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 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
  • WeightingCustom
  • # of holdings31
What's inside?


All holdings as of February 23, 2024
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Owens & Minor, Inc. (OMI)4.23%$1.83B3.80%17.78%0.35
Caleres, Inc. (CAL)3.97%$1.28B-4.55%44.11%0.57
Griffon Corp. (GFF)3.94%$3.39B-0.96%38.00%1.74
Wolverine World Wide, Inc. (WWW)3.90%$787.89M-16.46%39.36%0.73
Mr. Cooper Group, Inc. (COOP)3.89%$4.71B-28.01%N/A6.35
Brinker International, Inc. (EAT)3.75%$2.05B5.41%10.14%0.96
SPX Technologies, Inc. (SPXC)3.74%$4.96B19.19%35.96%2.99
The GEO Group, Inc. (GEO)3.73%$1.48B1.53%22.88%1.30
Kontoor Brands, Inc. (KTB)3.51%$3.56B7.85%40.39%1.23
PRA Group, Inc. (PRAA)3.49%$1.03B-16.88%N/A5.07
NetScout Systems, Inc. (NTCT)3.46%$1.54B-19.10%72.38%1.66
Virtus Investment Partners, Inc. (VRTS)3.44%$1.69B1.77%80.74%2.49
G-III Apparel Group Ltd. (GIII)3.38%$1.52B-1.04%40.00%0.53
Six Flags Entertainment Corp. (SIX)3.35%$2.02B8.44%49.35%3.46
Xenia Hotels & Resorts, Inc. (XHR)3.34%$1.40B-3.59%7.59%2.34
Sun Country Airlines Holdings, Inc. (SNCY)3.33%$810.02M17.35%15.40%1.35
Winnebago Industries, Inc. (WGO)3.31%$2.06B-19.87%14.44%0.83
U.S. Silica Holdings, Inc. (SLCA)3.29%$824.01M-12.38%24.58%1.13
Sturm, Ruger & Co., Inc. (RGR)3.27%$761.86M-8.74%26.38%1.28
RXO, Inc. (RXO)3.18%$2.51B-18.12%16.76%0.85
Sonic Automotive, Inc. (SAH)3.15%$1.13B2.65%14.63%0.41
TEGNA, Inc. (TGNA)3.13%$2.80B-11.19%34.57%1.79
Brookline Bancorp, Inc. (BRKL)3.10%$871.17M64.66%N/A3.84
Genesco, Inc. (GCO)3.10%$359.84M-4.05%48.06%0.40
The Simply Good Foods Co. (SMPL)3.06%$3.55B2.59%35.88%3.33
Amphastar Pharmaceuticals, Inc. (AMPH)2.93%$2.56B50.30%58.68%4.73
ADTRAN Holdings, Inc. (ADTN)2.81%$480.85M-20.07%27.48%0.93
Clearway Energy, Inc. (CWEN)2.78%$2.54B-4.27%19.99%9.27
B. Riley Financial, Inc. (RILY)2.22%$479.23M7.87%49.26%-0.34
AMC Networks, Inc. (AMCX)2.21%$398.72M-12.42%47.73%1.09
Acadia Realty Trust (AKR)0.03%$1.70B5.80%29.27%11.86
Market data by FactSet