AISPS
Index Performance
-2.29%
AISPS
-2.47%
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 29, 2023
CSV download
| Microsoft Corp. (MSFT) | 6.43% | $2,345.948B | 8.34% | 70.11% | 11.85x |
| Apple, Inc. (AAPL) | 6.33% | $2,676.737B | -1.40% | 44.52% | 8.09x |
| Amazon.com, Inc. (AMZN) | 3.75% | $1,304.296B | 10.85% | 48.38% | 2.70x |
| UnitedHealth Group, Inc. (UNH) | 2.07% | $467.034B | 15.65% | N/A | 1.51x |
| Johnson & Johnson (JNJ) | 1.98% | $375.048B | 6.27% | 68.07% | 4.63x |
| Berkshire Hathaway, Inc. (BRK/B) | 1.94% | $763.986B | 21.43% | 19.59% | 2.22x |
| Procter & Gamble Co. (PG) | 1.90% | $343.777B | 5.32% | 48.36% | 4.93x |
| Mastercard, Inc. (MA) | 1.85% | $370.116B | 14.21% | 96.94% | 16.18x |
| Meta Platforms, Inc. (META) | 1.79% | $667.241B | 11.02% | 81.29% | 6.08x |
| AbbVie, Inc. (ABBV) | 1.69% | $263.098B | -4.92% | 69.84% | 5.19x |
| Cisco Systems, Inc. (CSCO) | 1.59% | $217.989B | 16.04% | 64.32% | 3.44x |
| The Home Depot, Inc. (HD) | 1.52% | $302.180B | -2.00% | 31.47% | 2.45x |
| Visa, Inc. (V) | 1.49% | $369.577B | 11.66% | 76.63% | 15.55x |
| Verizon Communications, Inc. (VZ) | 1.42% | $136.253B | -3.53% | 47.47% | 2.44x |
| Costco Wholesale Corp. (COST) | 1.37% | $250.361B | 9.50% | 12.31% | 0.97x |
| Tesla, Inc. (TSLA) | 1.31% | $794.197B | 47.20% | 18.19% | 9.51x |
| Walmart, Inc. (WMT) | 1.28% | $430.462B | 5.74% | 24.61% | 0.78x |
| JPMorgan Chase & Co. (JPM) | 1.21% | $421.440B | 73.72% | N/A | 5.37x |
| 3M Co. (MMM) | 1.19% | $51.678B | -4.33% | 44.74% | 2.06x |
| Exxon Mobil Corp. (XOM) | 1.17% | $470.695B | -28.59% | 24.39% | 1.26x |
| Intel Corp. (INTC) | 1.14% | $148.883B | -15.48% | 35.82% | 3.12x |
| Philip Morris International, Inc. (PM) | 1.12% | $143.716B | 15.09% | 63.89% | 6.00x |
| Honeywell International, Inc. (HON) | 1.12% | $122.660B | 2.16% | 39.07% | 4.24x |
| Broadcom Inc. (AVGO) | 1.08% | $342.810B | 4.87% | 65.51% | 11.61x |
| The Coca-Cola Co. (KO) | 1.08% | $242.077B | 5.58% | 59.54% | 6.57x |
| Texas Instruments Incorporated (TXN) | 0.97% | $144.376B | -13.07% | 64.22% | 8.85x |
| Chevron Corp. (CVX) | 0.96% | $321.659B | -27.97% | 17.83% | 1.44x |
| AT&T, Inc. (T) | 0.92% | $107.378B | 0.92% | 44.84% | 2.36x |
| Alphabet, Inc. (GOOG) | 0.91% | $1,541.254B | 7.63% | 57.22% | 5.05x |
| Pfizer Inc. (PFE) | 0.90% | $187.276B | -54.10% | 63.92% | 2.96x |
| Bank of America Corp. (BAC) | 0.88% | $217.572B | 67.73% | N/A | 5.58x |
| Ecolab, Inc. (ECL) | 0.87% | $48.285B | 7.58% | 39.53% | 4.20x |
| Thermo Fisher Scientific, Inc. (TMO) | 0.86% | $195.356B | -2.58% | 39.95% | 5.36x |
| The Walt Disney Co. (DIS) | 0.86% | $148.103B | 3.63% | 29.22% | 2.46x |
| ConocoPhillips (COP) | 0.85% | $143.459B | -41.59% | 30.37% | 2.03x |
| Merck & Co., Inc. (MRK) | 0.83% | $261.238B | 1.78% | 70.67% | 5.64x |
| QUALCOMM, Inc. (QCOM) | 0.82% | $123.943B | -22.72% | 55.13% | 3.48x |
| Fidelity National Information Services, Inc. (FIS) | 0.82% | $32.746B | 0.73% | 41.59% | 3.43x |
| Walgreens Boots Alliance, Inc. (WBA) | 0.80% | $19.199B | 8.64% | 16.92% | 0.52x |
| Automatic Data Processing, Inc. (ADP) | 0.79% | $99.112B | 8.48% | 48.88% | 5.14x |
| NIKE, Inc. (NKE) | 0.79% | $117.142B | 1.91% | 44.21% | 3.12x |
| Union Pacific Corp. (UNP) | 0.78% | $124.104B | -4.88% | 42.80% | 6.41x |
| Lowe's Cos., Inc. (LOW) | 0.75% | $119.948B | -9.17% | 31.94% | 1.79x |
| CVS Health Corp. (CVS) | 0.73% | $89.677B | 10.40% | 15.39% | 0.45x |
| Lockheed Martin Corp. (LMT) | 0.70% | $102.989B | 8.07% | 12.52% | 1.93x |
| S&P Global, Inc. (SPGI) | 0.70% | $116.273B | 3.61% | 57.72% | 11.81x |
| Adobe, Inc. (ADBE) | 0.69% | $232.157B | 11.56% | 87.27% | 13.58x |
| McDonald's Corp. (MCD) | 0.68% | $191.985B | 13.62% | 56.83% | 10.99x |
| Starbucks Corp. (SBUX) | 0.66% | $104.541B | 12.51% | 23.16% | 3.85x |
| The Boeing Co. (BA) | 0.65% | $115.622B | 18.40% | 9.79% | 2.26x |
| American Tower Corp. (AMT) | 0.63% | $76.659B | 3.64% | 42.57% | 13.05x |
| Charter Communications, Inc. (CHTR) | 0.59% | $65.828B | 0.45% | 48.89% | 2.88x |
| The TJX Cos., Inc. (TJX) | 0.58% | $101.686B | 7.73% | 30.04% | 2.12x |
| Cboe Global Markets, Inc. (CBOE) | 0.58% | $16.483B | -7.91% | 47.07% | 4.08x |
| United Parcel Service, Inc. (UPS) | 0.57% | $112.737B | -10.91% | 21.29% | 1.79x |
| Comcast Corp. (CMCSA) | 0.56% | $182.490B | 1.66% | 59.40% | 2.24x |
| Cencora, Inc. (ABC) | 0.56% | $36.148B | 11.46% | 2.80% | 0.17x |
| International Business Machines Corp. (IBM) | 0.55% | $127.814B | -0.39% | 53.42% | 2.76x |
| Jack Henry & Associates, Inc. (JKHY) | 0.54% | $11.023B | 10.25% | 43.02% | 6.04x |
| Colgate-Palmolive Co. (CL) | 0.54% | $58.786B | 7.54% | 57.88% | 3.87x |
| Broadridge Financial Solutions, Inc. (BR) | 0.53% | $21.149B | 5.95% | 36.97% | 3.82x |
| Salesforce, Inc. (CRM) | 0.53% | $197.305B | 11.44% | 67.33% | 6.75x |
| The Bank of New York Mellon Corp. (BK) | 0.52% | $33.215B | 87.05% | N/A | -0.30x |
| Air Products & Chemicals, Inc. (APD) | 0.52% | $62.957B | -4.87% | 31.76% | 5.86x |
| Fiserv, Inc. (FI) | 0.52% | $68.862B | 6.88% | 59.48% | 5.49x |
| American Water Works Co., Inc. (AWK) | 0.49% | $24.106B | 17.08% | 45.94% | 9.68x |
| Wells Fargo & Co. (WFC) | 0.49% | $149.498B | 112.20% | N/A | 2.28x |
| Bristol Myers Squibb Co. (BMY) | 0.48% | $121.252B | -5.56% | 54.60% | 3.65x |
| Oracle Corp. (ORCL) | 0.47% | $290.155B | 8.81% | 64.88% | 8.19x |
| Abbott Laboratories (ABT) | 0.46% | $168.069B | -11.36% | 49.56% | 4.97x |
| Netflix, Inc. (NFLX) | 0.46% | $167.332B | 2.72% | 42.92% | 6.45x |
| The Goldman Sachs Group, Inc. (GS) | 0.44% | $106.672B | 104.90% | N/A | 7.54x |
| PayPal Holdings, Inc. (PYPL) | 0.43% | $64.191B | 8.27% | 38.91% | 2.69x |
| American Express Co. (AXP) | 0.42% | $109.872B | 20.88% | 61.14% | 2.16x |
| KLA Corp. (KLAC) | 0.41% | $62.526B | -5.07% | 60.24% | 6.65x |
| AutoZone, Inc. (AZO) | 0.41% | $46.116B | 6.40% | 52.71% | 3.21x |
| Progressive Corp. (PGR) | 0.41% | $81.537B | 33.30% | N/A | 1.52x |
| Caterpillar, Inc. (CAT) | 0.41% | $139.269B | 21.56% | 34.80% | 2.42x |
| W.W. Grainger, Inc. (GWW) | 0.41% | $34.593B | 8.99% | 39.31% | 2.63x |
| Altria Group, Inc. (MO) | 0.40% | $74.622B | 1.19% | 69.09% | 5.17x |
| Becton, Dickinson & Co. (BDX) | 0.40% | $75.002B | 5.11% | 43.05% | 4.82x |
| Gartner, Inc. (IT) | 0.40% | $27.085B | 9.20% | 64.47% | 5.20x |
| Kimberly-Clark Corp. (KMB) | 0.39% | $40.870B | 1.40% | 33.72% | 2.69x |
| Norfolk Southern Corp. (NSC) | 0.39% | $44.706B | -8.31% | 18.69% | 5.22x |
| Medtronic Plc (MDT) | 0.39% | $104.261B | 4.49% | 60.45% | 4.28x |
| Northern Trust Corp. (NTRS) | 0.39% | $14.383B | 56.34% | N/A | -0.39x |
| Emerson Electric Co. (EMR) | 0.39% | $55.190B | -21.17% | 46.65% | 3.43x |
| Cintas Corp. (CTAS) | 0.38% | $49.263B | 8.12% | 48.74% | 6.09x |
| Mondelez International, Inc. (MDLZ) | 0.37% | $94.413B | 16.95% | 37.43% | 3.52x |
| Dollar General Corp. (DG) | 0.37% | $23.221B | 3.93% | 28.95% | 1.41x |
| Citigroup, Inc. (C) | 0.37% | $79.204B | 61.75% | N/A | 4.80x |
| The Southern Co. (SO) | 0.35% | $70.580B | -20.40% | 28.15% | 5.11x |
| Target Corp. (TGT) | 0.35% | $51.040B | -4.85% | 25.76% | 0.74x |
| The Sherwin-Williams Co. (SHW) | 0.35% | $65.586B | 6.27% | 46.03% | 3.52x |
| PepsiCo, Inc. (PEP) | 0.32% | $233.248B | 10.36% | 54.64% | 3.27x |
| Danaher Corp. (DHR) | 0.30% | $183.185B | -7.66% | 56.46% | 6.30x |
| Duke Energy Corp. (DUK) | 0.29% | $68.023B | -1.60% | 26.63% | 5.22x |
| Amgen, Inc. (AMGN) | 0.29% | $143.760B | 6.25% | 73.91% | 5.56x |
| Gilead Sciences, Inc. (GILD) | 0.28% | $93.376B | 6.02% | 78.12% | 4.23x |
| FactSet Research Systems, Inc. (FDS) | 0.28% | $16.680B | 7.31% | 50.79% | 8.78x |
| Accenture Plc (ACN) | 0.28% | $204.017B | 3.64% | 32.42% | 3.15x |
| Old Dominion Freight Line, Inc. (ODFL) | 0.27% | $44.706B | -15.25% | 34.05% | 6.85x |
| Henry Schein, Inc. (HSIC) | 0.27% | $9.696B | 2.31% | 29.87% | 1.10x |
| Paychex, Inc. (PAYX) | 0.27% | $41.661B | 7.45% | 69.93% | 7.44x |
| Domino's Pizza, Inc. (DPZ) | 0.27% | $13.293B | -3.81% | 39.49% | 3.68x |
| O'Reilly Automotive, Inc. (ORLY) | 0.27% | $54.766B | 10.85% | 51.28% | 4.32x |
| Roper Technologies, Inc. (ROP) | 0.26% | $51.678B | 16.81% | 69.69% | 9.83x |
| IDEXX Laboratories, Inc. (IDXX) | 0.26% | $36.299B | 9.65% | 60.72% | 12.29x |
| PPG Industries, Inc. (PPG) | 0.26% | $30.570B | 3.86% | 38.24% | 2.33x |
| Eli Lilly & Co. (LLY) | 0.26% | $509.895B | 28.11% | 78.26% | 14.89x |
| MSCI, Inc. (MSCI) | 0.26% | $40.579B | 12.57% | 77.23% | 17.60x |
| Baxter International, Inc. (BAX) | 0.26% | $19.112B | -1.04% | 35.82% | 2.55x |
| Zoetis, Inc. (ZTS) | 0.26% | $80.086B | 6.24% | 70.46% | 10.31x |
| NextEra Energy, Inc. (NEE) | 0.26% | $117.505B | -21.16% | 29.36% | 10.13x |
| The Travelers Cos., Inc. (TRV) | 0.26% | $37.389B | 10.53% | N/A | 1.24x |
| Digital Realty Trust, Inc. (DLR) | 0.26% | $36.634B | 19.92% | 20.71% | 11.02x |
| Dollar Tree, Inc. (DLTR) | 0.26% | $23.420B | 8.23% | 29.21% | 1.48x |
| The Hershey Co. (HSY) | 0.26% | $29.983B | 4.96% | 45.72% | 5.17x |
| Equifax, Inc. (EFX) | 0.25% | $22.480B | 0.07% | 44.02% | 6.85x |
| Moody's Corp. (MCO) | 0.25% | $58.017B | 8.18% | 65.26% | 12.57x |
| Prologis, Inc. (PLD) | 0.25% | $103.667B | 95.75% | 53.45% | 19.74x |
| American Airlines Group, Inc. (AAL) | 0.22% | $8.370B | 4.72% | 29.51% | 0.80x |
| NVIDIA Corp. (NVDA) | 0.19% | $1,074.425B | 101.48% | 70.05% | 35.59x |
| Ford Motor Co. (F) | 0.18% | $48.828B | 11.85% | 11.50% | 0.96x |
| EQT Corp. (EQT) | 0.18% | $16.689B | -74.67% | -14.13% | 2.05x |
| Booking Holdings, Inc. (BKNG) | 0.18% | $110.073B | 27.20% | 97.07% | 5.13x |
| EOG Resources, Inc. (EOG) | 0.18% | $73.807B | -36.91% | 42.60% | 2.63x |
| General Electric Co. (GE) | 0.18% | $120.320B | -10.45% | 26.13% | 1.68x |
| RTX Corp. (RTX) | 0.18% | $104.753B | 12.27% | 20.73% | 2.51x |
| BlackRock, Inc. (BLK) | 0.18% | $96.523B | 16.31% | 77.13% | 6.02x |
| Morgan Stanley (MS) | 0.17% | $135.324B | 62.79% | N/A | 5.66x |
| Stanley Black & Decker, Inc. (SWK) | 0.15% | $12.807B | -5.33% | 21.20% | 1.33x |
| Delta Air Lines, Inc. (DAL) | 0.15% | $23.806B | 12.69% | 23.57% | 0.93x |
| The Clorox Co. (CLX) | 0.14% | $16.229B | 12.10% | 42.79% | 3.06x |
| Activision Blizzard, Inc. (ATVI) | 0.14% | $73.668B | 34.25% | 70.28% | 6.60x |
| NVR, Inc. (NVR) | 0.13% | $19.466B | -13.42% | 24.67% | 2.07x |
| Amphenol Corp. (APH) | 0.13% | $50.096B | -2.64% | 32.47% | 4.41x |
| Ball Corp. (BALL) | 0.13% | $15.684B | -15.36% | 13.50% | 1.93x |
| MarketAxess Holdings, Inc. (MKTX) | 0.13% | $8.049B | -1.32% | 79.75% | 12.90x |
| Mettler-Toledo International, Inc. (MTD) | 0.13% | $24.228B | 0.38% | 57.58% | 7.85x |
| Align Technology, Inc. (ALGN) | 0.12% | $23.367B | 3.36% | 71.69% | 7.02x |
| Intuit, Inc. (INTU) | 0.12% | $143.196B | 12.34% | 69.25% | 10.29x |
| Expeditors International of Washington, Inc. (EXPD) | 0.08% | $16.953B | -51.34% | 16.81% | 1.36x |
| Simon Property Group, Inc. (SPG) | 0.08% | $35.346B | 7.01% | 58.19% | 11.61x |
| Federal Realty Investment Trust (FRT) | 0.08% | $7.388B | 6.28% | 40.51% | 11.52x |
Market data by FactSet