AICGR
Index Performance
+1.31%
AICGR
+3.30%
SP500
+2.04%
IWM
Overview
Description
The Intelligent Contrarian Growth index (AICRG) 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 $1-25 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 AICGR aims to beat the S&P 500.
- TickerAICGR
- Inception Date09/12/2023
- WeightingEqual
- # of holdings30
What's inside?
Holdings
All holdings as of December 8, 2023
CSV download
| Roku, Inc. (ROKU) | 5.15% | $12.929B | 19.79% | 44.49% | 2.56x |
| Carnival Corp. (CCL) | 4.69% | $22.645B | 59.21% | 34.10% | 2.59x |
| Paramount Global (PARA) | 4.49% | $11.135B | 3.14% | 32.90% | 0.81x |
| Cloudflare, Inc. (NET) | 4.00% | $22.938B | 32.20% | 76.74% | 17.32x |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | 3.97% | $7.947B | 56.98% | 33.86% | 2.75x |
| Roblox Corp. (RBLX) | 3.83% | $23.422B | 37.77% | 22.43% | 6.66x |
| Zscaler, Inc. (ZS) | 3.68% | $29.489B | 39.70% | 77.47% | 12.69x |
| TripAdvisor, Inc. (TRIP) | 3.55% | $2.242B | 16.12% | 87.99% | 1.24x |
| Zillow Group, Inc. (Z) | 3.55% | $10.455B | 2.69% | 77.82% | 4.93x |
| Zoom Video Communications, Inc. (ZM) | 3.53% | $18.834B | 3.16% | 76.16% | 2.71x |
| Lumentum Holdings, Inc. (LITE) | 3.48% | $2.950B | -37.33% | 21.60% | 2.50x |
| Zebra Technologies Corp. (ZBRA) | 3.46% | $12.128B | -28.69% | 42.31% | 2.86x |
| Lithia Motors, Inc. (LAD) | 3.37% | $7.443B | 13.45% | 15.95% | 0.60x |
| Darden Restaurants, Inc. (DRI) | 3.29% | $19.124B | 11.63% | 16.47% | 2.38x |
| Lumen Technologies, Inc. (Louisiana) (LUMN) | 3.24% | $1.503B | -17.06% | 28.45% | 1.43x |
| Evolent Health, Inc. (EVH) | 3.21% | $3.230B | 44.93% | 17.95% | 2.05x |
| Live Nation Entertainment, Inc. (LYV) | 3.20% | $19.621B | 32.48% | 20.74% | 1.14x |
| Molson Coors Beverage Co. (TAP) | 3.15% | $12.690B | 12.37% | 40.27% | 1.70x |
| Okta, Inc. (OKTA) | 3.12% | $11.381B | 21.40% | 75.17% | 4.78x |
| Urban Outfitters, Inc. (URBN) | 3.08% | $3.350B | 9.00% | 35.58% | 0.77x |
| Yelp, Inc. (YELP) | 3.06% | $3.001B | 11.73% | 88.75% | 2.09x |
| United Natural Foods, Inc. (UNFI) | 3.02% | $891.120M | 0.27% | 12.61% | 0.14x |
| Lear Corp. (LEA) | 2.99% | $7.753B | 10.37% | 6.77% | 0.46x |
| DISH Network Corp. (DISH) | 2.79% | $1.353B | -9.55% | 16.22% | 1.74x |
| Wynn Resorts Ltd. (WYNN) | 2.77% | $9.509B | 87.92% | 32.36% | 3.40x |
| Catalent, Inc. (CTLT) | 2.75% | $6.703B | -3.91% | 18.43% | 3.06x |
| Hanesbrands, Inc. (HBI) | 2.61% | $1.351B | -9.54% | 34.01% | 0.90x |
| Coterra Energy, Inc. (CTRA) | 2.57% | $18.579B | -49.44% | 36.44% | 3.51x |
| Paycom Software, Inc. (PAYC) | 2.19% | $11.237B | 21.59% | 72.43% | 8.94x |
| AMC Entertainment Holdings, Inc. (AMC) | 2.18% | $1.375B | 45.18% | 26.94% | 2.10x |
Market data by FactSet
