AISMC
Index Performance
+8.34%
AISMC
+2.04%
IWM
Overview
Description
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?
Holdings
All holdings as of December 8, 2023
CSV download
| 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% | $7.271B | 26.36% | 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% | $4.771B | 32.60% | N/A | 3.55x |
| 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% | $3.044B | 7.85% | 40.39% | 1.23x |
| Mr. Cooper Group, Inc. (COOP) | 3.66% | $4.215B | 2.34% | N/A | 6.34x |
| 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% | $1.469B | 6.64% | 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% | $2.862B | 3.41% | 11.99% | 0.55x |
| AAON, Inc. (AAON) | 3.33% | $5.309B | 28.59% | 35.95% | 4.32x |
| Caleres, Inc. (CAL) | 3.22% | $1.004B | -4.55% | 44.11% | 0.57x |
| Casella Waste Systems, Inc. (CWST) | 3.12% | $4.786B | 19.46% | 22.31% | 4.53x |
| Acadia Realty Trust (AKR) | 3.10% | $1.507B | 1.81% | 25.42% | 11.35x |
| The Chefs' Warehouse, Inc. (CHEF) | 3.03% | $1.111B | 33.24% | 23.55% | 0.56x |
| Alphatec Holdings, Inc. (ATEC) | 2.93% | $1.732B | 31.64% | 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% | $4.223B | 4.84% | 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% | $1.288B | 13.11% | 43.86% | 2.61x |
| Novavax, Inc. (NVAX) | 2.24% | $661.662M | -74.55% | 47.09% | 0.29x |
| Green Dot Corp. (GDOT) | 1.93% | $482.037M | 2.70% | 31.48% | 0.01x |
| B. Riley Financial, Inc. (RILY) | 1.81% | $773.135M | 7.87% | 49.26% | -0.34x |
Market data by FactSet
