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Bits, Atoms, and American Dynamism

BAAD

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Index Performance

+13.46%
BAAD
+4.05%
SKYY
+20.59%
IBB
+1.79%
ITA

Overview

Description

The theme of next-gen hardware, industrials, and space tech with a market cap greater than $1 billion is driven by the increasing demand for advanced technologies in these industries. In the hardware sector, this includes companies that are developing and manufacturing next-gen products such as smartphones, wearables, and advanced computing devices. In the industrial sector, this includes companies that are developing and producing advanced machinery, materials, and components for various industries such as aerospace, automotive, and construction. In the space tech sector, this includes companies that are engaged in the development of innovative satellite technologies and space exploration technologies. Possible subcategories within the theme could include companies that are focused on electric vehicles, 3D printing, advanced robotics, nanotechnology, and other disruptive technologies that are driving innovation and growth in these industries.

  • TickerBAAD
  • Inception Date06/19/2023
  • WeightingEqual
  • # of holdings41
What's inside?

Holdings

All holdings as of December 4, 2025
CSV download
UiPath, Inc. (PATH)3.47%$9.81B15.92%83.55%4.65
Applied Materials, Inc. (AMAT)3.16%$214.65B4.39%48.67%6.44
Micron Technology, Inc. (MU)3.10%$255.06B48.85%40.17%3.81
Advanced Micro Devices, Inc. (AMD)3.06%$351.62B35.59%48.43%8.07
Intel Corp. (INTC)3.05%$193.19B2.78%38.22%3.50
Virgin Galactic Holdings, Inc. (SPCE)3.04%$283.77M-9.20%-6,369.59%168.38
Marvell Technology, Inc. (MRVL)2.95%$83.27B36.83%51.57%10.69
Intuitive Surgical, Inc. (ISRG)2.89%$201.58B22.91%66.36%16.33
Rivian Automotive, Inc. (RIVN)2.80%$22.14B78.26%-3.15%2.71
Thermo Fisher Scientific, Inc. (TMO)2.67%$216.12B4.94%41.29%4.75
NextEra Energy, Inc. (NEE)2.61%$173.67B9.76%31.92%9.99
Rockwell Automation, Inc. (ROK)2.59%$45.35B0.98%48.18%5.13
Apple, Inc. (AAPL)2.55%$4.15T6.43%46.91%9.35
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)2.47%$1.20T40.71%58.38%12.04
Broadcom Inc. (AVGO)2.46%$1.80T22.03%64.08%24.30
RTX Corp. (RTX)2.41%$229.69B11.89%20.38%3.07
3M Co. (MMM)2.41%$89.92B3.54%41.88%3.69
Tesla, Inc. (TSLA)2.38%$1.51T11.57%17.99%16.11
QUALCOMM, Inc. (QCOM)2.34%$186.73B13.66%55.43%4.29
NVIDIA Corp. (NVDA)2.31%$4.46T62.49%73.41%24.10
Rocket Lab USA, Inc. (RKLB)2.30%$24.50B47.97%34.03%44.85
Deere & Co. (DE)2.30%$130.58B-11.45%38.36%3.93
AeroVironment, Inc. (AVAV)2.30%$14.35B139.96%11.65%11.36
ABB Ltd. (ABB)2.28%$132.71B11.63%40.38%3.93
Proto Labs, Inc. (PRLB)2.28%$1.22B7.76%45.28%2.11
Samsara, Inc. (IOT)2.26%$23.35B29.19%76.69%N/A
Texas Instruments Incorporated (TXN)2.26%$163.66B14.24%57.42%10.24
Siemens AG (SIE)2.24%$210.48B3.93%38.52%2.90
Palantir Technologies, Inc. (PLTR)2.17%$424.06B62.79%82.45%118.81
Hexagon AB (HEXA.B)2.15%$32.01B-2.62%64.54%5.60
Unity Software, Inc. (U)2.14%$18.89B5.40%59.99%9.80
KEYENCE Corp. (KYCCF)2.14%$87.20B5.92%82.76%11.20
Lockheed Martin Corp. (LMT)2.12%$103.75B8.80%12.04%1.80
Joby Aviation, Inc. (JOBY)2.12%$14.37B80,521.43%10.21%560.78
Palo Alto Networks, Inc. (PANW)2.09%$136.39B15.67%74.21%15.93
The Boeing Co. (BA)2.09%$153.44B30.44%-10.15%2.41
Synopsys, Inc. (SNPS)2.08%$86.14B14.16%72.52%17.88
Hewlett Packard Enterprise Co. (HPE)2.05%$30.22B14.06%28.77%1.43
Honeywell International, Inc. (HON)2.05%$122.04B6.99%37.79%3.94
Cadence Design Systems, Inc. (CDNS)2.01%$91.81B10.15%85.63%18.40
Cognex Corp. (CGNX)1.87%$6.52B17.96%67.64%7.75
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