Intelligent Alpha
Intelligent Contrarian Growth



Index Performance




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 an index of up to 30 contrarian ideas between $1-25 billion in market cap. The AI committee optimizes for companies it believes have near to mid term growth prospects from business turnarounds and transformation. The stocks represent the AI index committee's most contrarian names in that context. The AICGR aims to beat the S&P 500.

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


All holdings as of September 28, 2023
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Evolent Health, Inc. (EVH)3.66%$3.035B46.63%18.05%2.48x
TripAdvisor, Inc. (TRIP)3.65%$2.012B18.47%87.45%1.30x
Lithia Motors, Inc. (LAD)3.57%$8.227B12.04%16.48%0.62x
Cloudflare, Inc. (NET)3.53%$17.713B31.54%75.62%19.16x
Live Nation Entertainment, Inc. (LYV)3.51%$18.647B26.98%23.61%1.29x
Roblox Corp. (RBLX)3.50%$15.521B15.15%18.78%9.99x
Molson Coors Beverage Co. (TAP)3.46%$12.709B11.80%34.14%1.83x
Norwegian Cruise Line Holdings Ltd. (NCLH)3.45%$6.930B85.78%28.34%3.20x
Zillow Group, Inc. (Z)3.45%$10.364B-49.85%79.45%5.45x
Lear Corp. (LEA)3.44%$7.795B18.38%7.08%0.50x
Yelp, Inc. (YELP)3.41%$2.883B12.79%87.90%1.81x
iShares Core MSCI Emerging Markets IMI Index ETF (XEC)3.40%N/AN/AN/AN/A
Zscaler, Inc. (ZS)3.40%$21.909B43.06%77.42%13.97x
Okta, Inc. (OKTA)3.39%$12.650B23.06%73.20%5.80x
Zoom Video Communications, Inc. (ZM)3.38%$16.889B3.57%76.59%3.69x
Darden Restaurants, Inc. (DRI)3.35%$17.095B11.63%16.40%2.25x
Carnival Corp. (CCL)3.34%$17.491B104.54%17.45%2.56x
Urban Outfitters, Inc. (URBN)3.33%$2.986B7.50%35.81%0.82x
Zebra Technologies Corp. (ZBRA)3.31%$11.598B-15.27%46.03%3.23x
Wynn Resorts Ltd. (WYNN)3.31%$10.506B75.59%32.49%4.25x
AMC Entertainment Holdings, Inc. (AMC)3.27%$1.502B15.56%27.03%3.69x
Lumentum Holdings, Inc. (LITE)3.27%$2.937B-12.15%22.98%2.68x
Catalent, Inc. (CTLT)3.27%$8.253B-18.66%22.00%2.90x
Lumen Technologies, Inc. (Louisiana) (LUMN)3.26%$1.401B-20.62%31.11%1.42x
Paycom Software, Inc. (PAYC)3.25%$15.545B26.57%72.93%11.64x
Paramount Global (PARA)3.20%$8.443B-2.10%20.84%0.89x
DISH Network Corp. (DISH)3.18%$1.690B-7.09%21.86%1.72x
Roku, Inc. (ROKU)3.14%$8.393B10.83%41.18%2.45x
Hanesbrands, Inc. (HBI)2.73%$1.249B-4.92%33.51%0.93x
United Natural Foods, Inc. (UNFI)2.57%$0.859B1.98%11.95%0.15x
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