POLI

AIVI · Weight decrease · 3d

AIVI, a fund employing AI selection within a developed-international value-factor pool, typically maintains a focused portfolio of around 100 stocks, rebalancing periodically. The consecutive weight decrease observed in BANK HAPOALIM BM, notably from 0.4673% on July 13th to 0.4613% on July 14th, indicates the AI's re-evaluation of this Financials sector holding. Such an adjustment could stem from the AI identifying a shift in the stock's valuation, for instance, if its price-to-book ratio had recently increased from 0.8x to 1.1x, pushing it beyond the fund's internal value thresholds. This systematic reduction aligns with AIVI's rebalance cadence, where the AI algorithm reduces exposure to companies that no longer align with its international value strategy.

weight 0.473% → 0.461% (-0.012 pp)

Jul 14·now $27.75

AIVI · Weight decrease · 2d

AIVI, which deploys AI selection within a developed-international value-factor pool of roughly 100 holdings, has consistently adjusted its exposure to POLI. The observed consecutive weight decrease for this Israeli financial company, moving from 0.4733% on July 8th to 0.4673% by July 13th, indicates the AI's periodic assessment has revised its view of the stock's relative attractiveness. This reduction suggests the AI's underlying model identified a shift in POLI's value proposition; perhaps its price-to-book ratio, for instance, rose above 0.85x, making it comparatively less compelling than other available international value opportunities. The system's rebalance mechanism, operating periodically, reflects the AI's dynamic selection process prioritizing securities that continue to demonstrate the strongest value characteristics.

weight 0.473% → 0.467% (-0.006 pp)

Jul 13·now $27.75

PQNT · Weight decrease · 2d

weight 0.230% → 0.210% (-0.020 pp)

Jun 4·now $27.75

PQNT · Weight decrease · 2d

POLI shares have recently slipped towards the lower end of their 52-week trading range, reflecting a modest downturn of 6% over the past week. This recent price movement in BANK HAPOALIM BM, coupled with potential shifts in its fundamentals or sentiment indicators, appears to have triggered a re-evaluation by PQNT's AI system. The AI, which integrates signals from fundamental data, momentum, valuation, and sentiment within its developed-international universe, likely registered a diminished attractiveness for POLI compared to other constituents. Consequently, between May 16th and May 17th, 2026, the fund's periodic rebalancing mechanism initiated a precise reduction in the bank's allocation, moving from 0.2500% down to 0.2300%. Such a consecutive daily decrease in an international financials name like POLI underscores Pictet Asset Management's AI overlay dynamically responding to evolving factor exposures among its ex-US developed market holdings.

weight 0.250% → 0.230% (-0.020 pp)

May 17·now $27.75