Managed by
Hedge FundAUM Tracked
$373.6B
AI Exposure
8.9%
AI & Tech holdings for ENVESTNET ASSET MANAGEMENT INC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 11,645,986 | $4.3B | 1.2% | Increased by 12% |
| $NVDAAI | NVIDIA Corporation | 23,044,839 | $4.0B | 1.1% | Increased by 11% |
| $AAPLAI | Apple Inc. | 13,323,726 | $3.4B | 0.9% | Increased by 14% |
| $AMZNAI | Amazon.com, Inc. | 13,100,276 | $2.7B | 0.7% | Increased by 8% |
| $AVGOAI | Broadcom Inc. | 7,398,279 | $2.3B | 0.6% | Increased by 15% |
| $GOOGLAI | Alphabet Inc. | 7,317,233 | $2.1B | 0.6% | Increased by 9% |
| $METAAI | Meta Platforms, Inc. | 3,172,380 | $1.8B | 0.5% | Increased by 12% |
| $GOOGAI | Alphabet Inc. | 6,276,868 | $1.8B | 0.5% | Increased by 8% |
| $TSMAI | Taiwan Semiconductor | 3,819,048 | $1.3B | 0.3% | Increased by 8% |
| $LRCXAI | Lam Research | 2,859,751 | $611.0M | 0.2% | Reduced by 13% |
| $ASMLAI | ASML Holding NV | 413,700 | $546.4M | 0.1% | Increased by 16% |
| $ADIAI | Analog Devices | 1,593,194 | $506.9M | 0.1% | Increased by 18% |
| $TSLAAI | Tesla, Inc. | 1,355,246 | $503.8M | 0.1% | Increased by 19% |
| $ORCLAI | Oracle Corporation | 2,885,329 | $424.5M | 0.1% | No change |
| $UBERAI | Uber Technologies | 5,843,395 | $420.3M | 0.1% | Increased by 33% |
| $KLACAI | KLA Corporation | 268,596 | $395.5M | 0.1% | No change |
| $ANETAI | Arista Networks | 3,220,584 | $395.4M | 0.1% | Increased by 10% |
| $INTUAI | Intuit Inc. | 820,557 | $354.8M | 0.1% | No change |
| $AMATAI | Applied Materials | 997,693 | $341.0M | 0.1% | No change |
| $TXNAI | Texas Instruments | 1,698,788 | $329.8M | 0.1% | Increased by 16% |
| $QCOMAI | QUALCOMM Inc. | 2,512,342 | $323.5M | 0.1% | Increased by 14% |
| $SHOPAI | Shopify Inc. | 2,251,187 | $267.0M | 0.1% | Increased by 22% |
| $NOWAI | ServiceNow Inc. | 2,468,956 | $258.1M | 0.1% | Reduced by 9% |
| $ISRGAI | Intuitive Surgical | 551,097 | $254.1M | 0.1% | Increased by 13% |
| $MUAI | Micron Technology | 659,764 | $222.9M | 0.1% | Increased by 10% |
| $CRMAI | Salesforce Inc. | 1,186,685 | $221.5M | 0.1% | No change |
| $VRTAI | Vertiv Holdings | 823,943 | $206.5M | 0.1% | Increased by 79% |
| $APPAI | AppLovin Corporation | 489,882 | $195.0M | 0.1% | Increased by 13% |
| $PANWAI | Palo Alto Networks | 1,082,245 | $173.5M | 0% | Increased by 12% |
| $CDNSAI | Cadence Design Systems | 613,175 | $170.4M | 0% | Reduced by 35% |
| $CRWDAI | CrowdStrike Holdings | 420,362 | $164.1M | 0% | Increased by 12% |
| $PLTRAI | Palantir Technologies | 1,112,303 | $162.7M | 0% | Increased by 28% |
| $AMDAI | Advanced Micro Devices | 780,995 | $158.9M | 0% | Increased by 35% |
| $DELLAI | Dell Technologies | 926,356 | $152.0M | 0% | No change |
| $SNPSAI | Synopsys Inc. | 363,187 | $144.0M | 0% | Increased by 9% |
| $MPWRAI | Monolithic Power Systems | 125,855 | $137.6M | 0% | No change |
| $ABNBAI | Airbnb Inc. | 1,081,651 | $136.6M | 0% | Increased by 15% |
| $SNOWAI | Snowflake Inc. | 812,685 | $122.6M | 0% | Increased by 21% |
| $SAPAI | SAP SE | 701,062 | $120.0M | 0% | No change |
| $ADBEAI | Adobe Inc. | 463,276 | $112.6M | 0% | No change |
| $CEGAI | Constellation Energy | 380,158 | $106.2M | 0% | No change |
| $MRVLAI | Marvell Technology | 841,713 | $83.4M | 0% | Reduced by 13% |
| $MCHPAI | Microchip Technology | 1,188,827 | $76.8M | 0% | Increased by 16% |
| $DDOGAI | Datadog Inc. | 633,631 | $74.8M | 0% | Increased by 11% |
| $NXPIAI | NXP Semiconductors | 356,089 | $70.1M | 0% | Increased by 32% |
| $INTCAI | Intel Corporation | 1,425,964 | $62.9M | 0% | Increased by 42% |
| $NETAI | Cloudflare Inc. | 286,484 | $59.1M | 0% | No change |
| $BABAAI | Alibaba Group | 393,733 | $49.4M | 0% | Increased by 10% |
| $FTNTAI | Fortinet Inc. | 538,988 | $44.0M | 0% | Increased by 78% |
| $PYPLAI | PayPal Holdings | 922,752 | $41.7M | 0% | Reduced by 28% |
| $VSTAI | Vistra Corp. | 222,475 | $33.4M | 0% | Reduced by 28% |
| $WDAYAI | Workday Inc. | 200,459 | $26.0M | 0% | Reduced by 25% |
| $TERAI | Teradyne Inc. | 84,339 | $25.0M | 0% | Reduced by 6% |
| $ONAI | ON Semiconductor | 351,797 | $21.8M | 0% | Increased by 72% |
| $MDBAI | MongoDB Inc. | 74,395 | $18.2M | 0% | No change |
| $COINAI | Coinbase Global | 92,944 | $16.2M | 0% | Increased by 26% |
| $SQAI | Block Inc. | 245,367 | $14.8M | 0% | Increased by 11% |
| $BIDUAI | Baidu, Inc. | 105,427 | $11.7M | 0% | Increased by 463% |
| $ARMAI | ARM Holdings plc | 71,071 | $10.8M | 0% | Increased by 48% |
| $ZSAI | Zscaler Inc. | 50,565 | $7.1M | 0% | Increased by 65% |
| $TEAMAI | Atlassian Corporation | 93,023 | $6.3M | 0% | Reduced by 21% |
| $PDDAI | PDD Holdings Inc. | 28,292 | $2.9M | 0% | Increased by 111% |
| $IONQAI | IonQ Inc. | 23,820 | $686.7K | 0% | Reduced by 19% |
| $RIVNAI | Rivian Automotive | 29,508 | $444.1K | 0% | Increased by 9% |
| $SMCIAI | Super Micro Computer | 11,437 | $260.4K | 0% | Reduced by 51% |
| $SOUNAI | SoundHound AI | 28,542 | $196.1K | 0% | No change |