Intelligent Alpha
Intelligent Small Cap Conviction

AISMC

Index Performance

+2.47%
AISMC
-1.36%
IWM

Overview

Description

The Intelligent Small Cap Conviction index (AISMC) prompt engineers three leading AI platforms — OpenAI's GPT, Google's Gemini, and Anthropic's Claude — to build a 30 stock, equal weighted portfolio of small cap stocks. The 30 stocks represent the AI index committee's most favored names. The strategy aims to beat the S&P 600.

  • TickerAISMC
  • Inception Date09/07/2023
  • WeightingEqual
  • # of holdings32
What's inside?

Holdings

All holdings as of June 12, 2024
CSV download
Fluence Energy, Inc. (FLNC)4.26%$2.89B-10.75%9.90%0.85
Six Flags Entertainment Corp. (SIX)3.88%$2.31B-6.26%-15.97%3.72
EnerSys (ENS)3.86%$4.27B-3.42%27.83%1.25
CSW Industrials, Inc. (CSWI)3.69%$4.02B4.61%43.63%4.88
Cedar Fair LP (FUN)3.67%$2.26B20.18%-61.26%2.53
Amneal Intermediate, Inc. (AMRX)3.61%$2.18B18.23%36.11%1.84
CONSOL Energy, Inc. (CEIX)3.60%$2.87B-18.49%24.27%1.00
TripAdvisor, Inc. (TRIP)3.47%$2.32B6.47%85.57%1.98
United Parks & Resorts, Inc. (SEAS)3.43%$3.16B1.39%23.64%3.25
Travel + Leisure Co. (TNL)3.43%$3.13B4.21%32.21%2.35
GigaCloud Technology, Inc. (GCT)3.39%$1.08B96.47%26.51%1.65
Warrior Met Coal, Inc. (HCC)3.38%$3.41B-1.21%33.35%1.58
Kontoor Brands, Inc. (KTB)3.36%$3.94B-5.42%44.81%1.57
ZIM Integrated Shipping Services Ltd. (ZIM)3.34%$2.12B13.66%14.12%0.96
Tri Pointe Homes, Inc. (TPH)3.29%$3.51B20.49%23.13%1.09
CBIZ, Inc. (CBZ)3.29%$3.74B8.73%23.85%2.81
Liberty Energy, Inc. (LBRT)3.29%$3.80B-14.97%15.59%0.87
Inter Parfums, Inc. (IPAR)3.28%$3.68B3.93%62.47%3.62
Star Bulk Carriers Corp. (SBLK)3.28%$2.81B15.78%40.55%3.00
Constellium SE (CSTM)3.27%$2.95B-10.48%9.30%0.67
Super Group (SGHC) Ltd. (SGHC)3.23%$1.73B13.33%14.62%0.94
Concentrix Corp. (CNXC)3.17%$4.05B46.83%27.97%1.30
Sterling Infrastructure, Inc. (STRL)3.11%$3.52B9.11%16.49%1.67
Kosmos Energy Ltd. (KOS)3.10%$2.67B5.91%51.07%3.03
Agilysys, Inc. (AGYS)3.07%$2.50B19.89%58.53%9.01
Talos Energy, Inc. (TALO)2.97%$1.99B33.28%12.01%2.48
Vital Energy, Inc. (LPI)2.97%$1.65B45.06%34.76%2.17
Golden Ocean Group Ltd. (GOGL)2.94%$2.57B25.55%37.17%4.17
Tecnoglass, Inc. (TGLS)2.86%$2.10B-4.94%38.58%2.99
Sprinklr, Inc. (CXM)2.46%$1.33B13.03%73.88%3.66
Brookline Bancorp, Inc. (BRKL)0.04%$731.60M12.71%N/A3.59
Sturm, Ruger & Co., Inc. (RGR)0.01%$749.99M-8.45%21.49%1.32
Market data by FactSet