Managed by
Hedge FundAUM Tracked
$107.2B
AI Exposure
37.5%
AI & Tech holdings for NORDEA INVESTMENT MANAGEMENT AB
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 22,031,814 | $3.7B | 3.5% | Reduced by 45% |
| $AAPLAI | Apple Inc. | 13,498,694 | $3.3B | 3.1% | Reduced by 39% |
| $MSFTAI | Microsoft Corporation | 7,312,221 | $2.7B | 2.5% | Reduced by 48% |
| $NVDAAI | NVIDIA Corporation | 13,189,794 | $2.2B | 2.1% | Reduced by 67% |
| $AAPLAI | Apple Inc. | 6,462,098 | $1.6B | 1.5% | Reduced by 71% |
| $AMZNAI | Amazon.com, Inc. | 7,065,553 | $1.4B | 1.4% | Reduced by 49% |
| $MSFTAI | Microsoft Corporation | 3,970,528 | $1.4B | 1.3% | Reduced by 72% |
| $GOOGAI | Alphabet Inc. | 5,083,146 | $1.4B | 1.3% | Reduced by 41% |
| $AVGOAI | Broadcom Inc. | 4,276,054 | $1.3B | 1.2% | Reduced by 56% |
| $GOOGLAI | Alphabet Inc. | 4,469,502 | $1.3B | 1.2% | Reduced by 52% |
| $AVGOAI | Broadcom Inc. | 3,431,784 | $1.0B | 1% | Reduced by 65% |
| $AMZNAI | Amazon.com, Inc. | 4,849,253 | $993.7M | 0.9% | Reduced by 65% |
| $NVDAAI | NVIDIA Corporation | 5,173,807 | $879.9M | 0.8% | Reduced by 87% |
| $GOOGLAI | Alphabet Inc. | 3,099,284 | $870.3M | 0.8% | Reduced by 67% |
| $MSFTAI | Microsoft Corporation | 2,202,000 | $800.4M | 0.7% | Reduced by 84% |
| $GOOGAI | Alphabet Inc. | 2,735,441 | $766.2M | 0.7% | Reduced by 68% |
| $AAPLAI | Apple Inc. | 2,841,857 | $702.8M | 0.7% | Reduced by 87% |
| $AVGOAI | Broadcom Inc. | 2,322,172 | $698.3M | 0.7% | Reduced by 76% |
| $LRCXAI | Lam Research | 3,380,121 | $694.3M | 0.6% | Reduced by 54% |
| $METAAI | Meta Platforms, Inc. | 1,233,427 | $681.0M | 0.6% | Reduced by 45% |
| $AMZNAI | Amazon.com, Inc. | 3,292,898 | $674.8M | 0.6% | Reduced by 76% |
| $AMDAI | Advanced Micro Devices | 1,958,101 | $390.1M | 0.4% | Reduced by 55% |
| $GOOGLAI | Alphabet Inc. | 1,368,623 | $384.3M | 0.4% | Reduced by 85% |
| $LRCXAI | Lam Research | 1,864,774 | $383.0M | 0.4% | Reduced by 75% |
| $AMATAI | Applied Materials | 1,073,776 | $354.7M | 0.3% | Reduced by 52% |
| $MUAI | Micron Technology | 1,032,305 | $333.1M | 0.3% | Reduced by 37% |
| $METAAI | Meta Platforms, Inc. | 546,180 | $301.5M | 0.3% | Reduced by 76% |
| $TSLAAI | Tesla, Inc. | 801,966 | $291.0M | 0.3% | Reduced by 37% |
| $FTNTAI | Fortinet Inc. | 3,597,291 | $288.3M | 0.3% | Reduced by 48% |
| $GOOGAI | Alphabet Inc. | 986,198 | $276.2M | 0.3% | Reduced by 88% |
| $METAAI | Meta Platforms, Inc. | 484,769 | $267.6M | 0.2% | Reduced by 79% |
| $NOWAI | ServiceNow Inc. | 2,393,289 | $250.8M | 0.2% | Reduced by 49% |
| $CRMAI | Salesforce Inc. | 1,344,471 | $249.3M | 0.2% | Reduced by 43% |
| $AMDAI | Advanced Micro Devices | 1,243,813 | $247.8M | 0.2% | Reduced by 71% |
| $ANETAI | Arista Networks | 2,041,272 | $241.5M | 0.2% | Reduced by 49% |
| $DELLAI | Dell Technologies | 1,466,418 | $231.1M | 0.2% | Increased by 89% |
| $FTNTAI | Fortinet Inc. | 2,713,008 | $217.4M | 0.2% | Reduced by 61% |
| $AMATAI | Applied Materials | 652,959 | $215.7M | 0.2% | Reduced by 71% |
| $MUAI | Micron Technology | 649,598 | $209.6M | 0.2% | Reduced by 60% |
| $AMDAI | Advanced Micro Devices | 1,025,307 | $204.3M | 0.2% | Reduced by 76% |
| $KLACAI | KLA Corporation | 144,378 | $204.0M | 0.2% | Reduced by 6% |
| $LRCXAI | Lam Research | 911,044 | $187.1M | 0.2% | Reduced by 88% |
| $ANETAI | Arista Networks | 1,496,564 | $177.0M | 0.2% | Reduced by 63% |
| $CEGAI | Constellation Energy | 632,126 | $171.9M | 0.2% | Reduced by 45% |
| $MRVLAI | Marvell Technology | 1,832,901 | $171.6M | 0.2% | Reduced by 48% |
| $PLTRAI | Palantir Technologies | 1,205,442 | $170.7M | 0.2% | Reduced by 41% |
| $SNPSAI | Synopsys Inc. | 427,498 | $166.8M | 0.2% | Reduced by 55% |
| $CRWDAI | CrowdStrike Holdings | 432,411 | $165.9M | 0.2% | Reduced by 49% |
| $ADBEAI | Adobe Inc. | 679,744 | $163.6M | 0.2% | Reduced by 46% |
| $CEGAI | Constellation Energy | 550,233 | $149.7M | 0.1% | Reduced by 52% |
| $INTUAI | Intuit Inc. | 325,771 | $137.9M | 0.1% | Reduced by 48% |
| $PANWAI | Palo Alto Networks | 853,552 | $134.5M | 0.1% | Reduced by 66% |
| $SNPSAI | Synopsys Inc. | 322,773 | $125.9M | 0.1% | Reduced by 66% |
| $CRMAI | Salesforce Inc. | 669,075 | $124.1M | 0.1% | Reduced by 72% |
| $PANWAI | Palo Alto Networks | 771,589 | $121.5M | 0.1% | Reduced by 69% |
| $UBERAI | Uber Technologies | 1,721,065 | $121.1M | 0.1% | Reduced by 60% |
| $CRWDAI | CrowdStrike Holdings | 290,219 | $111.4M | 0.1% | Reduced by 65% |
| $NOWAI | ServiceNow Inc. | 1,053,519 | $110.4M | 0.1% | Reduced by 78% |
| $ADIAI | Analog Devices | 331,231 | $101.8M | 0.1% | Reduced by 6% |
| $AMATAI | Applied Materials | 307,618 | $101.6M | 0.1% | Reduced by 86% |
| $DELLAI | Dell Technologies | 639,287 | $100.7M | 0.1% | Reduced by 18% |
| $MRVLAI | Marvell Technology | 1,071,437 | $100.3M | 0.1% | Reduced by 70% |
| $BABAAI | Alibaba Group | 742,785 | $90.9M | 0.1% | Reduced by 40% |
| $MUAI | Micron Technology | 276,202 | $89.1M | 0.1% | Reduced by 83% |
| $PANWAI | Palo Alto Networks | 522,987 | $82.4M | 0.1% | Reduced by 79% |
| $QCOMAI | QUALCOMM Inc. | 643,003 | $81.2M | 0.1% | Reduced by 34% |
| $ADBEAI | Adobe Inc. | 322,317 | $77.6M | 0.1% | Reduced by 74% |
| $ORCLAI | Oracle Corporation | 529,213 | $75.0M | 0.1% | No change |
| $UBERAI | Uber Technologies | 1,048,066 | $73.8M | 0.1% | Reduced by 76% |
| $PLTRAI | Palantir Technologies | 488,626 | $69.2M | 0.1% | Reduced by 76% |
| $INTUAI | Intuit Inc. | 150,877 | $63.9M | 0.1% | Reduced by 76% |
| $TSLAAI | Tesla, Inc. | 169,535 | $61.5M | 0.1% | Reduced by 87% |
| $CRMAI | Salesforce Inc. | 327,825 | $60.8M | 0.1% | Reduced by 86% |
| $NOWAI | ServiceNow Inc. | 567,530 | $59.5M | 0.1% | Reduced by 88% |
| $ABNBAI | Airbnb Inc. | 453,272 | $56.0M | 0.1% | Increased by 39% |
| $WDAYAI | Workday Inc. | 409,746 | $52.8M | 0% | Reduced by 48% |
| $APPAI | AppLovin Corporation | 135,732 | $52.4M | 0% | Reduced by 39% |
| $ANETAI | Arista Networks | 439,879 | $52.0M | 0% | Reduced by 89% |
| $CRWDAI | CrowdStrike Holdings | 133,855 | $51.4M | 0% | Reduced by 84% |
| $CDNSAI | Cadence Design Systems | 171,188 | $46.7M | 0% | Reduced by 54% |
| $MRVLAI | Marvell Technology | 479,753 | $44.9M | 0% | Reduced by 86% |
| $INTUAI | Intuit Inc. | 104,855 | $44.4M | 0% | Reduced by 83% |
| $FTNTAI | Fortinet Inc. | 552,706 | $44.3M | 0% | Reduced by 92% |
| $VRTAI | Vertiv Holdings | 179,234 | $43.1M | 0% | Reduced by 45% |
| $TSLAAI | Tesla, Inc. | 107,152 | $38.9M | 0% | Reduced by 92% |
| $TERAI | Teradyne Inc. | 136,684 | $38.5M | 0% | Increased by 9% |
| $BABAAI | Alibaba Group | 300,172 | $36.7M | 0% | Reduced by 76% |
| $WDAYAI | Workday Inc. | 283,298 | $36.5M | 0% | Reduced by 64% |
| $NXPIAI | NXP Semiconductors | 189,613 | $36.3M | 0% | Reduced by 50% |
| $VRTAI | Vertiv Holdings | 131,160 | $31.5M | 0% | Reduced by 60% |
| $INTCAI | Intel Corporation | 743,721 | $31.5M | 0% | Reduced by 73% |
| $QCOMAI | QUALCOMM Inc. | 242,274 | $30.6M | 0% | Reduced by 75% |
| $TEAMAI | Atlassian Corporation | 426,587 | $28.7M | 0% | Reduced by 50% |
| $ADBEAI | Adobe Inc. | 118,287 | $28.5M | 0% | Reduced by 91% |
| $MDBAI | MongoDB Inc. | 116,707 | $28.0M | 0% | Increased by 573% |
| $CDNSAI | Cadence Design Systems | 100,756 | $27.5M | 0% | Reduced by 73% |
| $AVGOAI | Broadcom Inc. | 89,977 | $27.1M | 0% | Reduced by 99% |
| $TSMAI | Taiwan Semiconductor | 80,204 | $26.1M | 0% | No change |
| $VRTAI | Vertiv Holdings | 107,422 | $25.8M | 0% | Reduced by 67% |
| $UBERAI | Uber Technologies | 362,036 | $25.5M | 0% | Reduced by 92% |
| $TSMAI | Taiwan Semiconductor | 76,003 | $24.7M | 0% | Reduced by 6% |
| $SNPSAI | Synopsys Inc. | 62,758 | $24.5M | 0% | Reduced by 93% |
| $PLTRAI | Palantir Technologies | 171,653 | $24.3M | 0% | Reduced by 92% |
| $APPAI | AppLovin Corporation | 59,725 | $23.1M | 0% | Reduced by 73% |
| $NXPIAI | NXP Semiconductors | 114,388 | $21.9M | 0% | Reduced by 70% |
| $CEGAI | Constellation Energy | 76,139 | $20.7M | 0% | Reduced by 93% |
| $ADIAI | Analog Devices | 65,761 | $20.2M | 0% | Reduced by 81% |
| $TEAMAI | Atlassian Corporation | 281,754 | $18.9M | 0% | Reduced by 67% |
| $ISRGAI | Intuitive Surgical | 39,396 | $17.7M | 0% | Reduced by 38% |
| $TXNAI | Texas Instruments | 93,916 | $17.7M | 0% | Reduced by 7% |
| $SQAI | Block Inc. | 284,578 | $16.6M | 0% | Increased by 428% |
| $PYPLAI | PayPal Holdings | 369,996 | $16.5M | 0% | Reduced by 89% |
| $INTCAI | Intel Corporation | 370,545 | $15.7M | 0% | Reduced by 87% |
| $BABAAI | Alibaba Group | 124,730 | $15.3M | 0% | Reduced by 90% |
| $AMDAI | Advanced Micro Devices | 75,352 | $15.0M | 0% | Reduced by 98% |
| $WDAYAI | Workday Inc. | 111,684 | $14.4M | 0% | Reduced by 86% |
| $MDBAI | MongoDB Inc. | 59,676 | $14.3M | 0% | Increased by 244% |
| $BIDUAI | Baidu, Inc. | 125,770 | $13.6M | 0% | Reduced by 57% |
| $MSFTAI | Microsoft Corporation | 36,104 | $13.1M | 0% | Reduced by 100% |
| $ISRGAI | Intuitive Surgical | 26,941 | $12.1M | 0% | Reduced by 57% |
| $NVDAAI | NVIDIA Corporation | 66,943 | $11.4M | 0% | Reduced by 100% |
| $ADIAI | Analog Devices | 35,640 | $11.0M | 0% | Reduced by 90% |
| $KLACAI | KLA Corporation | 7,730 | $10.9M | 0% | Reduced by 95% |
| $TSMAI | Taiwan Semiconductor | 32,747 | $10.6M | 0% | Reduced by 59% |
| $DELLAI | Dell Technologies | 66,861 | $10.5M | 0% | Reduced by 91% |
| $ABNBAI | Airbnb Inc. | 84,980 | $10.5M | 0% | Reduced by 74% |
| $ANETAI | Arista Networks | 86,385 | $10.2M | 0% | Reduced by 98% |
| $APPAI | AppLovin Corporation | 24,093 | $9.3M | 0% | Reduced by 89% |
| $GOOGLAI | Alphabet Inc. | 32,831 | $9.2M | 0% | Reduced by 100% |
| $SNPSAI | Synopsys Inc. | 22,369 | $8.7M | 0% | Reduced by 98% |
| $NXPIAI | NXP Semiconductors | 44,282 | $8.5M | 0% | Reduced by 88% |
| $NETAI | Cloudflare Inc. | 42,908 | $8.4M | 0% | No change |
| $ZSAI | Zscaler Inc. | 53,994 | $7.5M | 0% | Reduced by 34% |
| $TEAMAI | Atlassian Corporation | 109,490 | $7.4M | 0% | Reduced by 87% |
| $AAPLAI | Apple Inc. | 29,537 | $7.3M | 0% | Reduced by 100% |
| $ABNBAI | Airbnb Inc. | 58,030 | $7.2M | 0% | Reduced by 82% |
| $AMZNAI | Amazon.com, Inc. | 34,236 | $7.0M | 0% | Reduced by 100% |
| $BIDUAI | Baidu, Inc. | 64,291 | $7.0M | 0% | Reduced by 78% |
| $LRCXAI | Lam Research | 33,750 | $6.9M | 0% | Reduced by 100% |
| $METAAI | Meta Platforms, Inc. | 11,909 | $6.6M | 0% | Reduced by 99% |
| $TERAI | Teradyne Inc. | 22,626 | $6.4M | 0% | Reduced by 82% |
| $QCOMAI | QUALCOMM Inc. | 49,448 | $6.2M | 0% | Reduced by 95% |
| $CDNSAI | Cadence Design Systems | 22,768 | $6.2M | 0% | Reduced by 94% |
| $MRVLAI | Marvell Technology | 66,051 | $6.2M | 0% | Reduced by 98% |
| $DDOGAI | Datadog Inc. | 50,462 | $5.9M | 0% | Reduced by 17% |
| $MPWRAI | Monolithic Power Systems | 5,081 | $5.3M | 0% | No change |
| $SHOPAI | Shopify Inc. | 43,761 | $5.0M | 0% | Increased by 35% |
| $SNOWAI | Snowflake Inc. | 32,462 | $4.8M | 0% | No change |
| $TERAI | Teradyne Inc. | 15,829 | $4.5M | 0% | Reduced by 87% |
| $FTNTAI | Fortinet Inc. | 50,711 | $4.1M | 0% | Reduced by 99% |
| $COINAI | Coinbase Global | 22,022 | $3.6M | 0% | Increased by 11% |
| $MCHPAI | Microchip Technology | 55,007 | $3.4M | 0% | No change |
| $SQAI | Block Inc. | 56,715 | $3.3M | 0% | Increased by 5% |
| $AMATAI | Applied Materials | 8,936 | $3.0M | 0% | Reduced by 100% |
| $VSTAI | Vistra Corp. | 20,205 | $2.9M | 0% | No change |
| $ONAI | ON Semiconductor | 43,780 | $2.6M | 0% | Increased by 7% |
| $TXNAI | Texas Instruments | 13,249 | $2.5M | 0% | Reduced by 87% |
| $TERAI | Teradyne Inc. | 8,172 | $2.3M | 0% | Reduced by 93% |
| $BIDUAI | Baidu, Inc. | 20,019 | $2.2M | 0% | Reduced by 93% |
| $ZSAI | Zscaler Inc. | 13,750 | $1.9M | 0% | Reduced by 83% |
| $PYPLAI | PayPal Holdings | 34,377 | $1.5M | 0% | Reduced by 99% |
| $DDOGAI | Datadog Inc. | 10,894 | $1.3M | 0% | Reduced by 82% |
| $CDNSAI | Cadence Design Systems | 4,453 | $1.2M | 0% | Reduced by 99% |
| $RIVNAI | Rivian Automotive | 82,927 | $1.2M | 0% | No change |
| $SMCIAI | Super Micro Computer | 52,062 | $1.1M | 0% | No change |
| $VRTAI | Vertiv Holdings | 4,170 | $1.0M | 0% | Reduced by 99% |
| $TSMAI | Taiwan Semiconductor | 2,718 | $882.8K | 0% | Reduced by 97% |
| $IONQAI | IonQ Inc. | 30,926 | $841.5K | 0% | Increased by 23% |
| $PYPLAI | PayPal Holdings | 17,244 | $771.3K | 0% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 1,658 | $746.9K | 0% | Reduced by 97% |
| $QCOMAI | QUALCOMM Inc. | 4,438 | $560.5K | 0% | Reduced by 100% |
| $BABAAI | Alibaba Group | 3,909 | $478.3K | 0% | Reduced by 100% |
| $MCHPAI | Microchip Technology | 6,677 | $414.5K | 0% | Reduced by 88% |
| $ZSAI | Zscaler Inc. | 2,376 | $329.0K | 0% | Reduced by 97% |
| $MDBAI | MongoDB Inc. | 1,241 | $298.0K | 0% | Reduced by 93% |
| $ISRGAI | Intuitive Surgical | 585 | $263.5K | 0% | Reduced by 99% |
| $ORCLAI | Oracle Corporation | 1,147 | $162.6K | 0% | Reduced by 100% |
| $BIDUAI | Baidu, Inc. | 1,389 | $150.4K | 0% | Reduced by 100% |