IBM Retirement Fund, ~$800M, acquired many hot tech names as of 6/30:  Added new positions: $ZM $AYX $TTD $DDOG $MDB $AVLR ...  and Increased: $AMZN, its 3rd largest stock, $NVDA $TSLA $DOCU $OKTA $TEAM $SQ $TWLO $OKTA  The fund increased its investments in tech by 16%.