AIMDC
Index Performance
+11.73%
AIMDC
+4.15%
IWM
Overview
Description
The Intelligent Mid Cap Conviction index (AIMDC) 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 mid cap stocks. The 30 stocks represent the AI investment committee's most favored names. The strategy aims to beat the S&P 400.
- TickerAIMDC
- Inception Date09/07/2023
- WeightingEqual
- # of holdings31
What's inside?
Holdings
All holdings as of May 8, 2024
CSV download
| Antero Resources Corp. (AR) | 4.22% | $10.68B | -13.21% | 10.69% | 3.16 |
| World Wrestling Entertainment LLC (TKO) | 3.94% | $8.09B | 29.69% | 59.45% | 8.53 |
| Shockwave Medical, Inc. (SWAV) | 3.86% | $12.41B | 35.85% | 87.11% | 15.58 |
| Tetra Tech, Inc. (TTEK) | 3.79% | $11.39B | 8.06% | 16.58% | 2.20 |
| TD SYNNEX Corp. (SNX) | 3.75% | $10.47B | -7.60% | 6.43% | 0.22 |
| Range Resources Corp. (RRC) | 3.70% | $9.08B | -26.84% | 25.84% | 4.37 |
| MACOM Technology Solutions Holdings, Inc. (MTSI) | 3.63% | $7.43B | 6.98% | 49.69% | 11.02 |
| Chord Energy Corp. (OAS) | 3.54% | $7.43B | 21.05% | 27.40% | 1.90 |
| CNX Resources Corp. (CNX) | 3.53% | $3.66B | -26.43% | 32.13% | 4.46 |
| Pilgrim's Pride Corp. (PPC) | 3.53% | $8.66B | 4.74% | 8.51% | 0.62 |
| Universal Display Corp. (OLED) | 3.52% | $8.31B | 26.67% | 73.88% | 12.29 |
| Civitas Resources, Inc. (CIVI) | 3.51% | $7.59B | 102.62% | 38.74% | 2.91 |
| Permian Resources Corp. (PR) | 3.39% | $9.49B | 101.70% | 41.63% | N/A |
| Taylor Morrison Home Corp. (TMHC) | 3.32% | $6.24B | 2.28% | 24.52% | 1.12 |
| Southwestern Energy Co. (SWN) | 3.30% | $8.14B | -33.10% | 10.59% | 2.14 |
| Essent Group Ltd. (ESNT) | 3.26% | $6.03B | 16.63% | N/A | 5.98 |
| Ovintiv, Inc. (OVV) | 3.25% | $14.12B | -3.95% | 33.24% | N/A |
| Travel + Leisure Co. (TNL) | 3.19% | $3.24B | 4.21% | 32.21% | 2.35 |
| Landstar System, Inc. (LSTR) | 3.13% | $6.50B | -18.43% | 13.16% | 1.29 |
| Erie Indemnity Co. (ERIE) | 3.12% | $18.73B | 17.66% | 15.74% | 6.17 |
| ASGN Incorporated (ASGN) | 3.11% | $4.54B | -7.07% | 26.80% | 1.34 |
| Light & Wonder, Inc. (SGMS) | 3.10% | $8.84B | 15.53% | 56.72% | 3.81 |
| Matador Resources Co. (MTDR) | 3.09% | $8.00B | 39.33% | 44.09% | 3.34 |
| Brighthouse Financial, Inc. (BHF) | 3.08% | $3.21B | 17.91% | N/A | N/A |
| The Carlyle Group Inc. (CG) | 2.98% | $15.08B | -17.52% | 83.19% | 8.18 |
| First Industrial Realty Trust, Inc. (FR) | 2.93% | $6.27B | 8.60% | 44.99% | 14.74 |
| XPO, Inc. (XPO) | 2.92% | $12.83B | 5.82% | 10.70% | 2.36 |
| Cleveland-Cliffs, Inc. (CLF) | 2.79% | $8.23B | -1.81% | 6.62% | 0.69 |
| Ziff Davis, Inc. (ZD) | 2.78% | $2.55B | -1.94% | 75.11% | 2.46 |
| Burlington Stores, Inc. (BURL) | 2.75% | $12.00B | 11.79% | 39.38% | 1.71 |
| Valley National Bancorp (VLY) | <0.01% | $3.88B | 14.22% | N/A | 2.21 |
Market data by FactSet