by 5%
$INTCAIIntel Corporation269,955$11.9M
0%
Reduced by 78%
$CEGAIConstellation Energy41,991$11.7M
0%
Reduced by 59%
$MRVLAIMarvell Technology111,774$11.1M
0%
Reduced by 79%
$ZSAIZscaler Inc.78,317$11.0M
0%
Reduced by 52%
$NOWAIServiceNow Inc.100,678$10.5M
0%
Reduced by 33%
$FTNTAIFortinet Inc.123,814$10.1M
0%
No change
$NXPIAINXP Semiconductors49,503$9.7M
0%
No change
$DELLAIDell Technologies59,120$9.7M
0%
Increased by 10%
$PLTRAIPalantir Technologies65,044$9.5M
0%
Reduced by 89%
$VSTAIVistra Corp.61,248$9.2M
0%
Reduced by 29%
$TERAITeradyne Inc.30,153$8.9M
0%
Increased by 15%
$ISRGAIIntuitive Surgical19,064$8.8M
0%
Reduced by 96%
$PYPLAIPayPal Holdings187,303$8.5M
0%
Reduced by 16%
$WDAYAIWorkday Inc.62,187$8.1M
0%
Reduced by 96%
$ZSAIZscaler Inc.55,985$7.9M
0%
Reduced by 66%
$DDOGAIDatadog Inc.66,497$7.8M
0%
Reduced by 89%
$COINAICoinbase Global43,364$7.6M
0%
Increased by 31%
$TXNAITexas Instruments38,538$7.5M
0%
Reduced by 94%
$MCHPAIMicrochip Technology115,653$7.5M
0%
Reduced by 93%
$NOWAIServiceNow Inc.69,518$7.3M
0%
Reduced by 54%
$AMATAIApplied Materials20,625$7.0M
0%
Reduced by 88%
$SQAIBlock Inc.113,566$6.8M
0%
Increased by 25%
$MCHPAIMicrochip Technology103,258$6.7M
0%
Reduced by 93%
$PANWAIPalo Alto Networks37,421$6.0M
0%
Reduced by 97%
$ONAION Semiconductor94,044$5.8M
0%
No change
$SHOPAIShopify Inc.46,016$5.7M
0%
Reduced by 95%
$KLACAIKLA Corporation3,783$5.6M
0%
Reduced by 87%
$CEGAIConstellation Energy19,848$5.5M
0%
Reduced by 81%
$UBERAIUber Technologies65,843$4.7M
0%
Reduced by 83%
$VSTAIVistra Corp.29,945$4.5M
0%
Reduced by 65%
$AMATAIApplied Materials12,160$4.2M
0%
Reduced by 93%
$MRVLAIMarvell Technology41,920$4.2M
0%
Reduced by 92%
$CRWDAICrowdStrike Holdings8,955$3.5M
0%
Reduced by 84%
$MDBAIMongoDB Inc.14,096$3.5M
0%
Reduced by 36%
$MUAIMicron Technology9,576$3.2M
0%
Reduced by 98%
$SMCIAISuper Micro Computer141,730$3.2M
0%
Increased by 88%
$WDAYAIWorkday Inc.21,465$2.8M
0%
Reduced by 98%
$NETAICloudflare Inc.13,425$2.8M
0%
Reduced by 98%
$TEAMAIAtlassian Corporation39,466$2.7M
0%
Increased by 23%
$ADBEAIAdobe Inc.10,930$2.7M
0%
Reduced by 99%
$INTUAIIntuit Inc.6,048$2.6M
0%
Reduced by 94%
$UBERAIUber Technologies35,343$2.5M
0%
Reduced by 91%
$ABNBAIAirbnb Inc.19,113$2.4M
0%
Reduced by 83%
$INTCAIIntel Corporation54,656$2.4M
0%
Reduced by 95%
$MUAIMicron Technology6,981$2.4M
0%
Reduced by 99%
$SNOWAISnowflake Inc.13,676$2.1M
0%
Reduced by 97%
$PLTRAIPalantir Technologies12,953$1.9M
0%
Reduced by 98%
$ONAION Semiconductor30,596$1.9M
0%
Reduced by 68%
$ABNBAIAirbnb Inc.14,128$1.8M
0%
Reduced by 87%
$KLACAIKLA Corporation1,143$1.7M
0%
Reduced by 96%
$SNPSAISynopsys Inc.4,056$1.6M
0%
Reduced by 90%
$SNOWAISnowflake Inc.9,353$1.4M
0%
Reduced by 98%
$DELLAIDell Technologies6,782$1.1M
0%
Reduced by 87%
$MDBAIMongoDB Inc.4,056$992.8K
0%
Reduced by 82%
$SHOPAIShopify Inc.8,280$982.2K
0%
Reduced by 99%
$IONQAIIonQ Inc.29,912$862.4K
0%
Reduced by 15%
$MDBAIMongoDB Inc.3,458$846.4K
0%
Reduced by 84%
$TERAITeradyne Inc.2,820$836.0K
0%
Reduced by 89%
$WDAYAIWorkday Inc.6,066$804.3K
0%
Reduced by 100%
$ASMLAIASML Holding NV594$784.6K
0%
Reduced by 100%
$PYPLAIPayPal Holdings17,039$770.7K
0%
Reduced by 92%
$ZSAIZscaler Inc.5,490$770.2K
0%
Reduced by 97%
$NXPIAINXP Semiconductors3,251$640.0K
0%
Reduced by 94%
$IONQAIIonQ Inc.21,625$623.4K
0%
Reduced by 38%
$TEAMAIAtlassian Corporation8,285$565.5K
0%
Reduced by 74%
$RIVNAIRivian Automotive33,750$507.9K
0%
Reduced by 19%
$FTNTAIFortinet Inc.5,919$483.7K
0%
Reduced by 95%
$CRWDAICrowdStrike Holdings1,226$478.6K
0%
Reduced by 98%
$PDDAIPDD Holdings Inc.4,511$460.9K
0%
Reduced by 82%
$APPAIAppLovin Corporation1,060$421.7K
0%
Reduced by 98%
$SQAIBlock Inc.6,211$373.8K
0%
Reduced by 93%
$PYPLAIPayPal Holdings7,730$349.6K
0%
Reduced by 97%
$SNPSAISynopsys Inc.727$288.4K
0%
Reduced by 98%
$TEAMAIAtlassian Corporation3,890$266.4K
0%
Reduced by 88%
$TERAITeradyne Inc.886$262.7K
0%
Reduced by 97%
$RIVNAIRivian Automotive15,571$234.3K
0%
Reduced by 63%
$SNOWAISnowflake Inc.1,451$218.8K
0%
Reduced by 100%
$APPAIAppLovin Corporation530$210.9K
0%
Reduced by 99%
$ONAION Semiconductor2,972$184.1K
0%
Reduced by 97%
$DELLAIDell Technologies1,049$172.0K
0%
Reduced by 98%
$COINAICoinbase Global914$159.5K
0%
Reduced by 97%
$SOUNAISoundHound AI19,514$134.1K
0%
Reduced by 55%
$COINAICoinbase Global716$125.0K
0%
Reduced by 98%
$PDDAIPDD Holdings Inc.1,059$108.2K
0%
Reduced by 96%
$NXPIAINXP Semiconductors507$99.8K
0%
Reduced by 99%
$FTNTAIFortinet Inc.1,182$96.6K
0%
Reduced by 99%
$SQAIBlock Inc.1,343$80.6K
0%
Reduced by 99%
$RIVNAIRivian Automotive2,902$43.7K
0%
Reduced by 93%
$SMCIAISuper Micro Computer974$22.2K
0%
Reduced by 99%
$SOUNAISoundHound AI3,039$20.9K
0%
Reduced by 93%
$IONQAIIonQ Inc.300$8.6K
0%
Reduced by 99%
$SMCIAISuper Micro Computer260$5.9K
0%
Reduced by 100%