Intelligent Alpha
Intelligent Select Claude

AISC

$AISC

Index Performance

+3.82%
AISC
+3.30%
SP500

Overview

Description

Claude's selection and weighting for the Intelligent Select index.

  • TickerAISC
  • Inception Date09/19/2023
  • WeightingCustom
  • # of holdings98
What's inside?

Holdings

All holdings as of December 8, 2023
CSV download
AbbVie, Inc. (ABBV)3.36%$263.559B-5.97%68.84%5.65x
Microsoft Corp. (MSFT)2.34%$2.781T12.76%71.16%10.62x
Broadcom Inc. (AVGO)2.29%$441.121B4.09%65.19%10.69x
Amazon.com, Inc. (AMZN)2.20%$1.523T12.57%47.57%2.58x
Costco Wholesale Corp. (COST)1.85%$270.417B9.50%12.31%0.98x
QUALCOMM, Inc. (QCOM)1.65%$147.996B-24.26%55.05%3.51x
Automatic Data Processing, Inc. (ADP)1.60%$94.300B7.04%49.05%5.55x
ConocoPhillips (COP)1.57%$133.073B-32.55%31.76%2.58x
Cboe Global Markets, Inc. (CBOE)1.57%$18.865B-8.53%48.60%4.68x
UnitedHealth Group, Inc. (UNH)1.56%$508.496B14.18%N/A1.51x
The Bank of New York Mellon Corp. (BK)1.54%$37.731B66.74%N/A-0.39x
Fiserv, Inc. (FI)1.50%$79.441B7.86%61.21%4.88x
Ecolab, Inc. (ECL)1.50%$54.781B7.87%41.23%3.77x
Cisco Systems, Inc. (CSCO)1.49%$196.591B7.60%65.37%3.37x
Jack Henry & Associates, Inc. (JKHY)1.48%$11.994B7.97%44.05%5.34x
S&P Global, Inc. (SPGI)1.46%$131.592B7.79%58.59%10.61x
Colgate-Palmolive Co. (CL)1.45%$63.540B10.33%58.66%3.49x
CVS Health Corp. (CVS)1.44%$96.646B10.63%15.26%0.44x
Visa, Inc. (V)1.44%$404.243B10.56%77.44%14.54x
The Home Depot, Inc. (HD)1.42%$324.923B-2.99%31.97%2.10x
Broadridge Financial Solutions, Inc. (BR)1.42%$22.513B11.52%24.86%4.03x
Fidelity National Information Services, Inc. (FIS)1.40%$34.921B-30.94%38.81%3.78x
Honeywell International, Inc. (HON)1.37%$128.297B2.91%38.88%3.77x
Mastercard, Inc. (MA)1.37%$383.489B13.79%96.78%15.64x
Texas Instruments Incorporated (TXN)1.33%$142.615B-13.53%62.11%8.17x
American Water Works Co., Inc. (AWK)1.31%$25.575B7.86%47.47%8.63x
Gartner, Inc. (IT)1.31%$35.233B5.78%64.55%5.01x
Procter & Gamble Co. (PG)1.30%$342.102B6.11%51.99%4.66x
NIKE, Inc. (NKE)1.26%$141.875B1.91%43.54%3.12x
Air Products & Chemicals, Inc. (APD)1.21%$58.501B-10.63%30.85%5.84x
KLA Corp. (KLAC)1.20%$72.646B-11.67%61.51%6.46x
W.W. Grainger, Inc. (GWW)1.20%$39.908B6.75%39.33%2.28x
Northern Trust Corp. (NTRS)1.18%$16.644B54.07%N/A-0.21x
Progressive Corp. (PGR)1.16%$94.291B21.75%N/A1.52x
The Charles Schwab Corp. (SCHW)1.14%$113.561B7.86%74.49%4.89x
Dollar General Corp. (DG)1.14%$27.924B2.42%26.79%1.13x
Norfolk Southern Corp. (NSC)1.13%$49.976B-11.13%25.18%4.85x
Union Pacific Corp. (UNP)1.12%$140.067B-9.52%42.85%6.54x
Waste Management, Inc. (WM)1.11%$69.479B2.42%28.68%3.83x
Cintas Corp. (CTAS)1.10%$56.359B8.12%47.09%6.09x
Lockheed Martin Corp. (LMT)1.09%$111.153B1.78%12.13%1.73x
AutoZone, Inc. (AZO)1.09%$46.209B5.15%52.84%3.35x
3M Co. (MMM)1.06%$57.093B-3.56%44.41%1.94x
Starbucks Corp. (SBUX)1.05%$109.817B11.48%24.28%3.49x
The TJX Cos., Inc. (TJX)1.01%$101.579B9.03%30.74%2.09x
Waste Connections, Inc. (WCN)1.00%$35.620B12.79%29.34%5.34x
Kimberly-Clark Corp. (KMB)1.00%$40.533B1.56%35.81%2.38x
Medtronic Plc (MDT)1.00%$105.508B5.26%60.10%3.44x
Thermo Fisher Scientific, Inc. (TMO)0.99%$189.234B-0.96%40.97%5.20x
Lowe's Companies, Inc. (LOW)0.99%$119.526B-12.81%31.54%1.67x
Philip Morris International, Inc. (PM)0.98%$141.750B13.89%62.95%5.58x
Becton, Dickinson & Co. (BDX)0.90%$67.461B6.85%33.44%4.68x
lululemon athletica, Inc. (LULU)0.87%$59.283B18.70%56.95%5.35x
Charter Communications, Inc. (CHTR)0.84%$54.368B0.25%49.45%3.08x
Equifax, Inc. (EFX)0.80%$28.140B6.01%43.93%5.54x
IDEXX Laboratories, Inc. (IDXX)0.79%$44.130B8.78%59.72%10.46x
Ross Stores, Inc. (ROST)0.78%$44.467B7.87%27.63%2.00x
Xylem, Inc. (XYL)0.77%$25.646B49.78%36.80%3.51x
Dollar Tree, Inc. (DLTR)0.76%$27.105B5.40%29.78%1.14x
The Sherwin-Williams Co. (SHW)0.76%$74.184B1.15%47.68%3.36x
United Rentals, Inc. (URI)0.75%$33.556B23.40%39.26%3.09x
Moody's Corp. (MCO)0.75%$68.554B15.45%65.56%11.09x
PPG Industries, Inc. (PPG)0.75%$33.950B3.94%37.62%2.03x
Paychex, Inc. (PAYX)0.74%$44.800B6.62%71.99%8.55x
Digital Realty Trust, Inc. (DLR)0.74%$40.827B17.65%21.23%10.76x
Roper Technologies, Inc. (ROP)0.73%$57.321B15.78%70.12%9.79x
Skyworks Solutions, Inc. (SWKS)0.73%$16.600B-13.38%42.82%3.48x
Sysco Corp. (SYY)0.72%$37.238B2.58%18.45%0.58x
Walgreens Boots Alliance, Inc. (WBA)0.72%$20.008B9.16%16.57%0.46x
FactSet Research Systems, Inc. (FDS)0.71%$16.863B7.31%50.79%8.78x
Domino's Pizza, Inc. (DPZ)0.71%$13.775B-3.86%38.76%4.14x
O'Reilly Automotive, Inc. (ORLY)0.70%$55.960B10.66%51.40%3.99x
Zoetis, Inc. (ZTS)0.70%$84.752B7.44%68.57%10.19x
Tractor Supply Co. (TSCO)0.69%$22.928B4.32%34.00%1.80x
Prologis, Inc. (PLD)0.68%$110.738B9.35%40.35%17.95x
Yum! Brands, Inc. (YUM)0.67%$34.854B4.15%50.35%6.68x
Henry Schein, Inc. (HSIC)0.67%$9.344B3.10%29.60%1.05x
Edwards Lifesciences Corp. (EW)0.65%$41.958B12.27%75.71%7.07x
MSCI, Inc. (MSCI)0.65%$40.074B11.56%78.05%18.43x
Baxter International, Inc. (BAX)0.64%$18.340B-1.72%36.76%2.03x
Old Dominion Freight Line, Inc. (ODFL)0.62%$40.312B-5.51%35.63%7.64x
Emerson Electric Co. (EMR)0.62%$51.052B-23.70%46.03%4.09x
T. Rowe Price Group, Inc. (TROW)0.62%$21.998B5.19%82.20%3.50x
The Hershey Co. (HSY)0.61%$27.840B11.06%44.31%4.11x
STERIS Plc (Ireland) (STE)0.61%$19.809B11.82%44.19%4.83x
West Pharmaceutical Services, Inc. (WST)0.60%$25.322B8.90%38.73%9.45x
American Tower Corp. (AMT)0.40%$96.240B5.51%43.99%11.58x
MarketAxess Holdings, Inc. (MKTX)0.40%$9.919B0.52%78.86%10.39x
Sinclair Broadcast Group LLC (SBGI)0.40%$846.715M-9.02%34.94%1.33x
Ball Corp. (BALL)0.39%$18.133B-7.90%13.92%1.74x
Extra Space Storage, Inc. (EXR)0.37%$29.300B49.94%52.32%15.76x
Amphenol Corp. (APH)0.37%$55.780B-2.91%32.77%4.40x
NVR, Inc. (NVR)0.36%$20.778B-8.13%25.53%1.95x
Mettler-Toledo International, Inc. (MTD)0.33%$23.647B-4.40%57.43%6.72x
Exelon Corp. (EXC)0.33%$39.031B23.43%25.18%N/A
Eversource Energy (ES)0.32%$20.837B-13.19%27.73%3.80x
Zebra Technologies Corp. (ZBRA)0.32%$12.128B-28.69%42.31%2.86x
Align Technology, Inc. (ALGN)0.24%$16.944B7.85%69.57%5.86x
Market data by FactSet