EQM Subscription Economy Index
An index to track global companies with subscription-based,
recurring revenue business and service models.
Rules Based
Methodology
Transparency Rules. The criteria is preset so that the index’s construction can clearly identify the most qualified companies suitable for inclusion.
Equally
Weighted
All things being equal. Favors undervalued stocks with the potential to rise in price and return to fair value.
Data-Driven
Selection Process
Good concepts need good data. An established framework to different exposures that align and supports the index’s specific strategy.
Index Characteristics and Exposure
Top Holdings
| MICROSTRATEGY INC-CL A |
| ASPEN TECHNOLOGY INC |
| INTERCONTINENTAL EXCHANGE IN |
| CARGURUS INC |
| TRUPANION INC |
| IQIYI INC-ADR |
| NEW YORK TIMES CO-A |
| BILIBILI INC-SPONSORED ADR |
| HELLO GROUP INC -SPN ADR |
| TENCENT MUSIC ENTERTAINM-ADR |
Sector Weightings
Backtest Results
