SEI INVESTMENTS CO

SEI Investments held $108.4B across a broad 6,108-position multi-manager book, led by NVIDIA (3.5%), Apple (2.6%), Microsoft (2.4%), Amazon and Alphabet, with ETF wrappers (VEA, SCHG) prominent in the top ten. Unlike most peers this quarter, SEI grew its book — from $101.3B to $108.4B — and was a net buyer, with 34 positions increased against just 10 trimmed. The largest adds were Apple (+$291M), Alphabet (+$258M) and NVIDIA (+$194M), with new positions opened in ASML, AMD, Booking and ExxonMobil. Microsoft (-$848M) was the notable trim. ETFs ($15.0B) form the single largest sector category.