Screening Filters & Rationale
Market Cap (min: $500M):
- Purpose: Focus on established companies with sufficient scale and stability.
- Rationale: Ensures the selection of companies with proven market presence and reduces risk associated with smaller, volatile firms.
Themes (Technology):
- Purpose: Target companies operating in the technology sector, specifically aligned with AI.
- Rationale: Concentrates on industries relevant to the user's interest in technology and AI innovation.
Revenue 5-Year CAGR (min: 10%):
- Purpose: Identify companies with strong and consistent revenue growth over the past five years.
- Rationale: Highlights firms with a track record of expanding operations and capturing market share.
Weekly Average Turnover (min: $1M):
- Purpose: Ensure liquidity for ease of trading and reduced transaction costs.
- Rationale: Prioritizes assets with sufficient trading volume, minimizing the risk of illiquidity.
P/E TTM (max: 50):
- Purpose: Select companies with reasonable valuations relative to their earnings.
- Rationale: Avoids overvalued stocks while maintaining exposure to growth-oriented firms.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.