AICGR
Index Performance
-8.77%
AICGR
+4.15%
IWM
+4.43%
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 May 8, 2024
CSV download
| Paramount Global (PARA) | 4.36% | $9.01B | 5.78% | 18.62% | 0.72 |
| Zebra Technologies Corp. (ZBRA) | 4.26% | $16.34B | -16.62% | 45.66% | 4.07 |
| Coterra Energy, Inc. (CTRA) | 4.07% | $20.90B | -16.72% | 32.82% | 4.21 |
| Yelp, Inc. (YELP) | 3.98% | $2.79B | 12.03% | 88.30% | 2.34 |
| Catalent, Inc. (CTLT) | 3.80% | $10.23B | -10.88% | 16.70% | 3.15 |
| Roblox Corp. (RBLX) | 3.78% | $23.58B | 25.81% | 18.97% | 9.91 |
| Wynn Resorts Ltd. (WYNN) | 3.67% | $10.90B | 30.85% | 35.09% | 3.20 |
| Urban Outfitters, Inc. (URBN) | 3.62% | $3.83B | 7.47% | 33.52% | 0.81 |
| Lumentum Holdings, Inc. (LITE) | 3.55% | $2.79B | -4.41% | 11.30% | 3.44 |
| Roku, Inc. (ROKU) | 3.54% | $7.63B | 18.96% | 44.05% | 2.17 |
| Zoom Video Communications, Inc. (ZM) | 3.53% | $16.45B | 3.06% | 70.37% | 2.88 |
| Lear Corp. (LEA) | 3.52% | $7.27B | 2.51% | 6.51% | 0.47 |
| Lithia Motors, Inc. (LAD) | 3.51% | $7.22B | 22.77% | 14.92% | 0.65 |
| Live Nation Entertainment, Inc. (LYV) | 3.51% | $22.30B | 21.49% | 26.86% | 1.17 |
| Okta, Inc. (OKTA) | 3.50% | $15.78B | 21.80% | 74.33% | 5.58 |
| Paycom Software, Inc. (PAYC) | 3.46% | $10.25B | 10.68% | 77.69% | 6.25 |
| Zscaler, Inc. (ZS) | 3.35% | $26.51B | 35.45% | 77.55% | 17.87 |
| Carnival Corp. (CCL) | 3.34% | $17.80B | 21.98% | 20.13% | 2.21 |
| Zillow Group, Inc. (Z) | 3.32% | $9.87B | 12.79% | 76.75% | 5.18 |
| Darden Restaurants, Inc. (DRI) | 3.30% | $17.55B | 6.77% | 17.82% | 2.41 |
| Molson Coors Beverage Co. (TAP) | 3.28% | $11.69B | 10.66% | 35.65% | 1.73 |
| Evolent Health, Inc. (EVH) | 3.18% | $3.21B | 45.26% | 17.16% | 2.19 |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | 3.15% | $6.69B | 20.27% | 27.00% | 2.57 |
| Lumen Technologies, Inc. (Louisiana) (LUMN) | 3.10% | $1.32B | -11.99% | 27.05% | 1.34 |
| United Natural Foods, Inc. (UNFI) | 3.08% | $574.16M | -0.52% | 12.36% | 0.15 |
| Cloudflare, Inc. (NET) | 3.01% | $22.32B | 30.47% | 77.54% | 23.46 |
| Hanesbrands, Inc. (HBI) | 2.99% | $1.58B | -9.58% | 34.62% | 0.91 |
| AMC Entertainment Holdings, Inc. (AMC) | 2.73% | $881.68M | -0.31% | N/A | N/A |
| TripAdvisor, Inc. (TRIP) | 2.53% | $3.22B | 6.47% | 85.57% | N/A |
Market data by FactSet
