Managed by
Hedge FundAUM Tracked
$16.2B
AI Exposure
8.6%
AI & Tech holdings for LONDON CO OF VIRGINIA
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 2,269,872 | $576.1M | 3.5% | Reduced by 6% |
| $TXNAI | Texas Instruments | 1,746,259 | $339.0M | 2.1% | Reduced by 6% |
| $MSFTAI | Microsoft Corporation | 638,980 | $236.5M | 1.5% | Reduced by 6% |
| $GOOGAI | Alphabet Inc. | 747,417 | $214.4M | 1.3% | Reduced by 7% |
| $NVDAAI | NVIDIA Corporation | 157,076 | $27.4M | 0.2% | No change |
| $TSMAI | Taiwan Semiconductor | 15,637 | $5.3M | 0% | No change |
| $AMZNAI | Amazon.com, Inc. | 6,400 | $1.3M | 0% | No change |
| $TSLAAI | Tesla, Inc. | 1,269 | $471.8K | 0% | No change |