AIMAC
Index Performance
-4.00%
AIMAC
+12.57%
IWM
+7.28%
SPY
Overview
Description
The Intelligent M&A Conviction index (AIMAC) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build a 30 stock, equal weighted portfolio of companies with market caps between $1-20 billion the AI committee believe are M&A candidates over the next year. The strategy aims to beat the Russell 2000 index.
- TickerAIMAC
- Inception Date09/14/2023
- WeightingEqual
- # of holdings30
What's inside?
Holdings
All holdings as of July 26, 2024
CSV download
| Clarivate Plc (CLVT) | 3.96% | $4.99B | -1.26% | 36.06% | 4.09 |
| Chegg, Inc. (CHGG) | 3.86% | $359.81M | -7.06% | 73.33% | 1.42 |
| HelloFresh SE (HFG) | 3.86% | $1.06B | 2.85% | 58.25% | 0.13 |
| Upstart Holdings, Inc. (UPST) | 3.78% | $2.26B | 24.16% | 95.59% | 5.77 |
| Luminar Technologies, Inc. (LAZR) | 3.76% | $582.05M | 44.52% | -49.86% | 16.83 |
| VF Corp. (VFC) | 3.59% | $6.25B | -9.98% | 51.92% | 1.22 |
| Smartsheet, Inc. (SMAR) | 3.55% | $6.52B | 19.60% | 81.63% | 4.57 |
| Five9, Inc. (FIVN) | 3.53% | $3.30B | 13.08% | 52.59% | 4.99 |
| Roblox Corp. (RBLX) | 3.51% | $23.97B | 22.27% | 24.10% | 8.03 |
| National Vision Holdings, Inc. (EYE) | 3.47% | $1.09B | -3.53% | 49.81% | 1.20 |
| Zebra Technologies Corp. (ZBRA) | 3.41% | $16.68B | -16.62% | 45.66% | 4.07 |
| Roku, Inc. (ROKU) | 3.40% | $7.29B | 18.96% | 41.25% | 2.18 |
| Patterson Cos., Inc. (PDCO) | 3.39% | $2.28B | 1.50% | 21.01% | 0.47 |
| Okta, Inc. (OKTA) | 3.37% | $14.99B | 19.11% | 76.01% | 6.14 |
| Twilio, Inc. (TWLO) | 3.37% | $9.83B | 4.02% | 50.69% | 2.01 |
| Sealed Air Corp. (SEE) | 3.31% | $5.31B | -1.42% | 29.05% | 1.79 |
| BlackLine, Inc. (BL) | 3.27% | $2.94B | 13.29% | 75.17% | 8.07 |
| Unity Software, Inc. (U) | 3.26% | $6.32B | -7.99% | 68.64% | 5.48 |
| Elastic NV (ESTC) | 3.25% | $11.56B | 18.55% | 73.79% | 8.00 |
| Etsy, Inc. (ETSY) | 3.24% | $7.07B | 0.79% | 71.03% | 3.87 |
| Fiverr International Ltd. (FVRR) | 3.24% | $855.70M | 6.33% | 82.91% | 2.20 |
| TripAdvisor, Inc. (TRIP) | 3.16% | $2.23B | 6.47% | 85.57% | 1.98 |
| Zillow Group, Inc. (Z) | 3.16% | $11.09B | 12.79% | 76.75% | 5.18 |
| Teladoc Health, Inc. (TDOC) | 3.03% | $1.57B | 2.68% | 54.74% | 1.15 |
| DigitalOcean Holdings, Inc. (DOCN) | 2.98% | $2.94B | 11.87% | 60.68% | 6.76 |
| Nutanix, Inc. (NTNX) | 2.90% | $12.17B | 16.94% | 84.80% | 6.99 |
| Sonos, Inc. (SONO) | 2.87% | $1.67B | -16.93% | 44.34% | 1.38 |
| Affirm Holdings, Inc. (AFRM) | 2.84% | $6.98B | 51.23% | 84.69% | 7.47 |
| Pure Storage, Inc. (PSTG) | 2.83% | $18.67B | 17.68% | 71.48% | 5.25 |
| Wizz Air Holdings Plc (WIZZ) | 2.82% | $2.62B | 30.04% | 9.05% | 1.54 |
Market data by FactSet