Intelligent Alpha
Intelligent Small Cap Conviction



Index Performance




The Intelligent Small Cap Conviction index (AISMC) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a 30 stock, equal weighted index of small cap stocks. The 30 stocks represent the AI index committee's most favored names. The index aims to create a superior representation of US mid cap equities vs the S&P 600. The index is reconstituted and rebalanced by the AIs on a quarterly basis.

  • TickerAISMC
  • Inception Date09/07/2023
  • WeightingEqual
  • # of holdings30
What's inside?


All holdings as of September 27, 2023
CSV download
Wingstop, Inc. (WING)3.67%$5.300B27.93%81.47%15.75x
The GEO Group, Inc. (GEO)3.63%$0.953B0.97%22.58%1.16x
Griffon Corp. (GFF)3.61%$2.136B-11.03%39.71%1.37x
A10 Networks, Inc. (ATEN)3.58%$1.089B-3.17%79.54%3.53x
GMS, Inc. (GMS)3.57%$2.551B3.68%29.69%0.79x
Semtech Corp. (SMTC)3.56%$1.631B13.92%40.37%3.75x
Healthcare Services Group, Inc. (HCSG)3.53%$0.791B-1.39%14.56%0.62x
Chico's FAS, Inc. (CHS)3.51%$0.568B-2.43%39.79%0.53x
Caleres, Inc. (CAL)3.49%$0.959B-5.80%44.55%0.60x
Mr. Cooper Group, Inc. (COOP)3.46%$3.535B-18.40%N/A6.39x
Steven Madden Ltd. (SHOO)3.41%$2.323B-16.76%41.76%1.20x
ABM Industries, Inc. (ABM)3.40%$2.553B3.41%11.99%0.55x
G-III Apparel Group Ltd. (GIII)3.39%$1.095B9.01%41.03%0.46x
Kontoor Brands, Inc. (KTB)3.38%$2.347B0.36%39.94%1.21x
Deluxe Corp. (DLX)3.38%$0.814B1.55%53.36%1.03x
Alphatec Holdings, Inc. (ATEC)3.37%$1.508B38.94%43.50%6.03x
United Bankshares, Inc. (West Virginia) (UBSI)3.34%$3.628B44.49%N/A4.57x
Hibbett, Inc. (HIBB)3.34%$0.523B-4.56%29.58%0.56x
National Vision Holdings, Inc. (EYE)3.33%$1.218B3.10%48.08%1.30x
Exponent, Inc. (EXPO)3.30%$4.339B7.63%26.04%8.79x
Casella Waste Systems, Inc. (CWST)3.28%$4.378B2.11%23.62%4.84x
AAON, Inc. (AAON)3.27%$4.532B35.99%31.97%5.10x
Novavax, Inc. (NVAX)3.26%$0.671B128.28%86.98%0.29x
Green Dot Corp. (GDOT)3.22%$0.709B0.86%34.60%0.21x
B. Riley Financial, Inc. (RILY)3.18%$1.238B874.04%65.24%-0.22x
Acadia Realty Trust (AKR)3.17%$1.379B6.75%33.69%11.21x
3D Systems Corp. (DDD)3.04%$0.586B-8.46%39.02%2.58x
Clean Energy Fuels Corp. (CLNE)2.99%$0.841B-11.55%13.68%2.47x
The E.W. Scripps Co. (SSP)2.72%$0.410B-1.96%39.01%1.76x
The Chefs' Warehouse, Inc. (CHEF)2.62%$0.877B36.06%23.64%0.82x
Market data by FactSet