Markets that had pushed big technology stocks higher for months saw a fresh rebalancing as escalating tensions in the Middle East altered investor positioning. In that environment, opportunities were not limited to energy and defense plays. A group of tech infrastructure and mixed-sector companies identified by an AI-driven selection process posted strong March returns, underscoring how rotating conditions can lift earlier-stage or infrastructure-focused winners.
Subscribers to a premium InvestingPro service that publishes a monthly AI-curated list of stock picks have recorded double-digit March returns in several names the model highlighted. The subscription offering that provides those monthly lists is available for less than $9 a month as part of a special promotion.
March standouts
- Klaviyo Inc (NYSE:KVYO) - +15.45% in March alone.
- Intuit Inc (NASDAQ:INTU) - +10.98% in March alone.
- Par Pacific Holdings Inc (NYSE:PARR) - +12.56% in March alone.
The AI’s March list also included several energy names that produced double-digit returns early in the month, reflecting a broad sweep across sectors rather than a narrow focus. Among those energy gains were:
- PBF Energy Inc (NYSE:PBF) - +13.4% in March.
- HF Sinclair Corp (NYSE:DINO) - +11.3% in March.
Earlier wins and model turnover
Members who followed the AI picks through January and February benefited from even larger moves on some names before those companies were later removed from the model’s list. Examples include:
- Ultra Clean Holdings Inc (NASDAQ:UCTT) - +139.56% in the first two months of the year (before being dropped from the AI list).
- InnovAge Holding Corp (NASDAQ:INNV) - +63%+ in February alone (before being dropped from the AI list).
- Generac Holdings Inc (NYSE:GNRC) - +65.26% in the first two months of the year (before being dropped from the AI list).
The removals illustrate the model’s dynamic nature: names can be added when the machine learning engine identifies them as attractive and removed once they no longer meet the model’s medium-term criteria.
Performance since launch
The collective list of picks issued by the AI has showed significant outperformance against the benchmark over multiple horizons since the AI models were put into production in November 2023. Reported performance figures include:
- Since launch: +179.99% versus +60.12% for the S&P 500, a +119.88% outperformance.
- In 2026: +12.28% versus -0.90% for the S&P 500, a +13.19% outperformance.
The platform reports these as real-world results recorded since the official launch of the AI models in November 2023.
Why the AI picked Par Pacific for March
The AI model publishes a rationale for each stock it adds, and its published explanation for selecting Par Pacific Holdings for March emphasized a combination of market performance, growth indicators and valuation metrics.
Key elements cited in the model’s rationale included:
- A roughly 197% return over the past year for the stock, while trading at approximately 5.7x earnings, a multiple described as low relative to perceived value.
- An InvestingPro fair value estimate of $61.50, noted as roughly 50% above the then-current market price.
- Substantial growth metrics: EBITDA up about 266%, a record throughput of 188,000 barrels per day, and liquidity that rose 49% to $915 million.
- Corporate actions and strategy shifts such as a new $250 million buyback program and a pivot into renewable fuels, presented as potential upside drivers.
- Analyst sentiment on Wall Street described as unanimous Buy-or-Hold with zero Sell ratings, cited in the AI’s published rationale.
The AI’s published explanation for Par Pacific exemplifies how the model combines quantitative performance, operational data and valuation signals to justify a selection.
How the AI strategy is constructed and tracked
At the start of each month the AI refreshes each strategy with up to 20 stock picks. Those selections come from a model trained on more than 150 established financial models and over 15 years of financial data from global markets, according to the description of the process.
Some names are added, some retained, and some removed as the model reassesses medium-term growth potential. To measure performance consistently, each strategy applies equal weighting across the selected stocks. That equal-weight approach serves as a benchmark for model performance even if individual users choose different allocation weights.
The writeup reiterates that stock selection is probabilistic. The AI aims not only to find winners but also to cut positions that no longer meet its criteria, a practice reflected in the removal of several previously high-performing names.
Membership access and rationale transparency
Subscribers can access the full monthly list of AI picks and the published rationales explaining each inclusion or removal. The membership offering encourages users to review the AI’s explanation to help with decision-making, and it provides a special discounted subscription price for those who join.
App users and web users are invited to subscribe through the respective channels to receive the full list of monthly picks and the AI’s commentary on each selection.
Takeaway
In a market environment reconfigured by geopolitical developments, the AI-curated selection process identified both tech infrastructure winners and energy stocks that generated double-digit March returns. The model’s approach combines a large set of financial models with historical data to form monthly portfolios of up to 20 names, and it routinely publishes the rationale behind each pick. While some names have delivered very large short-term gains and were later removed from the list, others remained on the March roster and continued to post positive returns as the market rotated.
Reported performance figures since the November 2023 launch indicate material outperformance versus the S&P 500 across multiple timeframes, and the model’s transparency on selection rationales is a core part of the service offered to members.