EconSight Global Gamechanger Index

Launch of the EconSight Global Gamechanger Index

Bloomberg Ticker: ECONGCI; ISIN: CH1487684362

We are proud to announce the launch of the EconSight Global Gamechanger Index, which highlights the potential of patent-based investing in leading innovative companies. The strategy has been available on our website as a model portfolio since 2024, and the index has been back-calculated to the start of 2023 for historical comparison. Since 2023, the EconSight Global Gamechanger Index has outperformed relevant benchmark indices, and the strong performance has continued in 2025, with a return of 47% for the model portfolio. Since 29 December 2025, the index has been independently calculated by STOXX, updated live every 15 minutes, and published on Bloomberg for transparent market access.

Annual Performance Data vs. Benchmarks

Risk indicators

Index Selection

The EconSight Global Gamechanger Index

The EconSight Global Gamechanger Index consists of the 25 most innovative publicly traded companies at the forefront of technological innovation. The basis for the selection is our Transformative Score. This proprietary metric provides a quantitative assessment of a company’s recent innovation strength based on patent activity and quality. The Transformative Score helps fund managers make informed investment decisions based on a forward-looking perspective.

For the Global Gamechanger Index, we focus on 100 carefully chosen high-impact Gamechanger technologies with the potential to disrupt and redefine industries.

A Two-Step Selection Process:

1. Identifying the top innovators: We calculate the Transformative Score for over 5,000 publicly listed companies to identify the 250 most innovative companies.
2. Refining the selection: To arrive at the final index selection of 25 top companies, we conduct a rigorous analysis that considers various factors, including:

• Individual Technology Focus: We assess the innovation potential of the technological areas where each company is concentrating its innovation efforts.
• Patent Portfolio Quality: We evaluate the strength and potential of each company’s patent portfolio.
• Financial Strength: We consider relevant financial metrics to ensure the companies are not only innovative but also financially sound investment options.

Our list of Gamechanger technologies and the selection of the 25 top companies are updated annually at the end of March. The index in adjusted accordingly on the first trading day of April using an equal weighted approach (weight of 4% for each selected equity security). To limit annual portfolio turnover, a maximum of ten new company selections is permitted per annual update. On the first trading day of October, the index weights of the companies in the EconSight Global Gamechanger Index are rebalanced to 4%. If a position of the EconSight Gamechanger Technologies Index is being acquired or in a merger, the EconSight Advisory Committee may decide to add a different company on the first trading day of the next month. For example, in October 2025, Genmab replaced Merus in our model portfolio after the company announced its intention to acquire Merus.

Top 5 positions of the Global Gamechanger Index (End of December 2025):

The Transformative Score and its subratings

The calculation of the Transformative Score is a scientifically based combination of dynamic and level indicators. On the one hand, the level of quality and quantity achieved is calculated, and on the other hand, the change in these indicators over the last 5 years. The level and share of world-class patents and the share of gamechanger technologies are also included in the calculation.

The chart on the right shows the Transformative Score results for three companies in the model portfolio:

• CRISPR Therapeutics is developing drugs based on its pioneering gene-editing platform. The company reaches a top Transformative Scores thanks to an excellent average quality of its patents and a high proportion of both world-class patents and patents in gamechanging technologies.
• Pure Storage develops innovative data storage products. The Transformative Score shows that the company achieves very high scores in almost all indicators. However, the Quality Increase indicator shows that Pure Storage has achieved only a limited increase in its average patent quality over the last five years.
• Rockwell Automation is a provider of industrial automation solutions. It benefits from both a high patent activity as well as a high patent quality level and also holds a large amount of worldclass patents. However, the share of patents in Gamechanger technologies of Rockwell Automation’s entire patent portfolio is smaller than in other Gamechanger model portfolio companies.

Transformative Score for CRISPR Therapeutics, Pure Storage and Rockwell Automation

EconSight products for well-founded investment decisions

Disclaimer

1. The content and information in this website is not and shall not be construed as investment advice. None of the information contained herein constitutes an offer to purchase or sell a financial instrument. The website is meant to be informative and for general purposes only. The use of this website and the online services is entirely at your own risk. The information on the website does not take into account your individual needs, investment objectives and specific financial circumstances.
2. EconSight and its affiliates, shareholders, directors, consultants or employees shall not be responsible and disclaim all loss, liability or expenses which may be attributable directly, indirectly or consequentially to the use of the information provided on this website.
3. The EconSight Global Gamechanger Index is for illustration only and does not constitute an offer or solicitation of any action based upon it. Past performance of the EconSight Global Gamechanger Index is no guarantee of the future price development of the portfolio. Investments carry risk and may lose value. EconSight is not responsible for loss of value. EconSight expressly reserves the right to alter the portfolio composition at any time.
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5. No part of this website may be (i) copied or duplicated in any form, by any means, or (ii) re-distributed without the prior written consent of EconSight. EconSight shall have no liability for any misuse or unauthorised distribution of the information on the website.