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Creative Planning

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$147.4B

AI Exposure

9%

AI vs Non-AI Sector Exposure

AI & Semiconductors8.1%
Other Tech0.0%

Portfolio Holdings

AI & Tech holdings for Creative Planning

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.11,892,117$3.0B
2%
Increased by 5%
$NVDAAINVIDIA Corporation13,096,844$2.3B
1.5%
No change
$MSFTAIMicrosoft Corporation3,801,954$1.4B
1%
Increased by 8%
$AMZNAIAmazon.com, Inc.4,235,161$882.1M
0.6%
No change
$GOOGLAIAlphabet Inc.2,857,028$821.6M
0.6%
Increased by 5%
$AVGOAIBroadcom Inc.1,769,768$547.8M
0.4%
No change
$METAAIMeta Platforms, Inc.935,355$535.1M
0.4%
Increased by 5%
$GOOGAIAlphabet Inc.1,716,250$492.3M
0.3%
No change
$TSLAAITesla, Inc.1,037,490$385.7M
0.3%
No change
$AMATAIApplied Materials625,304$213.7M
0.1%
No change
$TSMAITaiwan Semiconductor631,242$213.3M
0.1%
No change
$LRCXAILam Research706,680$151.0M
0.1%
Increased by 5%
$ORCLAIOracle Corporation1,023,351$150.5M
0.1%
Reduced by 6%
$AMDAIAdvanced Micro Devices716,822$145.8M
0.1%
Increased by 7%
$MUAIMicron Technology397,541$134.3M
0.1%
Increased by 28%
$PLTRAIPalantir Technologies705,019$103.1M
0.1%
Increased by 10%
$ANETAIArista Networks727,032$89.3M
0.1%
Reduced by 18%
$KLACAIKLA Corporation55,638$81.9M
0.1%
Increased by 7%
$NVDAAINVIDIA Corporation438,469$76.5M
0.1%
Reduced by 97%
$CRWDAICrowdStrike Holdings186,829$72.9M
0%
Increased by 11%
$CRMAISalesforce Inc.375,921$70.2M
0%
Increased by 15%
$ASMLAIASML Holding NV50,273$66.4M
0%
Increased by 6%
$QCOMAIQUALCOMM Inc.505,502$65.1M
0%
Reduced by 8%
$PANWAIPalo Alto Networks399,813$64.1M
0%
Increased by 48%
$INTCAIIntel Corporation1,424,683$62.9M
0%
No change
$AAPLAIApple Inc.237,282$60.2M
0%
Reduced by 98%
$ISRGAIIntuitive Surgical124,020$57.2M
0%
Increased by 10%
$NOWAIServiceNow Inc.521,255$54.5M
0%
Increased by 27%
$TXNAITexas Instruments270,611$52.5M
0%
Increased by 21%
$ADIAIAnalog Devices163,723$52.1M
0%
Increased by 8%
$SHOPAIShopify Inc.435,201$51.6M
0%
Increased by 6%
$VRTAIVertiv Holdings168,615$42.3M
0%
Increased by 22%
$INTUAIIntuit Inc.91,155$39.4M
0%
Increased by 22%
$DELLAIDell Technologies224,875$36.9M
0%
Increased by 11%
$ADBEAIAdobe Inc.149,163$36.3M
0%
Increased by 17%
$SNOWAISnowflake Inc.235,803$35.6M
0%
Reduced by 17%
$UBERAIUber Technologies463,043$33.3M
0%
Reduced by 12%
$FTNTAIFortinet Inc.396,778$32.4M
0%
No change
$APPAIAppLovin Corporation78,073$31.1M
0%
Reduced by 15%
$GOOGAIAlphabet Inc.107,900$31.0M
0%
Reduced by 94%
$CEGAIConstellation Energy109,664$30.6M
0%
Reduced by 5%
$SNPSAISynopsys Inc.70,381$27.9M
0%
No change
$BABAAIAlibaba Group217,837$27.3M
0%
Reduced by 13%
$GOOGLAIAlphabet Inc.94,200$27.1M
0%
Reduced by 97%
$MSFTAIMicrosoft Corporation68,626$25.4M
0%
Reduced by 98%
$MRVLAIMarvell Technology239,384$23.7M
0%
Increased by 15%
$ABNBAIAirbnb Inc.183,441$23.2M
0%
Increased by 56%
$SAPAISAP SE125,340$21.5M
0%
No change
$CDNSAICadence Design Systems75,817$21.1M
0%
No change
$MPWRAIMonolithic Power Systems18,473$20.2M
0%
Increased by 6%
$NETAICloudflare Inc.91,861$19.0M
0%
Increased by 31%
$PYPLAIPayPal Holdings417,877$18.9M
0%
Increased by 13%
$TERAITeradyne Inc.59,298$17.6M
0%
No change
$ZSAIZscaler Inc.124,412$17.5M
0%
Reduced by 16%
$AMZNAIAmazon.com, Inc.78,963$16.4M
0%
Reduced by 98%
$COINAICoinbase Global87,793$15.3M
0%
No change
$VSTAIVistra Corp.98,563$14.8M
0%
Increased by 10%
$ANETAIArista Networks101,077$12.4M
0%
Reduced by 89%
$BIDUAIBaidu, Inc.104,393$11.6M
0%
Increased by 11%
$MCHPAIMicrochip Technology161,533$10.4M
0%
Reduced by 13%
$AVGOAIBroadcom Inc.32,126$9.9M
0%
Reduced by 98%
$WDAYAIWorkday Inc.72,921$9.5M
0%
Increased by 27%
$NXPIAINXP Semiconductors45,478$9.0M
0%
Increased by 6%
$DDOGAIDatadog Inc.74,544$8.8M
0%
Reduced by 34%
$SQAIBlock Inc.139,540$8.4M
0%
Increased by 95%
$METAAIMeta Platforms, Inc.12,391$7.1M
0%
Reduced by 99%
$ONAION Semiconductor109,856$6.8M
0%
Reduced by 29%
$TSLAAITesla, Inc.17,338$6.4M
0%
Reduced by 98%
$ORCLAIOracle Corporation42,774$6.3M
0%
Reduced by 96%
$MDBAIMongoDB Inc.24,290$5.9M
0%
Increased by 35%
$PDDAIPDD Holdings Inc.57,866$5.9M
0%
Increased by 30%
$TEAMAIAtlassian Corporation84,696$5.8M
0%
Increased by 7%
$IONQAIIonQ Inc.184,469$5.3M
0%
Increased by 6%
$ZSAIZscaler Inc.36,135$5.1M
0%
Reduced by 76%
$AMATAIApplied Materials9,334$3.2M
0%
Reduced by 98%
$PDDAIPDD Holdings Inc.30,836$3.2M
0%
Reduced by 31%
$AMDAIAdvanced Micro Devices14,411$2.9M
0%
Reduced by 98%
$BABAAIAlibaba Group22,902$2.9M
0%
Reduced by 91%
$SMCIAISuper Micro Computer120,971$2.8M
0%
Increased by 23%
$PYPLAIPayPal Holdings60,226$2.7M
0%
Reduced by 84%
$TSMAITaiwan Semiconductor7,274$2.5M
0%
Reduced by 99%
$RIVNAIRivian Automotive156,203$2.4M
0%
Increased by 21%
$ASMLAIASML Holding NV1,583$2.1M
0%
Reduced by 97%
$ARMAIARM Holdings plc13,623$2.1M
0%
Reduced by 78%
$MUAIMicron Technology5,766$1.9M
0%
Reduced by 98%
$LRCXAILam Research7,822$1.7M
0%
Reduced by 99%
$CRMAISalesforce Inc.8,665$1.6M
0%
Reduced by 97%
$PLTRAIPalantir Technologies9,355$1.4M
0%
Reduced by 99%
$SOUNAISoundHound AI177,591$1.2M
0%
Increased by 10%
$INTCAIIntel Corporation23,401$1.0M
0%
Reduced by 98%
$KLACAIKLA Corporation638$938.9K
0%
Reduced by 99%
$ADIAIAnalog Devices2,898$921.9K
0%
Reduced by 98%
$TXNAITexas Instruments4,470$867.8K
0%
Reduced by 98%
$NOWAIServiceNow Inc.8,235$861.0K
0%
Reduced by 98%
$UBERAIUber Technologies11,091$797.8K
0%
Reduced by 98%
$ISRGAIIntuitive Surgical1,655$763.1K
0%
Reduced by 99%
$ADBEAIAdobe Inc.3,046$740.4K
0%
Reduced by 98%
$INTUAIIntuit Inc.1,695$733.0K
0%
Reduced by 98%
$PANWAIPalo Alto Networks3,965$635.6K
0%
Reduced by 99%
$CRWDAICrowdStrike Holdings1,621$632.9K
0%
Reduced by 99%
$SHOPAIShopify Inc.5,125$607.9K
0%
Reduced by 99%
$SAPAISAP SE3,231$553.2K
0%
Reduced by 97%
$QCOMAIQUALCOMM Inc.4,291$552.5K
0%
Reduced by 99%
$SNPSAISynopsys Inc.1,229$487.4K
0%
Reduced by 98%
$MRVLAIMarvell Technology4,570$452.7K
0%
Reduced by 98%
$AEHRAIAehr Test Systems11,749$435.7K
0%
New Position
$CEGAIConstellation Energy1,286$359.2K
0%
Reduced by 99%
$VRTAIVertiv Holdings1,393$349.1K
0%
Reduced by 99%
$CDNSAICadence Design Systems1,252$348.0K
0%
Reduced by 98%
$DELLAIDell Technologies1,933$317.2K
0%
Reduced by 99%
$NETAICloudflare Inc.1,441$297.3K
0%
Reduced by 98%
$FTNTAIFortinet Inc.3,488$285.0K
0%
Reduced by 99%
$BIDUAIBaidu, Inc.2,474$275.7K
0%
Reduced by 97%
$MCHPAIMicrochip Technology4,099$264.8K
0%
Reduced by 98%
$APPAIAppLovin Corporation621$247.2K
0%
Reduced by 99%
$SNOWAISnowflake Inc.1,561$235.4K
0%
Reduced by 99%
$MPWRAIMonolithic Power Systems208$227.4K
0%
Reduced by 99%
$ONAION Semiconductor3,558$220.3K
0%
Reduced by 98%
$DDOGAIDatadog Inc.1,771$209.0K
0%
Reduced by 98%