- Large-cap mutual funds are underweight AI-exposed stocks by ~1.75pp vs benchmarks as of the data.
- This underweight excludes mega-cap names AMZN, AVGO, GOOGL, META, MSFT, NVDA.
- In mid-2024, funds were overweight AI by 0.40pp.
- AI-exposed stocks now represent 13.0% of average fund portfolio vs 14.8% benchmark weight.
- Both metrics were ~6.5% in Q3 2024.
- Source: (unverified third-party analysis).
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