AIUPD
Index Performance
+8.22%
AIUPD
Overview
Description
The Intelligent Asymmetric Select strategy is an AI-powered portfolio of stocks with favorable risk/reward. The strategy relies on Intelligent Alpha's Investment Committee to vote on stocks it believes has a 2x upside scenario vs downside for the portfolio. Our AI investment committee then weights the stocks chosen for the strategy based on its confidence in the pick.
- TickerAIUPD
- Inception Date11/16/2023
- WeightingCustom
- # of holdings141
What's inside?
Holdings
All holdings as of September 13, 2024
CSV download
| Palo Alto Networks, Inc. (PANW) | 3.96% | $112.95B | 16.46% | 74.35% | 14.17 |
| Advanced Micro Devices, Inc. (AMD) | 3.85% | $246.51B | 8.88% | 42.71% | 11.28 |
| Arista Networks, Inc. (ANET) | 3.57% | $113.02B | 15.87% | 64.91% | 16.77 |
| Intuit, Inc. (INTU) | 2.91% | $183.68B | 13.34% | 75.76% | 11.44 |
| Adobe, Inc. (ADBE) | 2.77% | $238.05B | 10.71% | 88.96% | 12.22 |
| ServiceNow, Inc. (NOW) | 2.68% | $181.06B | 22.19% | 78.99% | 16.10 |
| Cadence Design Systems, Inc. (CDNS) | 2.66% | $73.58B | 8.61% | 86.24% | 20.30 |
| Salesforce, Inc. (CRM) | 2.37% | $243.37B | 8.39% | 74.46% | 6.89 |
| Ares Management Corp. (ARES) | 2.31% | $28.92B | -25.61% | 98.71% | 11.94 |
| Synopsys, Inc. (SNPS) | 2.30% | $75.28B | 2.31% | 78.17% | 13.79 |
| PPL Corp. (PPL) | 2.25% | $23.95B | 3.18% | 26.16% | 4.39 |
| Netflix, Inc. (NFLX) | 1.91% | $299.15B | 16.35% | 45.68% | 8.45 |
| Fortinet, Inc. (FTNT) | 1.84% | $57.38B | 10.95% | 80.83% | 7.96 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.74% | $60.30B | 31.74% | 75.27% | 15.66 |
| KLA Corp. (KLAC) | 1.68% | $101.02B | -6.41% | 61.19% | 11.70 |
| Franklin Resources, Inc. (BEN) | 1.58% | $10.41B | 5.84% | 71.69% | 2.80 |
| Datadog, Inc. (DDOG) | 1.58% | $33.99B | 26.66% | 80.83% | 18.49 |
| Applied Materials, Inc. (AMAT) | 1.32% | $155.38B | 5.52% | 47.29% | 6.32 |
| Lam Research Corp. (LRCX) | 1.20% | $99.97B | -14.47% | 47.61% | 9.39 |
| United Rentals, Inc. (URI) | 1.11% | $48.24B | 6.16% | 37.34% | 3.83 |
| Steel Dynamics, Inc. (STLD) | 1.06% | $17.41B | -8.84% | 16.56% | 1.22 |
| Monolithic Power Systems, Inc. (MPWR) | 0.95% | $44.56B | 15.03% | 55.29% | 20.55 |
| Atlassian Corp. (TEAM) | 0.92% | $26.20B | 23.31% | 81.30% | 10.27 |
| Marvell Technology, Inc. (MRVL) | 0.88% | $64.51B | -5.07% | 46.16% | 10.45 |
| Amphenol Corp. (APH) | 0.85% | $76.57B | 18.20% | 33.61% | 6.68 |
| Airbnb, Inc. (ABNB) | 0.80% | $51.99B | 10.63% | 69.29% | 8.51 |
| Super Micro Computer, Inc. (SMCI) | 0.80% | $26.77B | 109.77% | 14.13% | 3.34 |
| Axon Enterprise, Inc. (AXON) | 0.79% | $28.69B | 34.57% | 60.25% | 12.40 |
| Equinix, Inc. (EQIX) | 0.78% | $82.75B | 6.97% | 44.14% | 10.41 |
| The Boeing Co. (BA) | 0.77% | $96.60B | -14.61% | 7.39% | 2.14 |
| MercadoLibre, Inc. (MELI) | 0.69% | $107.60B | 48.55% | 46.62% | 4.72 |
| First Solar, Inc. (FSLR) | 0.69% | $24.49B | 24.65% | 49.02% | 6.14 |
| The AES Corp. (AES) | 0.68% | $13.18B | -3.06% | 18.80% | 3.52 |
| Norwegian Cruise Line Holdings Ltd. (NCLH) | 0.68% | $8.50B | 7.57% | 29.77% | 2.55 |
| McCormick & Co., Inc. (MKC) | 0.68% | $22.50B | -0.96% | 37.69% | 3.56 |
| Blackstone, Inc. (BX) | 0.68% | $108.87B | 7.25% | 99.45% | 11.04 |
| GE Aerospace (GE) | 0.67% | $193.31B | -45.53% | 38.64% | 2.91 |
| Enphase Energy, Inc. (ENPH) | 0.67% | $14.88B | -57.33% | 44.06% | 9.33 |
| F5, Inc. (FFIV) | 0.65% | $12.26B | -1.02% | 78.91% | 3.43 |
| Crown Castle, Inc. (CCI) | 0.65% | $51.65B | -12.91% | 45.76% | 10.83 |
| NVR, Inc. (NVR) | 0.64% | $28.84B | 11.56% | 23.90% | 2.43 |
| Kimco Realty Corp. (KIM) | 0.64% | $16.19B | 13.14% | 39.36% | 10.94 |
| Western Digital Corp. (WDC) | 0.64% | $22.33B | 5.56% | 24.53% | 2.37 |
| Robert Half, Inc. (RHI) | 0.64% | $6.57B | -10.18% | 38.29% | 1.05 |
| Johnson Controls International Plc (JCI) | 0.63% | $48.46B | 1.37% | 34.30% | 2.10 |
| Constellation Brands, Inc. (STZ) | 0.63% | $46.02B | 5.84% | 52.13% | 5.74 |
| International Paper Co. (IP) | 0.63% | $16.92B | 1.11% | 23.51% | 1.20 |
| S&P Global, Inc. (SPGI) | 0.63% | $162.59B | 14.45% | 61.23% | 11.58 |
| Chipotle Mexican Grill, Inc. (CMG) | 0.63% | $76.85B | 18.22% | 26.10% | 8.38 |
| AerCap Holdings NV (AER) | 0.63% | $19.71B | -0.29% | 57.10% | 8.47 |
| FMC Corp. (FMC) | 0.63% | $7.93B | 2.36% | 37.66% | 2.71 |
| Global Payments, Inc. (GPN) | 0.62% | $28.10B | 4.74% | 63.47% | 4.18 |
| Cognizant Technology Solutions Corp. (CTSH) | 0.62% | $38.27B | -0.74% | 31.30% | 1.71 |
| Rockwell Automation, Inc. (ROK) | 0.62% | $29.83B | -8.35% | 38.50% | 4.02 |
| Broadridge Financial Solutions, Inc. (BR) | 0.62% | $24.74B | 7.36% | 29.72% | 4.11 |
| CF Industries Holdings, Inc. (CF) | 0.62% | $14.28B | -11.44% | 43.19% | 2.99 |
| Archer-Daniels-Midland Co. (ADM) | 0.62% | $28.87B | -11.80% | 7.10% | 0.42 |
| Aflac, Inc. (AFL) | 0.61% | $60.81B | -0.66% | N/A | 3.01 |
| VF Corp. (VFC) | 0.61% | $7.28B | -8.33% | 52.63% | 1.14 |
| Expedia Group, Inc. (EXPE) | 0.61% | $16.92B | 5.96% | 84.06% | 1.26 |
| The Williams Cos., Inc. (WMB) | 0.61% | $54.89B | 4.10% | 38.50% | 7.86 |
| M&T Bank Corp. (MTB) | 0.61% | $28.20B | 1.57% | N/A | 3.24 |
| Baker Hughes Co. (BKR) | 0.61% | $33.18B | 13.05% | 20.87% | 1.40 |
| The Goldman Sachs Group, Inc. (GS) | 0.61% | $151.26B | 17.55% | N/A | 6.56 |
| Verisk Analytics, Inc. (VRSK) | 0.60% | $38.28B | 6.19% | 58.62% | 14.87 |
| BorgWarner, Inc. (BWA) | 0.60% | $7.34B | -20.29% | 19.01% | 0.70 |
| Molson Coors Beverage Co. (TAP) | 0.60% | $10.73B | -0.44% | 38.71% | 1.39 |
| KeyCorp (KEY) | 0.59% | $15.18B | 3.38% | N/A | 3.44 |
| American International Group, Inc. (AIG) | 0.59% | $47.08B | -51.34% | N/A | 1.41 |
| Zions Bancorporation, NA (ZION) | 0.59% | $6.87B | 7.64% | N/A | 2.58 |
| Capital One Financial Corp. (COF) | 0.59% | $53.07B | 9.62% | N/A | 1.79 |
| CarMax, Inc. (KMX) | 0.59% | $12.30B | -7.46% | 10.20% | 1.15 |
| Deckers Outdoor Corp. (DECK) | 0.57% | $23.76B | 22.13% | 54.82% | 5.31 |
| Intercontinental Exchange, Inc. (ICE) | 0.56% | $92.64B | 20.88% | 70.14% | 9.39 |
| APA Corp. (APA) | 0.55% | $8.86B | 41.59% | 41.57% | 2.09 |
| Williams-Sonoma, Inc. (WSM) | 0.55% | $18.26B | -3.99% | 46.20% | 2.67 |
| Celsius Holdings, Inc. (CELH) | 0.55% | $7.85B | 23.35% | 51.66% | 9.05 |
| Canadian Natural Resources Ltd. (CNQ) | 0.55% | $67.86B | 14.71% | 29.51% | 3.14 |
| Align Technology, Inc. (ALGN) | 0.54% | $18.21B | 2.63% | 70.80% | 4.44 |
| Teradyne, Inc. (TER) | 0.53% | $21.41B | 6.70% | 58.04% | 8.85 |
| Pool Corp. (POOL) | 0.52% | $13.62B | -4.72% | 29.96% | 2.44 |
| TransDigm Group, Inc. (TDG) | 0.52% | $76.75B | 17.26% | 57.65% | 12.17 |
| Insulet Corp. (PODD) | 0.52% | $16.40B | 23.20% | 68.41% | 8.26 |
| Cintas Corp. (CTAS) | 0.52% | $83.79B | 8.86% | 47.15% | 7.54 |
| W.W. Grainger, Inc. (GWW) | 0.52% | $48.52B | 3.11% | 39.29% | 2.78 |
| ANSYS, Inc. (ANSS) | 0.52% | $27.83B | 19.64% | 87.30% | 12.03 |
| Zebra Technologies Corp. (ZBRA) | 0.51% | $17.41B | -0.74% | 46.12% | 4.12 |
| ON Semiconductor Corp. (ON) | 0.51% | $30.72B | -17.15% | 44.49% | 3.93 |
| Tyler Technologies, Inc. (TYL) | 0.50% | $24.83B | 7.28% | 41.40% | 10.91 |
| Martin Marietta Materials, Inc. (MLM) | 0.50% | $31.82B | -3.12% | 29.31% | 5.74 |
| Builders FirstSource, Inc. (BLDR) | 0.50% | $21.35B | -1.60% | 32.82% | 1.23 |
| Old Dominion Freight Line, Inc. (ODFL) | 0.49% | $41.28B | 6.05% | 34.71% | 6.43 |
| Paycom Software, Inc. (PAYC) | 0.48% | $9.73B | 9.07% | 72.83% | 4.37 |
| Bio-Techne Corp. (TECH) | 0.48% | $11.85B | 1.97% | 66.70% | 10.17 |
| EPAM Systems, Inc. (EPAM) | 0.48% | $11.49B | -2.02% | 27.23% | 2.00 |
| Manhattan Associates, Inc. (MANH) | 0.47% | $16.15B | 14.85% | 54.19% | 15.22 |
| Royal Bank of Canada (RY) | 0.47% | $174.80B | 10.96% | N/A | 4.07 |
| Copart, Inc. (CPRT) | 0.47% | $48.34B | 9.49% | 44.57% | 11.27 |
| Intuitive Surgical, Inc. (ISRG) | 0.47% | $174.07B | 14.47% | 68.30% | 20.59 |
| Uber Technologies, Inc. (UBER) | 0.46% | $152.28B | 15.93% | 31.37% | 4.04 |
| Nordson Corp. (NDSN) | 0.46% | $14.40B | 1.99% | 55.77% | 5.96 |
| Domino's Pizza, Inc. (DPZ) | 0.46% | $14.08B | 7.14% | 39.81% | 4.99 |
| J.B. Hunt Transport Services, Inc. (JBHT) | 0.45% | $17.20B | -6.51% | 10.55% | 1.45 |
| DexCom, Inc. (DXCM) | 0.44% | $27.85B | 15.26% | 62.40% | 11.88 |
| Generac Holdings, Inc. (GNRC) | 0.44% | $8.45B | -0.22% | 35.14% | 2.33 |
| The Toro Co. (TTC) | 0.42% | $8.58B | 6.89% | 34.54% | 2.32 |
| O'Reilly Automotive, Inc. (ORLY) | 0.37% | $65.28B | 4.99% | 50.75% | 4.29 |
| Roper Technologies, Inc. (ROP) | 0.27% | $59.16B | 12.12% | 69.51% | 10.34 |
| Workday, Inc. (WDAY) | 0.23% | $53.26B | 17.38% | 75.54% | 7.27 |
| Motorola Solutions, Inc. (MSI) | 0.19% | $73.70B | 9.36% | 49.58% | 6.84 |
| CoStar Group, Inc. (CSGP) | 0.14% | $32.32B | 11.87% | 77.68% | 10.15 |
| Bentley Systems, Inc. (BSY) | 0.09% | $14.41B | 11.32% | 78.68% | 13.85 |
| EMCOR Group, Inc. (EME) | 0.05% | $18.50B | 20.40% | 18.65% | 1.22 |
| Hubbell, Inc. (HUBB) | 0.05% | $21.72B | 6.34% | 35.17% | 3.86 |
| Lennox International, Inc. (LII) | 0.05% | $21.07B | 2.81% | 33.64% | 4.12 |
| The Cooper Cos., Inc. (COO) | 0.05% | $22.01B | 7.80% | 61.09% | 5.58 |
| CBRE Group, Inc. (CBRE) | 0.05% | $36.36B | 8.69% | 17.13% | 1.02 |
| Carlisle Cos., Inc. (CSL) | 0.05% | $19.02B | -4.93% | 37.32% | 4.05 |
| VICI Properties, Inc. (VICI) | 0.05% | $35.56B | 6.55% | 99.18% | 12.70 |
| Darden Restaurants, Inc. (DRI) | 0.05% | $18.98B | 8.60% | 17.18% | 2.14 |
| Fortive Corp. (FTV) | 0.05% | $25.79B | 1.70% | 59.80% | 4.81 |
| Extra Space Storage, Inc. (EXR) | 0.05% | $37.70B | 58.52% | 49.26% | 14.41 |
| Cloudflare, Inc. (NET) | 0.05% | $23.87B | 29.99% | 77.80% | 18.88 |
| Rollins, Inc. (ROL) | 0.05% | $24.44B | 8.67% | 50.89% | 7.54 |
| Leidos Holdings, Inc. (LDOS) | 0.05% | $20.95B | 7.66% | 17.06% | 1.51 |
| Avery Dennison Corp. (AVY) | 0.05% | $17.67B | 6.93% | 29.65% | 2.41 |
| The Hartford Financial Services Group, Inc. (HIG) | 0.05% | $33.80B | 7.22% | N/A | 1.37 |
| West Pharmaceutical Services, Inc. (WST) | 0.05% | $21.81B | -6.92% | 32.95% | 8.39 |
| Cincinnati Financial Corp. (CINF) | 0.05% | $21.22B | -2.50% | N/A | 1.83 |
| Textron, Inc. (TXT) | 0.05% | $16.43B | 3.01% | 16.67% | 1.37 |
| IDEX Corp. (IEX) | 0.05% | $15.12B | -4.61% | 45.44% | 4.98 |
| Hormel Foods Corp. (HRL) | 0.05% | $17.59B | -2.19% | 16.88% | 1.66 |
| GoDaddy, Inc. (GDDY) | 0.05% | $21.47B | 7.67% | 60.70% | 5.39 |
| Amgen, Inc. (AMGN) | 0.01% | $178.64B | 19.90% | 61.17% | 7.24 |
| Warner Music Group Corp. (WMG) | 0.01% | $4.11B | -0.64% | 41.44% | 3.08 |
| Tyson Foods, Inc. (TSN) | 0.01% | $17.55B | 1.62% | 6.62% | 0.53 |
| Johnson & Johnson (JNJ) | 0.01% | $398.45B | -12.12% | 68.99% | 4.27 |
| Bath & Body Works, Inc. (BBWI) | 0.01% | $5.96B | -2.12% | 41.02% | 1.66 |
| The Home Depot, Inc. (HD) | 0.01% | $377.44B | 0.60% | 31.68% | 2.76 |
| RTX Corp. (RTX) | <0.01% | $158.46B | 7.68% | 18.15% | 2.40 |
| T-Mobile US, Inc. (TMUS) | <0.01% | $236.66B | 3.00% | 49.79% | 3.97 |
Market data by FactSet
