EconSight Gamechanger Portfolio Outperformance

EconSight Gamechanger Model Portfolio with significant outperformance in 2024
EconSight Gamechanger Model Portfolio with significant outperformance in 2024
Last year, we set up the EconSight Gamechanger Model Portfolio to demonstrate the correlation between patent-based innovation measurement and stock market performance. We managed a performance of +39% in calendar year 2024, compared to +18% for the MSCI World and +26% for the Nasdaq 100. This clearly shows that innovation indicators can be used as selection criteria.
Our model portfolio focuses on the 25 most innovative companies driving technological breakthroughs. We carefully select 100 high-impact gamechanger technologies that are poised to revolutionise industries. Our unique Transformative Score, which is based on cutting-edge patent activity and quality with a focus on world-class innovation, ensures that we spotlight the true innovators.
Our top 5 performers in 2024:
- Palantir Technologies Inc (+340%)
- AST SpaceMobile Inc (+250%)
- Nvidia Corp (+171%)
- Zealand Pharma AS (+84%)
- Dyne Therapeutics Inc (+77%)
Stay tuned!
Our annual review of gamechanger technologies and the 2025 model portfolio realignment is just around the corner.