AISMC
Index Performance
+7.94%
AISMC
+5.46%
IWM
Overview
Description
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 holdings30
What's inside?
Holdings
All holdings as of May 3, 2024
CSV download
| B. Riley Financial, Inc. (RILY) | 5.73% | $937.44M | 52.59% | 54.59% | -0.74 |
| U.S. Silica Holdings, Inc. (SLCA) | 3.91% | $1.21B | -26.30% | 21.74% | 1.14 |
| Clearway Energy, Inc. (CWEN) | 3.69% | $2.80B | -4.27% | 19.99% | 9.27 |
| Brinker International, Inc. (EAT) | 3.64% | $2.45B | 3.43% | 11.24% | 0.99 |
| Kontoor Brands, Inc. (KTB) | 3.56% | $3.67B | -5.42% | 44.81% | 1.57 |
| SPX Technologies, Inc. (SPXC) | 3.56% | $5.98B | 16.36% | 36.13% | 3.60 |
| The Simply Good Foods Co. (SMPL) | 3.55% | $3.73B | 5.26% | 36.09% | 2.96 |
| The GEO Group, Inc. (GEO) | 3.54% | $1.87B | 1.53% | 22.51% | 1.30 |
| PRA Group, Inc. (PRAA) | 3.47% | $981.83M | -14.48% | 63.92% | 4.92 |
| G-III Apparel Group Ltd. (GIII) | 3.47% | $1.30B | -3.98% | 39.19% | 0.50 |
| Sonic Automotive, Inc. (SAH) | 3.42% | $1.25B | -3.07% | 14.77% | 0.41 |
| Mr. Cooper Group, Inc. (COOP) | 3.41% | $5.18B | 60.51% | N/A | 6.74 |
| Wolverine World Wide, Inc. (WWW) | 3.40% | $859.04M | -16.46% | 39.36% | 0.73 |
| Sturm, Ruger & Co., Inc. (RGR) | 3.27% | $828.80M | -8.74% | 26.38% | 1.28 |
| RXO, Inc. (RXO) | 3.26% | $2.40B | -9.60% | 21.69% | 0.82 |
| Xenia Hotels & Resorts, Inc. (XHR) | 3.25% | $1.53B | -0.55% | 14.29% | 2.72 |
| Sun Country Airlines Holdings, Inc. (SNCY) | 3.25% | $729.33M | 17.35% | 15.40% | 1.35 |
| Amphastar Pharmaceuticals, Inc. (AMPH) | 3.13% | $2.07B | 29.14% | 53.38% | 5.65 |
| Griffon Corp. (GFF) | 3.13% | $3.42B | -0.96% | 38.00% | 1.74 |
| Genesco, Inc. (GCO) | 3.11% | $280.37M | -2.53% | 47.27% | 0.35 |
| Virtus Investment Partners, Inc. (VRTS) | 3.11% | $1.61B | 11.74% | 81.62% | 2.46 |
| Winnebago Industries, Inc. (WGO) | 3.09% | $1.84B | -18.82% | 14.16% | 0.81 |
| AMC Networks, Inc. (AMCX) | 3.08% | $385.82M | -12.42% | 47.73% | 1.09 |
| TEGNA, Inc. (TGNA) | 3.06% | $2.50B | -11.23% | 37.06% | 2.06 |
| Six Flags Entertainment Corp. (SIX) | 3.05% | $2.08B | 4.98% | 40.50% | 3.56 |
| Caleres, Inc. (CAL) | 3.02% | $1.30B | -5.08% | 44.22% | 0.65 |
| Brookline Bancorp, Inc. (BRKL) | 3.01% | $786.72M | 13.02% | N/A | 3.59 |
| NetScout Systems, Inc. (NTCT) | 2.85% | $1.43B | -19.10% | 72.38% | 1.66 |
| ADTRAN Holdings, Inc. (ADTN) | 2.70% | $375.01M | 12.05% | 30.84% | 1.02 |
| Owens & Minor, Inc. (OMI) | 2.27% | $1.39B | 3.56% | 17.66% | 0.41 |
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