AISML
Index Performance
+5.53%
AISML
+2.04%
IWM
Overview
Description
The Intelligent Small Cap Select index (AISML) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build an index of mid cap US stocks ($500 million to $5.5 billion), Index selection and weighting is done by the three AI index committee members. The index aims to create a superior representation of US mid cap stocks compared to the S&P 600. The index is reconstituted and rebalanced by the AIs on a quarterly basis.
- TickerAISML
- Inception Date09/04/2023
- WeightingCustom
- # of holdings144
What's inside?
Holdings
All holdings as of December 8, 2023
CSV download
| Chico's FAS, Inc. (CHS) | 4.39% | $933.338M | -2.55% | 38.89% | 0.64x |
| 3D Systems Corp. (DDD) | 4.36% | $789.930M | -6.40% | 44.71% | 1.44x |
| Wingstop, Inc. (WING) | 4.11% | $7.271B | 26.36% | 82.06% | 13.61x |
| G-III Apparel Group Ltd. (GIII) | 3.10% | $1.451B | -1.04% | 40.00% | 0.53x |
| The E.W. Scripps Co. (SSP) | 2.46% | $566.237M | -7.45% | 36.49% | 1.67x |
| Caleres, Inc. (CAL) | 2.42% | $1.004B | -4.55% | 44.11% | 0.57x |
| The GEO Group, Inc. (GEO) | 2.26% | $1.298B | -2.25% | 21.72% | 1.17x |
| Novavax, Inc. (NVAX) | 2.15% | $661.662M | -74.55% | 47.09% | 0.29x |
| B. Riley Financial, Inc. (RILY) | 2.13% | $773.135M | 7.87% | 49.26% | -0.34x |
| Hibbett, Inc. (HIBB) | 2.04% | $767.636M | -0.29% | 31.00% | 0.55x |
| AAON, Inc. (AAON) | 2.00% | $5.309B | 28.59% | 35.95% | 4.32x |
| Mr. Cooper Group, Inc. (COOP) | 1.57% | $4.215B | 2.34% | N/A | 6.34x |
| ABM Industries, Inc. (ABM) | 1.48% | $2.862B | 3.41% | 11.99% | 0.55x |
| Kontoor Brands, Inc. (KTB) | 1.43% | $3.044B | 7.85% | 40.39% | 1.23x |
| Exponent, Inc. (EXPO) | 1.42% | $4.223B | 4.84% | 29.96% | 7.97x |
| Ollie's Bargain Outlet Holdings, Inc. (OLLI) | 1.38% | $4.447B | 14.82% | 38.96% | 2.45x |
| Goosehead Insurance, Inc. (GSHD) | 1.38% | $1.741B | 23.13% | N/A | 7.53x |
| Casella Waste Systems, Inc. (CWST) | 1.25% | $4.786B | 19.46% | 22.31% | 4.53x |
| GMS, Inc. (GMS) | 1.24% | $2.862B | -0.70% | 29.96% | 0.67x |
| National Vision Holdings, Inc. (EYE) | 1.24% | $1.469B | 6.64% | 48.07% | 0.97x |
| The Chefs' Warehouse, Inc. (CHEF) | 1.22% | $1.111B | 33.24% | 23.55% | 0.56x |
| Clean Energy Fuels Corp. (CLNE) | 1.20% | $782.801M | -22.70% | 9.41% | 2.12x |
| NorthWestern Corp. (NWE) | 1.18% | $3.177B | -4.17% | 56.06% | 3.71x |
| Five9, Inc. (FIVN) | 1.15% | $5.844B | 16.01% | 50.68% | 5.40x |
| Corsair Gaming, Inc. (CRSR) | 1.09% | $1.414B | 16.49% | 24.60% | 1.14x |
| Steven Madden Ltd. (SHOO) | 1.06% | $2.929B | -0.70% | 41.38% | 1.19x |
| Sprouts Farmers Market, Inc. (SFM) | 1.05% | $4.674B | 7.68% | 34.65% | 0.86x |
| Deluxe Corp. (DLX) | 1.03% | $805.254M | -3.10% | 53.76% | 1.05x |
| AAR Corp. (AIR) | 1.01% | $2.453B | 23.17% | 18.43% | 1.15x |
| PriceSmart, Inc. (PSMT) | 1.01% | $2.119B | 9.48% | 17.11% | 0.54x |
| Healthcare Services Group, Inc. (HCSG) | 1.01% | $724.459M | -0.75% | 10.74% | 0.43x |
| Merit Medical Systems, Inc. (MMSI) | 0.96% | $4.032B | 10.04% | 39.84% | 3.54x |
| The Buckle, Inc. (BKE) | 0.93% | $2.121B | -8.69% | 48.51% | 1.25x |
| WD-40 Co. (WDFC) | 0.91% | $3.247B | 7.69% | 50.39% | 5.59x |
| Neogen Corp. (NEOG) | 0.90% | $3.933B | 73.02% | 50.99% | 6.16x |
| Griffon Corp. (GFF) | 0.88% | $2.682B | -9.53% | 38.53% | 1.36x |
| Green Dot Corp. (GDOT) | 0.87% | $482.037M | 2.70% | 31.48% | 0.01x |
| United Bankshares, Inc. (West Virginia) (UBSI) | 0.85% | $4.771B | 32.60% | N/A | 3.55x |
| Brinker International, Inc. (EAT) | 0.84% | $1.758B | 5.97% | 7.20% | 0.83x |
| Sealed Air Corp. (SEE) | 0.81% | $4.883B | -1.33% | 28.72% | 1.71x |
| UniFirst Corp. (UNF) | 0.77% | $2.700B | 10.74% | 28.06% | 1.45x |
| YETI Holdings, Inc. (YETI) | 0.75% | $3.987B | 0.00% | 57.95% | 2.58x |
| Acadia Realty Trust (AKR) | 0.75% | $1.507B | 1.81% | 25.42% | 11.35x |
| Columbia Banking System, Inc. (COLB) | 0.74% | $5.194B | 287.62% | N/A | 3.89x |
| Cheesecake Factory, Inc. (CAKE) | 0.73% | $1.689B | 5.89% | 9.81% | 0.93x |
| Axos Financial, Inc. (AX) | 0.73% | $2.881B | 58.80% | N/A | 0.40x |
| Texas Capital Bancshares, Inc. (TCBI) | 0.73% | $2.772B | 36.17% | N/A | 0.70x |
| Alphatec Holdings, Inc. (ATEC) | 0.70% | $1.732B | 31.64% | 55.22% | 4.50x |
| Cal-Maine Foods, Inc. (CALM) | 0.70% | $2.284B | -30.23% | 9.89% | 0.58x |
| AeroVironment, Inc. (AVAV) | 0.70% | $3.511B | 62.04% | 41.58% | 4.71x |
| Commvault Systems, Inc. (CVLT) | 0.69% | $3.295B | 6.88% | 80.40% | 3.47x |
| Cavco Industries, Inc. (CVCO) | 0.69% | $2.554B | -21.71% | 23.66% | 1.03x |
| A10 Networks, Inc. (ATEN) | 0.65% | $944.521M | -19.82% | 80.95% | 3.82x |
| Beacon Roofing Supply, Inc. (BECN) | 0.65% | $5.096B | 7.00% | 24.30% | 0.89x |
| Stepan Co. (SCL) | 0.63% | $1.975B | -21.82% | 12.67% | 0.96x |
| Glacier Bancorp, Inc. (GBCI) | 0.62% | $4.208B | 20.58% | N/A | 6.81x |
| Marriott Vacations Worldwide Corp. (VAC) | 0.62% | $2.873B | -5.27% | 16.36% | 1.92x |
| Semtech Corp. (SMTC) | 0.60% | $1.288B | 13.11% | 43.86% | 2.61x |
| Central Garden & Pet Co. (CENTA) | 0.59% | $2.141B | 6.04% | 25.23% | 0.91x |
| Brookline Bancorp, Inc. (BRKL) | 0.57% | $916.211M | 61.56% | N/A | 3.49x |
| First BanCorp (Puerto Rico) (FBP) | 0.51% | $2.769B | 17.09% | N/A | 2.15x |
| Helen of Troy Ltd. (HELE) | 0.51% | $2.610B | -5.16% | 46.76% | 1.91x |
| Freshpet, Inc. (FRPT) | 0.49% | $3.678B | 32.57% | 31.10% | 4.55x |
| AMN Healthcare Services, Inc. (AMN) | 0.49% | $2.596B | -25.04% | 29.33% | 1.02x |
| Central Garden & Pet Co. (CENT) | 0.48% | $2.141B | 6.04% | 25.23% | 0.97x |
| Dave & Buster's Entertainment, Inc. (PLAY) | 0.47% | $1.901B | -2.97% | 11.29% | 1.99x |
| Kirby Corp. (KEX) | 0.47% | $4.323B | 2.54% | 23.64% | 2.03x |
| National Beverage Corp. (FIZZ) | 0.47% | $4.350B | 0.15% | 37.10% | 3.41x |
| Dorman Products, Inc. (DORM) | 0.44% | $2.356B | 18.07% | 37.53% | 1.58x |
| Jack in the Box, Inc. (JACK) | 0.44% | $1.569B | -7.51% | 25.53% | 2.59x |
| Blue Bird Corp. (BLBD) | 0.44% | $694.126M | 42.80% | 15.38% | 0.75x |
| Resideo Technologies, Inc. (REZI) | 0.44% | $2.559B | -3.96% | 26.25% | 0.57x |
| AZZ, Inc. (AZZ) | 0.44% | $1.292B | -2.01% | 24.40% | 1.64x |
| Cracker Barrel Old Country Store, Inc. (CBRL) | 0.43% | $1.624B | -1.87% | 7.30% | 0.76x |
| DMC Global, Inc. (BOOM) | 0.42% | $337.330M | -1.33% | 27.26% | 1.11x |
| Academy Sports & Outdoors, Inc. (ASO) | 0.42% | $4.150B | -6.44% | 32.57% | 0.79x |
| Tandem Diabetes Care, Inc. (TNDM) | 0.41% | $1.566B | -9.25% | 48.35% | 1.65x |
| Independent Bank Corp. (Massachusetts) (INDB) | 0.38% | $2.696B | 19.36% | N/A | 3.34x |
| ViaSat, Inc. (VSAT) | 0.38% | $3.011B | 86.61% | 30.83% | 2.44x |
| CVR Energy, Inc. (CVI) | 0.37% | $3.025B | -6.56% | 23.39% | 0.45x |
| Zuora, Inc. (ZUO) | 0.36% | $1.153B | 8.68% | 68.11% | 2.26x |
| Cirrus Logic, Inc. (CRUS) | 0.36% | $4.233B | -11.01% | 51.26% | 2.21x |
| ICF International, Inc. (ICFI) | 0.35% | $2.633B | 7.21% | 32.59% | 1.55x |
| Installed Building Products, Inc. (IBP) | 0.34% | $4.651B | -1.76% | 32.71% | 1.51x |
| Group 1 Automotive, Inc. (GPI) | 0.33% | $3.912B | 13.01% | 16.22% | 0.34x |
| Independent Bank Group, Inc. (IBTX) | 0.33% | $1.770B | 26.45% | N/A | 2.43x |
| Advansix, Inc. (ASIX) | 0.32% | $731.523M | -32.55% | 2.52% | 0.70x |
| Sonic Automotive, Inc. (SAH) | 0.32% | $1.098B | 5.67% | 15.01% | 0.36x |
| J&J Snack Foods Corp. (JJSF) | 0.31% | $3.294B | 10.85% | 32.51% | 2.08x |
| Supernus Pharmaceuticals, Inc. (SUPN) | 0.31% | $1.470B | -13.24% | 73.06% | 2.21x |
| The Hain Celestial Group, Inc. (HAIN) | 0.30% | $902.473M | -3.26% | 19.29% | 1.02x |
| Plexus Corp. (PLXS) | 0.30% | $2.794B | -8.89% | 9.29% | 0.67x |
| Privia Health Group, Inc. (PRVA) | 0.29% | $2.507B | 21.69% | 9.59% | 1.64x |
| Lumentum Holdings, Inc. (LITE) | 0.28% | $2.950B | -37.33% | 21.60% | 2.50x |
| Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) | 0.28% | $2.839B | 49.38% | 100.00% | 19.98x |
| Insteel Industries, Inc. (IIIN) | 0.28% | $668.643M | -24.26% | 8.88% | 0.79x |
| Ingevity Corp. (NGVT) | 0.27% | $1.512B | -7.58% | 26.33% | 1.87x |
| National Bank Holdings Corp. (NBHC) | 0.27% | $1.362B | 59.91% | N/A | 2.33x |
| Nevro Corp. (NVRO) | 0.26% | $722.300M | 3.38% | 64.18% | 1.36x |
| Lancaster Colony Corp. (LANC) | 0.26% | $4.579B | 8.47% | 23.53% | 2.41x |
| Asbury Automotive Group, Inc. (ABG) | 0.25% | $4.428B | -5.18% | 17.93% | 0.56x |
| Green Plains, Inc. (GPRE) | 0.25% | $1.387B | -6.47% | 6.42% | 0.73x |
| Benchmark Electronics, Inc. (BHE) | 0.25% | $915.239M | -6.72% | 9.21% | 0.40x |
| Kaiser Aluminum Corp. (KALU) | 0.24% | $960.868M | -0.71% | 6.89% | 0.72x |
| Adtalem Global Education, Inc. (ATGE) | 0.23% | $2.387B | 4.03% | 54.16% | 1.65x |
| Helios Technologies, Inc. (HLIO) | 0.22% | $1.316B | -2.80% | 25.57% | 2.83x |
| Omega Flex, Inc. (OFLX) | 0.22% | $784.430M | -13.07% | 58.03% | 6.66x |
| HNI Corp. (HNI) | 0.21% | $1.879B | 18.84% | 40.09% | 0.97x |
| ePlus, Inc. (PLUS) | 0.21% | $1.865B | 19.58% | 22.70% | 0.74x |
| M/I Homes, Inc. (MHO) | 0.20% | $3.195B | 3.97% | 26.87% | 0.62x |
| Enpro, Inc. (NPO) | 0.20% | $2.826B | -10.50% | 39.73% | 2.67x |
| Air Transport Services Group, Inc. (ATSG) | 0.19% | $1.018B | 1.20% | 8.80% | 1.54x |
| Southside Bancshares, Inc. (SBSI) | 0.19% | $917.675M | 34.50% | N/A | 4.08x |
| The Hanover Insurance Group, Inc. (THG) | 0.19% | $4.537B | 11.00% | N/A | 0.81x |
| Sky West, Inc. (SKYW) | 0.19% | $2.007B | -2.95% | 14.92% | 1.44x |
| Intapp, Inc. (INTA) | 0.19% | $2.508B | 27.71% | 67.29% | 5.87x |
| Koppers Holdings, Inc. (KOP) | 0.19% | $917.881M | 2.67% | 17.64% | 0.83x |
| Moelis & Co. (MC) | 0.19% | $3.573B | 16.56% | N/A | 3.76x |
| Easterly Government Properties, Inc. (DEA) | 0.19% | $1.204B | -4.03% | 32.23% | 8.46x |
| Integer Holdings Corp. (ITGR) | 0.18% | $2.984B | 18.27% | 23.62% | 2.33x |
| Elme Communities (WRE) | 0.18% | $1.199B | 3.75% | 22.97% | 8.27x |
| Enviri Corp. (HSC) | 0.18% | $561.230M | 7.74% | 19.76% | 1.02x |
| World Kinect Corp. (INT) | 0.18% | $1.258B | -21.32% | 1.52% | 0.04x |
| National Presto Industries, Inc. (NPK) | 0.17% | $558.448M | 19.31% | 18.01% | 1.21x |
| OSI Systems, Inc. (OSIS) | 0.17% | $2.079B | 4.16% | 31.94% | 1.83x |
| Rush Enterprises, Inc. (RUSHA) | 0.17% | $3.307B | 6.25% | 19.11% | 0.63x |
| Edgewell Personal Care Co. (EPC) | 0.17% | $1.744B | -0.52% | 42.71% | 1.39x |
| IPG Photonics Corp. (IPGP) | 0.17% | $4.665B | -13.64% | 43.61% | 2.80x |
| Radian Group Inc. (RDN) | 0.16% | $3.956B | 5.86% | N/A | 4.65x |
| LCI Industries (LCII) | 0.16% | $2.941B | -15.26% | 21.99% | 1.07x |
| PotlatchDeltic Corp. (PCH) | 0.16% | $3.571B | -13.43% | 26.62% | 4.30x |
| USANA Health Sciences, Inc. (USNA) | 0.16% | $949.412M | -8.54% | 78.53% | 0.89x |
| DXC Technology Co. (DXC) | 0.15% | $4.601B | -3.65% | 12.86% | 0.60x |
| Talos Energy, Inc. (TALO) | 0.15% | $1.666B | 1.59% | 24.63% | 2.30x |
| Matthews International Corp. (MATW) | 0.15% | $1.048B | 5.04% | 30.48% | 1.09x |
| Saul Centers, Inc. (BFS) | 0.14% | $936.922M | 5.33% | 53.94% | 9.85x |
| Copa Holdings SA (CPA) | 0.14% | $3.099B | 7.20% | 33.24% | 1.23x |
| Carpenter Technology Corp. (CRS) | 0.13% | $3.254B | 24.67% | 19.25% | 1.51x |
| Masonite International Corp. (DOOR) | 0.13% | $2.028B | -3.49% | 22.53% | 1.06x |
| Avid Bioservices, Inc. (CDMO) | 0.12% | $293.430M | -26.94% | -18.37% | 3.93x |
| American Eagle Outfitters, Inc. (AEO) | 0.10% | $3.984B | 4.87% | 37.46% | 0.87x |
| Cassava Sciences, Inc. (SAVA) | 0.09% | $1.029B | N/A | N/A | N/A |
| Zymeworks, Inc. (ZYME) | 0.05% | $650.318M | 527.37% | 60.38% | 0.39x |
| Pacific Premier Bancorp, Inc. (PPBI) | 0.04% | $2.529B | 10.68% | N/A | 3.18x |
Market data by FactSet