Intelligent Alpha
Intelligent Contrarian Growth

AICGR

Index Performance

-9.46%
AICGR
-1.36%
IWM
+5.42%
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 holdings29
What's inside?

Holdings

All holdings as of June 12, 2024
CSV download
United Natural Foods, Inc. (UNFI)4.31%$842.10M-0.12%12.58%0.14
AMC Entertainment Holdings, Inc. (AMC)4.13%$1.54B-0.31%18.26%1.94
Coterra Energy, Inc. (CTRA)3.99%$21.05B-16.72%32.82%4.21
Zebra Technologies Corp. (ZBRA)3.97%$15.50B-16.62%45.66%4.07
Lumentum Holdings, Inc. (LITE)3.84%$3.07B-4.41%11.30%3.44
Carnival Corp. (CCL)3.84%$20.47B21.98%20.13%2.21
Urban Outfitters, Inc. (URBN)3.80%$3.99B7.82%34.39%0.82
Zillow Group, Inc. (Z)3.79%$9.79B12.79%76.75%5.18
Yelp, Inc. (YELP)3.73%$2.50B6.50%88.79%1.84
Catalent, Inc. (CTLT)3.71%$10.10B3.57%21.32%3.64
Paramount Global (PARA)3.71%$7.71B5.78%18.62%0.72
Zscaler, Inc. (ZS)3.63%$28.36B32.09%78.47%12.63
Lithia Motors, Inc. (LAD)3.50%$6.99B22.77%14.92%0.65
Norwegian Cruise Line Holdings Ltd. (NCLH)3.46%$7.51B20.27%27.00%2.57
Wynn Resorts Ltd. (WYNN)3.43%$10.28B30.85%35.09%2.89
Roblox Corp. (RBLX)3.43%$20.99B22.27%24.10%8.03
Zoom Video Communications, Inc. (ZM)3.42%$16.57B3.25%70.70%2.62
Hanesbrands, Inc. (HBI)3.32%$1.81B-16.78%39.72%1.03
Roku, Inc. (ROKU)3.29%$7.38B18.96%44.05%2.17
Lear Corp. (LEA)3.25%$6.75B2.51%6.51%0.47
Live Nation Entertainment, Inc. (LYV)3.23%$20.63B21.49%26.86%1.17
Darden Restaurants, Inc. (DRI)3.22%$17.50B6.77%17.82%2.41
Okta, Inc. (OKTA)3.14%$14.35B19.11%76.01%6.14
Cloudflare, Inc. (NET)3.07%$21.87B30.47%77.54%23.46
Lumen Technologies, Inc. (Louisiana) (LUMN)2.92%$1.25B-11.99%27.05%1.34
Paycom Software, Inc. (PAYC)2.85%$8.33B10.68%77.69%6.25
Molson Coors Beverage Co. (TAP)2.82%$10.20B10.66%35.65%1.73
Evolent Health, Inc. (EVH)2.65%$2.68B49.56%11.66%2.00
TripAdvisor, Inc. (TRIP)2.55%$2.32B6.47%85.57%1.98
Market data by FactSet