AIMDC
Index Performance
+3.54%
AIMDC
+2.04%
IWM
Overview
Description
The Intelligent Mid Cap Conviction index (AIMDC) 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 mid cap stocks. The 30 stocks represent the AI investment committee's most favored names. The strategy aims to beat the S&P 400.
- TickerAIMDC
- Inception Date09/07/2023
- WeightingEqual
- # of holdings30
What's inside?
Holdings
All holdings as of December 8, 2023
CSV download
| Wingstop, Inc. (WING) | 4.70% | $7.271B | 26.36% | 82.06% | 13.61x |
| Grand Canyon Education, Inc. (LOPE) | 4.10% | $4.222B | 6.32% | 48.13% | 3.65x |
| United States Steel Corp. (X) | 3.80% | $8.007B | -14.61% | 8.89% | 0.52x |
| WestRock Co. (WRK) | 3.68% | $10.556B | -7.67% | 16.17% | 0.85x |
| Cabot Corp. (CBT) | 3.65% | $4.302B | -13.22% | 23.32% | 1.31x |
| Trex Co., Inc. (TREX) | 3.64% | $7.923B | 61.21% | 43.08% | 6.21x |
| Antero Midstream Corp. (AM) | 3.63% | $6.207B | 13.19% | 64.34% | 8.27x |
| Chemed Corp. (CHE) | 3.63% | $8.633B | 7.23% | 33.09% | 3.54x |
| Valley National Bancorp (VLY) | 3.62% | $5.051B | 45.59% | N/A | 2.19x |
| Universal Display Corp. (OLED) | 3.60% | $8.300B | -12.13% | 72.44% | 11.94x |
| Ares Capital Corp. (ARCC) | 3.46% | $11.434B | 5.49% | 63.54% | 9.45x |
| Murphy USA, Inc. (MUSA) | 3.44% | $7.533B | -6.41% | 5.31% | 0.44x |
| WESCO International, Inc. (WCC) | 3.41% | $8.221B | 3.64% | 20.85% | 0.57x |
| Hexcel Corp. (HXL) | 3.39% | $6.002B | 13.42% | 21.40% | 3.62x |
| Masimo Corp. (MASI) | 3.34% | $5.515B | -12.82% | 49.03% | 2.65x |
| IDACORP, Inc. (IDA) | 3.30% | $5.044B | -0.80% | 29.60% | 4.04x |
| Olin Corp. (OLN) | 3.25% | $6.125B | -28.01% | 15.49% | 1.30x |
| Black Hills Corp. (BKH) | 3.20% | $3.678B | -11.99% | 28.13% | 3.09x |
| YETI Holdings, Inc. (YETI) | 3.12% | $3.987B | 0.00% | 57.95% | 2.58x |
| The Western Union Co. (WU) | 3.12% | $4.350B | 0.75% | 33.12% | 1.39x |
| Repligen Corp. (RGEN) | 3.12% | $8.892B | -29.66% | 36.67% | 13.20x |
| The Wendy's Co. (WEN) | 3.08% | $3.946B | 3.38% | 28.76% | 3.55x |
| Helen of Troy Ltd. (HELE) | 3.04% | $2.610B | -5.16% | 46.76% | 1.91x |
| Boston Beer Co., Inc. (SAM) | 3.02% | $3.503B | 0.86% | 45.65% | 2.18x |
| Range Resources Corp. (RRC) | 3.01% | $7.167B | -63.57% | 20.13% | 3.09x |
| Annaly Capital Management, Inc. (NLY) | 3.00% | $9.157B | 78.08% | 99.58% | 13.94x |
| Wynn Resorts Ltd. (WYNN) | 2.82% | $9.509B | 87.92% | 32.36% | 3.40x |
| Cable One, Inc. (CABO) | 2.74% | $2.957B | -1.03% | 54.18% | 4.26x |
| RH (RH) | 2.58% | $4.409B | -13.56% | 45.32% | 2.39x |
| World Wrestling Entertainment LLC (WWE) | 2.50% | $6.135B | 47.41% | 63.92% | 9.87x |
Market data by FactSet