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MML INVESTORS SERVICES, LLC

Tech Focused

Managed by

Hedge Fund

AUM Tracked

$49.0B

AI Exposure

13.5%

AI vs Non-AI Sector Exposure

AI & Semiconductors13.2%
Other Tech0.0%
$NVDA

1.8%

$AAPL

1.8%

$MSFT

1.2%

$AMZN

1.2%

Portfolio Holdings

AI & Tech holdings for MML INVESTORS SERVICES, LLC

TickerCompanySharesValue% of PortfolioAction Last Quarter
$NVDAAINVIDIA Corporation4,528,103$906.0M
1.8%
Increased by 17%
$AAPLAIApple Inc.3,077,675$890.6M
1.8%
Increased by 20%
$MSFTAIMicrosoft Corporation1,635,283$610.0M
1.2%
Increased by 21%
$AMZNAIAmazon.com, Inc.2,420,738$577.0M
1.2%
Increased by 14%
$GOOGLAIAlphabet Inc.1,517,107$542.2M
1.1%
Increased by 19%
$METAAIMeta Platforms, Inc.555,371$312.8M
0.6%
Increased by 23%
$AVGOAIBroadcom Inc.816,618$308.5M
0.6%
Increased by 24%
$GOOGAIAlphabet Inc.765,884$270.6M
0.6%
Increased by 20%
$TSMAITaiwan Semiconductor447,169$213.6M
0.4%
Increased by 19%
$TSLAAITesla, Inc.417,053$175.4M
0.4%
Increased by 18%
$MUAIMicron Technology138,520$159.9M
0.3%
Increased by 19%
$AMDAIAdvanced Micro Devices246,426$143.2M
0.3%
Increased by 6%
$AMATAIApplied Materials194,573$140.7M
0.3%
No change
$ASMLAIASML Holding NV62,901$125.1M
0.3%
Increased by 47%
$PANWAIPalo Alto Networks259,724$88.6M
0.2%
Increased by 7%
$PLTRAIPalantir Technologies655,492$76.5M
0.2%
Increased by 32%
$INTCAIIntel Corporation476,692$66.6M
0.1%
Increased by 14%
$LRCXAILam Research147,384$63.9M
0.1%
Increased by 14%
$TXNAITexas Instruments190,966$56.9M
0.1%
Increased by 65%
$UBERAIUber Technologies780,554$56.3M
0.1%
Increased by 8%
$DELLAIDell Technologies128,912$55.6M
0.1%
Increased by 19%
$ANETAIArista Networks296,715$50.4M
0.1%
Increased by 11%
$KLACAIKLA Corporation157,425$47.5M
0.1%
Increased by 1248%
$QCOMAIQUALCOMM Inc.246,830$45.6M
0.1%
No change
$ORCLAIOracle Corporation295,584$43.3M
0.1%
Increased by 28%
$CRMAISalesforce Inc.267,715$41.9M
0.1%
Increased by 15%
$MRVLAIMarvell Technology134,852$40.2M
0.1%
Increased by 27%
$CRWDAICrowdStrike Holdings51,968$39.7M
0.1%
Increased by 19%
$ADIAIAnalog Devices97,706$38.8M
0.1%
Increased by 18%
$VRTAIVertiv Holdings111,744$37.4M
0.1%
Increased by 59%
$NOWAIServiceNow Inc.353,420$35.1M
0.1%
Increased by 10%
$CDNSAICadence Design Systems77,941$29.3M
0.1%
Increased by 21%
$APPAIAppLovin Corporation53,654$27.6M
0.1%
No change
$ISRGAIIntuitive Surgical63,451$25.2M
0.1%
Increased by 29%
$SNOWAISnowflake Inc.96,569$24.6M
0.1%
Increased by 16%
$SHOPAIShopify Inc.209,649$23.9M
0%
Reduced by 5%
$DDOGAIDatadog Inc.83,313$21.7M
0%
Increased by 10%
$NETAICloudflare Inc.82,119$20.1M
0%
Increased by 6%
$VSTAIVistra Corp.106,398$16.9M
0%
Increased by 55%
$ABNBAIAirbnb Inc.117,235$16.8M
0%
No change
$ADBEAIAdobe Inc.78,919$16.2M
0%
Increased by 9%
$INTUAIIntuit Inc.58,647$15.3M
0%
No change
$CEGAIConstellation Energy56,407$14.0M
0%
Increased by 30%
$FTNTAIFortinet Inc.75,612$11.6M
0%
Increased by 46%
$ARMAIARM Holdings plc24,664$8.7M
0%
Increased by 300%
$SNPSAISynopsys Inc.17,881$8.0M
0%
Reduced by 9%
$ZSAIZscaler Inc.52,454$7.4M
0%
Increased by 28%
$TERAITeradyne Inc.13,912$6.7M
0%
No change
$PYPLAIPayPal Holdings148,993$6.4M
0%
Increased by 11%
$SAPAISAP SE39,508$6.1M
0%
Increased by 6%
$MCHPAIMicrochip Technology66,453$6.1M
0%
Increased by 21%
$MPWRAIMonolithic Power Systems4,311$6.0M
0%
No change
$NXPIAINXP Semiconductors21,112$5.9M
0%
Increased by 113%
$BABAAIAlibaba Group59,720$5.7M
0%
Increased by 36%
$IONQAIIonQ Inc.79,706$4.2M
0%
Increased by 417%
$SQAIBlock Inc.54,822$4.2M
0%
Increased by 21%
$MDBAIMongoDB Inc.11,262$3.8M
0%
Increased by 115%
$COINAICoinbase Global21,918$3.2M
0%
Increased by 33%
$SMCIAISuper Micro Computer64,736$1.9M
0%
Increased by 31%
$WDAYAIWorkday Inc.15,146$1.9M
0%
Increased by 7%
$ONAION Semiconductor19,362$1.8M
0%
Reduced by 27%
$TEAMAIAtlassian Corporation17,741$1.4M
0%
Increased by 140%
$RIVNAIRivian Automotive49,497$858.8K
0%
Increased by 42%
$POETAIPOET Technologies72,590$746.2K
0%
Increased by 80%
$SOUNAISoundHound AI84,833$548.9K
0%
Reduced by 8%
$BIDUAIBaidu, Inc.2,773$316.9K
0%
Reduced by 72%