Managed by
Hedge FundAUM Tracked
$100.0B
AI Exposure
18.8%
AI & Tech holdings for MACKENZIE FINANCIAL CORP
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $NVDAAI | NVIDIA Corporation | 14,390,030 | $2.9B | 2.9% | No change |
| $AAPLAI | Apple Inc. | 8,875,771 | $2.6B | 2.6% | Reduced by 8% |
| $GOOGLAI | Alphabet Inc. | 5,994,206 | $2.1B | 2.1% | No change |
| $MSFTAI | Microsoft Corporation | 5,277,358 | $2.0B | 2% | No change |
| $AMZNAI | Amazon.com, Inc. | 6,387,767 | $1.5B | 1.5% | Increased by 9% |
| $AVGOAI | Broadcom Inc. | 2,767,511 | $1.0B | 1% | Increased by 8% |
| $METAAI | Meta Platforms, Inc. | 1,553,601 | $875.1M | 0.9% | Increased by 9% |
| $LRCXAI | Lam Research | 1,582,810 | $685.9M | 0.7% | No change |
| $MUAI | Micron Technology | 567,565 | $655.1M | 0.7% | Increased by 18% |
| $AMATAI | Applied Materials | 713,175 | $515.6M | 0.5% | Increased by 11% |
| $AMDAI | Advanced Micro Devices | 666,172 | $387.0M | 0.4% | Increased by 50% |
| $TXNAI | Texas Instruments | 1,177,208 | $350.9M | 0.4% | Increased by 52% |
| $TSLAAI | Tesla, Inc. | 707,361 | $297.5M | 0.3% | Increased by 30% |
| $GOOGAI | Alphabet Inc. | 807,377 | $285.3M | 0.3% | No change |
| $KLACAI | KLA Corporation | 803,300 | $242.4M | 0.2% | Increased by 843% |
| $INTCAI | Intel Corporation | 1,519,383 | $212.2M | 0.2% | Reduced by 30% |
| $PANWAI | Palo Alto Networks | 454,172 | $154.9M | 0.2% | Increased by 84% |
| $ADIAI | Analog Devices | 321,863 | $127.8M | 0.1% | Reduced by 24% |
| $ASMLAI | ASML Holding NV | 63,628 | $126.6M | 0.1% | Increased by 146% |
| $ANETAI | Arista Networks | 689,128 | $117.1M | 0.1% | Reduced by 12% |
| $SNPSAI | Synopsys Inc. | 229,354 | $102.3M | 0.1% | Increased by 314% |
| $MCHPAI | Microchip Technology | 1,096,174 | $100.0M | 0.1% | Reduced by 36% |
| $PLTRAI | Palantir Technologies | 840,236 | $98.0M | 0.1% | Increased by 72% |
| $TERAI | Teradyne Inc. | 188,036 | $91.0M | 0.1% | Increased by 34% |
| $VRTAI | Vertiv Holdings | 269,508 | $90.2M | 0.1% | Increased by 48% |
| $ORCLAI | Oracle Corporation | 601,893 | $88.2M | 0.1% | Increased by 49% |
| $NOWAI | ServiceNow Inc. | 863,892 | $85.8M | 0.1% | Increased by 26% |
| $CRMAI | Salesforce Inc. | 455,706 | $71.4M | 0.1% | Increased by 30% |
| $TSMAI | Taiwan Semiconductor | 143,206 | $68.4M | 0.1% | Increased by 13% |
| $QCOMAI | QUALCOMM Inc. | 362,533 | $67.0M | 0.1% | Reduced by 12% |
| $MRVLAI | Marvell Technology | 224,426 | $66.9M | 0.1% | No change |
| $DELLAI | Dell Technologies | 153,850 | $66.4M | 0.1% | Reduced by 52% |
| $CDNSAI | Cadence Design Systems | 168,119 | $63.1M | 0.1% | Increased by 27% |
| $ISRGAI | Intuitive Surgical | 148,161 | $58.9M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 71,573 | $54.6M | 0.1% | Reduced by 21% |
| $ADBEAI | Adobe Inc. | 251,906 | $51.6M | 0.1% | Increased by 25% |
| $APPAI | AppLovin Corporation | 99,925 | $51.5M | 0.1% | Increased by 12% |
| $FTNTAI | Fortinet Inc. | 245,364 | $37.7M | 0% | Reduced by 16% |
| $INTUAI | Intuit Inc. | 135,387 | $35.3M | 0% | Reduced by 34% |
| $NXPIAI | NXP Semiconductors | 106,055 | $29.8M | 0% | Reduced by 5% |
| $UBERAI | Uber Technologies | 405,050 | $29.2M | 0% | Increased by 33% |
| $SNOWAI | Snowflake Inc. | 108,225 | $27.5M | 0% | Increased by 88% |
| $MDBAI | MongoDB Inc. | 80,583 | $27.1M | 0% | Increased by 165% |
| $NETAI | Cloudflare Inc. | 106,464 | $26.1M | 0% | Reduced by 45% |
| $MPWRAI | Monolithic Power Systems | 18,606 | $25.7M | 0% | Increased by 141% |
| $PYPLAI | PayPal Holdings | 582,622 | $25.2M | 0% | Increased by 134% |
| $ABNBAI | Airbnb Inc. | 148,290 | $21.2M | 0% | Increased by 132% |
| $WDAYAI | Workday Inc. | 156,018 | $19.1M | 0% | No change |
| $CEGAI | Constellation Energy | 71,317 | $17.7M | 0% | Reduced by 8% |
| $DDOGAI | Datadog Inc. | 47,090 | $12.3M | 0% | Increased by 18% |
| $ONAI | ON Semiconductor | 127,948 | $12.1M | 0% | Increased by 81% |
| $TEAMAI | Atlassian Corporation | 144,628 | $11.3M | 0% | Increased by 183% |
| $SQAI | Block Inc. | 134,341 | $10.2M | 0% | Reduced by 79% |
| $VSTAI | Vistra Corp. | 59,912 | $9.5M | 0% | No change |
| $PDDAI | PDD Holdings Inc. | 81,677 | $6.2M | 0% | Reduced by 71% |
| $BIDUAI | Baidu, Inc. | 42,396 | $4.8M | 0% | Reduced by 13% |
| $ZSAI | Zscaler Inc. | 27,434 | $3.9M | 0% | Increased by 104% |
| $COINAI | Coinbase Global | 24,736 | $3.6M | 0% | Reduced by 5% |
| $ARMAI | ARM Holdings plc | 3,826 | $1.4M | 0% | Reduced by 69% |
| $RIVNAI | Rivian Automotive | 74,240 | $1.3M | 0% | Increased by 30% |
| $IONQAI | IonQ Inc. | 23,553 | $1.3M | 0% | Increased by 11% |
| $SHOPAI | Shopify Inc. | 9,558,174 | $1.2M | 0% | No change |
| $SMCIAI | Super Micro Computer | 27,359 | $802.4K | 0% | Increased by 15% |