Index Performance
+3.32%
Intelligent Tech Focus
Overview
Description
The Intelligent Tech Focus strategy is an AI-powered concentrated tech portfolio. The strategy relies on Intelligent Alpha's Investment Committee to identify a short list of tech stocks that it believes offer the best potential for strong performance over the next year. The portfolio is weighted in three tiers depending on the AI's conviction.
- Inception Date04/14/2024
- WeightingCustom
- # of holdings26
What's inside?
Holdings
All holdings as of September 13, 2024
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| Broadcom Inc. (AVGO) | 5.92% | $783.21B | 47.27% | 58.15% | 15.61 |
| Microsoft Corp. (MSFT) | 5.77% | $3.20T | 15.67% | 69.76% | 13.71 |
| NVIDIA Corp. (NVDA) | 5.61% | $2.92T | 122.40% | 75.15% | 28.91 |
| Salesforce, Inc. (CRM) | 5.49% | $243.37B | 8.39% | 74.46% | 6.89 |
| Fortinet, Inc. (FTNT) | 5.45% | $57.38B | 10.95% | 80.83% | 7.96 |
| Block, Inc. (SQ) | 5.34% | $35.53B | 11.21% | 35.62% | 1.63 |
| Workday, Inc. (WDAY) | 5.28% | $53.26B | 17.38% | 75.54% | 7.27 |
| Datadog, Inc. (DDOG) | 5.25% | $33.99B | 26.66% | 80.83% | 18.49 |
| Advanced Micro Devices, Inc. (AMD) | 4.22% | $246.51B | 8.88% | 42.71% | 11.28 |
| Meta Platforms, Inc. (META) | 4.08% | $1.15T | 22.10% | 81.30% | 8.65 |
| Airbnb, Inc. (ABNB) | 4.07% | $51.99B | 10.63% | 69.29% | 8.51 |
| TransDigm Group, Inc. (TDG) | 4.04% | $76.75B | 17.26% | 57.65% | 12.17 |
| Atlassian Corp. (TEAM) | 3.94% | $26.20B | 23.31% | 81.30% | 10.27 |
| Palo Alto Networks, Inc. (PANW) | 3.90% | $112.95B | 16.46% | 74.35% | 14.17 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.84% | $60.30B | 31.74% | 75.27% | 15.66 |
| Adobe, Inc. (ADBE) | 3.80% | $238.05B | 10.71% | 88.96% | 12.22 |
| Arm Holdings Plc (ARM) | 2.70% | $135.17B | 13.81% | 93.08% | 26.09 |
| Marvell Technology, Inc. (MRVL) | 2.58% | $64.51B | -5.07% | 46.16% | 10.45 |
| ServiceNow, Inc. (NOW) | 2.56% | $181.06B | 22.19% | 78.99% | 16.10 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 2.46% | $768.66B | 33.01% | 51.74% | 11.38 |
| Booking Holdings, Inc. (BKNG) | 2.44% | $131.84B | 7.27% | 97.58% | 6.11 |
| Veeva Systems, Inc. (VEEV) | 2.43% | $35.29B | 14.56% | 74.80% | 10.40 |
| Alphabet, Inc. (GOOG) | 2.34% | $1.81T | 13.46% | 58.05% | 6.77 |
| MSCI, Inc. (MSCI) | 2.33% | $44.20B | 13.97% | 75.55% | 15.68 |
| Take-Two Interactive Software, Inc. (TTWO) | 2.29% | $26.67B | 4.16% | 55.36% | 5.46 |
| Mobileye Global, Inc. (MBLY) | 1.88% | $1.09B | -3.30% | 47.61% | 11.61 |
Market data by FactSet