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Bits, Atoms, and American Dynamism

BAAD

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Index Performance

+7.76%
BAAD
-4.52%
SKYY
+13.62%
IBB
+13.59%
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 January 13, 2026
CSV download
AeroVironment, Inc. (AVAV)3.46%$18.17B150.72%17.36%13.60
Intel Corp. (INTC)2.97%$242.86B2.78%38.22%3.50
Micron Technology, Inc. (MU)2.94%$380.57B56.65%56.00%6.24
Rocket Lab USA, Inc. (RKLB)2.84%$45.55B47.97%34.03%44.85
Applied Materials, Inc. (AMAT)2.75%$241.74B4.39%48.67%6.46
Lockheed Martin Corp. (LMT)2.74%$129.19B8.80%12.04%1.80
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)2.66%$1.40T40.71%58.38%12.04
The Boeing Co. (BA)2.64%$189.98B30.44%-10.15%2.41
Siemens AG (SIE)2.55%$235.41B3.93%38.52%2.90
Synopsys, Inc. (SNPS)2.55%$97.92B15.13%72.03%12.27
Cognex Corp. (CGNX)2.49%$6.71B17.96%67.64%7.75
Texas Instruments Incorporated (TXN)2.47%$171.30B14.24%57.42%10.24
Thermo Fisher Scientific, Inc. (TMO)2.47%$228.08B4.94%41.29%4.75
RTX Corp. (RTX)2.47%$260.22B11.89%20.38%3.07
Deere & Co. (DE)2.46%$138.50B-11.55%38.30%3.95
Honeywell International, Inc. (HON)2.44%$135.26B6.99%37.79%3.94
Rockwell Automation, Inc. (ROK)2.44%$46.91B0.98%48.18%5.13
3M Co. (MMM)2.42%$90.30B3.54%41.88%3.69
Broadcom Inc. (AVGO)2.41%$1.61T23.87%64.71%28.86
Joby Aviation, Inc. (JOBY)2.41%$13.79B80,521.43%10.21%560.78
Hexagon AB (HEXA.B)2.40%$31.18B-2.62%64.54%5.60
KEYENCE Corp. (KYCCF)2.40%$89.78B5.92%82.76%11.20
Proto Labs, Inc. (PRLB)2.40%$1.27B7.76%45.28%2.11
Advanced Micro Devices, Inc. (AMD)2.39%$359.75B35.59%48.43%8.07
ABB Ltd. (ABB)2.39%$138.20B11.63%40.38%3.93
NVIDIA Corp. (NVDA)2.37%$4.45T62.49%73.41%24.10
NextEra Energy, Inc. (NEE)2.37%$170.73B9.76%31.92%9.99
Cadence Design Systems, Inc. (CDNS)2.37%$87.94B10.15%85.63%18.40
Palo Alto Networks, Inc. (PANW)2.36%$133.02B15.67%74.21%15.93
UiPath, Inc. (PATH)2.29%$8.54B15.92%83.00%4.66
Marvell Technology, Inc. (MRVL)2.28%$70.43B36.83%51.57%10.69
Unity Software, Inc. (U)2.28%$17.99B5.40%59.99%9.80
Intuitive Surgical, Inc. (ISRG)2.27%$193.82B22.91%66.36%16.33
Apple, Inc. (AAPL)2.21%$3.84T6.43%46.91%9.35
QUALCOMM, Inc. (QCOM)2.18%$177.03B13.66%55.43%4.29
Tesla, Inc. (TSLA)2.15%$1.49T11.57%17.99%16.11
Palantir Technologies, Inc. (PLTR)2.14%$426.54B62.79%82.45%118.81
Hewlett Packard Enterprise Co. (HPE)2.11%$29.48B14.17%28.84%1.47
Samsara, Inc. (IOT)2.06%$19.53B29.19%76.69%15.02
Virgin Galactic Holdings, Inc. (SPCE)2.03%$224.51M-9.20%-6,369.59%168.38
Rivian Automotive, Inc. (RIVN)1.94%$23.11B78.26%-3.15%2.71
Market data by FactSet