FOUNDERS
Index Performance
-4.37%
FOUNDERS
-1.28%
SP500
Overview
Description
Founder-CEO led companies with strong revenue growth and category leadership position are likely to outperform the S&P 500 and other broad market indices over the long-term. Today it is extremely difficult to identify, track, and manage those top-tier companies with founder CEO's.
- TickerFOUNDERS
- Inception Date07/18/2022
- WeightingEqual
- # of holdings51
What's inside?
Holdings
All holdings as of September 26, 2023
CSV download
| Steel Dynamics, Inc. (STLD) | 2.19% | $17.032B | -18.21% | 23.31% | 0.95x |
| Olo, Inc. (OLO) | 2.18% | $0.643B | 21.16% | 62.39% | 3.25x |
| Sea Ltd. (Singapore) (SE) | 2.15% | $20.927B | 4.85% | 46.87% | 2.53x |
| Regeneron Pharmaceuticals, Inc. (REGN) | 2.13% | $88.852B | 10.53% | 83.91% | 5.97x |
| Meta Platforms, Inc. (META) | 2.10% | $664.463B | 11.02% | 81.29% | 6.08x |
| Amplitude, Inc. (AMPL) | 2.07% | $0.928B | 16.58% | 74.65% | 3.82x |
| Pioneer Natural Resources Co. (PXD) | 2.07% | $53.126B | -34.90% | 33.42% | 2.73x |
| O'Reilly Automotive, Inc. (ORLY) | 2.07% | $55.110B | 10.85% | 51.28% | 4.32x |
| EPAM Systems, Inc. (EPAM) | 2.05% | $14.888B | -2.06% | 28.10% | 2.40x |
| Berkshire Hathaway, Inc. (BRK/A) | 2.05% | $784.197B | 21.43% | 19.59% | 2.25x |
| Braze, Inc. (BRZE) | 2.05% | $3.035B | 33.64% | 69.18% | 9.77x |
| CrowdStrike Holdings, Inc. (CRWD) | 2.04% | $36.278B | 36.71% | 74.93% | 13.93x |
| Roblox Corp. (RBLX) | 2.04% | $15.306B | 15.15% | 18.78% | 9.99x |
| Zoom Video Communications, Inc. (ZM) | 2.02% | $17.135B | 3.57% | 76.59% | 3.69x |
| Monolithic Power Systems, Inc. (MPWR) | 2.02% | $21.239B | -4.31% | 56.15% | 13.75x |
| NVIDIA Corp. (NVDA) | 2.01% | $1,035.202B | 101.48% | 70.05% | 35.59x |
| Veeva Systems, Inc. (VEEV) | 2.01% | $29.142B | 10.48% | 71.36% | 13.23x |
| Zscaler, Inc. (ZS) | 2.00% | $21.785B | 43.06% | 77.42% | 13.97x |
| Tencent Holdings Ltd. (700) | 1.99% | N/A | 4.77% | 46.09% | 5.00x |
| Okta, Inc. (OKTA) | 1.99% | $12.482B | 23.06% | 73.20% | 5.80x |
| SentinelOne, Inc. (S) | 1.99% | $3.834B | 45.77% | 70.11% | 7.97x |
| Fortinet, Inc. (FTNT) | 1.98% | $45.102B | 25.50% | 76.77% | 11.60x |
| Tyson Foods, Inc. (TSN) | 1.98% | $14.640B | -2.63% | 5.97% | 0.50x |
| JFrog Ltd. (FROG) | 1.97% | $2.628B | 24.13% | 77.55% | 7.67x |
| BlackRock, Inc. (BLK) | 1.97% | $96.557B | 16.31% | 77.13% | 6.02x |
| Asana, Inc. (ASAN) | 1.97% | $2.287B | 20.43% | 90.01% | 8.35x |
| Blackstone, Inc. (BX) | 1.96% | $75.191B | -45.86% | 98.40% | 8.92x |
| Capital One Financial Corp. (COF) | 1.96% | $37.038B | 36.89% | N/A | 1.98x |
| Twilio, Inc. (TWLO) | 1.96% | $10.555B | 10.01% | 46.97% | 2.27x |
| Airbnb, Inc. (ABNB) | 1.95% | $56.399B | 18.05% | 69.85% | 8.49x |
| Intercontinental Exchange, Inc. (ICE) | 1.95% | $61.250B | -0.44% | 71.10% | 8.03x |
| monday.com Ltd. (MNDY) | 1.94% | $7.197B | 42.00% | 88.89% | 11.74x |
| Axon Enterprise, Inc. (AXON) | 1.94% | $14.175B | 31.16% | 61.96% | 10.52x |
| Datadog, Inc. (DDOG) | 1.93% | $25.890B | 25.44% | 79.97% | 16.02x |
| Adyen NV (ADYYF) | 1.93% | N/A | 49.04% | 9.76% | 4.31x |
| Paycom Software, Inc. (PAYC) | 1.92% | $15.334B | 26.57% | 72.93% | 11.64x |
| Palantir Technologies, Inc. (PLTR) | 1.92% | $28.580B | 12.75% | 79.96% | 15.72x |
| Snap, Inc. (SNAP) | 1.92% | $11.414B | -3.89% | 50.04% | 4.34x |
| MercadoLibre, Inc. (MELI) | 1.91% | $63.549B | 31.50% | 50.37% | 4.95x |
| Cloudflare, Inc. (NET) | 1.90% | $16.583B | 31.54% | 75.62% | 19.16x |
| UiPath, Inc. (PATH) | 1.89% | $7.642B | 18.61% | 82.76% | 7.32x |
| The Estée Lauder Companies, Inc. (EL) | 1.89% | $32.374B | 1.49% | 67.81% | 4.88x |
| Confluent, Inc. (CFLT) | 1.86% | $6.021B | 35.78% | 69.48% | 14.30x |
| nCino, Inc. (NCNO) | 1.85% | $3.269B | 17.67% | 55.43% | 8.09x |
| Masimo Corp. (MASI) | 1.85% | $4.677B | -19.46% | 48.58% | 4.47x |
| Gitlab, Inc. (GTLB) | 1.82% | $4.388B | 38.14% | 89.50% | 13.31x |
| Block, Inc. (SQ) | 1.79% | $24.620B | 25.67% | 33.05% | 1.95x |
| Samsara, Inc. (IOT) | 1.76% | $4.221B | 42.82% | 73.15% | 18.10x |
| Shopify, Inc. (SHOP) | 1.74% | $61.992B | 30.80% | 50.94% | 12.54x |
| 10X Genomics, Inc. (TXG) | 1.73% | $4.223B | 28.10% | 61.08% | 10.95x |
| Carvana Co. (CVNA) | 1.60% | $4.212B | -23.58% | 15.26% | 0.80x |
Market data by FactSet
