Intelligent Alpha
Intelligent Contrarian Growth

AICGR

$AICGR

Index Performance

+12.77%
AICGR
+14.25%
IWM
+12.21%
SPY

Overview

Description

The Intelligent Contrarian Growth index (AICRG) 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 $1-25 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 AICGR aims to beat the S&P 500.

  • TickerAICGR
  • Inception Date09/12/2023
  • WeightingEqual
  • # of holdings30
What's inside?

Holdings

All holdings as of February 29, 2024
CSV download
TripAdvisor, Inc. (TRIP)4.56%$3.36B19.84%86.80%1.59
Catalent, Inc. (CTLT)4.53%$10.36B-10.88%16.70%3.15
Hanesbrands, Inc. (HBI)4.33%$1.90B-9.58%34.62%0.91
Okta, Inc. (OKTA)4.23%$16.96B21.80%74.33%5.56
Wynn Resorts Ltd. (WYNN)3.89%$11.79B73.87%32.70%2.93
Cloudflare, Inc. (NET)3.80%$29.40B32.97%76.32%21.24
Urban Outfitters, Inc. (URBN)3.74%$3.86B7.47%33.52%0.81
Evolent Health, Inc. (EVH)3.66%$3.91B45.26%17.16%2.19
Zscaler, Inc. (ZS)3.58%$35.89B35.45%78.19%N/A
Darden Restaurants, Inc. (DRI)3.47%$20.38B9.68%16.09%2.33
Live Nation Entertainment, Inc. (LYV)3.42%$22.38B36.38%21.72%1.11
Zebra Technologies Corp. (ZBRA)3.39%$14.36B-19.23%44.23%3.57
Coterra Energy, Inc. (CTRA)3.36%$19.38B-40.26%38.76%3.69
Molson Coors Beverage Co. (TAP)3.31%$12.53B9.36%36.05%1.63
Zillow Group, Inc. (Z)3.30%$12.63B-0.66%77.28%6.44
Lear Corp. (LEA)3.29%$7.83B12.39%7.44%0.46
Zoom Video Communications, Inc. (ZM)3.24%$18.23B3.06%76.19%2.88
United Natural Foods, Inc. (UNFI)3.23%$927.36M0.27%12.61%0.14
EchoStar Corp. (SATS)3.22%$1.84B-16.95%32.33%0.64
Lumentum Holdings, Inc. (LITE)3.21%$3.27B-27.51%15.65%3.61
Lithia Motors, Inc. (LAD)3.18%$8.23B10.13%16.21%0.63
Norwegian Cruise Line Holdings Ltd. (NCLH)3.12%$8.25B76.51%27.19%2.68
Roblox Corp. (RBLX)2.98%$23.20B25.81%18.97%9.91
Paycom Software, Inc. (PAYC)2.95%$10.50B23.16%73.72%6.95
Lumen Technologies, Inc. (Louisiana) (LUMN)2.93%$1.64B-16.71%30.42%1.43
Yelp, Inc. (YELP)2.81%$2.62B12.03%88.30%2.34
Carnival Corp. (CCL)2.79%$19.84B77.46%22.73%2.24
Paramount Global (PARA)2.23%$7.60B-1.66%23.09%0.80
Roku, Inc. (ROKU)2.16%$7.97B11.45%42.53%3.32
AMC Entertainment Holdings, Inc. (AMC)2.13%$1.14B23.04%23.89%1.92
Market data by FactSet