Companies
AI/Datacenter names
Chip designers, hyperscalers, GPU clouds, networking, power & cooling, foundries, plus the miner-to-neocloud and AI-power names. Each row sums the latest-quarter 13F positions held across our fund universe. Click into a name for the full holdings history, top holders, and insider flow.
| Ticker | Issuer | # of funds | Shares held | Value |
|---|---|---|---|---|
| AMZN | Amazon.com, Inc. | 37 | 38.7B | $6.4T |
| NVDA | NVIDIA Corporation | 36 | 64.5B | $10.3T |
| META | Meta Platforms, Inc. | 35 | 10.7B | $4.8T |
| MSFT | Microsoft Corporation | 35 | 31.8B | $11.6T |
| AVGO | Broadcom Inc. | 34 | 12.9B | $4.0T |
| TSM | Taiwan Semiconductor Mfg. Co. | 33 | 2.2B | $372.8B |
| AMD | Advanced Micro Devices, Inc. | 31 | 6.5B | $856.1B |
| GOOG | Alphabet Inc. | 30 | 19.0B | $3.1T |
| TSLA | Tesla, Inc. | 29 | 10.1B | $2.8T |
| AAPL | Apple Inc. | 29 | 64.7B | $12.7T |
| LITE | Lumentum Holdings Inc. | 28 | 458M | $65.8B |
| AMAT | Applied Materials, Inc. | 27 | 3.5B | $629.1B |
| INTC | Intel Corporation | 26 | 16.3B | $518.8B |
| EQIX | Equinix, Inc. | 26 | 525M | $404.2B |
| CRWV | CoreWeave, Inc. | 26 | 292M | $27.4B |
| SNDK | Sandisk Corp | 25 | 338M | $69.7B |
| PLTR | Palantir Technologies Inc. | 25 | 7.5B | $575.2B |
| VST | Vistra Corp. | 25 | 1.8B | $179.8B |
| ORCL | Oracle Corporation | 24 | 6.3B | $946.3B |
| KLAC | KLA Corporation | 24 | 589M | $431.2B |
| TLN | Talen Energy Corp | 24 | 94M | $27.8B |
| ASML | ASML Holding N.V. | 24 | 233M | $142.0B |
| CSCO | Cisco Systems, Inc. | 23 | 15.8B | $924.6B |
| COHR | COHERENT CORP. | 23 | 757M | $76.2B |
| QCOM | QUALCOMM Incorporated | 23 | 4.6B | $633.6B |
| MRVL | Marvell Technology, Inc. | 23 | 4.6B | $306.6B |
| DLR | Digital Realty Trust, Inc. | 23 | 1.7B | $250.3B |
| EQT | EQT Corp | 23 | 3.4B | $132.4B |
| TSEM | TOWER SEMICONDUCTOR LTD | 23 | 187M | $10.3B |
| CORZ | Core Scientific, Inc./tx | 22 | 639M | $9.0B |
| CIFR | Cipher Mining Inc. | 22 | 659M | $5.6B |
| SMCI | Super Micro Computer, Inc. | 22 | 971M | $33.8B |
| CEG | Constellation Energy Corp | 22 | 1.9B | $337.4B |
| MOD | MODINE MANUFACTURING CO | 22 | 204M | $21.1B |
| STX | Seagate Technology Holdings plc | 22 | 1.1B | $143.9B |
| HUT | Hut 8 Corp. | 21 | 198M | $5.7B |
| ETN | Eaton Corporation plc | 21 | 1.6B | $442.0B |
| PUMP | ProPetro Holding Corp. | 21 | 427M | $3.7B |
| ONTO | ONTO INNOVATION INC. | 21 | 222M | $30.5B |
| VRT | Vertiv Holdings Co | 21 | 1.6B | $147.4B |
| DELL | Dell Technologies Inc. | 21 | 1.1B | $113.6B |
| GLXY | Galaxy Digital Inc. | 20 | 280M | $6.2B |
| LBRT | Liberty Energy Inc. | 20 | 930M | $15.8B |
| IREN | IREN Ltd | 19 | 179M | $4.5B |
| SEI | Solaris Energy Infrastructure, Inc. | 19 | 145M | $4.2B |
| RIOT | Riot Platforms, Inc. | 19 | 1.0B | $11.9B |
| CLSK | CLEANSPARK, INC. | 18 | 767M | $7.6B |
| KRC | Kilroy Realty Corp | 17 | 608M | $20.2B |
| NBIS | Nebius Group N.V. | 16 | 335M | $7.1B |
| PSIX | POWER SOLUTIONS INTERNATIONAL, INC. | 16 | 8M | $537M |
| WYFI | WhiteFiber, Inc. | 15 | 9M | $131M |
| BTDR | Bitdeer Technologies Group | 14 | 94M | $1.1B |
| BW | Babcock & Wilcox Enterprises, Inc. | 14 | 208M | $1.0B |
| BITF | Bitfarms Ltd. | 12 | 249M | $506M |
| LRCX | Lam Research Corporation | 0 | 297M | $191.0B |
| ANET | Arista Networks, Inc. | 0 | 713M | $158.6B |