A growing number of investors are moving away from hype-driven tech plays and focusing instead on innovation that drives real revenue—and one local company based out of Greenville is helping lead that shift. NorthStar Financial & Retirement Planning has announced the one-year milestone of its Tech Revolution Index, a thematic investment benchmark designed to track companies pioneering disruptive technologies while generating higher-than-average revenues from those innovations. From May 29, 2024, to May 29, 2025, the NorthStar Tech Revolution Index delivered a total return of 25.09%, outperforming the S&P 500 Total Return Index (13.77%) and the Nasdaq Composite (14.18%) over the same period.
“Our index is built to identify not just who’s innovating, but who’s doing it profitably,” said Jim Pritchard, Chief Investment Officer at NorthStar and creator of the index. “We’re seeing a shift across the industry toward revenue relevance, and this trend is only accelerating as investors look for smarter ways to align their portfolios with real growth.”
Index Highlights: Where Tech Innovation Meets Financial Results
The NorthStar Tech Revolution Index draws from the Syntax U.S. 3000 Equal Weighted Index and selects 30 equally weighted companies based on two criteria: 1. Alignment with high-impact technology themes (e.g., AI, cybersecurity, robotics, blockchain, fintech)2. The percentage of revenue generated from those tech segments Each company’s Market Share Score is derived from Syntax’s proprietary Functional Information System (FIS)®, a patented methodology that evaluates revenue by product line, rather than by company-level classification alone. This level of revenue granularity, says Pritchard, allows NorthStar to move beyond thematic buzzwords and uncover the real leaders of the innovation economy.
Local Strategy, Global Application
Though developed in South Carolina, the index reflects global investment trends. It’s currently available through a separately managed account (SMA), designed for investors with a five-year or longer time horizon, such as those using Roth IRAs or pursuing long-term growth objectives.“This is a high-conviction strategy for aggressive investors who believe in technology but want their portfolios rooted in companies delivering measurable results,” said Pritchard. Based in Greenville, SC, NorthStar Financial & Retirement Planning provides personalized investment and retirement strategies for clients across the Southeast. Officials state that the firm’s goal is to help clients grow and protect wealth through research-driven strategies and innovative tools—like the Tech Revolution Index—that reflect where the markets are headed, not just where they’ve been. For more information, visit www.northstar65.com or call 864-297-0762 to speak with George Fossing or Jim Pritchard directly.
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