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Innovative Leaders Performance Index

INOL

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Index Performance

-7.13%
INOL
-5.02%
TMLARGE
-4.34%
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 March 20, 2025
CSV download
Intel Corp. (INTC)16.52%$105.05B-2.08%33.96%2.24
Meta Platforms, Inc. (META)13.49%$1.51T21.94%81.68%9.13
Microsoft Corp. (MSFT)11.95%$2.91T12.27%68.69%12.14
NVIDIA Corp. (NVDA)11.85%$2.87T114.20%74.99%24.27
Adobe, Inc. (ADBE)11.73%$168.42B10.27%88.40%N/A
Amazon.com, Inc. (AMZN)11.67%$2.08T10.99%48.85%3.75
Alphabet, Inc. (GOOGL)11.46%$2.01T13.89%58.18%6.54
Apple, Inc. (AAPL)11.34%$3.28T3.95%46.88%9.89
Market data by FactSet
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