Intelligent Alpha
Intelligent M&A Conviction

AIMAC

Index Performance

-14.11%
AIMAC
-1.36%
IWM
+5.42%
SPY

Overview

Description

The Intelligent M&A Conviction index (AIMAC) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a 30 stock, equal weighted portfolio of companies with market caps between $1-20 billion the AI committee believe are M&A candidates over the next year. The strategy aims to beat the Russell 2000 index.

  • TickerAIMAC
  • Inception Date09/14/2023
  • WeightingEqual
  • # of holdings30
What's inside?

Holdings

All holdings as of June 12, 2024
CSV download
Pure Storage, Inc. (PSTG)4.91%$21.64B17.68%71.48%5.25
Wizz Air Holdings Plc (WIZZ)4.34%$3.30B30.04%9.05%1.54
Smartsheet, Inc. (SMAR)4.25%$6.09B19.60%81.63%4.57
Fiverr International Ltd. (FVRR)4.25%$953.62M6.33%82.91%2.20
Elastic NV (ESTC)4.16%$11.25B18.55%73.79%7.65
Sealed Air Corp. (SEE)3.92%$5.55B-1.42%29.05%1.79
Zebra Technologies Corp. (ZBRA)3.91%$15.50B-16.62%45.66%4.07
Affirm Holdings, Inc. (AFRM)3.89%$8.92B51.23%84.69%7.47
Upstart Holdings, Inc. (UPST)3.88%$2.14B24.16%95.59%5.77
Zillow Group, Inc. (Z)3.73%$9.79B12.79%76.75%5.18
DigitalOcean Holdings, Inc. (DOCN)3.64%$3.41B11.87%60.68%6.76
Etsy, Inc. (ETSY)3.50%$7.65B0.79%71.03%3.87
Twilio, Inc. (TWLO)3.49%$9.87B4.02%50.69%2.01
VF Corp. (VFC)3.44%$5.27B-9.98%51.92%1.22
Roblox Corp. (RBLX)3.37%$20.99B22.27%24.10%8.03
Roku, Inc. (ROKU)3.23%$7.38B18.96%44.05%2.17
Nutanix, Inc. (NTNX)3.14%$13.03B16.94%84.80%6.99
Luminar Technologies, Inc. (LAZR)3.13%$501.89M44.52%-49.86%16.83
Patterson Cos., Inc. (PDCO)3.11%$2.05B0.95%21.72%0.54
Sonos, Inc. (SONO)3.11%$1.92B-16.93%44.34%1.38
Okta, Inc. (OKTA)3.09%$14.35B19.11%76.01%6.14
HelloFresh SE (HFG)2.97%$1.06B2.85%58.25%0.13
Clarivate Plc (CLVT)2.89%$4.10B-1.26%36.06%4.09
Five9, Inc. (FIVN)2.68%$3.24B13.08%52.59%4.99
BlackLine, Inc. (BL)2.58%$2.83B13.29%75.17%8.07
Unity Software, Inc. (U)2.52%$6.87B-7.99%68.64%5.48
TripAdvisor, Inc. (TRIP)2.51%$2.32B6.47%85.57%1.98
Teladoc Health, Inc. (TDOC)2.48%$1.73B2.68%54.74%1.15
National Vision Holdings, Inc. (EYE)2.29%$1.13B-3.53%49.81%1.20
Chegg, Inc. (CHGG)1.58%$367.98M-7.06%73.33%1.42
Market data by FactSet