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Innovative Leaders Performance Index

INOL

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Index Performance

+11.68%
INOL
+4.29%
TMLARGE
+4.20%
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 October 7, 2026
CSV download
Meta Platforms, Inc. (META)13.17%$1.84T27.96%81.37%6.43
Microsoft Corp. (MSFT)13.03%$3.93T17.79%67.94%8.53
NVIDIA Corp. (NVDA)12.99%$5.72T105.85%74.98%16.38
Intel Corp. (INTC)12.65%$597.96B25.42%40.36%12.12
Amazon.com, Inc. (AMZN)12.44%$2.80T19.62%52.26%3.50
Alphabet, Inc. (GOOGL)12.18%$4.27T23.98%61.62%9.62
Apple, Inc. (AAPL)12.17%$4.91T16.36%50.06%8.99
Adobe, Inc. (ADBE)11.36%$90.59B12.89%88.12%4.48
Market data by FactSet