Three views of SummitBay Capital's AI white space thesis. $10,000 invested March 6, 2026. Equal weight vs conviction-weighted — track which methodology wins.
Quant Portfolio15 stocks · Pure formula · Mfg + Healthcare
Combined Portfolio26 unique stocks · Best of both
Conviction Portfolio · $10,000 · Equal vs Score-Weighted
Strategy 1
Equal Weight
$10,000
Waiting for prices…
Per stock
$666.67
Allocation
100 ÷ 15
Total return
—
P&L
—
Strategy 2
Score-Weighted
$10,000
Waiting for prices…
Highest weight
ABB 9.1%
Lowest weight
GEV 4.5%
Total return
—
P&L
—
Which strategy is winning?
EqualScore-wtd
Loading…
Analyst-driven selection. Scored on TAM size, AI adoption gap, disruption potential, and rerating penalty. Covers Manufacturing, Healthcare, Energy, Software, Legal, and Commerce.
Company
Live price
Since Mar 6
Mar 6 base
Score
Eq. alloc
Wt. alloc
Wt. P&L
Fetching prices…
Quant Portfolio · $10,000 · Equal vs Score-Weighted
Strategy 1
Equal Weight
$10,000
Waiting for prices…
Per stock
$666.67
Allocation
100 ÷ 15
Total return
—
P&L
—
Strategy 2
Score-Weighted
$10,000
Waiting for prices…
Highest weight
Yaskawa 8.0%
Lowest weight
ISRG 6.5%
Total return
—
P&L
—
Which strategy is winning?
EqualScore-wtd
Loading…
Purely mechanical selection. Scored on TAM (45%) + inverse AI adoption (35%) + inverse 3Y stock rerating (20%). No analyst judgment. Manufacturing and Healthcare only.
Company
Live price
Since Mar 6
Mar 6 base
Score
Eq. alloc
Wt. alloc
Wt. P&L
Fetching prices…
Combined Portfolio · $10,000 · Equal vs Score-Weighted
Strategy 1
Equal Weight
$10,000
Waiting for prices…
Per stock
$384.62
Stocks
26 unique
Total return
—
P&L
—
Strategy 2
Score-Weighted
$10,000
Waiting for prices…
Methodology
Normalised scores
Universe
Conviction + Quant
Total return
—
P&L
—
Which strategy is winning?
EqualScore-wtd
Loading…
Best of both methodologies. 26 unique companies — Conviction Portfolio's analyst picks combined with Quant Portfolio's mechanical selections. Scores normalised to a common 0-100 scale for weighting.