Intelligent Alpha
Intelligent Small Cap Conviction



Index Performance




The Intelligent Small Cap Conviction index (AISMC) 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 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?


All holdings as of December 8, 2023
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Chico's FAS, Inc. (CHS)5.10%$933.338M-2.55%38.89%0.64x
Hibbett, Inc. (HIBB)4.51%$767.636M-0.29%31.00%0.55x
Wingstop, Inc. (WING)4.50%$7.271B26.36%82.06%13.61x
The GEO Group, Inc. (GEO)4.21%$1.298B-2.25%21.72%1.17x
Griffon Corp. (GFF)4.10%$2.682B-9.53%38.53%1.36x
United Bankshares, Inc. (West Virginia) (UBSI)3.94%$4.771B32.60%N/A3.55x
G-III Apparel Group Ltd. (GIII)3.90%$1.451B-1.04%40.00%0.53x
Steven Madden Ltd. (SHOO)3.85%$2.929B-0.70%41.38%1.19x
Kontoor Brands, Inc. (KTB)3.80%$3.044B7.85%40.39%1.23x
Mr. Cooper Group, Inc. (COOP)3.66%$4.215B2.34%N/A6.34x
3D Systems Corp. (DDD)3.62%$789.930M-6.40%44.71%1.44x
GMS, Inc. (GMS)3.54%$2.862B-0.70%29.96%0.67x
National Vision Holdings, Inc. (EYE)3.52%$1.469B6.64%48.07%0.97x
The E.W. Scripps Co. (SSP)3.40%$566.237M-7.45%36.49%1.67x
ABM Industries, Inc. (ABM)3.35%$2.862B3.41%11.99%0.55x
AAON, Inc. (AAON)3.33%$5.309B28.59%35.95%4.32x
Caleres, Inc. (CAL)3.22%$1.004B-4.55%44.11%0.57x
Casella Waste Systems, Inc. (CWST)3.12%$4.786B19.46%22.31%4.53x
Acadia Realty Trust (AKR)3.10%$1.507B1.81%25.42%11.35x
The Chefs' Warehouse, Inc. (CHEF)3.03%$1.111B33.24%23.55%0.56x
Alphatec Holdings, Inc. (ATEC)2.93%$1.732B31.64%55.22%4.50x
Deluxe Corp. (DLX)2.92%$805.254M-3.10%53.76%1.05x
Healthcare Services Group, Inc. (HCSG)2.87%$724.459M-0.75%10.74%0.43x
Exponent, Inc. (EXPO)2.82%$4.223B4.84%29.96%7.97x
A10 Networks, Inc. (ATEN)2.71%$944.521M-19.82%80.95%3.82x
Clean Energy Fuels Corp. (CLNE)2.49%$782.801M-22.70%9.41%2.12x
Semtech Corp. (SMTC)2.49%$1.288B13.11%43.86%2.61x
Novavax, Inc. (NVAX)2.24%$661.662M-74.55%47.09%0.29x
Green Dot Corp. (GDOT)1.93%$482.037M2.70%31.48%0.01x
B. Riley Financial, Inc. (RILY)1.81%$773.135M7.87%49.26%-0.34x
Market data by FactSet