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MERCER GLOBAL ADVISORS INC /ADV

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$67.6B

AI Exposure

10.7%

AI vs Non-AI Sector Exposure

AI & Semiconductors10.1%
Other Tech0.0%
$AAPL

2.5%

$NVDA

1.8%

$MSFT

1.1%

$AMZN

0.7%

Portfolio Holdings

AI & Tech holdings for MERCER GLOBAL ADVISORS INC /ADV

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.6,666,360$1.7B
2.5%
No change
$NVDAAINVIDIA Corporation7,173,521$1.2B
1.8%
Increased by 20%
$MSFTAIMicrosoft Corporation2,018,956$745.1M
1.1%
No change
$AMZNAIAmazon.com, Inc.2,218,763$461.0M
0.7%
No change
$GOOGLAIAlphabet Inc.1,541,986$443.4M
0.7%
No change
$GOOGAIAlphabet Inc.1,411,064$404.3M
0.6%
Increased by 16%
$AVGOAIBroadcom Inc.1,182,352$363.6M
0.5%
Increased by 6%
$METAAIMeta Platforms, Inc.475,030$271.1M
0.4%
No change
$TSLAAITesla, Inc.587,117$217.1M
0.3%
Increased by 12%
$LRCXAILam Research637,244$136.2M
0.2%
No change
$MUAIMicron Technology398,651$134.7M
0.2%
Increased by 15%
$INTCAIIntel Corporation2,517,998$111.1M
0.2%
Reduced by 14%
$KLACAIKLA Corporation64,701$95.3M
0.1%
Reduced by 21%
$AMATAIApplied Materials278,364$95.1M
0.1%
No change
$QCOMAIQUALCOMM Inc.606,464$77.8M
0.1%
Reduced by 9%
$ORCLAIOracle Corporation523,694$77.0M
0.1%
No change
$TSMAITaiwan Semiconductor168,975$57.0M
0.1%
Reduced by 9%
$AMDAIAdvanced Micro Devices278,990$56.7M
0.1%
Increased by 42%
$PLTRAIPalantir Technologies369,963$54.1M
0.1%
Increased by 11%
$ANETAIArista Networks318,954$39.2M
0.1%
Reduced by 21%
$ASMLAIASML Holding NV27,550$36.4M
0.1%
Increased by 8%
$TXNAITexas Instruments162,886$31.6M
0%
No change
$ISRGAIIntuitive Surgical64,054$29.5M
0%
Increased by 25%
$PANWAIPalo Alto Networks169,656$27.2M
0%
No change
$UBERAIUber Technologies374,180$26.9M
0%
Increased by 54%
$CRMAISalesforce Inc.137,994$25.8M
0%
No change
$ADIAIAnalog Devices74,673$23.8M
0%
Reduced by 16%
$ABNBAIAirbnb Inc.196,040$21.9M
0%
Increased by 89%
$VRTAIVertiv Holdings74,893$18.8M
0%
Increased by 96%
$NOWAIServiceNow Inc.177,608$18.6M
0%
Increased by 33%
$TERAITeradyne Inc.58,151$17.2M
0%
Increased by 44%
$ADBEAIAdobe Inc.69,009$16.8M
0%
Increased by 15%
$INTUAIIntuit Inc.34,515$14.9M
0%
No change
$CEGAIConstellation Energy45,714$12.8M
0%
Increased by 16%
$VSTAIVistra Corp.78,603$11.8M
0%
No change
$DELLAIDell Technologies70,179$11.5M
0%
Reduced by 5%
$CRWDAICrowdStrike Holdings28,826$11.3M
0%
Increased by 30%
$MPWRAIMonolithic Power Systems10,043$11.0M
0%
Increased by 12%
$FTNTAIFortinet Inc.133,977$10.9M
0%
Increased by 10%
$SHOPAIShopify Inc.92,135$10.9M
0%
Increased by 35%
$APPAIAppLovin Corporation25,843$10.3M
0%
Reduced by 44%
$NXPIAINXP Semiconductors49,877$9.8M
0%
Increased by 94%
$SAPAISAP SE56,013$9.6M
0%
No change
$CDNSAICadence Design Systems33,918$9.4M
0%
Reduced by 22%
$MCHPAIMicrochip Technology128,683$8.3M
0%
Increased by 18%
$SNOWAISnowflake Inc.53,491$8.1M
0%
Increased by 48%
$PYPLAIPayPal Holdings149,025$6.7M
0%
Increased by 7%
$NETAICloudflare Inc.31,892$6.6M
0%
Increased by 19%
$MRVLAIMarvell Technology56,484$5.6M
0%
No change
$SNPSAISynopsys Inc.11,467$4.5M
0%
Increased by 52%
$DDOGAIDatadog Inc.33,301$3.9M
0%
Increased by 54%
$MDBAIMongoDB Inc.15,492$3.8M
0%
Increased by 74%
$COINAICoinbase Global21,433$3.7M
0%
Reduced by 5%
$TEAMAIAtlassian Corporation48,802$3.3M
0%
Reduced by 43%
$BABAAIAlibaba Group24,959$3.1M
0%
Reduced by 21%
$SQAIBlock Inc.50,744$3.1M
0%
Increased by 16%
$ONAION Semiconductor37,878$2.3M
0%
No change
$SMCIAISuper Micro Computer83,441$1.9M
0%
Reduced by 6%
$WDAYAIWorkday Inc.9,445$1.2M
0%
Increased by 64%
$RIVNAIRivian Automotive78,070$1.2M
0%
Increased by 6%
$IONQAIIonQ Inc.32,619$940.4K
0%
Increased by 32%
$ZSAIZscaler Inc.6,393$896.9K
0%
Reduced by 40%
$ARMAIARM Holdings plc5,705$863.0K
0%
Increased by 45%
$BIDUAIBaidu, Inc.4,422$492.7K
0%
Reduced by 21%
$PDDAIPDD Holdings Inc.3,004$307.0K
0%
Reduced by 28%
$SOUNAISoundHound AI19,660$135.1K
0%
Reduced by 19%