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FIFTH THIRD BANCORP

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$54.7B

AI Exposure

26.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors25.6%
Other Tech0.0%
$NVDA

4.3%

$AAPL

4.2%

$MSFT

3.1%

$GOOGL

2.6%

Portfolio Holdings

AI & Tech holdings for FIFTH THIRD BANCORP

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation13,581,861$2.4B
4.3%
Increased by 38%
$AAPLAIApple Inc.9,161,758$2.3B
4.2%
Increased by 53%
$MSFTAIMicrosoft Corporation4,576,422$1.7B
3.1%
Increased by 59%
$GOOGLAIAlphabet Inc.5,013,281$1.4B
2.6%
Increased by 31%
$AMZNAIAmazon.com, Inc.5,813,715$1.2B
2.2%
Increased by 46%
$AVGOAIBroadcom Inc.3,732,367$1.2B
2.1%
Increased by 36%
$METAAIMeta Platforms, Inc.1,202,229$687.8M
1.3%
Increased by 50%
$GOOGAIAlphabet Inc.2,126,662$610.1M
1.1%
Increased by 80%
$TSLAAITesla, Inc.788,206$293.0M
0.5%
Increased by 83%
$PANWAIPalo Alto Networks1,542,415$247.3M
0.5%
Increased by 11%
$AMATAIApplied Materials641,828$219.4M
0.4%
Increased by 34%
$ORCLAIOracle Corporation1,458,084$214.5M
0.4%
Increased by 16%
$TXNAITexas Instruments814,265$158.1M
0.3%
Increased by 76%
$ISRGAIIntuitive Surgical307,602$141.8M
0.3%
Increased by 42%
$ANETAIArista Networks1,092,729$134.2M
0.2%
Increased by 29%
$AMDAIAdvanced Micro Devices579,875$118.0M
0.2%
Increased by 62%
$MUAIMicron Technology314,657$106.3M
0.2%
Increased by 84%
$LRCXAILam Research353,969$75.6M
0.1%
Increased by 138%
$NOWAIServiceNow Inc.705,345$73.7M
0.1%
Increased by 49%
$QCOMAIQUALCOMM Inc.553,054$71.2M
0.1%
Increased by 56%
$PLTRAIPalantir Technologies477,182$69.8M
0.1%
Increased by 141%
$ADIAIAnalog Devices219,211$69.7M
0.1%
Increased by 131%
$SNPSAISynopsys Inc.175,823$69.7M
0.1%
Increased by 9%
$CRMAISalesforce Inc.358,201$66.9M
0.1%
Increased by 56%
$MRVLAIMarvell Technology674,723$66.8M
0.1%
Reduced by 8%
$INTCAIIntel Corporation1,328,488$58.6M
0.1%
Increased by 155%
$CRWDAICrowdStrike Holdings147,800$57.7M
0.1%
Increased by 52%
$INTUAIIntuit Inc.124,116$53.7M
0.1%
Increased by 149%
$KLACAIKLA Corporation31,962$47.1M
0.1%
Increased by 199%
$UBERAIUber Technologies631,601$45.4M
0.1%
Increased by 67%
$MCHPAIMicrochip Technology524,271$33.9M
0.1%
Increased by 32%
$CDNSAICadence Design Systems120,809$33.6M
0.1%
Increased by 117%
$ADBEAIAdobe Inc.124,270$30.2M
0.1%
Increased by 62%
$MPWRAIMonolithic Power Systems25,811$28.2M
0.1%
Increased by 53%
$VSTAIVistra Corp.177,199$26.6M
0%
Increased by 95%
$VRTAIVertiv Holdings105,569$26.5M
0%
Increased by 1472%
$CEGAIConstellation Energy75,342$21.0M
0%
Increased by 452%
$TSMAITaiwan Semiconductor57,149$19.3M
0%
Reduced by 15%
$DELLAIDell Technologies114,182$18.7M
0%
Increased by 662%
$APPAIAppLovin Corporation46,665$18.6M
0%
Increased by 662%
$ASMLAIASML Holding NV11,096$14.7M
0%
Reduced by 9%
$ABNBAIAirbnb Inc.95,982$12.1M
0%
Increased by 673%
$TERAITeradyne Inc.35,588$10.6M
0%
Increased by 191%
$FTNTAIFortinet Inc.128,125$10.5M
0%
Increased by 505%
$PYPLAIPayPal Holdings195,337$8.8M
0%
Increased by 176%
$DDOGAIDatadog Inc.68,319$8.1M
0%
Increased by 466%
$ONAION Semiconductor118,310$7.3M
0%
Increased by 94%
$COINAICoinbase Global33,678$5.9M
0%
Increased by 274%
$SNOWAISnowflake Inc.35,224$5.3M
0%
Increased by 964%
$SHOPAIShopify Inc.37,355$4.4M
0%
No change
$SQAIBlock Inc.71,630$4.3M
0%
Increased by 1115%
$NXPIAINXP Semiconductors20,668$4.1M
0%
Increased by 9%
$WDAYAIWorkday Inc.30,523$4.0M
0%
Increased by 565%
$NETAICloudflare Inc.14,406$3.0M
0%
Increased by 1915%
$MDBAIMongoDB Inc.9,893$2.4M
0%
Increased by 1732%
$SMCIAISuper Micro Computer65,217$1.5M
0%
Increased by 240%
$BABAAIAlibaba Group9,847$1.2M
0%
Reduced by 9%
$TEAMAIAtlassian Corporation14,120$963.7K
0%
Increased by 7744%
$SAPAISAP SE4,931$844.2K
0%
Increased by 22%
$IONQAIIonQ Inc.27,796$801.4K
0%
Increased by 22498%
$ZSAIZscaler Inc.5,584$783.4K
0%
Increased by 399%
$PDDAIPDD Holdings Inc.4,223$431.5K
0%
Increased by 16%
$RIVNAIRivian Automotive20,000$301.0K
0%
Increased by 199%
$ARMAIARM Holdings plc1,780$269.3K
0%
No change
$SOUNAISoundHound AI2,300$15.8K
0%
Reduced by 79%