Capital Group Companies

Managed by Tim Armour

AUM Tracked

$2600.0B

AI Exposure

11.2%

AI vs Non-AI Sector Exposure

AI & Semiconductors9.2%

Other Tech0.0%

4.8%

2.8%

1.6%

AI & Tech holdings for Capital Group Companies

Ticker	Company	Shares	Value	% of Portfolio	Action Last Quarter
$NVDAAI	NVIDIA Corporation	18,400,000	$23.0B	4.8%	Increased by 22%
$AVGOAI	Broadcom Inc.	4,200,000	$7.1B	2.8%	Increased by 15%
$AMDAI	Advanced Micro Devices	6,800,000	$1.1B	1.6%	No change