According to a report from Bijie.com, BlackRock (BLK.N), the world's largest asset management company, significantly increased its holdings of US stocks and increased its exposure to artificial intelligence (AI) in its $185 billion model portfolio. Following the adjustments, the portfolio's overall equity holdings were overweight by 2%. Data shows that BlackRock's exchange-traded funds (ETFs) saw billions of dollars in inflows following the asset allocation adjustments. BlackRock stated that relatively strong earnings performance by US companies will drive further gains in US stocks.