Intelligent Alpha
Intelligent Contrarian Concentrated

AICCC

Index Performance

-5.77%
AICCC
-3.38%
IWM
+4.61%
SPY

Overview

Description

The Intelligent Contrarian Conviction index (AICCC) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a portfolio of up to 30 contrarian ideas between $5-25 billion in market cap. The portfolio represents the AI investment committee's most contrarian ideas with near to mid term growth catalysts from business turnarounds and transformation. The strategy aims to beat the S&P 500.

  • TickerAICCC
  • Inception Date09/11/2023
  • WeightingCustom
  • # of holdings28
What's inside?

Holdings

All holdings as of June 21, 2024
CSV download
Coty, Inc. (COTY)6.68%$8.62B7.50%61.32%2.46
Lithia Motors, Inc. (LAD)6.68%$6.82B22.77%14.92%0.65
Carnival Corp. (CCL)3.33%$20.09B21.98%20.13%2.21
Viatris, Inc. (VTRS)3.33%$12.47B-1.70%41.57%2.06
Hewlett Packard Enterprise Co. (HPE)3.33%$27.19B2.66%31.84%1.09
Paramount Global (PARA)3.33%$7.04B5.78%18.62%0.72
SoFi Technologies, Inc. (SOFI)3.33%$6.68B49.44%60.36%1.97
Zillow Group, Inc. (ZG)3.33%$11.17B12.79%76.75%5.07
Rocket Cos., Inc. (RKT)3.33%$1.97B30.04%97.66%12.57
Snap, Inc. (SNAP)3.33%$21.51B20.85%48.58%4.13
Unity Software, Inc. (U)3.33%$6.24B-7.99%68.64%5.48
Roblox Corp. (RBLX)3.33%$21.38B22.27%24.10%8.03
Gen Digital Inc. (NLOK)3.33%$15.17B14.20%75.18%5.82
Molson Coors Beverage Co. (TAP)3.33%$10.20B10.66%35.65%1.73
Live Nation Entertainment, Inc. (LYV)3.33%$21.36B21.49%26.86%1.17
News Corp. (NWSA)3.33%$15.45B-0.98%41.19%1.81
MGM Resorts International (MGM)3.33%$13.17B13.17%41.66%2.69
Ciena Corp. (CIEN)3.33%$6.96B-19.58%39.25%1.71
Tapestry, Inc. (TPR)3.33%$9.57B-1.80%72.81%1.94
Zoom Video Communications, Inc. (ZM)3.33%$15.52B3.25%76.67%2.62
WestRock Co. (WRK)3.33%$13.09B-10.44%15.09%1.13
Alaska Air Group, Inc. (ALK)3.33%$5.23B1.64%6.72%0.67
DraftKings, Inc. (DKNG)3.33%$20.35B52.67%39.57%5.32
Bath & Body Works, Inc. (BBWI)3.33%$9.36B-0.86%43.79%2.02
Sea Ltd. (Singapore) (SE)3.33%$39.88B22.26%41.61%2.04
Okta, Inc. (OKTA)3.33%$13.99B19.11%76.01%6.14
AppFolio, Inc. (APPF)3.33%$5.18B37.71%62.73%13.17
Expedia Group, Inc. (EXPE)3.33%$16.21B8.41%80.34%1.44
Market data by FactSet