Intelligent Alpha
Intelligent Mid Cap Conviction

AIMDC

Index Performance

+14.52%
AIMDC
+3.09%
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 April 12, 2024
CSV download
World Wrestling Entertainment LLC (TKO)3.94%$8.06B29.69%59.45%8.53
Shockwave Medical, Inc. (SWAV)3.84%$12.25B49.11%86.94%9.67
Antero Resources Corp. (AR)3.70%$9.04B-48.42%13.62%2.61
Chord Energy Corp. (OAS)3.68%$7.78B6.85%36.20%1.88
CNX Resources Corp. (CNX)3.65%$3.72B-61.69%34.33%4.13
Range Resources Corp. (RRC)3.61%$8.72B-52.14%27.16%3.48
MACOM Technology Solutions Holdings, Inc. (MTSI)3.53%$7.09B-12.75%51.84%10.78
Cleveland-Cliffs, Inc. (CLF)3.51%$10.78B-4.32%6.98%0.64
TD SYNNEX Corp. (SNX)3.50%$9.86B-7.60%6.43%0.22
Permian Resources Corp. (PR)3.48%$9.59B46.43%44.54%3.85
Tetra Tech, Inc. (TTEK)3.44%$10.27B37.27%15.51%2.04
Ovintiv, Inc. (OVV)3.44%$14.45B-25.11%32.13%1.71
Civitas Resources, Inc. (CIVI)3.40%$7.50B-8.23%40.02%2.79
Southwestern Energy Co. (SWN)3.38%$8.17B-56.53%17.89%1.73
Pilgrim's Pride Corp. (PPC)3.34%$8.32B-0.59%6.40%0.54
Matador Resources Co. (MTDR)3.30%$8.55B-11.86%47.22%3.26
The Carlyle Group Inc. (CG)3.29%$16.58B-44.66%35.55%8.61
XPO, Inc. (XPO)3.29%$14.61B0.34%9.94%1.81
Brighthouse Financial, Inc. (BHF)3.23%$3.02B-51.41%N/A1.63
Taylor Morrison Home Corp. (TMHC)3.23%$6.04B-9.81%23.92%0.97
Universal Display Corp. (OLED)3.21%$7.56B-6.52%73.63%14.96
Travel + Leisure Co. (TNL)3.16%$3.15B5.13%35.04%2.19
First Industrial Realty Trust, Inc. (FR)3.15%$6.78B13.72%45.89%15.08
Essent Group Ltd. (ESNT)3.12%$5.73B8.98%N/A5.60
Landstar System, Inc. (LSTR)3.12%$6.39B-28.69%13.47%1.24
ASGN Incorporated (ASGN)2.99%$4.44B-2.85%26.55%1.26
Light & Wonder, Inc. (SGMS)2.99%$8.35B15.53%56.72%3.81
Erie Indemnity Co. (ERIE)2.93%$17.60B15.43%15.68%5.34
Burlington Stores, Inc. (BURL)2.80%$12.15B11.79%39.38%1.71
Ziff Davis, Inc. (ZD)2.75%$2.48B-1.94%75.11%2.46
Valley National Bancorp (VLY)<0.01%$3.76B53.72%N/A2.73
Market data by FactSet