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Intelligent Alpha
Intelligent Select

AISPS

$AISPS

Index Performance

-2.19%
AISPS
-2.37%
SP500

Overview

Description

The Intelligent Select index (AISPS) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a custom weighted portfolio of large cap US stocks. The index aims to create a superior representation of US markets compared to the S&P 500. The index is reconstituted and rebalanced by the AIs on a quarterly basis.

  • TickerAISPS
  • Inception Date07/21/2023
  • WeightingCustom
  • # of holdings145
What's inside?

Holdings

All holdings as of September 27, 2023
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Microsoft Corp. (MSFT)6.40%$2,319.127B8.34%70.11%11.85x
Apple, Inc. (AAPL)6.32%$2,688.463B-1.40%44.52%8.09x
Amazon.com, Inc. (AMZN)3.73%$1,292.599B10.85%48.38%2.70x
UnitedHealth Group, Inc. (UNH)2.08%$468.201B15.65%N/A1.51x
Johnson & Johnson (JNJ)2.01%$382.922B6.27%68.07%4.63x
Berkshire Hathaway, Inc. (BRK/B)1.99%$784.197B21.43%19.59%2.22x
Procter & Gamble Co. (PG)1.93%$351.931B5.32%48.36%4.93x
Mastercard, Inc. (MA)1.86%$369.620B14.21%96.94%16.18x
Meta Platforms, Inc. (META)1.79%$664.463B11.02%81.29%6.08x
AbbVie, Inc. (ABBV)1.74%$271.658B-4.92%69.84%5.19x
Cisco Systems, Inc. (CSCO)1.58%$213.732B16.04%64.32%3.44x
The Home Depot, Inc. (HD)1.52%$302.560B-2.00%31.47%2.45x
Visa, Inc. (V)1.50%$368.999B11.66%76.63%15.55x
Verizon Communications, Inc. (VZ)1.43%$138.691B-3.53%47.47%2.44x
Costco Wholesale Corp. (COST)1.37%$245.043B9.50%12.31%0.97x
Walmart, Inc. (WMT)1.30%$437.379B5.74%24.61%0.78x
Tesla, Inc. (TSLA)1.27%$774.835B47.20%18.19%9.51x
JPMorgan Chase & Co. (JPM)1.22%$421.179B73.72%N/A5.37x
Exxon Mobil Corp. (XOM)1.20%$466.012B-28.59%24.39%1.26x
3M Co. (MMM)1.19%$51.821B-4.33%44.74%2.06x
Honeywell International, Inc. (HON)1.14%$124.752B2.16%39.07%4.24x
Intel Corp. (INTC)1.11%$141.680B-15.48%35.82%3.12x
Philip Morris International, Inc. (PM)1.10%$141.372B15.09%63.89%6.00x
The Coca-Cola Co. (KO)1.08%$244.455B5.58%59.54%6.57x
Broadcom Inc. (AVGO)1.06%$336.871B4.87%65.51%11.61x
Chevron Corp. (CVX)0.98%$320.095B-27.97%17.83%1.44x
Texas Instruments Incorporated (TXN)0.97%$143.422B-13.07%64.22%8.85x
AT&T, Inc. (T)0.91%$107.378B0.92%44.84%2.36x
Alphabet, Inc. (GOOG)0.91%$1,513.716B7.63%57.22%5.05x
Pfizer Inc. (PFE)0.88%$182.929B-54.10%63.92%2.96x
ConocoPhillips (COP)0.88%$143.867B-41.59%30.37%2.03x
Bank of America Corp. (BAC)0.87%$215.903B67.73%N/A5.58x
Ecolab, Inc. (ECL)0.87%$48.159B7.58%39.53%4.20x
The Walt Disney Co. (DIS)0.85%$146.276B3.63%29.22%2.46x
Thermo Fisher Scientific, Inc. (TMO)0.85%$193.589B-2.58%39.95%5.36x
Merck & Co., Inc. (MRK)0.84%$267.429B1.78%70.67%5.64x
Fidelity National Information Services, Inc. (FIS)0.82%$32.941B0.73%41.59%3.43x
QUALCOMM, Inc. (QCOM)0.81%$122.448B-22.72%55.13%3.48x
Automatic Data Processing, Inc. (ADP)0.80%$97.736B8.48%48.88%5.14x
Union Pacific Corp. (UNP)0.77%$124.841B-4.88%42.80%6.41x
Walgreens Boots Alliance, Inc. (WBA)0.76%$18.241B8.64%16.92%0.52x
Lowe's Cos., Inc. (LOW)0.75%$120.352B-9.17%31.94%1.79x
NIKE, Inc. (NKE)0.74%$110.465B4.53%42.64%3.23x
CVS Health Corp. (CVS)0.73%$91.616B10.40%15.39%0.45x
Lockheed Martin Corp. (LMT)0.70%$102.936B8.07%12.52%1.93x
S&P Global, Inc. (SPGI)0.70%$115.847B3.61%57.72%11.81x
Adobe, Inc. (ADBE)0.69%$230.772B11.67%87.28%13.58x
McDonald's Corp. (MCD)0.68%$195.105B13.62%56.83%10.99x
The Boeing Co. (BA)0.67%$118.011B18.40%9.79%2.26x
Starbucks Corp. (SBUX)0.66%$105.377B12.51%23.16%3.85x
American Tower Corp. (AMT)0.61%$75.941B3.64%42.57%13.05x
Charter Communications, Inc. (CHTR)0.59%$64.167B0.45%48.89%2.88x
The TJX Cos., Inc. (TJX)0.58%$100.530B7.73%30.04%2.12x
Cencora, Inc. (ABC)0.58%$37.313B11.46%2.80%0.17x
Cboe Global Markets, Inc. (CBOE)0.58%$16.453B-7.91%47.07%4.08x
Comcast Corp. (CMCSA)0.57%$182.078B1.66%59.40%2.24x
International Business Machines Corp. (IBM)0.56%$130.493B-0.39%53.42%2.76x
United Parcel Service, Inc. (UPS)0.56%$109.866B-10.91%21.29%1.79x
Broadridge Financial Solutions, Inc. (BR)0.54%$21.506B5.95%36.97%3.82x
Colgate-Palmolive Co. (CL)0.54%$59.522B7.54%57.88%3.87x
Salesforce, Inc. (CRM)0.53%$197.023B11.44%67.33%6.75x
Jack Henry & Associates, Inc. (JKHY)0.53%$10.761B10.25%43.02%6.04x
Air Products & Chemicals, Inc. (APD)0.52%$63.690B-4.87%31.76%5.86x
Fiserv, Inc. (FI)0.52%$69.837B6.88%59.48%5.49x
The Bank of New York Mellon Corp. (BK)0.52%$32.904B87.05%N/A-0.30x
American Water Works Co., Inc. (AWK)0.50%$25.237B17.08%45.94%9.68x
Wells Fargo & Co. (WFC)0.49%$148.730B112.20%N/A2.28x
Bristol Myers Squibb Co. (BMY)0.48%$122.296B-5.56%54.60%3.65x
Oracle Corp. (ORCL)0.46%$287.306B8.81%64.88%8.19x
Netflix, Inc. (NFLX)0.46%$168.063B2.72%42.92%6.45x
Abbott Laboratories (ABT)0.45%$166.994B-11.36%49.56%4.97x
The Goldman Sachs Group, Inc. (GS)0.43%$106.754B104.90%N/A7.54x
American Express Co. (AXP)0.42%$111.294B20.88%61.14%2.16x
PayPal Holdings, Inc. (PYPL)0.42%$64.707B8.27%38.91%2.69x
Progressive Corp. (PGR)0.41%$82.386B33.30%N/A1.52x
W.W. Grainger, Inc. (GWW)0.41%$34.277B8.99%39.31%2.63x
AutoZone, Inc. (AZO)0.41%$46.359B6.40%52.71%3.21x
Caterpillar, Inc. (CAT)0.41%$137.494B21.56%34.80%2.42x
Gartner, Inc. (IT)0.41%$27.588B9.20%64.47%5.20x
Altria Group, Inc. (MO)0.40%$74.356B1.19%69.09%5.17x
Becton, Dickinson & Co. (BDX)0.40%$75.701B5.11%43.05%4.82x
KLA Corp. (KLAC)0.40%$60.685B-5.07%60.24%6.65x
Kimberly-Clark Corp. (KMB)0.40%$41.776B1.40%33.72%2.69x
Norfolk Southern Corp. (NSC)0.39%$45.010B-8.31%18.69%5.22x
Medtronic Plc (MDT)0.39%$105.046B4.49%60.45%4.28x
Emerson Electric Co. (EMR)0.39%$54.635B-21.17%46.65%3.43x
Northern Trust Corp. (NTRS)0.38%$14.275B56.34%N/A-0.39x
Cintas Corp. (CTAS)0.38%$49.044B8.12%48.74%6.09x
Mondelez International, Inc. (MDLZ)0.38%$96.005B16.95%37.43%3.52x
Dollar General Corp. (DG)0.37%$23.221B3.93%28.95%1.41x
Citigroup, Inc. (C)0.37%$77.452B61.75%N/A4.80x
The Southern Co. (SO)0.36%$73.187B-20.40%28.15%5.11x
Target Corp. (TGT)0.35%$50.537B-4.85%25.76%0.74x
The Sherwin-Williams Co. (SHW)0.34%$65.282B6.27%46.03%3.52x
PepsiCo, Inc. (PEP)0.32%$237.488B10.36%54.64%3.27x
Danaher Corp. (DHR)0.30%$182.558B-7.66%56.46%6.30x
Duke Energy Corp. (DUK)0.30%$70.227B-1.60%26.63%5.22x
Amgen, Inc. (AMGN)0.29%$143.910B6.25%73.91%5.56x
Accenture Plc (ACN)0.28%$206.342B2.51%33.35%3.00x
Gilead Sciences, Inc. (GILD)0.28%$94.111B6.02%78.12%4.23x
FactSet Research Systems, Inc. (FDS)0.28%$16.483B7.31%50.79%8.78x
NextEra Energy, Inc. (NEE)0.27%$134.016B-21.16%29.36%10.13x
Paychex, Inc. (PAYX)0.27%$40.692B7.45%69.93%7.44x
Eli Lilly & Co. (LLY)0.27%$522.122B28.11%78.26%14.89x
Henry Schein, Inc. (HSIC)0.27%$9.731B2.31%29.87%1.10x
O'Reilly Automotive, Inc. (ORLY)0.27%$55.110B10.85%51.28%4.32x
Roper Technologies, Inc. (ROP)0.27%$51.590B16.81%69.69%9.83x
The Travelers Cos., Inc. (TRV)0.27%$38.453B10.53%N/A1.24x
Domino's Pizza, Inc. (DPZ)0.27%$13.308B-3.81%39.49%3.68x
Old Dominion Freight Line, Inc. (ODFL)0.27%$43.599B-15.25%34.05%6.85x
IDEXX Laboratories, Inc. (IDXX)0.26%$35.896B9.65%60.72%12.29x
Zoetis, Inc. (ZTS)0.26%$81.416B6.24%70.46%10.31x
MSCI, Inc. (MSCI)0.26%$40.830B12.57%77.23%17.60x
PPG Industries, Inc. (PPG)0.26%$30.289B3.86%38.24%2.33x
Baxter International, Inc. (BAX)0.26%$18.899B-1.04%35.82%2.55x
The Hershey Co. (HSY)0.26%$30.750B4.96%45.72%5.17x
Dollar Tree, Inc. (DLTR)0.26%$23.398B8.23%29.21%1.48x
Moody's Corp. (MCO)0.25%$57.881B8.18%65.26%12.57x
Equifax, Inc. (EFX)0.25%$22.134B0.07%44.02%6.85x
Digital Realty Trust, Inc. (DLR)0.25%$36.268B19.92%20.71%11.02x
Prologis, Inc. (PLD)0.25%$103.011B95.75%53.45%19.74x
American Airlines Group, Inc. (AAL)0.22%$8.298B4.72%29.51%0.80x
Ford Motor Co. (F)0.19%$48.867B11.85%11.50%0.96x
EOG Resources, Inc. (EOG)0.19%$73.877B-36.91%42.60%2.63x
Booking Holdings, Inc. (BKNG)0.18%$109.239B27.20%97.07%5.13x
NVIDIA Corp. (NVDA)0.18%$1,035.202B101.48%70.05%35.59x
RTX Corp. (RTX)0.18%$105.176B12.27%20.73%2.51x
General Electric Co. (GE)0.18%$119.645B-10.45%26.13%1.68x
EQT Corp. (EQT)0.18%$16.023B-74.67%-14.13%2.05x
BlackRock, Inc. (BLK)0.18%$96.557B16.31%77.13%6.02x
Morgan Stanley (MS)0.17%$136.153B62.79%N/A5.66x
Stanley Black & Decker, Inc. (SWK)0.15%$12.583B-5.33%21.20%1.33x
Delta Air Lines, Inc. (DAL)0.14%$23.658B12.69%23.57%0.93x
Activision Blizzard, Inc. (ATVI)0.14%$73.959B34.25%70.28%6.60x
The Clorox Co. (CLX)0.14%$16.148B12.10%42.79%3.06x
NVR, Inc. (NVR)0.13%$19.229B-13.42%24.67%2.07x
Amphenol Corp. (APH)0.13%$48.587B-2.64%32.47%4.41x
Mettler-Toledo International, Inc. (MTD)0.13%$24.146B0.38%57.58%7.85x
Ball Corp. (BALL)0.13%$15.170B-15.36%13.50%1.93x
Align Technology, Inc. (ALGN)0.12%$22.884B3.36%71.69%7.02x
MarketAxess Holdings, Inc. (MKTX)0.12%$7.750B-1.32%79.75%12.90x
Intuit, Inc. (INTU)0.12%$141.024B12.34%69.25%10.29x
Expeditors International of Washington, Inc. (EXPD)0.08%$16.860B-51.34%16.81%1.36x
Simon Property Group, Inc. (SPG)0.08%$35.713B7.01%58.19%11.61x
Federal Realty Investment Trust (FRT)0.08%$7.371B6.28%40.51%11.52x
Market data by FactSet