AICGR
Index Performance
+3.15%
AICGR
+12.57%
IWM
+7.28%
SPY
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 holdings29
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Lumen Technologies, Inc. (Louisiana) (LUMN) | 5.31% | $1.66B | -11.99% | 27.05% | 1.34 |
| Hanesbrands, Inc. (HBI) | 3.98% | $1.99B | -16.78% | 39.72% | 1.03 |
| United Natural Foods, Inc. (UNFI) | 3.72% | $874.21M | -0.12% | 12.58% | 0.14 |
| AMC Entertainment Holdings, Inc. (AMC) | 3.66% | $1.86B | -23.54% | N/A | N/A |
| Roblox Corp. (RBLX) | 3.60% | $23.97B | 22.27% | 24.10% | 8.03 |
| Paycom Software, Inc. (PAYC) | 3.57% | $9.47B | 10.68% | 77.69% | 6.25 |
| Paramount Global (PARA) | 3.56% | $8.08B | 5.78% | 18.62% | 0.72 |
| Zebra Technologies Corp. (ZBRA) | 3.49% | $16.68B | -16.62% | 45.66% | 4.07 |
| Roku, Inc. (ROKU) | 3.49% | $7.29B | 18.96% | 41.25% | 2.18 |
| Okta, Inc. (OKTA) | 3.45% | $14.99B | 19.11% | 76.01% | 6.14 |
| Carnival Corp. (CCL) | 3.45% | $21.50B | 17.72% | 23.34% | 2.05 |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | 3.43% | $7.88B | 20.27% | 27.00% | 2.57 |
| Molson Coors Beverage Co. (TAP) | 3.42% | $10.81B | 10.66% | 35.65% | 1.73 |
| Lumentum Holdings, Inc. (LITE) | 3.42% | $3.44B | -4.41% | 11.30% | 3.44 |
| Lear Corp. (LEA) | 3.38% | $6.86B | 0.21% | 7.02% | 0.39 |
| Evolent Health, Inc. (EVH) | 3.38% | $2.58B | 49.56% | 11.66% | 2.00 |
| Lithia Motors, Inc. (LAD) | 3.37% | $7.07B | 22.77% | 14.92% | 0.65 |
| Catalent, Inc. (CTLT) | 3.34% | $10.58B | 3.57% | 21.32% | 3.64 |
| Urban Outfitters, Inc. (URBN) | 3.30% | $4.22B | 7.82% | 34.39% | 0.82 |
| Zoom Video Communications, Inc. (ZM) | 3.28% | $15.71B | 3.25% | 76.67% | 2.62 |
| Yelp, Inc. (YELP) | 3.24% | $2.44B | 6.50% | 88.79% | 1.84 |
| Zscaler, Inc. (ZS) | 3.24% | $27.51B | 32.09% | 78.47% | 12.63 |
| TripAdvisor, Inc. (TRIP) | 3.24% | $2.23B | 6.47% | 85.57% | 1.98 |
| Zillow Group, Inc. (Z) | 3.24% | $11.09B | 12.79% | 76.75% | 5.18 |
| Live Nation Entertainment, Inc. (LYV) | 3.23% | $21.19B | 21.49% | 26.86% | 1.17 |
| Cloudflare, Inc. (NET) | 3.22% | $23.50B | 30.47% | 77.54% | 23.46 |
| Coterra Energy, Inc. (CTRA) | 3.11% | $19.14B | -16.72% | 32.82% | 4.21 |
| Darden Restaurants, Inc. (DRI) | 2.98% | $16.87B | 8.60% | 17.18% | 2.14 |
| Wynn Resorts Ltd. (WYNN) | 2.92% | $9.02B | 30.85% | 35.09% | 2.89 |
Market data by FactSet
