Managed by
Hedge FundAUM Tracked
$59.6B
AI Exposure
16%
AI & Tech holdings for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
| Ticker | Company | Shares | Value | % of Portfolio | Action Last Quarter |
|---|---|---|---|---|---|
| $AAPLAI | Apple Inc. | 6,393,572 | $1.9B | 3.1% | Increased by 15% |
| $NVDAAI | NVIDIA Corporation | 7,300,993 | $1.3B | 2.2% | Increased by 13% |
| $MSFTAI | Microsoft Corporation | 2,702,786 | $950.6M | 1.6% | Increased by 15% |
| $AMZNAI | Amazon.com, Inc. | 3,364,461 | $758.0M | 1.3% | Increased by 15% |
| $GOOGLAI | Alphabet Inc. | 2,300,225 | $730.3M | 1.2% | Increased by 9% |
| $MUAI | Micron Technology | 623,933 | $580.0M | 1% | Increased by 225% |
| $AVGOAI | Broadcom Inc. | 1,382,139 | $356.9M | 0.6% | No change |
| $GOOGAI | Alphabet Inc. | 1,011,090 | $341.9M | 0.6% | Increased by 19% |
| $LRCXAI | Lam Research | 986,841 | $322.7M | 0.5% | Reduced by 8% |
| $AMATAI | Applied Materials | 700,511 | $312.7M | 0.5% | Increased by 137% |
| $METAAI | Meta Platforms, Inc. | 374,203 | $218.3M | 0.4% | Increased by 15% |
| $TSLAAI | Tesla, Inc. | 366,825 | $144.1M | 0.2% | Increased by 6% |
| $AMDAI | Advanced Micro Devices | 333,742 | $125.0M | 0.2% | Increased by 12% |
| $TXNAI | Texas Instruments | 341,697 | $102.4M | 0.2% | Increased by 9% |
| $VRTAI | Vertiv Holdings | 330,319 | $102.1M | 0.2% | Increased by 159% |
| $QCOMAI | QUALCOMM Inc. | 572,675 | $101.4M | 0.2% | No change |
| $PANWAI | Palo Alto Networks | 339,398 | $75.3M | 0.1% | Reduced by 8% |
| $TSMAI | Taiwan Semiconductor | 379,211 | $75.3M | 0.1% | Increased by 8% |
| $ORCLAI | Oracle Corporation | 694,940 | $71.4M | 0.1% | Reduced by 13% |
| $INTCAI | Intel Corporation | 724,206 | $70.7M | 0.1% | Reduced by 15% |
| $ADIAI | Analog Devices | 261,417 | $69.6M | 0.1% | No change |
| $CRWDAI | CrowdStrike Holdings | 376,874 | $65.3M | 0.1% | Increased by 314% |
| $PLTRAI | Palantir Technologies | 492,831 | $59.2M | 0.1% | Increased by 6% |
| $NOWAI | ServiceNow Inc. | 501,815 | $53.1M | 0.1% | Increased by 23% |
| $ANETAI | Arista Networks | 288,899 | $51.3M | 0.1% | Increased by 19% |
| $ASMLAI | ASML Holding NV | 30,398 | $50.3M | 0.1% | Increased by 111% |
| $TERAI | Teradyne Inc. | 131,107 | $44.4M | 0.1% | Increased by 143% |
| $KLACAI | KLA Corporation | 192,431 | $42.9M | 0.1% | Increased by 56% |
| $ISRGAI | Intuitive Surgical | 117,043 | $41.0M | 0.1% | Increased by 17% |
| $FTNTAI | Fortinet Inc. | 274,918 | $35.3M | 0.1% | Increased by 5% |
| $DELLAI | Dell Technologies | 107,087 | $35.1M | 0.1% | No change |
| $INTUAI | Intuit Inc. | 161,048 | $24.7M | 0% | Increased by 25% |
| $MCHPAI | Microchip Technology | 272,375 | $24.1M | 0% | No change |
| $SNOWAI | Snowflake Inc. | 97,262 | $23.5M | 0% | Increased by 43% |
| $ABNBAI | Airbnb Inc. | 174,692 | $23.4M | 0% | Increased by 14% |
| $MRVLAI | Marvell Technology | 79,939 | $17.7M | 0% | Increased by 22% |
| $ADBEAI | Adobe Inc. | 98,678 | $15.5M | 0% | Reduced by 41% |
| $CRMAI | Salesforce Inc. | 163,367 | $14.9M | 0% | Reduced by 14% |
| $UBERAI | Uber Technologies | 195,705 | $14.6M | 0% | Reduced by 20% |
| $NETAI | Cloudflare Inc. | 55,509 | $14.1M | 0% | Increased by 61% |
| $MDBAI | MongoDB Inc. | 41,844 | $13.6M | 0% | Increased by 9% |
| $SNPSAI | Synopsys Inc. | 32,601 | $13.4M | 0% | Increased by 176% |
| $VSTAI | Vistra Corp. | 80,963 | $12.9M | 0% | Increased by 57% |
| $TEAMAI | Atlassian Corporation | 146,438 | $11.9M | 0% | Increased by 126% |
| $SHOPAI | Shopify Inc. | 164,440 | $11.4M | 0% | No change |
| $DDOGAI | Datadog Inc. | 46,164 | $11.3M | 0% | Reduced by 8% |
| $CEGAI | Constellation Energy | 42,485 | $10.7M | 0% | No change |
| $CDNSAI | Cadence Design Systems | 23,446 | $8.8M | 0% | Increased by 16% |
| $PYPLAI | PayPal Holdings | 275,796 | $8.7M | 0% | Reduced by 15% |
| $APPAI | AppLovin Corporation | 15,584 | $7.6M | 0% | No change |
| $NXPIAI | NXP Semiconductors | 23,913 | $6.8M | 0% | Increased by 9% |
| $SQAI | Block Inc. | 82,057 | $6.1M | 0% | Increased by 38% |
| $BABAAI | Alibaba Group | 51,302 | $5.8M | 0% | No change |
| $WDAYAI | Workday Inc. | 35,781 | $5.0M | 0% | Increased by 18% |
| $MPWRAI | Monolithic Power Systems | 13,517 | $4.4M | 0% | No change |
| $ZSAI | Zscaler Inc. | 25,314 | $3.5M | 0% | Increased by 17% |
| $SAPAI | SAP SE | 83,270 | $3.0M | 0% | No change |
| $ONAI | ON Semiconductor | 31,649 | $2.3M | 0% | Increased by 18% |
| $ARMAI | ARM Holdings plc | 6,498 | $2.1M | 0% | Increased by 63% |
| $COINAI | Coinbase Global | 13,061 | $2.1M | 0% | No change |
| $IONQAI | IonQ Inc. | 47,204 | $2.0M | 0% | Increased by 5% |
| $SMCIAI | Super Micro Computer | 38,789 | $1.1M | 0% | Increased by 94% |
| $RIVNAI | Rivian Automotive | 55,382 | $968.1K | 0% | Increased by 47% |
| $BIDUAI | Baidu, Inc. | 5,999 | $705.1K | 0% | Increased by 5% |
| $SOUNAI | SoundHound AI | 78,525 | $521.4K | 0% | Increased by 43% |
| $AEHRAI | Aehr Test Systems | 2,831 | $205.5K | 0% | New Position |