Managed by
Hedge FundAUM Tracked
$335.8B
AI Exposure
32%
AI & Tech holdings for Fisher Asset Management, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 90,935,947 | $18.2B | 5.4% | No change |
| $AAPLAI | Apple Inc. | 57,610,104 | $16.7B | 5% | No change |
| $GOOGLAI | Alphabet Inc. | 39,989,840 | $14.3B | 4.3% | No change |
| $MSFTAI | Microsoft Corporation | 26,611,728 | $9.9B | 3% | No change |
| $ASMLAI | ASML Holding NV | 4,737,614 | $9.4B | 2.8% | No change |
| $TSMAI | Taiwan Semiconductor | 18,866,198 | $9.0B | 2.7% | No change |
| $AMZNAI | Amazon.com, Inc. | 34,978,432 | $8.3B | 2.5% | No change |
| $AVGOAI | Broadcom Inc. | 15,131,673 | $5.7B | 1.7% | No change |
| $METAAI | Meta Platforms, Inc. | 6,794,023 | $3.8B | 1.1% | No change |
| $SAPAI | SAP SE | 14,931,460 | $2.3B | 0.7% | No change |
| $PANWAI | Palo Alto Networks | 5,755,989 | $2.0B | 0.6% | Increased by 2143% |
| $ORCLAI | Oracle Corporation | 13,261,451 | $1.9B | 0.6% | Increased by 39% |
| $ISRGAI | Intuitive Surgical | 3,918,840 | $1.6B | 0.5% | No change |
| $NOWAI | ServiceNow Inc. | 8,018,318 | $796.1M | 0.2% | No change |
| $CRMAI | Salesforce Inc. | 3,832,253 | $600.4M | 0.2% | No change |
| $GOOGAI | Alphabet Inc. | 1,693,700 | $598.4M | 0.2% | No change |
| $BABAAI | Alibaba Group | 5,096,418 | $489.2M | 0.1% | No change |
| $AMDAI | Advanced Micro Devices | 590,783 | $343.2M | 0.1% | No change |
| $AMATAI | Applied Materials | 440,384 | $318.4M | 0.1% | No change |
| $MRVLAI | Marvell Technology | 682,381 | $203.3M | 0.1% | Reduced by 9% |
| $INTUAI | Intuit Inc. | 760,358 | $198.5M | 0.1% | Reduced by 63% |
| $QCOMAI | QUALCOMM Inc. | 1,016,796 | $187.9M | 0.1% | Reduced by 6% |
| $LRCXAI | Lam Research | 342,058 | $148.2M | 0% | No change |
| $KLACAI | KLA Corporation | 327,073 | $98.7M | 0% | Increased by 976% |
| $PDDAI | PDD Holdings Inc. | 560,008 | $42.7M | 0% | No change |
| $MUAI | Micron Technology | 24,418 | $28.2M | 0% | No change |
| $INTCAI | Intel Corporation | 164,841 | $23.0M | 0% | No change |
| $ADBEAI | Adobe Inc. | 82,712 | $17.0M | 0% | Reduced by 34% |
| $TSLAAI | Tesla, Inc. | 35,424 | $14.9M | 0% | No change |
| $ZSAI | Zscaler Inc. | 99,708 | $14.1M | 0% | No change |
| $VRTAI | Vertiv Holdings | 18,944 | $6.3M | 0% | Increased by 8% |
| $UBERAI | Uber Technologies | 48,161 | $3.5M | 0% | Reduced by 7% |
| $PLTRAI | Palantir Technologies | 27,517 | $3.2M | 0% | Increased by 117% |
| $ANETAI | Arista Networks | 18,653 | $3.2M | 0% | Increased by 37% |
| $CRWDAI | CrowdStrike Holdings | 3,445 | $2.6M | 0% | Increased by 27% |
| $SHOPAI | Shopify Inc. | 23,012 | $2.6M | 0% | Increased by 12% |
| $TXNAI | Texas Instruments | 8,388 | $2.5M | 0% | Increased by 62% |
| $BIDUAI | Baidu, Inc. | 17,959 | $2.1M | 0% | Reduced by 22% |
| $WDAYAI | Workday Inc. | 14,520 | $1.8M | 0% | Reduced by 26% |
| $SNPSAI | Synopsys Inc. | 3,940 | $1.8M | 0% | Increased by 14% |
| $ADIAI | Analog Devices | 4,397 | $1.7M | 0% | Increased by 27% |
| $DELLAI | Dell Technologies | 3,389 | $1.5M | 0% | Increased by 28% |
| $COINAI | Coinbase Global | 9,714 | $1.4M | 0% | New Position |
| $CEGAI | Constellation Energy | 2,957 | $734.6K | 0% | Increased by 20% |
| $PYPLAI | PayPal Holdings | 11,126 | $480.5K | 0% | Increased by 23% |
| $FTNTAI | Fortinet Inc. | 2,996 | $460.3K | 0% | Increased by 13% |
| $NXPIAI | NXP Semiconductors | 1,552 | $436.3K | 0% | Increased by 8% |
| $APPAI | AppLovin Corporation | 815 | $420.1K | 0% | Increased by 39% |
| $SQAI | Block Inc. | 5,110 | $388.4K | 0% | Increased by 17% |
| $CDNSAI | Cadence Design Systems | 906 | $340.2K | 0% | New Position |
| $ARMAI | ARM Holdings plc | 946 | $335.6K | 0% | New Position |
| $MCHPAI | Microchip Technology | 3,386 | $308.9K | 0% | Reduced by 15% |
| $NETAI | Cloudflare Inc. | 1,223 | $300.2K | 0% | New Position |
| $MPWRAI | Monolithic Power Systems | 177 | $245.5K | 0% | Reduced by 17% |
| $DDOGAI | Datadog Inc. | 895 | $233.2K | 0% | New Position |
| $ABNBAI | Airbnb Inc. | 1,600 | $229.0K | 0% | New Position |
| $VSTAI | Vistra Corp. | 1,442 | $228.8K | 0% | Increased by 6% |
| $SNOWAI | Snowflake Inc. | 846 | $215.5K | 0% | New Position |