Détail du rééquilibrage
ACCE AI Infrastructure
Thursday, April 23, 2026 · Surveillance quotidienne
Titres ajoutés
0
Titres retirés
1
Changements de pondération
2
Rotation de ce lot
12.6%
Clôturé à 6.3 %
Multiple significant triggers: stop loss breach at -15.4%, worst sector underperformance at 36.8pp gap, and index divergence during strong month.
Pondération modifiéeMRVLMarvell Technology Inc. Common Stock· Technology
9.7 % → 12.7 % (+3.0 pp)
Capture AI networking semiconductor momentum with 84.8% gains since entry and 105.9% three-month performance leading the index.
Pondération modifiéeAVGOBroadcom Inc. Common Stock· Technology
11.3 % → 14.6 % (+3.3 pp)
Add to strong performer with 31.6% three-month gains and solid AI infrastructure exposure through custom silicon and networking.