H
Innovative Leaders Performance Index

INOL

Index Performance

+6.24%
INOL
+6.19%
TMLARGE
+6.88%
SPY
Aug 27, 2024Sep 5, 2024Sep 13, 2024Sep 24, 2024Oct 2, 2024Oct 10, 2024Oct 18, 2024Oct 28, 2024Nov 5, 2024Nov 13, 2024Nov 25, 2024-10%0%10%20%

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?
Sectors
  • Technology Services
    47.63%
  • Electronic Technology
    39.81%
  • Retail Trade
    12.56%

Holdings

All holdings as of November 25, 2024
CSV download
NVIDIA Corp. (NVDA)14.01%$3.33T93.61%74.56%30.71
Intel Corp. (INTC)13.60%$107.26B-6.17%15.03%2.47
Amazon.com, Inc. (AMZN)12.56%$2.12T11.04%49.03%3.32
Alphabet, Inc. (GOOGL)12.24%$1.92T15.07%58.67%5.88
Apple, Inc. (AAPL)12.20%$3.52T2.02%46.21%9.11
Meta Platforms, Inc. (META)12.04%$1.23T18.87%81.83%9.39
Adobe, Inc. (ADBE)11.86%$228.34B10.71%88.96%12.21
Microsoft Corp. (MSFT)11.49%$3.11T16.04%69.35%12.72
Market data by FactSet