Screening Filters & Rationale
Market Cap >= $5 billion:
- Purpose: Focus on established companies with significant market presence.
- Rationale: Larger market cap companies are generally more stable and less volatile, aligning with long-term investment strategies.
Theme: AI Beneficiary:
- Purpose: Identify companies benefiting from advancements in AI technology.
- Rationale: AI-driven businesses are positioned for growth due to increasing adoption of AI across industries.
Revenue 5-Year CAGR >= 5%:
- Purpose: Target companies with consistent revenue growth over the past five years.
- Rationale: Sustained revenue growth indicates strong business performance and potential for future expansion.
Weekly Average Turnover >= $1 million:
- Purpose: Ensure sufficient liquidity for ease of trading.
- Rationale: High turnover reflects active trading, reducing the risk of illiquidity.
Ticker Selection:
- Purpose: Narrow down to companies meeting all criteria from the provided ticker list.
- Rationale: Ensures the final selection aligns with both quantitative filters and thematic relevance.
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.