Managed by
Hedge FundAUM Tracked
$294.9B
AI Exposure
30%
AI & Tech holdings for Fisher Asset Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 88,559,570 | $15.4B | 5.2% | No change |
| $AAPLAI | Apple Inc. | 56,430,341 | $14.3B | 4.9% | No change |
| $GOOGLAI | Alphabet Inc. | 39,050,562 | $11.2B | 3.8% | No change |
| $MSFTAI | Microsoft Corporation | 25,941,594 | $9.6B | 3.3% | No change |
| $AMZNAI | Amazon.com, Inc. | 34,185,457 | $7.1B | 2.4% | No change |
| $TSMAI | Taiwan Semiconductor | 18,617,691 | $6.3B | 2.1% | No change |
| $ASMLAI | ASML Holding NV | 4,600,512 | $6.1B | 2.1% | No change |
| $AVGOAI | Broadcom Inc. | 14,691,363 | $4.5B | 1.5% | Increased by 6% |
| $METAAI | Meta Platforms, Inc. | 6,685,482 | $3.8B | 1.3% | No change |
| $SAPAI | SAP SE | 14,534,441 | $2.5B | 0.8% | No change |
| $ISRGAI | Intuitive Surgical | 3,852,940 | $1.8B | 0.6% | No change |
| $ORCLAI | Oracle Corporation | 9,562,254 | $1.4B | 0.5% | No change |
| $INTUAI | Intuit Inc. | 2,035,123 | $879.9M | 0.3% | Reduced by 11% |
| $NOWAI | ServiceNow Inc. | 8,032,952 | $839.8M | 0.3% | No change |
| $CRMAI | Salesforce Inc. | 3,891,702 | $726.5M | 0.2% | Reduced by 9% |
| $BABAAI | Alibaba Group | 5,122,135 | $642.6M | 0.2% | No change |
| $GOOGAI | Alphabet Inc. | 1,722,464 | $494.1M | 0.2% | No change |
| $AMATAI | Applied Materials | 422,055 | $144.3M | 0% | Reduced by 7% |
| $QCOMAI | QUALCOMM Inc. | 1,077,311 | $138.7M | 0% | Reduced by 5% |
| $AMDAI | Advanced Micro Devices | 615,113 | $125.1M | 0% | No change |
| $LRCXAI | Lam Research | 359,611 | $76.8M | 0% | No change |
| $MRVLAI | Marvell Technology | 748,732 | $74.2M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 579,831 | $59.2M | 0% | No change |
| $KLACAI | KLA Corporation | 30,409 | $44.8M | 0% | No change |
| $PANWAI | Palo Alto Networks | 256,661 | $41.1M | 0% | Increased by 3501% |
| $ADBEAI | Adobe Inc. | 124,904 | $30.4M | 0% | Reduced by 97% |
| $ZSAI | Zscaler Inc. | 101,657 | $14.3M | 0% | No change |
| $TSLAAI | Tesla, Inc. | 34,755 | $12.9M | 0% | No change |
| $MUAI | Micron Technology | 23,338 | $7.9M | 0% | Reduced by 56% |
| $INTCAI | Intel Corporation | 166,209 | $7.3M | 0% | Increased by 10% |
| $VRTAI | Vertiv Holdings | 17,578 | $4.4M | 0% | No change |
| $UBERAI | Uber Technologies | 52,038 | $3.7M | 0% | Increased by 6% |
| $BIDUAI | Baidu, Inc. | 23,054 | $2.6M | 0% | Increased by 16% |
| $WDAYAI | Workday Inc. | 19,604 | $2.5M | 0% | Reduced by 39% |
| $SHOPAI | Shopify Inc. | 20,503 | $2.4M | 0% | Reduced by 16% |
| $PLTRAI | Palantir Technologies | 12,690 | $1.9M | 0% | Reduced by 12% |
| $ANETAI | Arista Networks | 13,585 | $1.7M | 0% | Reduced by 33% |
| $SNPSAI | Synopsys Inc. | 3,443 | $1.4M | 0% | Reduced by 5% |
| $ADIAI | Analog Devices | 3,467 | $1.1M | 0% | Increased by 8% |
| $CRWDAI | CrowdStrike Holdings | 2,714 | $1.1M | 0% | Increased by 12% |
| $TXNAI | Texas Instruments | 5,163 | $1.0M | 0% | No change |
| $CEGAI | Constellation Energy | 2,457 | $686.4K | 0% | Reduced by 11% |
| $DELLAI | Dell Technologies | 2,640 | $433.4K | 0% | Reduced by 9% |
| $PYPLAI | PayPal Holdings | 9,043 | $409.1K | 0% | Reduced by 12% |
| $NXPIAI | NXP Semiconductors | 1,440 | $283.6K | 0% | Reduced by 17% |
| $SQAI | Block Inc. | 4,381 | $263.7K | 0% | Reduced by 8% |
| $MCHPAI | Microchip Technology | 3,979 | $257.1K | 0% | Reduced by 57% |
| $APPAI | AppLovin Corporation | 588 | $234.1K | 0% | Increased by 13% |
| $MPWRAI | Monolithic Power Systems | 212 | $232.2K | 0% | Reduced by 11% |
| $FTNTAI | Fortinet Inc. | 2,641 | $215.9K | 0% | New Position |
| $VSTAI | Vistra Corp. | 1,365 | $205.3K | 0% | New Position |