Intelligent Alpha
Intelligent M&A Conviction

AIMAC

$AIMAC

Index Performance

+9.69%
AIMAC
+11.87%
IWM
+11.99%
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 February 23, 2024
CSV download
TripAdvisor, Inc. (TRIP)5.04%$3.42B19.84%86.80%1.59
Nutanix, Inc. (NTNX)4.51%$14.26B17.86%84.03%4.39
Elastic NV (ESTC)4.09%$12.91B17.48%73.92%6.09
Wizz Air Holdings Plc (WIZZ)3.96%$2.91B138.03%-6.00%1.90
Pure Storage, Inc. (PSTG)3.94%$12.82B12.84%72.46%3.67
Sonos, Inc. (SONO)3.89%$2.30B-8.88%46.12%1.11
Patterson Cos., Inc. (PDCO)3.83%$2.67B1.63%20.51%0.54
Clarivate Plc (CLVT)3.76%$5.97B1.81%38.60%3.99
DigitalOcean Holdings, Inc. (DOCN)3.76%$3.41B20.23%59.02%6.57
National Vision Holdings, Inc. (EYE)3.66%$1.59B6.64%48.07%0.97
Sealed Air Corp. (SEE)3.64%$5.28B-1.33%28.72%1.71
Zebra Technologies Corp. (ZBRA)3.62%$14.13B-19.23%44.23%3.57
Okta, Inc. (OKTA)3.56%$13.16B21.40%75.17%4.78
Zillow Group, Inc. (Z)3.41%$12.03B-0.66%77.28%6.44
Roblox Corp. (RBLX)3.36%$24.11B25.81%18.97%9.91
Etsy, Inc. (ETSY)3.26%$8.77B7.10%70.05%4.60
BlackLine, Inc. (BL)3.25%$3.47B12.82%73.73%8.02
Smartsheet, Inc. (SMAR)3.21%$5.73B23.22%80.87%5.29
Affirm Holdings, Inc. (AFRM)2.99%$9.60B47.94%84.74%9.99
Chegg, Inc. (CHGG)2.97%$918.31M-6.60%73.80%2.44
Fiverr International Ltd. (FVRR)2.92%$889.24M7.12%82.22%3.07
HelloFresh SE (HFG)2.91%$2.36B-3.02%61.78%0.67
VF Corp. (VFC)2.87%$6.21B-16.20%55.39%1.26
Unity Software, Inc. (U)2.83%$11.88B68.55%72.19%6.71
Five9, Inc. (FIVN)2.78%$4.69B16.90%51.39%6.30
Twilio, Inc. (TWLO)2.72%$10.50B8.56%47.30%2.66
Teladoc Health, Inc. (TDOC)2.51%$2.42B8.13%57.84%1.54
Luminar Technologies, Inc. (LAZR)2.40%$667.66M32.65%-107.08%35.85
Roku, Inc. (ROKU)2.39%$8.13B11.45%42.53%3.32
Upstart Holdings, Inc. (UPST)1.94%$2.09B-39.04%95.15%8.18
Market data by FactSet