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MERCER GLOBAL ADVISORS INC /ADV

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$80.0B

AI Exposure

12.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors11.6%
Other Tech0.0%
$AAPL

2.5%

$NVDA

1.9%

$AMZN

0.7%

Portfolio Holdings

AI & Tech holdings for MERCER GLOBAL ADVISORS INC /ADV

TickerCompanySharesValue% of PortfolioAction Last Quarter
$AAPLAIApple Inc.6,939,737$2.0B
2.5%
No change
$NVDAAINVIDIA Corporation7,612,673$1.5B
1.9%
Increased by 6%
$MSFTAIMicrosoft Corporation2,144,853$800.1M
1%
Increased by 6%
$AMZNAIAmazon.com, Inc.2,412,821$575.1M
0.7%
Increased by 9%
$GOOGLAIAlphabet Inc.1,593,403$569.4M
0.7%
No change
$GOOGAIAlphabet Inc.1,463,785$517.2M
0.6%
No change
$AVGOAIBroadcom Inc.1,221,497$461.4M
0.6%
No change
$MUAIMicron Technology395,297$456.3M
0.6%
No change
$METAAIMeta Platforms, Inc.531,133$299.2M
0.4%
Increased by 12%
$TSLAAITesla, Inc.646,255$271.8M
0.3%
Increased by 10%
$LRCXAILam Research605,849$262.5M
0.3%
No change
$INTCAIIntel Corporation1,828,469$255.3M
0.3%
Reduced by 27%
$AMDAIAdvanced Micro Devices424,400$246.5M
0.3%
Increased by 52%
$AMATAIApplied Materials284,287$205.5M
0.3%
No change
$KLACAIKLA Corporation586,975$177.1M
0.2%
Increased by 807%
$QCOMAIQUALCOMM Inc.580,643$107.3M
0.1%
No change
$TSMAITaiwan Semiconductor205,132$98.0M
0.1%
Increased by 21%
$ORCLAIOracle Corporation578,737$84.8M
0.1%
Increased by 11%
$PANWAIPalo Alto Networks204,916$69.9M
0.1%
Increased by 21%
$ANETAIArista Networks339,554$57.7M
0.1%
Increased by 6%
$ASMLAIASML Holding NV28,536$56.8M
0.1%
No change
$TXNAITexas Instruments187,785$56.0M
0.1%
Increased by 15%
$PLTRAIPalantir Technologies383,627$44.8M
0.1%
No change
$ADIAIAnalog Devices103,504$41.1M
0.1%
Increased by 39%
$DELLAIDell Technologies79,927$34.5M
0%
Increased by 14%
$TERAITeradyne Inc.70,988$34.3M
0%
Increased by 22%
$VRTAIVertiv Holdings100,623$33.7M
0%
Increased by 34%
$ISRGAIIntuitive Surgical76,294$30.3M
0%
Increased by 19%
$ABNBAIAirbnb Inc.204,179$29.2M
0%
No change
$CRWDAICrowdStrike Holdings38,018$29.0M
0%
Increased by 32%
$MRVLAIMarvell Technology91,734$27.3M
0%
Increased by 62%
$UBERAIUber Technologies347,374$25.1M
0%
Reduced by 7%
$FTNTAIFortinet Inc.155,086$23.8M
0%
Increased by 16%
$CRMAISalesforce Inc.132,107$20.7M
0%
No change
$SNOWAISnowflake Inc.71,115$18.1M
0%
Increased by 33%
$NXPIAINXP Semiconductors60,850$17.1M
0%
Increased by 22%
$ADBEAIAdobe Inc.79,526$16.3M
0%
Increased by 15%
$NOWAIServiceNow Inc.155,849$15.5M
0%
Reduced by 12%
$APPAIAppLovin Corporation26,943$13.9M
0%
No change
$SNPSAISynopsys Inc.31,093$13.9M
0%
Increased by 171%
$MPWRAIMonolithic Power Systems9,763$13.5M
0%
No change
$CDNSAICadence Design Systems35,928$13.5M
0%
Increased by 6%
$NETAICloudflare Inc.52,124$12.8M
0%
Increased by 63%
$MCHPAIMicrochip Technology138,297$12.6M
0%
Increased by 7%
$INTUAIIntuit Inc.44,235$11.5M
0%
Increased by 28%
$CEGAIConstellation Energy41,984$10.4M
0%
Reduced by 8%
$VSTAIVistra Corp.65,510$10.4M
0%
Reduced by 17%
$TEAMAIAtlassian Corporation127,063$9.9M
0%
Increased by 160%
$SHOPAIShopify Inc.78,747$9.0M
0%
Reduced by 15%
$DDOGAIDatadog Inc.31,637$8.2M
0%
No change
$MDBAIMongoDB Inc.22,828$7.7M
0%
Increased by 47%
$SAPAISAP SE42,964$6.6M
0%
Reduced by 23%
$SQAIBlock Inc.71,439$5.4M
0%
Increased by 41%
$COINAICoinbase Global34,422$5.0M
0%
Increased by 61%
$PYPLAIPayPal Holdings113,780$4.9M
0%
Reduced by 24%
$ONAION Semiconductor38,601$3.6M
0%
No change
$ARMAIARM Holdings plc7,205$2.6M
0%
Increased by 26%
$SMCIAISuper Micro Computer83,948$2.5M
0%
No change
$BABAAIAlibaba Group19,124$1.8M
0%
Reduced by 23%
$IONQAIIonQ Inc.33,679$1.8M
0%
No change
$RIVNAIRivian Automotive75,203$1.3M
0%
No change
$WDAYAIWorkday Inc.9,901$1.2M
0%
No change
$ZSAIZscaler Inc.7,568$1.1M
0%
Increased by 18%
$AEHRAIAehr Test Systems5,011$481.4K
0%
New Position
$BIDUAIBaidu, Inc.3,655$417.8K
0%
Reduced by 17%
$POETAIPOET Technologies32,770$336.9K
0%
New Position
$PDDAIPDD Holdings Inc.2,953$225.2K
0%
No change
$SOUNAISoundHound AI19,691$127.4K
0%
No change