AICGR
Index Performance
-6.28%
AICGR
+4.89%
IWM
+7.24%
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 May 17, 2024
CSV download
| Zebra Technologies Corp. (ZBRA) | 4.14% | $16.35B | -16.62% | 45.66% | 4.07 |
| Paramount Global (PARA) | 4.00% | $8.39B | 5.78% | 18.62% | 0.72 |
| Coterra Energy, Inc. (CTRA) | 4.00% | $20.98B | -16.72% | 32.82% | 4.21 |
| Lumentum Holdings, Inc. (LITE) | 3.76% | $3.11B | -4.41% | 11.30% | 3.44 |
| Yelp, Inc. (YELP) | 3.69% | $2.51B | 6.50% | 88.79% | 1.84 |
| AMC Entertainment Holdings, Inc. (AMC) | 3.69% | $1.30B | -0.31% | 18.26% | 1.94 |
| Catalent, Inc. (CTLT) | 3.66% | $10.02B | 3.57% | 21.32% | 3.64 |
| Wynn Resorts Ltd. (WYNN) | 3.63% | $10.85B | 30.85% | 35.09% | 2.89 |
| Zoom Video Communications, Inc. (ZM) | 3.62% | $16.99B | 3.06% | 70.37% | 2.88 |
| Okta, Inc. (OKTA) | 3.61% | $16.57B | 21.80% | 74.33% | 5.58 |
| Paycom Software, Inc. (PAYC) | 3.58% | $10.59B | 10.68% | 77.69% | 6.25 |
| Roku, Inc. (ROKU) | 3.57% | $7.79B | 18.96% | 44.05% | 2.17 |
| Urban Outfitters, Inc. (URBN) | 3.57% | $3.84B | 7.47% | 33.52% | 0.81 |
| Lithia Motors, Inc. (LAD) | 3.55% | $7.36B | 22.77% | 14.92% | 0.65 |
| United Natural Foods, Inc. (UNFI) | 3.49% | $666.29M | -0.52% | 12.36% | 0.15 |
| Lear Corp. (LEA) | 3.49% | $7.42B | 2.51% | 6.51% | 0.47 |
| Live Nation Entertainment, Inc. (LYV) | 3.46% | $22.19B | 21.49% | 26.86% | 1.17 |
| Zillow Group, Inc. (Z) | 3.44% | $10.10B | 12.79% | 76.75% | 5.18 |
| Carnival Corp. (CCL) | 3.43% | $18.86B | 21.98% | 20.13% | 2.21 |
| Zscaler, Inc. (ZS) | 3.43% | $26.80B | 35.45% | 77.55% | 17.87 |
| Darden Restaurants, Inc. (DRI) | 3.36% | $18.38B | 6.77% | 17.82% | 2.41 |
| Hanesbrands, Inc. (HBI) | 3.29% | $1.77B | -16.78% | 39.72% | 1.03 |
| Lumen Technologies, Inc. (Louisiana) (LUMN) | 3.13% | $1.34B | -11.99% | 27.05% | 1.34 |
| Roblox Corp. (RBLX) | 3.12% | $19.45B | 22.27% | 24.10% | 8.03 |
| Molson Coors Beverage Co. (TAP) | 3.11% | $10.41B | 10.66% | 35.65% | 1.73 |
| Cloudflare, Inc. (NET) | 3.06% | $22.65B | 30.47% | 77.54% | 23.46 |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | 3.02% | $6.76B | 20.27% | 27.00% | 2.57 |
| Evolent Health, Inc. (EVH) | 2.63% | $2.68B | 49.56% | 11.66% | 2.00 |
| TripAdvisor, Inc. (TRIP) | 2.46% | $2.29B | 6.47% | 85.57% | 1.98 |
Market data by FactSet
