Marshall Wace, LLP

Marshall Wace employs a quantitative, growth-oriented strategy with medium turnover, reflected in a highly diversified portfolio of 6,623 positions and total assets under management of $100.4 billion as of Q1 2026. The top 15 holdings account for just over 34% of the fund, anchored by a significant 17.1% position in the S&P 500 ETF IVV, which together with SPYM contributes nearly 21% in core index exposure. High-conviction growth names like NVIDIA, Apple, Amazon, Microsoft, and Alphabet represent individual weights ranging from 2.4% to 0.9%, while the portfolio’s sector allocation shows a 19.3% tilt toward Technology and a 30.8% unclassified component, indicating substantial active bets outside standard sector definitions. The combination of a large index core with selective, smaller single-stock holdings suggests a strategy that balances beta exposure with targeted alpha generation across a broad opportunity set.