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MANUFACTURERS LIFE INSURANCE COMPANY, THE

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$127.6B

AI Exposure

27.3%

AI vs Non-AI Sector Exposure

AI & Semiconductors27.1%
Other Tech0.0%
$MSFT

3.1%

$AMZN

2.8%

$GOOGL

2.6%

Portfolio Holdings

AI & Tech holdings for MANUFACTURERS LIFE INSURANCE COMPANY, THE

TickerCompanySharesValue% of PortfolioAction Last Quarter
$MSFTAIMicrosoft Corporation10,725,305$4.0B
3.1%
No change
$NVDAAINVIDIA Corporation19,009,807$3.8B
3%
No change
$AMZNAIAmazon.com, Inc.14,923,246$3.6B
2.8%
Reduced by 6%
$GOOGLAIAlphabet Inc.9,273,694$3.3B
2.6%
Reduced by 11%
$AAPLAIApple Inc.10,302,563$3.0B
2.3%
Reduced by 10%
$AVGOAIBroadcom Inc.6,445,882$2.4B
1.9%
Increased by 21%
$METAAIMeta Platforms, Inc.2,878,365$1.6B
1.3%
No change
$TSMAITaiwan Semiconductor2,349,022$1.1B
0.9%
No change
$MUAIMicron Technology959,599$1.1B
0.9%
Reduced by 5%
$GOOGAIAlphabet Inc.3,123,535$1.1B
0.9%
No change
$SHOPAIShopify Inc.8,026,490$916.5M
0.7%
No change
$AMDAIAdvanced Micro Devices1,575,270$915.0M
0.7%
Increased by 13%
$TSLAAITesla, Inc.2,158,459$907.8M
0.7%
No change
$AMATAIApplied Materials910,031$657.9M
0.5%
No change
$KLACAIKLA Corporation2,038,894$615.1M
0.5%
Increased by 563%
$INTCAIIntel Corporation4,083,350$570.2M
0.4%
No change
$TXNAITexas Instruments1,819,316$542.3M
0.4%
Reduced by 33%
$CRMAISalesforce Inc.3,140,986$492.1M
0.4%
Reduced by 8%
$LRCXAILam Research964,364$417.9M
0.3%
Increased by 17%
$MRVLAIMarvell Technology1,323,705$394.3M
0.3%
Reduced by 31%
$UBERAIUber Technologies3,921,206$283.0M
0.2%
Increased by 5%
$PANWAIPalo Alto Networks753,622$257.0M
0.2%
Reduced by 15%
$ADIAIAnalog Devices568,032$225.6M
0.2%
Reduced by 6%
$WDAYAIWorkday Inc.1,594,451$195.2M
0.2%
Reduced by 18%
$ANETAIArista Networks1,111,678$188.8M
0.1%
Reduced by 14%
$ORCLAIOracle Corporation1,280,632$187.7M
0.1%
Reduced by 31%
$INTUAIIntuit Inc.688,360$179.7M
0.1%
Increased by 23%
$SNPSAISynopsys Inc.383,089$170.9M
0.1%
Increased by 182%
$PLTRAIPalantir Technologies1,428,673$166.7M
0.1%
Reduced by 5%
$ADBEAIAdobe Inc.731,657$150.0M
0.1%
Reduced by 55%
$QCOMAIQUALCOMM Inc.762,384$140.9M
0.1%
Reduced by 6%
$ISRGAIIntuitive Surgical349,306$138.9M
0.1%
Reduced by 11%
$CRWDAICrowdStrike Holdings163,181$124.5M
0.1%
No change
$CDNSAICadence Design Systems237,878$89.3M
0.1%
Increased by 64%
$ASMLAIASML Holding NV42,692$84.9M
0.1%
Reduced by 9%
$APPAIAppLovin Corporation143,971$74.2M
0.1%
Reduced by 5%
$VRTAIVertiv Holdings206,833$69.3M
0.1%
No change
$MPWRAIMonolithic Power Systems49,887$69.0M
0.1%
No change
$NOWAIServiceNow Inc.674,659$67.0M
0.1%
Reduced by 23%
$MCHPAIMicrochip Technology724,485$66.1M
0.1%
Reduced by 8%
$DELLAIDell Technologies152,686$65.9M
0.1%
No change
$CEGAIConstellation Energy230,024$57.1M
0%
No change
$DDOGAIDatadog Inc.205,553$53.5M
0%
No change
$FTNTAIFortinet Inc.324,095$49.8M
0%
No change
$TERAITeradyne Inc.86,726$42.0M
0%
No change
$NXPIAINXP Semiconductors130,437$36.7M
0%
Reduced by 6%
$ABNBAIAirbnb Inc.214,184$30.7M
0%
Reduced by 7%
$VSTAIVistra Corp.167,100$26.5M
0%
Reduced by 16%
$SQAIBlock Inc.273,618$20.8M
0%
Reduced by 6%
$ONAION Semiconductor216,121$20.4M
0%
Reduced by 72%
$PYPLAIPayPal Holdings445,145$19.2M
0%
Reduced by 8%
$COINAICoinbase Global111,970$16.4M
0%
No change
$PDDAIPDD Holdings Inc.108,939$8.3M
0%
Reduced by 54%
$SMCIAISuper Micro Computer255,696$7.5M
0%
No change
$SNOWAISnowflake Inc.25,223$6.4M
0%
Increased by 12%
$IONQAIIonQ Inc.87,701$4.7M
0%
Reduced by 47%
$BABAAIAlibaba Group48,200$4.6M
0%
New Position
$NETAICloudflare Inc.17,152$4.2M
0%
Reduced by 7%
$MDBAIMongoDB Inc.6,362$2.1M
0%
Increased by 38%
$SOUNAISoundHound AI199,219$1.3M
0%
Increased by 10%
$ARMAIARM Holdings plc3,159$1.1M
0%
New Position
$AEHRAIAehr Test Systems10,480$1.0M
0%
Increased by 33%
$ZSAIZscaler Inc.6,862$968.6K
0%
Reduced by 15%
$RIVNAIRivian Automotive53,304$924.8K
0%
No change
$TEAMAIAtlassian Corporation2,945$229.1K
0%
No change