<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>AIPO filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of AIPO 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>AIPO: filing for 2026-05-31 -- 18 added, 0 dropped, turnover 16.9%</title><link>https://themulden.com/funds/aipo/</link><guid isPermaLink="true">https://themulden.com/funds/aipo/</guid><description>58 positions became 76: 18 added (10.14% of the fund), 0 dropped (0%). Turnover proxy 16.9%. Largest increases: Bloom Energy Corp 2.88% to 4.75%; Broadcom Inc 2.81% to 4.12%; Advanced Micro Devices Inc 1.63% to 2.74%; Sterling Infrastructure Inc 1.47% to 2.1%; Shoals Technologies Group Inc 0.38% to 0.71%; Astera Labs Inc 0.65% to 0.93%. Largest decreases: Cameco Corp 5.67% to 3.78%; GE Vernova Inc 8.77% to 7.2%; Vertiv Holdings Co 8.43% to 7.24%; Quanta Services Inc 8.87% to 7.91%; Hubbell Inc 2.61% to 1.7%; Equinix Inc 1.3% to 0.53%. New: FuelCell Energy Inc (1%), Keel Infrastructure Corp (0.78%), Hut 8 Corp (0.76%), Bitdeer Technologies Group (0.68%), Hive Digital Technologies Ltd (0.65%), Riot Platforms Inc (0.58%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 27 Jul 2026 12:00:00 GMT</pubDate></item><item><title>AIPO: filing for 2026-02-28 -- 4 added, 0 dropped, turnover 11.5%</title><link>https://themulden.com/funds/aipo/</link><guid isPermaLink="true">https://themulden.com/funds/aipo/</guid><description>54 positions became 58: 4 added (2.71% of the fund), 0 dropped (0%). Turnover proxy 11.5%. Largest increases: GE Vernova Inc 6.74% to 8.77%; Vertiv Holdings Co 6.9% to 8.43%; Cameco Corp 4.45% to 5.67%; Eaton Corp PLC 6.91% to 7.74%; Generac Holdings Inc 1.29% to 1.69%; PG&amp;amp;E Corp 0.95% to 1.31%. Largest decreases: Fluence Energy Inc 1.91% to 0.37%; Eos Energy Enterprises Inc 1.75% to 0.34%; Broadcom Inc 3.95% to 2.81%; Oklo Inc 1.98% to 1.04%; Vistra Corp 2.78% to 2.06%; Advanced Micro Devices Inc 2.28% to 1.63%. New: Denison Mines Corp (1.01%), Whitefiber Inc (0.74%), Talen Energy Corp (0.63%), Energy Vault Holdings Inc (0.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 21 Apr 2026 12:00:00 GMT</pubDate></item><item><title>AIPO: filing for 2025-11-30 -- 1 added, 1 dropped, turnover 8.6%</title><link>https://themulden.com/funds/aipo/</link><guid isPermaLink="true">https://themulden.com/funds/aipo/</guid><description>54 positions became 54: 1 added (0.42% of the fund), 1 dropped (0.55%). Turnover proxy 8.6%. Largest increases: Quanta Services Inc 7.23% to 8.64%; Vertiv Holdings Co 5.82% to 6.9%; Fluence Energy Inc 0.96% to 1.91%; Eos Energy Enterprises Inc 1.16% to 1.75%; Marvell Technology Inc 0.98% to 1.45%; Bloom Energy Corp 2.37% to 2.77%. Largest decreases: GE Vernova Inc 8.66% to 6.74%; Astera Labs Inc 1.78% to 0.69%; American Superconductor Corp 1.35% to 0.5%; Generac Holdings Inc 2% to 1.29%; NVIDIA Corp 4.16% to 3.61%; NuScale Power Corp 1.06% to 0.6%. New: Power Solutions International (0.42%). Gone: Talen Energy Corp (0.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Jan 2026 12:00:00 GMT</pubDate></item></channel></rss>