Intelligent Alpha
Intelligent Mid Cap Conviction



Index Performance




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?


All holdings as of December 8, 2023
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Wingstop, Inc. (WING)4.70%$7.271B26.36%82.06%13.61x
Grand Canyon Education, Inc. (LOPE)4.10%$4.222B6.32%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%$7.923B61.21%43.08%6.21x
Antero Midstream Corp. (AM)3.63%$6.207B13.19%64.34%8.27x
Chemed Corp. (CHE)3.63%$8.633B7.23%33.09%3.54x
Valley National Bancorp (VLY)3.62%$5.051B45.59%N/A2.19x
Universal Display Corp. (OLED)3.60%$8.300B-12.13%72.44%11.94x
Ares Capital Corp. (ARCC)3.46%$11.434B5.49%63.54%9.45x
Murphy USA, Inc. (MUSA)3.44%$7.533B-6.41%5.31%0.44x
WESCO International, Inc. (WCC)3.41%$8.221B3.64%20.85%0.57x
Hexcel Corp. (HXL)3.39%$6.002B13.42%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%$3.987B0.00%57.95%2.58x
The Western Union Co. (WU)3.12%$4.350B0.75%33.12%1.39x
Repligen Corp. (RGEN)3.12%$8.892B-29.66%36.67%13.20x
The Wendy's Co. (WEN)3.08%$3.946B3.38%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%$3.503B0.86%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%$9.157B78.08%99.58%13.94x
Wynn Resorts Ltd. (WYNN)2.82%$9.509B87.92%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%$6.135B47.41%63.92%9.87x
Market data by FactSet