Stock index includes only companies most exploitive of their IP


With so much of an organization’s value tied to intangible property, it was only a matter of time before the move to recognizing and exploiting an organization’s IP became the sole critieria for inclusion in an investment portfolio.

RocketCap IP stocks are limited to companies that derive essentially all of their sales through some form of IP monetization. (In the future, there will be prominent portfolios with less strict parameters.)  The key is recognition of IP as a value driver in today’s economy, and the value of each portfolio company’s IP is roughly equal to the market value.  At least, that is the theory.

Here are the RocketCap IP Stock Index (RCIPSI) firms:

MIPS Technologies, Inc. MIPS
CEVA, Inc. CEVA
Tessera Technologies, Inc. TSRA
VirnetX Holding Corporation VHC
Acacia Research Corporation ACTG
Mentor Graphics Corporation MENT
Rambus, Inc. RMBS
InterDigital, Inc. IDCC
Cadence Design Systems, Inc. CDNS
Synopsys, Inc. SNPS
Dolby Laboratories DLB
ARM Holdings, plc ARMH
Autodesk, Inc. ADSK
Yesterday, IPB wrote about Dolby and its aggressive protection of its IP. As time goes on, other companies in the portfolio will be examined. (Here you can get a JP Morgan report on Acacia.) IP Insider recently opined, "In an industry that prides itself on the ability to discount almost any type of risk, Wall Street currently finds IP-centric companies such as Microsoft and IBM interesting; those that license patent rights as their primary source of income it finds tantalizing."

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