Back to Dashboard

Creative Planning

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$171.1B

AI Exposure

10.3%

AI vs Non-AI Sector Exposure

AI & Semiconductors9.6%
Other Tech0.0%
$AAPL

2.1%

$NVDA

1.7%

$MSFT

0.9%

$GOOGL

0.6%

Portfolio Holdings

AI & Tech holdings for Creative Planning

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.12,180,102$3.5B
2.1%
No change
$NVDAAINVIDIA Corporation14,247,985$2.9B
1.7%
Increased by 5%
$MSFTAIMicrosoft Corporation4,087,459$1.5B
0.9%
Increased by 6%
$GOOGLAIAlphabet Inc.3,105,891$1.1B
0.6%
Increased by 5%
$AMZNAIAmazon.com, Inc.4,612,774$1.1B
0.6%
Increased by 7%
$AVGOAIBroadcom Inc.1,883,673$711.6M
0.4%
No change
$GOOGAIAlphabet Inc.1,821,294$643.5M
0.4%
No change
$METAAIMeta Platforms, Inc.1,009,732$568.8M
0.3%
Increased by 7%
$MUAIMicron Technology443,045$511.4M
0.3%
Increased by 10%
$AMATAIApplied Materials659,040$476.5M
0.3%
No change
$TSLAAITesla, Inc.1,113,158$468.2M
0.3%
Increased by 6%
$AMDAIAdvanced Micro Devices754,645$438.4M
0.3%
No change
$TSMAITaiwan Semiconductor697,178$333.0M
0.2%
Increased by 9%
$LRCXAILam Research720,328$312.1M
0.2%
No change
$INTCAIIntel Corporation1,514,807$211.5M
0.1%
No change
$KLACAIKLA Corporation566,529$170.9M
0.1%
Increased by 907%
$ORCLAIOracle Corporation1,082,141$158.6M
0.1%
No change
$CRWDAICrowdStrike Holdings176,101$134.4M
0.1%
Reduced by 7%
$ANETAIArista Networks789,904$134.2M
0.1%
No change
$PANWAIPalo Alto Networks375,171$127.9M
0.1%
Reduced by 7%
$ASMLAIASML Holding NV58,162$115.7M
0.1%
Increased by 12%
$QCOMAIQUALCOMM Inc.534,000$98.7M
0.1%
No change
$TXNAITexas Instruments301,039$89.7M
0.1%
Increased by 9%
$NVDAAINVIDIA Corporation445,417$89.1M
0.1%
Reduced by 97%
$DELLAIDell Technologies192,336$83.0M
0%
Reduced by 15%
$PLTRAIPalantir Technologies689,520$80.4M
0%
No change
$MRVLAIMarvell Technology236,615$70.5M
0%
No change
$ADIAIAnalog Devices174,079$69.1M
0%
No change
$FTNTAIFortinet Inc.433,208$66.5M
0%
Increased by 8%
$AAPLAIApple Inc.227,324$65.8M
0%
Reduced by 98%
$VRTAIVertiv Holdings180,374$60.4M
0%
Increased by 6%
$SNOWAISnowflake Inc.235,278$59.9M
0%
No change
$ISRGAIIntuitive Surgical136,494$54.3M
0%
Increased by 9%
$SHOPAIShopify Inc.465,063$53.1M
0%
Increased by 6%
$SNPSAISynopsys Inc.117,688$52.5M
0%
Increased by 64%
$CRMAISalesforce Inc.331,006$51.9M
0%
Reduced by 14%
$NOWAIServiceNow Inc.496,771$49.3M
0%
Reduced by 6%
$APPAIAppLovin Corporation80,535$41.5M
0%
No change
$GOOGAIAlphabet Inc.109,708$38.8M
0%
Reduced by 94%
$ZSAIZscaler Inc.267,026$37.7M
0%
Increased by 66%
$TERAITeradyne Inc.71,766$34.7M
0%
Increased by 21%
$GOOGLAIAlphabet Inc.96,575$34.5M
0%
Reduced by 97%
$CDNSAICadence Design Systems89,429$33.6M
0%
Increased by 16%
$NETAICloudflare Inc.126,911$31.1M
0%
Increased by 36%
$ABNBAIAirbnb Inc.214,786$30.7M
0%
Increased by 17%
$UBERAIUber Technologies408,871$29.5M
0%
Reduced by 14%
$ADBEAIAdobe Inc.142,725$29.3M
0%
Reduced by 6%
$MPWRAIMonolithic Power Systems19,258$26.6M
0%
No change
$CEGAIConstellation Energy106,879$26.5M
0%
No change
$MSFTAIMicrosoft Corporation68,310$25.5M
0%
Reduced by 98%
$SAPAISAP SE153,409$23.6M
0%
Increased by 19%
$DDOGAIDatadog Inc.86,825$22.6M
0%
Increased by 14%
$BABAAIAlibaba Group214,303$20.6M
0%
Reduced by 11%
$WDAYAIWorkday Inc.159,562$19.5M
0%
Increased by 119%
$AMZNAIAmazon.com, Inc.81,328$19.4M
0%
Reduced by 98%
$INTUAIIntuit Inc.73,950$19.3M
0%
Reduced by 20%
$VSTAIVistra Corp.112,362$17.8M
0%
Increased by 14%
$ANETAIArista Networks101,545$17.3M
0%
Reduced by 88%
$MCHPAIMicrochip Technology181,326$16.5M
0%
Increased by 9%
$TEAMAIAtlassian Corporation207,572$16.1M
0%
Increased by 145%
$ARMAIARM Holdings plc43,634$15.5M
0%
Increased by 220%
$PYPLAIPayPal Holdings357,310$15.4M
0%
Reduced by 25%
$IONQAIIonQ Inc.258,468$13.8M
0%
Increased by 40%
$NXPIAINXP Semiconductors46,293$13.0M
0%
No change
$AVGOAIBroadcom Inc.33,678$12.7M
0%
Reduced by 98%
$SQAIBlock Inc.156,230$11.9M
0%
Increased by 12%
$ONAION Semiconductor125,186$11.8M
0%
Increased by 10%
$BIDUAIBaidu, Inc.95,233$10.9M
0%
Reduced by 11%
$MDBAIMongoDB Inc.31,085$10.4M
0%
Increased by 28%
$AMDAIAdvanced Micro Devices14,885$8.6M
0%
Reduced by 98%
$COINAICoinbase Global57,124$8.4M
0%
Reduced by 35%
$ZSAIZscaler Inc.57,896$8.2M
0%
Reduced by 64%
$MUAIMicron Technology6,672$7.7M
0%
Reduced by 98%
$METAAIMeta Platforms, Inc.13,048$7.3M
0%
Reduced by 99%
$TSLAAITesla, Inc.17,110$7.2M
0%
Reduced by 98%
$ORCLAIOracle Corporation44,139$6.5M
0%
Reduced by 96%
$AMATAIApplied Materials8,721$6.3M
0%
Reduced by 99%
$TSMAITaiwan Semiconductor10,672$5.1M
0%
Reduced by 98%
$SMCIAISuper Micro Computer132,400$3.9M
0%
Increased by 9%
$INTCAIIntel Corporation26,719$3.7M
0%
Reduced by 98%
$LRCXAILam Research8,356$3.6M
0%
Reduced by 99%
$PDDAIPDD Holdings Inc.45,875$3.5M
0%
Reduced by 48%
$PDDAIPDD Holdings Inc.45,859$3.5M
0%
Reduced by 48%
$PYPLAIPayPal Holdings79,281$3.4M
0%
Reduced by 83%
$ASMLAIASML Holding NV1,633$3.2M
0%
Reduced by 97%
$RIVNAIRivian Automotive183,157$3.2M
0%
Increased by 17%
$BABAAIAlibaba Group22,941$2.2M
0%
Reduced by 90%
$KLACAIKLA Corporation7,111$2.1M
0%
Reduced by 87%
$TXNAITexas Instruments4,778$1.4M
0%
Reduced by 98%
$MRVLAIMarvell Technology4,630$1.4M
0%
Reduced by 98%
$PANWAIPalo Alto Networks3,989$1.4M
0%
Reduced by 99%
$AEHRAIAehr Test Systems13,945$1.3M
0%
Increased by 19%
$ADIAIAnalog Devices3,066$1.2M
0%
Reduced by 98%
$CRWDAICrowdStrike Holdings1,546$1.2M
0%
Reduced by 99%
$QCOMAIQUALCOMM Inc.5,733$1.1M
0%
Reduced by 99%
$PLTRAIPalantir Technologies8,109$946.1K
0%
Reduced by 99%
$DELLAIDell Technologies2,093$903.0K
0%
Reduced by 99%
$CRMAISalesforce Inc.5,619$880.3K
0%
Reduced by 99%
$UBERAIUber Technologies11,989$865.2K
0%
Reduced by 97%
$SOUNAISoundHound AI114,366$739.9K
0%
Reduced by 36%
$SAPAISAP SE4,145$638.8K
0%
Reduced by 97%
$SNPSAISynopsys Inc.1,410$629.1K
0%
Reduced by 98%
$FTNTAIFortinet Inc.3,989$612.8K
0%
Reduced by 99%
$DDOGAIDatadog Inc.2,206$574.3K
0%
Reduced by 97%
$SHOPAIShopify Inc.4,769$544.5K
0%
Reduced by 99%
$CDNSAICadence Design Systems1,330$499.3K
0%
Reduced by 98%
$VRTAIVertiv Holdings1,396$467.4K
0%
Reduced by 99%
$ISRGAIIntuitive Surgical1,020$405.8K
0%
Reduced by 99%
$SNOWAISnowflake Inc.1,561$397.2K
0%
Reduced by 99%
$IONQAIIonQ Inc.7,217$384.4K
0%
Reduced by 96%
$MCHPAIMicrochip Technology4,167$380.0K
0%
Reduced by 97%
$INTUAIIntuit Inc.1,430$373.2K
0%
Reduced by 98%
$ADBEAIAdobe Inc.1,791$367.2K
0%
Reduced by 99%
$ONAION Semiconductor3,837$362.8K
0%
Reduced by 97%
$NOWAIServiceNow Inc.3,526$350.1K
0%
Reduced by 99%
$WDAYAIWorkday Inc.2,843$348.0K
0%
Reduced by 96%
$APPAIAppLovin Corporation643$331.3K
0%
Reduced by 99%
$NETAICloudflare Inc.1,332$326.6K
0%
Reduced by 99%
$BIDUAIBaidu, Inc.2,635$301.2K
0%
Reduced by 98%
$CEGAIConstellation Energy1,204$299.1K
0%
Reduced by 99%
$TEAMAIAtlassian Corporation3,738$290.8K
0%
Reduced by 96%
$MPWRAIMonolithic Power Systems205$283.4K
0%
Reduced by 99%
$TERAITeradyne Inc.434$210.0K
0%
Reduced by 99%
$ABNBAIAirbnb Inc.1,408$201.5K
0%
Reduced by 99%
$SQAIBlock Inc.2,063$156.8K
0%
Reduced by 99%
$VSTAIVistra Corp.986$156.3K
0%
Reduced by 99%
$MDBAIMongoDB Inc.396$133.0K
0%
Reduced by 98%
$SMCIAISuper Micro Computer2,683$78.7K
0%
Reduced by 98%
$POETAIPOET Technologies3,000$30.8K
0%
New Position
$COINAICoinbase Global195$28.5K
0%
Reduced by 100%
$NXPIAINXP Semiconductors79$22.2K
0%
Reduced by 100%
$RIVNAIRivian Automotive782$13.6K
0%
Reduced by 99%
$SOUNAISoundHound AI1,580$10.2K
0%
Reduced by 99%
$AEHRAIAehr Test Systems61$5.9K
0%
Reduced by 99%