Bits, Atoms, and American Dynamism



Index Performance




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?


All holdings as of September 29, 2023
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Palantir Technologies, Inc. (PLTR)2.64%$32.756B12.75%79.96%15.72x
Hewlett Packard Enterprise Co. (HPE)2.57%$22.283B2.65%34.97%1.12x
Synopsys, Inc. (SNPS)2.57%$69.802B19.65%76.34%12.46x
Advanced Micro Devices, Inc. (AMD)2.56%$166.123B-18.18%36.61%8.32x
Hexagon AB (HEXA.B)2.54%$22.296B16.51%65.47%6.81x
Rivian Automotive, Inc. (RIVN)2.54%$22.831B207.97%-42.37%2.86x
Rockwell Automation, Inc. (ROK)2.53%$32.835B13.65%40.56%4.87x
Applied Materials, Inc. (AMAT)2.53%$115.818B-1.09%46.28%4.82x
AeroVironment, Inc. (AVAV)2.53%$2.932B40.39%43.74%4.34x
Cadence Design Systems, Inc. (CDNS)2.53%$63.680B13.88%89.64%16.79x
Marvell Technology, Inc. (MRVL)2.51%$46.703B-11.60%38.86%10.71x
NVIDIA Corp. (NVDA)2.51%$1,074.425B101.48%70.05%35.59x
Intuitive Surgical, Inc. (ISRG)2.50%$102.697B15.36%66.66%17.47x
QUALCOMM, Inc. (QCOM)2.50%$123.943B-22.72%55.13%3.48x
Siemens AG (SIE)2.50%$113.488B5.72%38.39%2.17x
Joby Aviation, Inc. (JOBY)2.49%$4.475BN/AN/AN/A
Thermo Fisher Scientific, Inc. (TMO)2.48%$195.356B-2.58%39.95%5.36x
Proto Labs, Inc. (PRLB)2.48%$0.689B-3.65%43.45%1.75x
Broadcom Inc. (AVGO)2.48%$342.810B4.87%65.51%11.61x
ABB Ltd. (ABB)2.48%$67.056B10.37%35.62%2.55x
Apple, Inc. (AAPL)2.47%$2,676.737B-1.40%44.52%8.09x
Texas Instruments Incorporated (TXN)2.47%$144.376B-13.07%64.22%8.85x
Palo Alto Networks, Inc. (PANW)2.47%$72.347B25.98%74.05%12.84x
UiPath, Inc. (PATH)2.46%$8.286B18.61%82.76%7.32x
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)2.46%$421.834B-13.69%52.41%6.99x
Micron Technology, Inc. (MU)2.46%$74.513B-39.64%-10.85%5.21x
Lockheed Martin Corp. (LMT)2.46%$102.989B8.07%12.52%1.93x
Cognex Corp. (CGNX)2.45%$7.312B-11.69%74.09%10.56x
Honeywell International, Inc. (HON)2.42%$122.660B2.16%39.07%4.24x
RTX Corp. (RTX)2.40%$104.753B12.27%20.73%2.51x
Intel Corp. (INTC)2.37%$148.883B-15.48%35.82%3.12x
KEYENCE Corp. (KYCCF)2.36%$90.291B15.76%81.73%16.82x
3M Co. (MMM)2.34%$51.678B-4.33%44.74%2.06x
The Boeing Co. (BA)2.33%$115.622B18.40%9.79%2.26x
Deere & Co. (DE)2.32%$108.686B12.01%39.55%2.93x
Tesla, Inc. (TSLA)2.31%$794.197B47.20%18.19%9.51x
Samsara, Inc. (IOT)2.27%$4.520B42.82%73.15%18.10x
Virgin Galactic Holdings, Inc. (SPCE)2.22%$0.661B424.09%-83.11%162.68x
Unity Software, Inc. (U)2.19%$12.037B79.60%70.23%9.94x
Rocket Lab USA, Inc. (RKLB)2.16%$2.117B11.85%18.88%11.65x
NextEra Energy, Inc. (NEE)2.11%$117.505B-21.16%29.36%10.13x
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