AISMC
Index Performance
+7.97%
AISMC
+4.89%
IWM
Overview
Description
The Intelligent Small Cap Conviction index (AISMC) prompt engineers three leading AI platforms — OpenAI's GPT, Google's Gemini, and Anthropic's Claude — to build a 30 stock, equal weighted portfolio of small cap stocks. The 30 stocks represent the AI index committee's most favored names. The strategy aims to beat the S&P 600.
- TickerAISMC
- Inception Date09/07/2023
- WeightingEqual
- # of holdings30
What's inside?
Holdings
All holdings as of May 17, 2024
CSV download
| B. Riley Financial, Inc. (RILY) | 5.09% | $860.69M | -7.75% | 55.68% | -0.14 |
| Wolverine World Wide, Inc. (WWW) | 4.13% | $1.08B | -34.12% | 45.53% | 0.86 |
| Brinker International, Inc. (EAT) | 4.03% | $2.78B | 3.43% | 11.24% | 0.99 |
| AMC Networks, Inc. (AMCX) | 3.94% | $508.24M | -16.86% | 50.14% | 0.98 |
| Clearway Energy, Inc. (CWEN) | 3.93% | $3.07B | 4.75% | 1.51% | 9.03 |
| U.S. Silica Holdings, Inc. (SLCA) | 3.81% | $1.21B | -26.30% | 21.74% | 1.14 |
| SPX Technologies, Inc. (SPXC) | 3.70% | $6.48B | 16.36% | 36.13% | 3.60 |
| Kontoor Brands, Inc. (KTB) | 3.70% | $3.92B | -5.42% | 44.81% | 1.57 |
| Mr. Cooper Group, Inc. (COOP) | 3.49% | $5.46B | 60.51% | N/A | 6.74 |
| Sonic Automotive, Inc. (SAH) | 3.47% | $1.29B | -3.07% | 14.77% | 0.41 |
| The Simply Good Foods Co. (SMPL) | 3.47% | $3.75B | 5.26% | 36.09% | 2.96 |
| PRA Group, Inc. (PRAA) | 3.37% | $982.23M | 74.21% | 66.97% | 4.43 |
| Genesco, Inc. (GCO) | 3.35% | $310.21M | -2.53% | 47.27% | 0.35 |
| G-III Apparel Group Ltd. (GIII) | 3.27% | $1.26B | -3.98% | 39.19% | 0.50 |
| RXO, Inc. (RXO) | 3.20% | $2.42B | -9.60% | 21.69% | 0.82 |
| TEGNA, Inc. (TGNA) | 3.16% | $2.55B | -3.52% | 35.80% | 1.87 |
| The GEO Group, Inc. (GEO) | 3.15% | $1.83B | -0.42% | 21.90% | 1.49 |
| Virtus Investment Partners, Inc. (VRTS) | 3.14% | $1.66B | 11.74% | 81.62% | 2.21 |
| Amphastar Pharmaceuticals, Inc. (AMPH) | 3.12% | $2.13B | 22.72% | 50.80% | 3.94 |
| Xenia Hotels & Resorts, Inc. (XHR) | 3.10% | $1.50B | -0.55% | 14.29% | 2.72 |
| Six Flags Entertainment Corp. (SIX) | 3.08% | $2.17B | -6.26% | -15.97% | 3.72 |
| Brookline Bancorp, Inc. (BRKL) | 3.01% | $808.94M | 12.71% | N/A | 3.59 |
| Griffon Corp. (GFF) | 2.96% | $3.33B | -5.36% | 40.06% | 2.01 |
| Winnebago Industries, Inc. (WGO) | 2.95% | $1.81B | -18.82% | 14.16% | 0.81 |
| ADTRAN Holdings, Inc. (ADTN) | 2.92% | $416.94M | -30.17% | 36.92% | 0.94 |
| NetScout Systems, Inc. (NTCT) | 2.91% | $1.51B | -9.30% | 69.42% | 1.55 |
| Sturm, Ruger & Co., Inc. (RGR) | 2.91% | $749.12M | -8.45% | 21.49% | 1.32 |
| Caleres, Inc. (CAL) | 2.90% | $1.29B | -5.08% | 44.22% | 0.65 |
| Sun Country Airlines Holdings, Inc. (SNCY) | 2.45% | $566.09M | 5.91% | 21.14% | 1.30 |
| Owens & Minor, Inc. (OMI) | 2.26% | $1.42B | 3.56% | 17.66% | 0.41 |
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