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%.