Index Performance
+1.36%
Intelligent Tech Focus
Overview
Description
The Intelligent Tech Focus strategy is an AI-powered concentrated tech portfolio. The strategy relies on Intelligent Alpha's Investment Committee to identify a short list of tech stocks that it believes offer the best potential for strong performance over the next year. The portfolio is weighted in three tiers depending on the AI's conviction.
- Inception Date04/14/2024
- WeightingCustom
- # of holdings26
What's inside?
Holdings
All holdings as of September 18, 2024
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| Microsoft Corp. (MSFT) | 5.81% | $3.20T | 15.67% | 69.76% | 13.71 |
| Broadcom Inc. (AVGO) | 5.74% | $755.09B | 47.27% | 58.15% | 15.61 |
| Block, Inc. (SQ) | 5.59% | $37.06B | 11.21% | 35.62% | 1.63 |
| Datadog, Inc. (DDOG) | 5.47% | $35.21B | 26.66% | 80.83% | 18.49 |
| Salesforce, Inc. (CRM) | 5.47% | $241.32B | 8.39% | 74.46% | 6.89 |
| Fortinet, Inc. (FTNT) | 5.45% | $57.12B | 10.95% | 80.83% | 7.96 |
| NVIDIA Corp. (NVDA) | 5.37% | $2.78T | 122.40% | 75.15% | 28.91 |
| Workday, Inc. (WDAY) | 5.27% | $52.92B | 17.38% | 75.54% | 7.27 |
| Airbnb, Inc. (ABNB) | 4.25% | $54.05B | 10.63% | 69.29% | 8.51 |
| Meta Platforms, Inc. (META) | 4.20% | $1.18T | 22.10% | 81.30% | 8.65 |
| Advanced Micro Devices, Inc. (AMD) | 4.13% | $240.00B | 8.88% | 42.71% | 11.28 |
| TransDigm Group, Inc. (TDG) | 4.08% | $77.08B | 17.26% | 57.65% | 12.17 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.98% | $62.16B | 31.74% | 75.27% | 15.66 |
| Atlassian Corp. (TEAM) | 3.86% | $25.58B | 23.31% | 81.30% | 10.27 |
| Palo Alto Networks, Inc. (PANW) | 3.73% | $107.37B | 16.46% | 74.35% | 14.17 |
| Adobe, Inc. (ADBE) | 3.61% | $225.30B | 10.71% | 88.96% | 12.22 |
| ServiceNow, Inc. (NOW) | 2.60% | $183.42B | 22.19% | 78.99% | 16.10 |
| Arm Holdings Plc (ARM) | 2.55% | $135.17B | 13.81% | 93.08% | 26.09 |
| Booking Holdings, Inc. (BKNG) | 2.52% | $135.05B | 7.27% | 97.58% | 6.11 |
| Marvell Technology, Inc. (MRVL) | 2.49% | $61.98B | -5.07% | 46.16% | 10.45 |
| Veeva Systems, Inc. (VEEV) | 2.41% | $34.89B | 14.56% | 74.80% | 10.40 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 2.40% | $762.24B | 33.01% | 51.74% | 11.38 |
| Alphabet, Inc. (GOOG) | 2.39% | $1.83T | 13.46% | 58.05% | 6.77 |
| Take-Two Interactive Software, Inc. (TTWO) | 2.32% | $26.88B | 4.16% | 55.36% | 5.46 |
| MSCI, Inc. (MSCI) | 2.30% | $43.38B | 13.97% | 75.55% | 15.68 |
| Mobileye Global, Inc. (MBLY) | 2.01% | $1.16B | -3.30% | 47.61% | 11.61 |
Market data by FactSet