Intelligent Alpha
Intelligent Healthcare Conviction

AIHCC

$AIHCC

Index Performance

-0.43%
AIHCC
-2.65%
NBI
-2.09%
ICEBIOT

Overview

Description

The Intelligent Healthcare Conviction strategy (AIHC) uses OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude to build an equal weighted portfolio of the committee's highest conviction US-listed stocks in the healthcare sector. The strategy aims to create superior quality-focused returns compared to the MSCI US Investable Market Health Care 25/50 Index.

  • TickerAIHCC
  • Inception Date10/16/2023
  • WeightingEqual
  • # of holdings30
What's inside?

Holdings

All holdings as of December 8, 2023
CSV download
DexCom, Inc. (DXCM)4.68%$45.194B26.69%63.75%11.55x
Insulet Corp. (PODD)4.43%$13.593B26.97%68.36%8.01x
IDEXX Laboratories, Inc. (IDXX)3.92%$44.130B8.78%59.72%10.46x
ResMed, Inc. (RMD)3.70%$23.957B16.00%53.30%5.28x
Intuitive Surgical, Inc. (ISRG)3.63%$109.290B11.96%66.94%14.35x
Zimmer Biomet Holdings, Inc. (ZBH)3.55%$24.513B5.02%60.83%3.95x
Medtronic Plc (MDT)3.51%$105.508B5.26%60.10%3.44x
Boston Scientific Corp. (BSX)3.50%$80.501B11.26%61.44%6.28x
Penumbra, Inc. (PEN)3.50%$8.647B26.80%64.67%9.51x
Stryker Corp. (SYK)3.47%$109.840B9.60%61.52%5.84x
Danaher Corp. (DHR)3.31%$160.709B-10.31%58.20%6.63x
Elevance Health, Inc. (ELV)3.30%$112.303B7.29%N/A0.76x
GE Healthcare Technologies, Inc. (GEHC)3.30%$31.193BN/A39.03%2.03x
UnitedHealth Group, Inc. (UNH)3.30%$508.496B14.18%N/A1.51x
AbbVie, Inc. (ABBV)3.26%$263.559B-5.97%68.84%5.65x
Thermo Fisher Scientific, Inc. (TMO)3.25%$189.234B-0.96%40.97%5.20x
Johnson & Johnson (JNJ)3.21%$371.732B-10.36%69.53%4.23x
Merck & Co., Inc. (MRK)3.21%$262.905B5.20%70.74%4.96x
Hologic, Inc. (HOLX)3.19%$16.409B-0.84%52.27%4.30x
Eli Lilly & Co. (LLY)3.17%$567.733B36.84%80.42%15.62x
Edwards Lifesciences Corp. (EW)3.17%$41.958B12.27%75.71%7.07x
Gilead Sciences, Inc. (GILD)3.16%$98.462B0.59%77.75%4.08x
Amgen, Inc. (AMGN)3.07%$144.027B4.36%73.71%6.40x
AstraZeneca PLC (AZN)3.07%$196.920B-2.79%73.15%5.24x
Vertex Pharmaceuticals, Inc. (VRTX)3.02%$90.228B9.33%87.15%8.30x
Becton, Dickinson & Co. (BDX)2.88%$67.461B6.85%33.44%4.68x
Biogen, Inc. (BIIB)2.88%$34.673B6.20%67.78%4.44x
Pfizer Inc. (PFE)2.87%$162.504B-41.55%19.87%3.02x
Bristol Myers Squibb Co. (BMY)2.85%$102.369B-2.25%56.72%3.37x
Shockwave Medical, Inc. (SWAV)2.67%$6.427B41.64%86.82%11.10x
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