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 February 23, 2024
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NVIDIA Corp. (NVDA)3.94%$1.97T125.85%72.72%24.74
Advanced Micro Devices, Inc. (AMD)3.10%$285.22B-3.90%37.88%10.44
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)3.10%$571.48B-8.67%54.36%7.43
Palantir Technologies, Inc. (PLTR)3.08%$48.49B16.75%80.62%16.22
Applied Materials, Inc. (AMAT)2.97%$164.05B-0.10%47.77%5.21
Intuitive Surgical, Inc. (ISRG)2.93%$137.33B14.49%66.39%16.22
Broadcom Inc. (AVGO)2.81%$606.88B7.88%65.05%10.70
Marvell Technology, Inc. (MRVL)2.77%$58.42B-7.72%38.86%8.14
RTX Corp. (RTX)2.74%$119.43B2.75%17.54%2.34
Cadence Design Systems, Inc. (CDNS)2.73%$82.63B14.83%88.92%18.08
Thermo Fisher Scientific, Inc. (TMO)2.66%$215.33B-4.58%40.12%5.47
QUALCOMM, Inc. (QCOM)2.64%$172.88B4.99%56.60%4.55
Micron Technology, Inc. (MU)2.58%$94.94B15.69%-0.74%5.49
ABB Ltd. (ABB)2.58%$85.21B8.70%34.89%2.69
Siemens AG (SIE)2.57%$149.66B8.05%38.13%1.92
KEYENCE Corp. (KYCCF)2.56%$111.93B1.90%83.37%14.97
Synopsys, Inc. (SNPS)2.53%$87.81B21.03%77.51%13.40
Honeywell International, Inc. (HON)2.41%$130.85B3.37%39.00%4.21
Lockheed Martin Corp. (LMT)2.40%$104.18B2.41%14.55%1.94
Samsara, Inc. (IOT)2.39%$6.29B39.89%74.07%13.43
Texas Instruments Incorporated (TXN)2.39%$148.84B-12.53%62.90%9.10
AeroVironment, Inc. (AVAV)2.38%$3.47B62.04%41.58%4.71
Proto Labs, Inc. (PRLB)2.36%$939.88M3.17%44.06%1.83
Hexagon AB (HEXA.B)2.34%$30.35B13.33%65.19%5.88
Rocket Lab USA, Inc. (RKLB)2.32%$2.13B7.30%16.99%8.44
Deere & Co. (DE)2.31%$102.10B-3.74%40.91%2.76
Cognex Corp. (CGNX)2.31%$6.79B-16.75%71.79%8.34
Intel Corp. (INTC)2.27%$181.76B-14.00%39.72%4.44
Apple, Inc. (AAPL)2.26%$2.82T2.07%45.87%7.87
NextEra Energy, Inc. (NEE)2.25%$116.54B-25.38%19.29%10.37
Rockwell Automation, Inc. (ROK)2.25%$32.14B3.58%38.29%4.30
Palo Alto Networks, Inc. (PANW)2.24%$91.14B19.33%74.73%15.92
Hewlett Packard Enterprise Co. (HPE)2.22%$19.64B3.55%34.09%1.00
UiPath, Inc. (PATH)2.22%$11.28B24.05%84.45%5.82
3M Co. (MMM)2.11%$51.17B-4.52%43.33%2.19
Unity Software, Inc. (U)1.94%$11.88B68.55%72.19%6.71
Joby Aviation, Inc. (JOBY)1.93%$3.77BN/AN/AN/A
The Boeing Co. (BA)1.86%$122.53B16.80%9.91%2.52
Tesla, Inc. (TSLA)1.85%$611.38B18.80%18.25%8.75
Virgin Galactic Holdings, Inc. (SPCE)1.60%$659.53M125.29%-1,574.42%27.26
Rivian Automotive, Inc. (RIVN)1.08%$9.57B167.43%-52.01%3.97
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