Innovative Leaders Performance Index



Index Performance




The creation of an index exclusively composed of the world's most innovative public companies involves a strategic blend of key financial indicators and innovations metrics. The substantial drivers underpinning this theme include a company's commitment to Research and Development (R&D) reflected in its R&D spend ratio (TTM), which often points to a future-focused outlook and a propensity for innovation. High free cash flow indicates a company's financial health and flexibility and may suggest an ability to invest in new and ambitious projects. Positive Return on Equity (ROE) showcases a company's efficiency in generating profits from its shareholders' investments, while positive revenue growth underscores the company's expanding market share and customer base – critical signs of the durability and scalability of its business model. Potential investable subcategories within this theme could encompass [[Technology and Biotech companies with high R&D spend ratio]], [[Firms with high free cashflow and positive ROE]] and, as a measure of commercial success and recognition, [[Companies demonstrating positive revenue growth]].

  • TickerINOL
  • Inception Date11/02/2023
  • WeightingEqual
  • # of holdings8
What's inside?


All holdings as of December 1, 2023
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Intel Corp. (INTC)13.48%$176.735B-7.69%42.51%3.37x
Adobe, Inc. (ADBE)12.70%$274.191B11.56%87.27%13.58x
Apple, Inc. (AAPL)12.49%$3.008T-0.72%45.17%7.16x
Microsoft Corp. (MSFT)12.46%$2.769T12.76%71.16%10.62x
NVIDIA Corp. (NVDA)12.45%$1.150T205.51%73.95%22.35x
Amazon.com, Inc. (AMZN)12.34%$1.518T12.57%47.57%2.58x
Meta Platforms, Inc. (META)12.10%$706.479B23.21%81.85%6.05x
Alphabet, Inc. (GOOGL)11.98%$1.533T12.04%56.70%5.30x
Market data by FactSet