Managed by
Hedge FundAUM Tracked
$423.6B
AI Exposure
9.8%
AI & Tech holdings for ENVESTNET ASSET MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 23,901,229 | $4.8B | 1.1% | No change |
| $MSFTAI | Microsoft Corporation | 11,497,807 | $4.3B | 1% | No change |
| $AAPLAI | Apple Inc. | 13,977,671 | $4.0B | 1% | No change |
| $AMZNAI | Amazon.com, Inc. | 13,003,269 | $3.1B | 0.7% | No change |
| $AVGOAI | Broadcom Inc. | 7,893,692 | $3.0B | 0.7% | Increased by 7% |
| $GOOGLAI | Alphabet Inc. | 7,477,002 | $2.7B | 0.6% | No change |
| $GOOGAI | Alphabet Inc. | 6,398,288 | $2.3B | 0.5% | No change |
| $METAAI | Meta Platforms, Inc. | 3,236,516 | $1.8B | 0.4% | No change |
| $TSMAI | Taiwan Semiconductor | 3,761,965 | $1.8B | 0.4% | No change |
| $LRCXAI | Lam Research | 2,958,917 | $1.3B | 0.3% | No change |
| $ASMLAI | ASML Holding NV | 440,721 | $876.8M | 0.2% | Increased by 7% |
| $MUAI | Micron Technology | 756,236 | $872.9M | 0.2% | Increased by 15% |
| $KLACAI | KLA Corporation | 2,584,919 | $779.9M | 0.2% | Increased by 862% |
| $AMATAI | Applied Materials | 987,556 | $714.0M | 0.2% | No change |
| $ADIAI | Analog Devices | 1,612,872 | $640.6M | 0.2% | No change |
| $TXNAI | Texas Instruments | 2,006,127 | $598.0M | 0.1% | Increased by 18% |
| $TSLAAI | Tesla, Inc. | 1,405,450 | $591.1M | 0.1% | No change |
| $AMDAI | Advanced Micro Devices | 976,833 | $567.4M | 0.1% | Increased by 25% |
| $ANETAI | Arista Networks | 3,280,887 | $557.4M | 0.1% | No change |
| $DELLAI | Dell Technologies | 1,104,357 | $476.5M | 0.1% | Increased by 19% |
| $ORCLAI | Oracle Corporation | 2,807,230 | $411.4M | 0.1% | No change |
| $UBERAI | Uber Technologies | 5,606,516 | $404.6M | 0.1% | No change |
| $PANWAI | Palo Alto Networks | 1,010,228 | $344.5M | 0.1% | Reduced by 7% |
| $QCOMAI | QUALCOMM Inc. | 1,681,400 | $310.7M | 0.1% | Reduced by 33% |
| $CRWDAI | CrowdStrike Holdings | 399,172 | $304.6M | 0.1% | Reduced by 5% |
| $VRTAI | Vertiv Holdings | 880,700 | $294.9M | 0.1% | Increased by 7% |
| $APPAI | AppLovin Corporation | 438,423 | $225.9M | 0.1% | Reduced by 11% |
| $ISRGAI | Intuitive Surgical | 552,616 | $219.8M | 0.1% | No change |
| $NOWAI | ServiceNow Inc. | 2,135,278 | $212.0M | 0.1% | Reduced by 14% |
| $CDNSAI | Cadence Design Systems | 561,882 | $210.9M | 0% | Reduced by 8% |
| $SHOPAI | Shopify Inc. | 1,827,570 | $208.7M | 0% | Reduced by 19% |
| $INTCAI | Intel Corporation | 1,493,552 | $208.5M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 737,847 | $187.8M | 0% | Reduced by 9% |
| $CRMAI | Salesforce Inc. | 1,001,763 | $156.9M | 0% | Reduced by 16% |
| $MPWRAI | Monolithic Power Systems | 108,573 | $150.1M | 0% | Reduced by 14% |
| $PLTRAI | Palantir Technologies | 1,228,011 | $143.3M | 0% | Increased by 10% |
| $MRVLAI | Marvell Technology | 480,456 | $143.1M | 0% | Reduced by 43% |
| $ABNBAI | Airbnb Inc. | 986,081 | $141.1M | 0% | Reduced by 9% |
| $SNPSAI | Synopsys Inc. | 315,493 | $140.7M | 0% | Reduced by 13% |
| $DDOGAI | Datadog Inc. | 525,406 | $136.8M | 0% | Reduced by 17% |
| $INTUAI | Intuit Inc. | 497,856 | $129.9M | 0% | Reduced by 39% |
| $NXPIAI | NXP Semiconductors | 415,129 | $116.7M | 0% | Increased by 17% |
| $MCHPAI | Microchip Technology | 1,125,461 | $102.6M | 0% | Reduced by 5% |
| $CEGAI | Constellation Energy | 409,044 | $101.6M | 0% | Increased by 8% |
| $ADBEAI | Adobe Inc. | 469,706 | $96.3M | 0% | No change |
| $SAPAI | SAP SE | 592,149 | $91.3M | 0% | Reduced by 16% |
| $FTNTAI | Fortinet Inc. | 570,526 | $87.6M | 0% | Increased by 6% |
| $NETAI | Cloudflare Inc. | 294,197 | $72.2M | 0% | No change |
| $TERAI | Teradyne Inc. | 99,122 | $48.0M | 0% | Increased by 18% |
| $MDBAI | MongoDB Inc. | 127,100 | $42.7M | 0% | Increased by 71% |
| $VSTAI | Vistra Corp. | 258,337 | $41.0M | 0% | Increased by 16% |
| $BABAAI | Alibaba Group | 359,676 | $34.5M | 0% | Reduced by 9% |
| $ARMAI | ARM Holdings plc | 91,677 | $32.5M | 0% | Increased by 29% |
| $ONAI | ON Semiconductor | 283,965 | $26.8M | 0% | Reduced by 19% |
| $PYPLAI | PayPal Holdings | 596,281 | $25.7M | 0% | Reduced by 35% |
| $SQAI | Block Inc. | 293,040 | $22.3M | 0% | Increased by 19% |
| $WDAYAI | Workday Inc. | 140,666 | $17.2M | 0% | Reduced by 30% |
| $COINAI | Coinbase Global | 98,052 | $14.3M | 0% | Increased by 5% |
| $ZSAI | Zscaler Inc. | 54,481 | $7.7M | 0% | Increased by 8% |
| $TEAMAI | Atlassian Corporation | 79,800 | $6.2M | 0% | Reduced by 14% |
| $BIDUAI | Baidu, Inc. | 19,067 | $2.2M | 0% | Reduced by 82% |
| $PDDAI | PDD Holdings Inc. | 21,713 | $1.7M | 0% | Reduced by 23% |
| $IONQAI | IonQ Inc. | 30,944 | $1.6M | 0% | Increased by 30% |
| $RIVNAI | Rivian Automotive | 26,885 | $466.5K | 0% | Reduced by 9% |
| $AEHRAI | Aehr Test Systems | 3,986 | $382.9K | 0% | New Position |
| $SMCIAI | Super Micro Computer | 11,132 | $326.2K | 0% | No change |
| $SOUNAI | SoundHound AI | 32,025 | $207.2K | 0% | Increased by 12% |