Rebalance Detail
ACCE AI Infrastructure
Thursday, April 23, 2026 · Daily monitor
Stocks added
0
Stocks removed
1
Weight changes
2
Turnover this batch
12.6%
Closed at weight: 6.3%
Multiple significant triggers: stop loss breach at -15.4%, worst sector underperformance at 36.8pp gap, and index divergence during strong month.
Weight changedMRVLMarvell 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.
Weight changedAVGOBroadcom 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.