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BROWN ADVISORY INC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$60.9B

AI Exposure

32.1%

AI vs Non-AI Sector Exposure

AI & Semiconductors30.9%
Other Tech0.0%
$MSFT

3.7%

$NVDA

2.6%

$AMZN

2.4%

$TSM

2.2%

Portfolio Holdings

AI & Tech holdings for BROWN ADVISORY INC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$MSFTAIMicrosoft Corporation6,132,819$2.3B
3.7%
Reduced by 43%
$NVDAAINVIDIA Corporation8,954,507$1.6B
2.6%
Reduced by 20%
$AMZNAIAmazon.com, Inc.6,981,058$1.5B
2.4%
Reduced by 25%
$TSMAITaiwan Semiconductor3,895,527$1.3B
2.2%
Reduced by 40%
$MSFTAIMicrosoft Corporation3,008,182$1.1B
1.8%
Reduced by 72%
$GOOGAIAlphabet Inc.3,616,273$1.0B
1.7%
Reduced by 52%
$AAPLAIApple Inc.3,079,472$781.5M
1.3%
Reduced by 21%
$GOOGAIAlphabet Inc.2,680,834$769.0M
1.3%
Reduced by 65%
$TSMAITaiwan Semiconductor2,134,496$721.4M
1.2%
Reduced by 67%
$AVGOAIBroadcom Inc.2,257,050$698.6M
1.1%
Reduced by 9%
$GOOGLAIAlphabet Inc.1,796,007$516.5M
0.8%
Reduced by 15%
$ISRGAIIntuitive Surgical1,098,791$506.5M
0.8%
Reduced by 28%
$METAAIMeta Platforms, Inc.808,557$462.6M
0.8%
Reduced by 17%
$MRVLAIMarvell Technology4,590,901$454.7M
0.7%
Reduced by 32%
$INTUAIIntuit Inc.1,046,616$452.5M
0.7%
Reduced by 59%
$UBERAIUber Technologies5,778,257$415.6M
0.7%
Reduced by 33%
$MPWRAIMonolithic Power Systems357,716$391.1M
0.6%
Reduced by 29%
$CDNSAICadence Design Systems1,126,113$312.9M
0.5%
Reduced by 33%
$DDOGAIDatadog Inc.2,633,620$310.9M
0.5%
Reduced by 24%
$ASMLAIASML Holding NV217,135$286.8M
0.5%
Reduced by 52%
$ABNBAIAirbnb Inc.2,166,355$273.6M
0.4%
Reduced by 20%
$PANWAIPalo Alto Networks1,651,094$264.7M
0.4%
Increased by 1070%
$SNOWAISnowflake Inc.1,529,469$230.7M
0.4%
Increased by 12%
$AAPLAIApple Inc.863,682$219.2M
0.4%
Reduced by 78%
$WDAYAIWorkday Inc.1,408,122$182.9M
0.3%
Reduced by 18%
$MSFTAIMicrosoft Corporation470,677$174.2M
0.3%
Reduced by 96%
$SHOPAIShopify Inc.1,398,278$165.9M
0.3%
Reduced by 20%
$ADIAIAnalog Devices517,814$164.7M
0.3%
Reduced by 8%
$ASMLAIASML Holding NV108,350$143.1M
0.2%
Reduced by 76%
$NOWAIServiceNow Inc.1,316,694$137.7M
0.2%
Reduced by 61%
$KLACAIKLA Corporation91,447$134.6M
0.2%
Reduced by 16%
$GOOGAIAlphabet Inc.424,718$121.8M
0.2%
Reduced by 94%
$AMZNAIAmazon.com, Inc.406,902$84.7M
0.1%
Reduced by 96%
$NVDAAINVIDIA Corporation423,069$73.8M
0.1%
Reduced by 96%
$CEGAIConstellation Energy258,189$72.1M
0.1%
Reduced by 9%
$SAPAISAP SE414,727$71.0M
0.1%
Increased by 7636%
$GOOGLAIAlphabet Inc.231,390$66.5M
0.1%
Reduced by 89%
$WDAYAIWorkday Inc.510,800$66.4M
0.1%
Reduced by 70%
$ISRGAIIntuitive Surgical129,412$59.7M
0.1%
Reduced by 91%
$NVDAAINVIDIA Corporation332,429$58.0M
0.1%
Reduced by 97%
$AMZNAIAmazon.com, Inc.226,442$47.2M
0.1%
Reduced by 98%
$MSFTAIMicrosoft Corporation101,497$37.6M
0.1%
Reduced by 99%
$TSMAITaiwan Semiconductor102,300$34.6M
0.1%
Reduced by 98%
$AMATAIApplied Materials100,010$34.2M
0.1%
Reduced by 18%
$ORCLAIOracle Corporation229,228$33.7M
0.1%
No change
$DELLAIDell Technologies193,267$31.7M
0.1%
Reduced by 10%
$AVGOAIBroadcom Inc.97,715$30.2M
0%
Reduced by 96%
$METAAIMeta Platforms, Inc.50,677$29.0M
0%
Reduced by 95%
$UBERAIUber Technologies330,677$23.8M
0%
Reduced by 96%
$MRVLAIMarvell Technology237,232$23.5M
0%
Reduced by 97%
$AVGOAIBroadcom Inc.66,698$20.6M
0%
Reduced by 97%
$MPWRAIMonolithic Power Systems18,389$20.1M
0%
Reduced by 96%
$INTUAIIntuit Inc.42,735$18.5M
0%
Reduced by 98%
$NXPIAINXP Semiconductors92,093$18.1M
0%
Reduced by 29%
$ISRGAIIntuitive Surgical39,004$18.0M
0%
Reduced by 97%
$CEGAIConstellation Energy58,455$16.3M
0%
Reduced by 79%
$UBERAIUber Technologies220,700$15.9M
0%
Reduced by 97%
$CRMAISalesforce Inc.84,505$15.8M
0%
Reduced by 38%
$MUAIMicron Technology46,586$15.7M
0%
Reduced by 40%
$TSLAAITesla, Inc.42,126$15.7M
0%
Increased by 11%
$ABNBAIAirbnb Inc.122,155$15.4M
0%
Reduced by 95%
$DDOGAIDatadog Inc.129,827$15.3M
0%
Reduced by 96%
$INTUAIIntuit Inc.34,183$14.8M
0%
Reduced by 99%
$CDNSAICadence Design Systems51,099$14.2M
0%
Reduced by 97%
$MRVLAIMarvell Technology141,113$14.0M
0%
Reduced by 98%
$SNOWAISnowflake Inc.91,138$13.7M
0%
Reduced by 93%
$ADBEAIAdobe Inc.50,408$12.3M
0%
Reduced by 38%
$GOOGAIAlphabet Inc.42,515$12.2M
0%
Reduced by 99%
$QCOMAIQUALCOMM Inc.88,144$11.4M
0%
Reduced by 18%
$CRMAISalesforce Inc.60,481$11.3M
0%
Reduced by 55%
$CRWDAICrowdStrike Holdings28,041$10.9M
0%
Increased by 13%
$ADIAIAnalog Devices34,367$10.9M
0%
Reduced by 94%
$AAPLAIApple Inc.42,394$10.8M
0%
Reduced by 99%
$VSTAIVistra Corp.68,729$10.3M
0%
Increased by 24%
$SHOPAIShopify Inc.83,829$9.9M
0%
Reduced by 95%
$TXNAITexas Instruments46,090$8.9M
0%
Reduced by 22%
$NOWAIServiceNow Inc.76,670$8.0M
0%
Reduced by 98%
$PANWAIPalo Alto Networks49,649$8.0M
0%
Reduced by 65%
$FTNTAIFortinet Inc.95,703$7.8M
0%
No change
$INTCAIIntel Corporation176,864$7.8M
0%
Reduced by 17%
$PANWAIPalo Alto Networks47,114$7.6M
0%
Reduced by 67%
$LRCXAILam Research34,447$7.4M
0%
Reduced by 5%
$APPAIAppLovin Corporation18,042$7.2M
0%
Increased by 215%
$MUAIMicron Technology21,139$7.1M
0%
Reduced by 73%
$NOWAIServiceNow Inc.67,809$7.1M
0%
Reduced by 98%
$AMDAIAdvanced Micro Devices32,205$6.6M
0%
Increased by 19%
$ASMLAIASML Holding NV4,694$6.2M
0%
Reduced by 99%
$KLACAIKLA Corporation3,780$5.6M
0%
Reduced by 97%
$CDNSAICadence Design Systems19,971$5.5M
0%
Reduced by 99%
$AMZNAIAmazon.com, Inc.25,276$5.3M
0%
Reduced by 100%
$DDOGAIDatadog Inc.43,986$5.2M
0%
Reduced by 99%
$GOOGLAIAlphabet Inc.17,307$5.0M
0%
Reduced by 99%
$ADBEAIAdobe Inc.20,414$5.0M
0%
Reduced by 75%
$GOOGLAIAlphabet Inc.17,056$4.9M
0%
Reduced by 99%
$AAPLAIApple Inc.18,922$4.8M
0%
Reduced by 100%
$DELLAIDell Technologies28,532$4.7M
0%
Reduced by 87%
$NETAICloudflare Inc.21,891$4.5M
0%
Reduced by 28%
$MPWRAIMonolithic Power Systems3,792$4.1M
0%
Reduced by 99%
$NXPIAINXP Semiconductors15,408$3.0M
0%
Reduced by 88%
$MCHPAIMicrochip Technology46,803$3.0M
0%
Reduced by 33%
$PLTRAIPalantir Technologies19,724$2.9M
0%
Increased by 11%
$TSMAITaiwan Semiconductor8,472$2.9M
0%
Reduced by 100%
$ANETAIArista Networks23,297$2.9M
0%
Increased by 53%
$NVDAAINVIDIA Corporation16,058$2.8M
0%
Reduced by 100%
$QCOMAIQUALCOMM Inc.21,272$2.7M
0%
Reduced by 80%
$ORCLAIOracle Corporation17,767$2.6M
0%
Reduced by 92%
$NVDAAINVIDIA Corporation14,599$2.5M
0%
Reduced by 100%
$TXNAITexas Instruments13,034$2.5M
0%
Reduced by 78%
$AAPLAIApple Inc.9,787$2.5M
0%
Reduced by 100%
$WDAYAIWorkday Inc.18,099$2.4M
0%
Reduced by 99%
$PYPLAIPayPal Holdings49,127$2.2M
0%
Reduced by 60%
$GOOGLAIAlphabet Inc.6,659$1.9M
0%
Reduced by 100%
$SAPAISAP SE10,856$1.9M
0%
Increased by 102%
$METAAIMeta Platforms, Inc.3,241$1.9M
0%
Reduced by 100%
$TERAITeradyne Inc.6,207$1.8M
0%
Reduced by 13%
$INTCAIIntel Corporation40,259$1.8M
0%
Reduced by 81%
$MSFTAIMicrosoft Corporation4,650$1.7M
0%
Reduced by 100%
$VRTAIVertiv Holdings6,534$1.6M
0%
Increased by 12%
$METAAIMeta Platforms, Inc.2,845$1.6M
0%
Reduced by 100%
$INTCAIIntel Corporation36,410$1.6M
0%
Reduced by 83%
$ABNBAIAirbnb Inc.12,233$1.5M
0%
Reduced by 100%
$SNOWAISnowflake Inc.9,847$1.5M
0%
Reduced by 99%
$TSLAAITesla, Inc.3,722$1.4M
0%
Reduced by 90%
$ZSAIZscaler Inc.9,532$1.3M
0%
Reduced by 61%
$MCHPAIMicrochip Technology19,628$1.3M
0%
Reduced by 72%
$SHOPAIShopify Inc.8,425$999.4K
0%
Reduced by 100%
$AMZNAIAmazon.com, Inc.4,786$996.8K
0%
Reduced by 100%
$PYPLAIPayPal Holdings21,422$968.9K
0%
Reduced by 82%
$SNPSAISynopsys Inc.2,232$884.9K
0%
No change
$ISRGAIIntuitive Surgical1,759$810.9K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.2,601$805.0K
0%
Reduced by 100%
$METAAIMeta Platforms, Inc.1,399$800.4K
0%
Reduced by 100%
$AMATAIApplied Materials2,087$713.3K
0%
Reduced by 98%
$SNOWAISnowflake Inc.4,484$676.3K
0%
Reduced by 100%
$CRWDAICrowdStrike Holdings1,711$668.0K
0%
Reduced by 93%
$COINAICoinbase Global3,650$637.2K
0%
Reduced by 17%
$BABAAIAlibaba Group4,926$618.0K
0%
Increased by 8%
$TSLAAITesla, Inc.1,558$579.2K
0%
Reduced by 96%
$INTUAIIntuit Inc.1,329$574.6K
0%
Reduced by 100%
$ADIAIAnalog Devices1,707$543.1K
0%
Reduced by 100%
$RIVNAIRivian Automotive33,915$510.4K
0%
Increased by 40%
$ASMLAIASML Holding NV386$509.8K
0%
Reduced by 100%
$AMATAIApplied Materials1,387$474.1K
0%
Reduced by 99%
$MRVLAIMarvell Technology4,781$473.6K
0%
Reduced by 100%
$KLACAIKLA Corporation318$468.4K
0%
Reduced by 100%
$ADIAIAnalog Devices1,304$414.9K
0%
Reduced by 100%
$UBERAIUber Technologies5,543$398.7K
0%
Reduced by 100%
$AVGOAIBroadcom Inc.1,253$387.8K
0%
Reduced by 100%
$LRCXAILam Research1,790$382.5K
0%
Reduced by 95%
$TEAMAIAtlassian Corporation5,327$363.6K
0%
Reduced by 83%
$TERAITeradyne Inc.1,000$296.5K
0%
Reduced by 86%
$WDAYAIWorkday Inc.2,265$294.3K
0%
Reduced by 100%
$KLACAIKLA Corporation196$288.6K
0%
Reduced by 100%
$TSLAAITesla, Inc.747$277.7K
0%
Reduced by 98%
$SAPAISAP SE1,569$268.6K
0%
Reduced by 71%
$NETAICloudflare Inc.1,276$263.3K
0%
Reduced by 96%
$AMDAIAdvanced Micro Devices1,291$262.6K
0%
Reduced by 95%
$SQAIBlock Inc.4,076$245.3K
0%
Reduced by 38%
$CEGAIConstellation Energy741$206.9K
0%
Reduced by 100%