<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>AIPI filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of AIPI compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>AIPI: filing for 2026-05-31 -- 1 added, 2 dropped, turnover 16.1%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 25: 1 added (7.19% of the fund), 2 dropped (7.84%). Turnover proxy 16.1%. Largest increases: CROWDSTRIKE HOLDINGS, INC. 9.35% to 11.93%; DATADOG, INC. 5.1% to 6.65%; SUPER MICRO COMPUTER, INC. 2.81% to 3.95%; MICRON TECHNOLOGY, INC. 3.12% to 4.15%; PALO ALTO NETWORKS, INC. 2.79% to 3.61%; INTERNATIONAL BUSINESS MACHINES CORPORATION 2.4% to 2.98%. Largest decreases: PALANTIR TECHNOLOGIES INC. 10.04% to 8.4%; NVIDIA CORPORATION 9.5% to 8.23%; ARISTA NETWORKS, INC. 2.9% to 2.14%; AMAZON.COM, INC. 2.98% to 2.34%; SYNOPSYS, INC. 2.89% to 2.26%; SALESFORCE, INC. 3.04% to 2.41%. New: Astera Labs, Inc (7.19%). Gone: Arm Holdings PLC (5.01%), United States of America (2.83%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Jul 2026 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2026-02-28 -- 1 added, 1 dropped, turnover 6.8%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 26: 1 added (2.83% of the fund), 1 dropped (2.96%). Turnover proxy 6.8%. Largest increases: DATADOG, INC. 4.2% to 5.1%; IONQ Inc 2.51% to 3.27%; PALANTIR TECHNOLOGIES INC. 9.51% to 10.04%; Arm Holdings PLC 4.51% to 5.01%; SERVICENOW, INC. 2.84% to 3.2%; SUPER MICRO COMPUTER, INC. 2.58% to 2.81%. Largest decreases: INTERNATIONAL BUSINESS MACHINES CORPORATION 3.03% to 2.4%; BROADCOM INC. 3.48% to 2.86%; ALPHABET INC. 3.46% to 2.88%; INTEL CORPORATION 3.21% to 2.69%; CISCO SYSTEMS, INC. 3.26% to 2.79%; SYNOPSYS, INC. 3.21% to 2.89%. New: United States of America (2.83%). Gone: United States of America (2.96%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Apr 2026 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2025-11-30 -- 2 added, 2 dropped, turnover 10.1%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 26: 2 added (5.47% of the fund), 2 dropped (6.79%). Turnover proxy 10.1%. Largest increases: DATADOG, INC. 2.88% to 4.2%; BROADCOM INC. 2.94% to 3.48%; SUPER MICRO COMPUTER, INC. 2.1% to 2.58%; SYNOPSYS, INC. 2.79% to 3.21%; CROWDSTRIKE HOLDINGS, INC. 9.03% to 9.43%; META PLATFORMS, INC. 2.81% to 3.14%. Largest decreases: Arm Holdings PLC 5.6% to 4.51%; PALO ALTO NETWORKS, INC. 3.15% to 2.7%; INTEL CORPORATION 3.6% to 3.21%; ARISTA NETWORKS, INC. 3.32% to 2.92%; MICRON TECHNOLOGY, INC. 3.24% to 3%; AMAZON.COM, INC. 3.05% to 2.87%. New: United States of America (2.96%), IONQ Inc (2.51%). Gone: CADENCE DESIGN SYSTEMS, INC. (3.88%), United States of America (2.91%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Jan 2026 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2025-08-31 -- 2 added, 1 dropped, turnover 9.9%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>25 positions became 26: 2 added (6.79% of the fund), 1 dropped (1.49%). Turnover proxy 9.9%. Largest increases: INTEL CORPORATION 2.66% to 3.6%; ARISTA NETWORKS, INC. 2.67% to 3.32%; APPLE INC. 2.74% to 3.28%; ALPHABET INC. 2.94% to 3.22%; PALO ALTO NETWORKS, INC. 2.87% to 3.15%; SALESFORCE, INC. 2.7% to 2.92%. Largest decreases: Arm Holdings PLC 8.17% to 5.6%; NVIDIA CORPORATION 11.03% to 9.55%; SUPER MICRO COMPUTER, INC. 3.33% to 2.1%; CROWDSTRIKE HOLDINGS, INC. 10% to 9.03%; ADVANCED MICRO DEVICES, INC. 3.14% to 2.71%; BROADCOM INC. 3.33% to 2.94%. New: CADENCE DESIGN SYSTEMS, INC. (3.88%), United States of America (2.91%). Gone: C3.AI, INC. (1.49%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Oct 2025 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2025-05-31 -- 1 added, 2 dropped, turnover 8.9%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 25: 1 added (1.49% of the fund), 2 dropped (5.69%). Turnover proxy 8.9%. Largest increases: Arm Holdings PLC 6.17% to 8.17%; PALANTIR TECHNOLOGIES INC. 8.01% to 9.91%; NVIDIA CORPORATION 10.08% to 11.03%; CROWDSTRIKE HOLDINGS, INC. 9.4% to 10%; DATADOG, INC. 2.57% to 3.15%; BROADCOM INC. 2.79% to 3.33%. Largest decreases: INTEL CORPORATION 3.91% to 2.66%; APPLE INC. 3.34% to 2.74%; SUPER MICRO COMPUTER, INC. 3.59% to 3.33%; CISCO SYSTEMS, INC. 3.24% to 2.98%; PALO ALTO NETWORKS, INC. 3.09% to 2.87%; INTERNATIONAL BUSINESS MACHINES CORPORATION 3.14% to 2.96%. New: C3.AI, INC. (1.49%). Gone: United States of America (3.03%), CADENCE DESIGN SYSTEMS, INC. (2.66%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Jul 2025 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2025-02-28 -- 2 added, 2 dropped, turnover 12.5%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 26: 2 added (5.5% of the fund), 2 dropped (5.45%). Turnover proxy 12.5%. Largest increases: INTEL CORPORATION 2.74% to 3.91%; NVIDIA CORPORATION 8.99% to 10.08%; MICRON TECHNOLOGY, INC. 2.59% to 3.19%; APPLE INC. 2.81% to 3.34%; CISCO SYSTEMS, INC. 2.82% to 3.24%; QUALCOMM INCORPORATED 2.53% to 2.94%. Largest decreases: PALANTIR TECHNOLOGIES INC. 13.36% to 8.01%; Arm Holdings PLC 6.93% to 6.17%; DATADOG, INC. 3.13% to 2.57%; CADENCE DESIGN SYSTEMS, INC. 2.87% to 2.66%; SYNOPSYS, INC. 2.84% to 2.73%; SALESFORCE, INC. 2.95% to 2.87%. New: United States of America (3.03%), ARISTA NETWORKS, INC. (2.47%). Gone: United States of America (2.73%), ARISTA NETWORKS, INC. (2.72%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 24 Apr 2025 12:00:00 GMT</pubDate></item><item><title>AIPI: filing for 2024-11-30 -- 2 added, 2 dropped, turnover 10.6%</title><link>https://themulden.com/funds/aipi/</link><guid isPermaLink="true">https://themulden.com/funds/aipi/</guid><description>26 positions became 26: 2 added (6.04% of the fund), 2 dropped (2.56%). Turnover proxy 10.6%. Largest increases: PALANTIR TECHNOLOGIES INC. 9.19% to 13.36%; SALESFORCE, INC. 2.78% to 2.95%; SYNOPSYS, INC. 2.75% to 2.84%; DATADOG, INC. 3.08% to 3.13%; SERVICENOW, INC. 2.9% to 2.93%; INTERNATIONAL BUSINESS MACHINES CORPORATION 2.87% to 2.88%. Largest decreases: Arm Holdings PLC 10.5% to 6.93%; NVIDIA CORPORATION 9.98% to 8.99%; CROWDSTRIKE HOLDINGS, INC. 10.02% to 9.39%; BROADCOM INC. 3.04% to 2.53%; ADVANCED MICRO DEVICES, INC. 3.01% to 2.55%; QUALCOMM INCORPORATED 2.96% to 2.53%. New: SUPER MICRO COMPUTER, INC. (3.31%), United States of America (2.73%). Gone: SUPER MICRO COMPUTER, INC. (1.88%), United States of America (0.67%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jan 2025 12:00:00 GMT</pubDate></item></channel></rss>