H
Innovative Leaders Performance Index

INOL

Index Performance

+4.54%
INOL
+6.16%
TMLARGE
+5.29%
SPY

Overview

Description

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?

Holdings

All holdings as of May 24, 2024
CSV download
Alphabet, Inc. (GOOGL)14.94%$2.02T15.44%58.49%5.70
NVIDIA Corp. (NVDA)14.61%$2.66T262.12%78.81%27.12
Apple, Inc. (AAPL)13.28%$2.91T-4.31%46.58%7.05
Amazon.com, Inc. (AMZN)12.49%$1.88T12.53%49.32%3.37
Microsoft Corp. (MSFT)12.45%$3.20T17.03%70.08%13.40
Meta Platforms, Inc. (META)11.92%$1.05T27.26%81.84%8.79
Adobe, Inc. (ADBE)11.63%$212.99B11.75%87.80%12.93
Intel Corp. (INTC)8.68%$130.78B8.61%41.00%4.04
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