Intelligent Alpha
Intelligent Contrarian Growth



Index Performance




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?


All holdings as of December 8, 2023
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Roku, Inc. (ROKU)5.15%$12.929B19.79%44.49%2.56x
Carnival Corp. (CCL)4.69%$22.645B59.21%34.10%2.59x
Paramount Global (PARA)4.49%$11.135B3.14%32.90%0.81x
Cloudflare, Inc. (NET)4.00%$22.938B32.20%76.74%17.32x
Norwegian Cruise Line Holdings Ltd. (NCLH)3.97%$7.947B56.98%33.86%2.75x
Roblox Corp. (RBLX)3.83%$23.422B37.77%22.43%6.66x
Zscaler, Inc. (ZS)3.68%$29.489B39.70%77.47%12.69x
TripAdvisor, Inc. (TRIP)3.55%$2.242B16.12%87.99%1.24x
Zillow Group, Inc. (Z)3.55%$10.455B2.69%77.82%4.93x
Zoom Video Communications, Inc. (ZM)3.53%$18.834B3.16%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%$7.443B13.45%15.95%0.60x
Darden Restaurants, Inc. (DRI)3.29%$19.124B11.63%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%$3.230B44.93%17.95%2.05x
Live Nation Entertainment, Inc. (LYV)3.20%$19.621B32.48%20.74%1.14x
Molson Coors Beverage Co. (TAP)3.15%$12.690B12.37%40.27%1.70x
Okta, Inc. (OKTA)3.12%$11.381B21.40%75.17%4.78x
Urban Outfitters, Inc. (URBN)3.08%$3.350B9.00%35.58%0.77x
Yelp, Inc. (YELP)3.06%$3.001B11.73%88.75%2.09x
United Natural Foods, Inc. (UNFI)3.02%$891.120M0.27%12.61%0.14x
Lear Corp. (LEA)2.99%$7.753B10.37%6.77%0.46x
DISH Network Corp. (DISH)2.79%$1.353B-9.55%16.22%1.74x
Wynn Resorts Ltd. (WYNN)2.77%$9.509B87.92%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%$11.237B21.59%72.43%8.94x
AMC Entertainment Holdings, Inc. (AMC)2.18%$1.375B45.18%26.94%2.10x
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