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Symphonies
AI Smid-cap companies
Today’s Change
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A symphony is an automated trading strategy — Learn more about symphonies here

About

A weekly rebalanced basket of small- and mid-sized AI‑linked companies, sized so steadier stocks (over the last month) get larger weights and choppier names get smaller ones—aiming to capture AI growth while dialing down portfolio swings.
NutHow it works
It holds a set of smaller companies tied to AI: automation software, cybersecurity, voice AI, fintech risk tools, chip/data‑center suppliers, and AI‑driven drug discovery. Each week it checks the past 20 trading days: calmer stocks get bigger weights, jumpier ones get smaller. Then it rebalances.
CheckmarkValue prop
This AI-themed SMID basket uses inverse-volatility risk budgeting to diversify a core S&P portfolio with AI exposure. However, out-of-sample data show it underperforms the S&P and carries larger drawdowns—best as a satellite, not core.
1M
3M
6M
YTD
1Y
3Y
Max
www.composer.trade
Performance
Compared to selected benchmarks
AlphaBetaR2R
SPY
-0.081.410.490.7
Performance Metrics
Cumulative ReturnAnnualized ReturnTrailing 1M ReturnTrailing 3M ReturnSharpe Ratio
SPY
71.18%16.38%-0.15%0.4%1.01
AI Smid-cap companies
42.33%10.47%-4.46%-22.1%0.47
Initial Investment
$10,000.00
Final Value
$14,232.64
Regulatory Fees
$10.02
Total Slippage
$36.16
Invest in this strategy
OOS Start Date
Nov 2, 2025
Trading Setting
Weekly
Type
Stocks
Category
Thematic equity, ai beneficiaries, small/mid-cap, inverse-volatility weighting, weekly rebalance
Tickers in this symphonyThis symphony trades 17 assets in total
Ticker
Type
ABCL
AbCellera Biologics Inc. Common Shares
Stocks
CCC
CCC Intelligent Solutions Holdings Inc. Common Stock
Stocks
CRDO
Credo Technology Group Holding Ltd Ordinary Shares
Stocks
CRNC
Cerence Inc. Common Stock
Stocks
EVER
EverQuote, Inc. Class A Common Stock
Stocks
FINV
FinVolution Group American depositary shares, each representing five Class A ordinary shares
Stocks
GETY
Getty Images Holdings, Inc.
Stocks
GRRR
Gorilla Technology Group Inc. Ordinary shares
Stocks
INOD
Innodata Inc.
Stocks
PATH
UiPath, Inc.
Stocks

FAQ

A Composer symphony is an automated trading strategy that executes trades based on parameters of your choice. Some symphonies are similar to holding one ETF in normal conditions and rotating to a different ETF when market conditions shift, for example a 5% drop in the S&P 500, while others use complex rules with dozens of triggers. However, complex doesn’t always mean better. A simple, well-structured symphony can be just as effective as an intricate one. Learn more about how symphonies work here.

"AI Smid-cap companies" is currently performing the same as yesterday today. Performance updates in real time during market hours.

"AI Smid-cap companies" is currently allocated toABCL, RXRX, PDFS, EVER, CRNC, S, PATH, CRDO, RSKD, SOUN, INOD, CCC, GRRR, PGY, GETY, FINVandSDGR. Holdings automatically adjust as market conditions change based on the strategy's rules.

Year-to-date, "AI Smid-cap companies" has returned -57.44%. You can adjust the performance chart above to view returns across different time horizons.

The maximum drawdown for "AI Smid-cap companies" is 29.72%. The maximum drawdown measures the largest peak-to-trough decline. It's an important metric to evaluate risk and the strategy's behavior during market stress.

To invest in "AI Smid-cap companies", simply click the Invest button on this page. You'll need to open an account with Composer if you don't have one yet, then you can start investing. Composer will automatically execute the trades for you based on the strategy's rules. Composer also supports trading individual stocks, ETFs, and options.