Intelligent Alpha
Intelligent M&A Conviction

AIMAC

Index Performance

-12.52%
AIMAC
+2.39%
IWM
+5.29%
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 May 24, 2024
CSV download
Pure Storage, Inc. (PSTG)4.52%$19.85B2.80%71.40%4.52
Fiverr International Ltd. (FVRR)4.26%$954.39M6.33%82.91%2.20
Nutanix, Inc. (NTNX)4.26%$17.80B16.18%85.56%8.17
Zebra Technologies Corp. (ZBRA)4.23%$16.81B-16.62%45.66%4.07
Smartsheet, Inc. (SMAR)3.91%$5.46B24.96%80.55%5.71
Elastic NV (ESTC)3.84%$10.58B19.45%74.19%9.74
Sealed Air Corp. (SEE)3.83%$5.42B-1.42%29.05%1.79
Wizz Air Holdings Plc (WIZZ)3.72%$2.84B30.04%9.05%1.54
Twilio, Inc. (TWLO)3.66%$10.11B4.02%50.69%2.01
Upstart Holdings, Inc. (UPST)3.65%$2.05B24.16%95.59%5.77
Luminar Technologies, Inc. (LAZR)3.46%$554.17M44.52%-49.86%16.83
DigitalOcean Holdings, Inc. (DOCN)3.42%$3.30B11.87%60.68%6.76
Okta, Inc. (OKTA)3.38%$15.63B21.80%74.33%5.58
Etsy, Inc. (ETSY)3.38%$7.09B0.79%71.03%3.87
Affirm Holdings, Inc. (AFRM)3.29%$7.92B51.23%84.69%7.47
Patterson Cos., Inc. (PDCO)3.28%$2.14B0.95%21.72%0.54
Roku, Inc. (ROKU)3.28%$7.20B18.96%44.05%2.17
Sonos, Inc. (SONO)3.19%$2.00B-16.93%44.34%1.38
HelloFresh SE (HFG)3.17%$1.10B2.85%58.25%0.13
VF Corp. (VFC)3.10%$4.80B-9.98%51.92%1.22
Five9, Inc. (FIVN)3.09%$3.70B13.08%52.59%4.99
Roblox Corp. (RBLX)3.08%$19.32B22.27%24.10%8.03
Zillow Group, Inc. (Z)3.07%$9.09B12.79%76.75%5.18
Clarivate Plc (CLVT)3.06%$3.90B-1.26%36.06%4.09
Teladoc Health, Inc. (TDOC)2.81%$1.95B2.68%54.74%1.15
BlackLine, Inc. (BL)2.80%$3.07B13.29%75.17%8.07
Unity Software, Inc. (U)2.75%$7.58B-7.99%68.64%5.48
TripAdvisor, Inc. (TRIP)2.42%$2.26B6.47%85.57%1.98
National Vision Holdings, Inc. (EYE)2.39%$1.16B-3.53%49.81%1.20
Chegg, Inc. (CHGG)1.71%$377.18M-7.06%73.33%1.42
Market data by FactSet