AI Index Funds
Sales & Marketing Automation Fund

Index Performance

Sales & Marketing Automation Fund



Sales and marketing automation tools are being driven by the increasing need for efficiency and effectiveness in reaching target markets, alongside the exponential growth of digital channels. Businesses are continually seeking ways to optimize their sales funnels, improve customer engagement, and drive revenue without substantially increasing operational costs. The rise of AI and machine learning has also enabled more advanced analytics and personalization, significantly enhancing user experience and conversion rates. Additionally, the integration capabilities of these tools with other business systems, such as CRM and ERP, have become crucial for providing seamless operational workflows and unified customer data insights. - [[Customer Relationship Management (CRM) Integration]]: Tools that enable seamless data sharing and synchronization between sales automation systems and CRM platforms. - [[Artificial Intelligence and Machine Learning Enhancements]]: Solutions incorporating AI/ML to analyze customer data, predict behavior, and personalize interactions. - [[Omnichannel Marketing Automation]]: Platforms that provide coordinated marketing campaigns across various channels such as email, social media, and SMS. - [[Analytics and Reporting Tools]]: Systems focused on delivering deep insights and performance metrics to guide strategic decisions and optimize marketing efforts. - [[Lead Generation and Scoring Solutions]]: Technologies designed to automate the identification, nurturing, and prioritization of sales leads based on predefined criteria and behaviors. This index was generated with help from Thematic Analyst.

  • Inception Date06/05/2024
  • WeightingEqual
  • # of holdings12
What's inside?


All holdings as of June 12, 2024
CSV download
Zeta Global Holdings Corp. (ZETA)8.79%$3.13B23.70%53.52%2.50
AppFolio, Inc. (APPF)8.58%$5.23B37.71%62.73%13.17
Intuit, Inc. (INTU)8.57%$158.42B11.95%82.38%11.35
ZoomInfo Technologies, Inc. (ZI)8.54%$4.74B3.13%84.30%5.60
Adobe, Inc. (ADBE)8.31%$207.29B11.75%87.80%12.93
Taylor Morrison Home Corp. (TMHC)8.26%$5.84B2.28%24.52%1.12
Atlassian Corp. (TEAM)8.25%$25.99B29.90%81.72%12.05
GoDaddy, Inc. (GDDY)8.25%$19.75B7.34%59.19%4.76
HubSpot, Inc. (HUBS)8.18%$29.99B23.08%84.60%13.79
Dun & Bradstreet Holdings, Inc. (DNB)8.14%$4.11B4.46%34.79%3.30
Workiva, Inc. (WK)8.09%$3.75B16.96%76.36%7.03
Salesforce, Inc. (CRM)8.05%$233.52B10.74%68.23%7.29
Market data by FactSet

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