Managed by
Hedge FundAUM Tracked
$18.8B
AI Exposure
23.8%
AI & Tech holdings for M&G Plc
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $MSFTAI | Microsoft Corporation | 2,837,398 | $1.0B | 5.6% | Increased by 17% |
| $METAAI | Meta Platforms, Inc. | 919,803 | $526.1M | 2.8% | No change |
| $GOOGLAI | Alphabet Inc. | 1,593,764 | $459.0M | 2.4% | No change |
| $AVGOAI | Broadcom Inc. | 1,180,360 | $365.9M | 1.9% | Increased by 49% |
| $AAPLAI | Apple Inc. | 1,065,226 | $270.6M | 1.4% | No change |
| $NVDAAI | NVIDIA Corporation | 1,402,777 | $244.1M | 1.3% | No change |
| $QCOMAI | QUALCOMM Inc. | 1,666,782 | $215.0M | 1.1% | Reduced by 8% |
| $SNPSAI | Synopsys Inc. | 476,285 | $188.6M | 1% | Reduced by 15% |
| $INTUAI | Intuit Inc. | 412,615 | $178.2M | 0.9% | Increased by 328% |
| $ONAI | ON Semiconductor | 2,467,162 | $153.0M | 0.8% | No change |
| $AMZNAI | Amazon.com, Inc. | 636,937 | $132.5M | 0.7% | Increased by 10% |
| $TSMAI | Taiwan Semiconductor | 361,809 | $122.3M | 0.6% | Increased by 6% |
| $CRMAI | Salesforce Inc. | 510,120 | $95.4M | 0.5% | Increased by 27% |
| $LRCXAI | Lam Research | 266,918 | $57.1M | 0.3% | Reduced by 77% |
| $MUAI | Micron Technology | 155,936 | $52.7M | 0.3% | Reduced by 30% |
| $BABAAI | Alibaba Group | 333,056 | $41.6M | 0.2% | Increased by 46% |
| $CEGAI | Constellation Energy | 137,088 | $38.2M | 0.2% | Increased by 216% |
| $ADBEAI | Adobe Inc. | 103,915 | $25.3M | 0.1% | Reduced by 15% |
| $PYPLAI | PayPal Holdings | 556,768 | $25.1M | 0.1% | Increased by 103% |
| $PDDAI | PDD Holdings Inc. | 223,581 | $22.8M | 0.1% | Reduced by 31% |
| $DELLAI | Dell Technologies | 113,058 | $18.5M | 0.1% | New Position |
| $INTCAI | Intel Corporation | 353,061 | $15.5M | 0.1% | Reduced by 23% |
| $KLACAI | KLA Corporation | 9,790 | $14.4M | 0.1% | New Position |
| $BIDUAI | Baidu, Inc. | 126,402 | $14.0M | 0.1% | Increased by 43% |
| $WDAYAI | Workday Inc. | 95,416 | $12.4M | 0.1% | New Position |
| $SNOWAI | Snowflake Inc. | 71,098 | $10.7M | 0.1% | Increased by 840% |
| $VRTAI | Vertiv Holdings | 40,810 | $10.2M | 0.1% | Reduced by 10% |
| $NVDAAI | NVIDIA Corporation | 57,418 | $10.0M | 0.1% | Reduced by 96% |
| $MSFTAI | Microsoft Corporation | 23,974 | $8.9M | 0% | Reduced by 99% |
| $AAPLAI | Apple Inc. | 29,369 | $7.5M | 0% | Reduced by 97% |
| $AMZNAI | Amazon.com, Inc. | 34,483 | $7.2M | 0% | Reduced by 94% |
| $TSLAAI | Tesla, Inc. | 17,624 | $6.6M | 0% | Reduced by 22% |
| $LRCXAI | Lam Research | 30,313 | $6.5M | 0% | Reduced by 97% |
| $ORCLAI | Oracle Corporation | 44,128 | $6.5M | 0% | Reduced by 80% |
| $METAAI | Meta Platforms, Inc. | 11,190 | $6.4M | 0% | Reduced by 99% |
| $GOOGLAI | Alphabet Inc. | 21,765 | $6.3M | 0% | Reduced by 99% |
| $ZSAI | Zscaler Inc. | 42,563 | $6.0M | 0% | No change |
| $AMATAI | Applied Materials | 17,265 | $5.9M | 0% | No change |
| $NOWAI | ServiceNow Inc. | 43,348 | $4.6M | 0% | Reduced by 66% |
| $NOWAI | ServiceNow Inc. | 34,417 | $3.6M | 0% | Reduced by 73% |
| $ADIAI | Analog Devices | 10,535 | $3.4M | 0% | No change |
| $TERAI | Teradyne Inc. | 10,483 | $3.1M | 0% | No change |
| $PANWAI | Palo Alto Networks | 17,116 | $2.7M | 0% | Increased by 24% |
| $TSLAAI | Tesla, Inc. | 7,001 | $2.6M | 0% | Reduced by 69% |
| $MUAI | Micron Technology | 7,012 | $2.4M | 0% | Reduced by 97% |
| $AVGOAI | Broadcom Inc. | 7,633 | $2.4M | 0% | Reduced by 99% |
| $ISRGAI | Intuitive Surgical | 5,011 | $2.3M | 0% | No change |
| $ANETAI | Arista Networks | 17,523 | $2.2M | 0% | Reduced by 85% |
| $CRWDAI | CrowdStrike Holdings | 5,298 | $2.1M | 0% | New Position |
| $ZSAI | Zscaler Inc. | 13,850 | $1.9M | 0% | Reduced by 67% |
| $GOOGAI | Alphabet Inc. | 6,717 | $1.9M | 0% | Reduced by 10% |
| $NXPIAI | NXP Semiconductors | 8,533 | $1.7M | 0% | Reduced by 89% |
| $TXNAI | Texas Instruments | 8,223 | $1.6M | 0% | No change |
| $ADBEAI | Adobe Inc. | 6,126 | $1.5M | 0% | Reduced by 95% |
| $INTUAI | Intuit Inc. | 3,329 | $1.4M | 0% | Reduced by 97% |
| $CRMAI | Salesforce Inc. | 7,197 | $1.3M | 0% | Reduced by 98% |
| $PDDAI | PDD Holdings Inc. | 13,053 | $1.3M | 0% | Reduced by 96% |
| $ORCLAI | Oracle Corporation | 7,950 | $1.2M | 0% | Reduced by 96% |
| $SNOWAI | Snowflake Inc. | 7,567 | $1.1M | 0% | No change |
| $PLTRAI | Palantir Technologies | 7,342 | $1.1M | 0% | Increased by 76% |
| $TEAMAI | Atlassian Corporation | 14,986 | $1.0M | 0% | New Position |
| $QCOMAI | QUALCOMM Inc. | 7,894 | $1.0M | 0% | Reduced by 100% |
| $AMDAI | Advanced Micro Devices | 4,854 | $985.4K | 0% | Increased by 70% |
| $PLTRAI | Palantir Technologies | 4,166 | $608.2K | 0% | No change |