AISMC
Index Performance
+2.45%
AISMC
+12.57%
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 holdings31
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Cedar Fair LP (FUN) | 7.21% | $2.42B | 20.18% | -61.26% | 2.53 |
| CSW Industrials, Inc. (CSWI) | 4.05% | $4.53B | 4.61% | 43.63% | 4.88 |
| Inter Parfums, Inc. (IPAR) | 3.92% | $4.36B | 3.93% | 62.47% | 3.62 |
| Tri Pointe Homes, Inc. (TPH) | 3.90% | $4.30B | 37.93% | 23.79% | 0.97 |
| EnerSys (ENS) | 3.81% | $4.36B | -3.42% | 27.83% | 1.25 |
| Amneal Intermediate, Inc. (AMRX) | 3.71% | $2.28B | 18.23% | 36.11% | 1.84 |
| CBIZ, Inc. (CBZ) | 3.65% | $4.19B | 8.73% | 23.85% | 2.81 |
| Agilysys, Inc. (AGYS) | 3.63% | $2.97B | 13.29% | 61.06% | 11.47 |
| United Parks & Resorts, Inc. (SEAS) | 3.58% | $3.43B | 1.39% | 23.64% | 3.25 |
| Warrior Met Coal, Inc. (HCC) | 3.56% | $3.54B | -1.21% | 33.35% | 1.58 |
| CONSOL Energy, Inc. (CEIX) | 3.53% | $2.82B | -18.49% | 24.27% | 1.00 |
| Super Group (SGHC) Ltd. (SGHC) | 3.52% | $1.88B | 13.33% | 14.62% | 0.89 |
| Concentrix Corp. (CNXC) | 3.43% | $4.36B | 47.44% | 28.61% | 1.09 |
| Travel + Leisure Co. (TNL) | 3.41% | $3.23B | 3.79% | 35.53% | 2.23 |
| Kontoor Brands, Inc. (KTB) | 3.29% | $3.74B | -5.42% | 44.81% | 1.57 |
| Tecnoglass, Inc. (TGLS) | 3.27% | $2.50B | -4.94% | 38.58% | 2.99 |
| TripAdvisor, Inc. (TRIP) | 3.26% | $2.23B | 6.47% | 85.57% | 1.98 |
| Liberty Energy, Inc. (LBRT) | 3.23% | $3.68B | -2.94% | 17.31% | 0.88 |
| Talos Energy, Inc. (TALO) | 3.18% | $2.14B | 33.28% | 12.01% | 2.48 |
| Fluence Energy, Inc. (FLNC) | 3.03% | $2.00B | -10.75% | 9.90% | 0.85 |
| Star Bulk Carriers Corp. (SBLK) | 3.02% | $2.59B | 15.78% | 40.55% | 3.00 |
| ZIM Integrated Shipping Services Ltd. (ZIM) | 3.02% | $2.09B | 13.66% | 14.12% | 0.96 |
| Sterling Infrastructure, Inc. (STRL) | 2.95% | $3.40B | 9.11% | 16.49% | 1.67 |
| GigaCloud Technology, Inc. (GCT) | 2.93% | $875.66M | 96.47% | 26.51% | 1.65 |
| Kosmos Energy Ltd. (KOS) | 2.92% | $2.59B | 5.91% | 51.07% | 3.03 |
| Vital Energy, Inc. (LPI) | 2.87% | $1.58B | 45.06% | 34.76% | 2.17 |
| Golden Ocean Group Ltd. (GOGL) | 2.79% | $2.51B | 25.55% | 37.17% | 4.17 |
| Constellium SE (CSTM) | 2.66% | $2.51B | -8.95% | 10.58% | 0.62 |
| Sprinklr, Inc. (CXM) | 2.63% | $1.43B | 13.03% | 73.88% | 3.66 |
| Brookline Bancorp, Inc. (BRKL) | 0.05% | $926.28M | 7.51% | N/A | 3.39 |
| Sturm, Ruger & Co., Inc. (RGR) | 0.01% | $780.27M | -8.45% | 21.49% | 1.32 |
Market data by FactSet
