AIMDC
Index Performance
-2.97%
AIMDC
Overview
Description
The Intelligent Mid Cap Conviction strategy is an AI-powered concentrated mid cap portfolio. The strategy relies on Intelligent Alpha's Investment Committee to vote on its 30 top mid cap US equities which are equal-weighted in the portfolio.
- TickerAIMDC
- Inception Date09/07/2023
- WeightingEqual
- # of holdings32
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| Williams-Sonoma, Inc. (WSM) | 3.51% | $18.26B | -3.99% | 46.20% | 2.67 |
| EMCOR Group, Inc. (EME) | 3.50% | $18.50B | 20.40% | 18.65% | 1.22 |
| Arcadium Lithium Plc (ALTM) | 3.47% | $5.20B | 11.63% | 61.21% | N/A |
| Gap, Inc. (GPS) | 3.46% | $7.98B | 4.85% | 42.45% | 0.77 |
| Amkor Technology, Inc. (AMKR) | 3.44% | $7.55B | 0.24% | 14.53% | 1.51 |
| Lennox International, Inc. (LII) | 3.43% | $21.07B | 2.81% | 33.64% | 4.12 |
| Burlington Stores, Inc. (BURL) | 3.39% | $17.66B | 13.37% | 39.37% | 1.97 |
| Illumina, Inc. (ILMN) | 3.39% | $20.58B | -5.44% | 64.84% | 4.18 |
| GXO Logistics, Inc. (GXO) | 3.39% | $6.06B | 18.88% | 12.58% | 1.06 |
| Graham Holdings Co. (GHC) | 3.38% | $2.65B | 7.27% | 27.10% | 0.76 |
| MACOM Technology Solutions Holdings, Inc. (MTSI) | 3.36% | $7.32B | 28.25% | 50.26% | 12.13 |
| Avantor, Inc. (AVTR) | 3.35% | $18.27B | -2.36% | 34.15% | 2.83 |
| Carlisle Cos., Inc. (CSL) | 3.35% | $19.02B | -4.93% | 37.32% | 4.05 |
| Range Resources Corp. (RRC) | 3.35% | $7.03B | -0.00% | 14.45% | 4.29 |
| AECOM (ACM) | 3.33% | $13.11B | 13.31% | 6.87% | 0.87 |
| Kite Realty Group Trust (KRG) | 3.33% | $5.89B | 2.24% | 27.59% | 9.55 |
| Manhattan Associates, Inc. (MANH) | 3.33% | $16.15B | 14.85% | 54.19% | 15.22 |
| Knight-Swift Transportation Holdings, Inc. (KNX) | 3.31% | $8.55B | 18.91% | 11.07% | 1.37 |
| HealthEquity, Inc. (HQY) | 3.30% | $6.83B | 23.15% | 57.70% | 7.09 |
| Texas Pacific Land Corp. (TPL) | 3.29% | $18.59B | 7.30% | 89.02% | 23.85 |
| Altair Engineering, Inc. (ALTR) | 3.28% | $5.23B | 5.41% | 74.36% | 12.68 |
| Boyd Gaming Corp. (BYD) | 3.27% | $5.62B | 5.51% | 45.61% | 2.30 |
| RBC Bearings, Inc. (ROLL) | 3.25% | $8.40B | 4.96% | 40.91% | 5.71 |
| Spire Inc. (SR) | 3.24% | $3.83B | -1.05% | 18.14% | 3.16 |
| Columbia Sportswear Co. (COLM) | 3.24% | $4.84B | -8.15% | 47.60% | 1.29 |
| The Middleby Corp. (MIDD) | 3.24% | $7.14B | -4.66% | 36.65% | 2.20 |
| BioMarin Pharmaceutical, Inc. (BMRN) | 3.24% | $16.16B | 19.18% | 79.57% | 6.32 |
| Landstar System, Inc. (LSTR) | 3.23% | $6.47B | -10.83% | 13.11% | 1.27 |
| Aspen Technology, Inc. (AZPN) | 3.22% | $14.25B | 7.98% | 44.20% | 11.10 |
| Valaris Ltd. (VAL) | 3.12% | $3.96B | 46.94% | 23.23% | 3.01 |
| Scorpio Tankers, Inc. (STNG) | 0.02% | $3.71B | 15.60% | 65.03% | 3.58 |
| Olin Corp. (OLN) | 0.01% | $5.05B | -3.45% | 14.14% | 1.33 |
Market data by FactSet