Intelligent Alpha
Intelligent Contrarian Concentrated

AICCC

Index Performance

-1.25%
AICCC
+2.39%
IWM
+5.29%
SPY

Overview

Description

The Intelligent Contrarian Conviction index (AICCC) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a portfolio of up to 30 contrarian ideas between $5-25 billion in market cap. The portfolio represents the AI investment committee's most contrarian ideas with near to mid term growth catalysts from business turnarounds and transformation. The strategy aims to beat the S&P 500.

  • TickerAICCC
  • Inception Date09/11/2023
  • WeightingCustom
  • # of holdings28
What's inside?

Holdings

All holdings as of May 24, 2024
CSV download
Lithia Motors, Inc. (LAD)6.21%$7.03B22.77%14.92%0.65
Coty, Inc. (COTY)5.82%$9.16B7.50%61.32%2.46
Snap, Inc. (SNAP)4.62%$21.11B20.85%48.58%4.13
Sea Ltd. (Singapore) (SE)4.21%$38.06B22.26%41.61%2.04
Gen Digital Inc. (NLOK)3.98%$15.58B14.20%75.18%5.82
Rocket Cos., Inc. (RKT)3.82%$1.93B30.04%97.66%12.57
WestRock Co. (WRK)3.81%$13.97B-10.44%15.09%1.13
Alaska Air Group, Inc. (ALK)3.80%$5.42B1.64%6.72%0.67
Hewlett Packard Enterprise Co. (HPE)3.77%$23.93B-13.25%35.09%1.03
Paramount Global (PARA)3.63%$8.33B5.78%18.62%0.72
Bath & Body Works, Inc. (BBWI)3.59%$10.80B-1.73%43.53%1.94
News Corp. (NWSA)3.58%$15.39B-0.98%41.19%1.81
AppFolio, Inc. (APPF)3.53%$5.14B37.71%62.73%13.17
Ciena Corp. (CIEN)3.35%$7.13B-1.78%42.10%1.77
SoFi Technologies, Inc. (SOFI)3.34%$7.32B49.44%60.36%1.97
DraftKings, Inc. (DKNG)3.32%$19.43B52.67%39.57%5.32
Zoom Video Communications, Inc. (ZM)3.24%$16.61B3.25%70.70%2.62
Carnival Corp. (CCL)3.16%$18.99B21.98%20.13%2.21
MGM Resorts International (MGM)3.15%$12.46B13.17%41.66%2.69
Live Nation Entertainment, Inc. (LYV)3.14%$22.05B21.49%26.86%1.17
Okta, Inc. (OKTA)3.11%$15.63B21.80%74.33%5.58
Tapestry, Inc. (TPR)3.10%$9.72B-1.80%72.81%1.94
Viatris, Inc. (VTRS)3.00%$12.39B-1.70%41.57%2.06
Zillow Group, Inc. (ZG)2.88%$9.09B12.79%76.75%5.07
Roblox Corp. (RBLX)2.83%$19.32B22.27%24.10%8.03
Expedia Group, Inc. (EXPE)2.81%$14.00B8.41%80.34%1.44
Molson Coors Beverage Co. (TAP)2.69%$9.87B10.66%35.65%1.73
Unity Software, Inc. (U)2.53%$7.58B-7.99%68.64%5.48
Market data by FactSet