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Bits, Atoms, and American Dynamism

BAAD

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Index Performance

+4.82%
BAAD
+17.20%
SKYY
+22.14%
IBB
-2.84%
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 holdings42
What's inside?

Holdings

All holdings as of September 10, 2026
CSV download
Unity Software, Inc. (U)3.90%$18.51B23.93%80.27%6.29
Palantir Technologies, Inc. (PLTR)3.49%$398.58B92.83%84.66%47.21
UiPath, Inc. (PATH)3.43%$7.23B13.42%79.65%3.18
Thermo Fisher Scientific, Inc. (TMO)3.27%$223.02B10.49%40.94%4.94
Samsara, Inc. (IOT)3.10%$22.51B29.88%77.21%11.50
Palo Alto Networks, Inc. (PANW)2.97%$275.87B24.49%65.24%22.04
Hewlett Packard Enterprise Co. (HPE)2.88%$73.30B32.37%37.48%1.99
Hexagon AB (HEXA.B)2.87%$26.18B-23.82%62.24%4.25
Deere & Co. (DE)2.86%$182.79B4.96%36.95%4.47
Apple, Inc. (AAPL)2.77%$4.77T16.36%50.06%8.99
RTX Corp. (RTX)2.75%$267.02B14.49%20.77%3.12
Lockheed Martin Corp. (LMT)2.71%$122.35B10.51%12.19%1.74
Rivian Automotive, Inc. (RIVN)2.67%$23.24B27.24%5.43%3.92
NVIDIA Corp. (NVDA)2.63%$5.26T105.85%74.98%16.38
KEYENCE Corp. (KYCCF)2.60%$120.80B32.77%85.04%13.88
3M Co. (MMM)2.51%$83.99B2.46%41.29%3.75
Proto Labs, Inc. (PRLB)2.46%$1.91B10.57%46.43%3.30
AeroVironment, Inc. (AVAV)2.44%$7.47B5.68%21.98%3.85
NextEra Energy, Inc. (NEE)2.41%$171.97B7.95%34.65%10.75
Siemens AG (SIE)2.38%$228.96B7.31%40.90%3.27
The Boeing Co. (BA)2.33%$161.87B7.96%9.86%2.10
Broadcom Inc. (AVGO)2.32%$1.72T85.50%67.46%21.75
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)2.31%$2.01T32.92%66.67%16.81
Cognex Corp. (CGNX)2.30%$10.38B16.93%70.65%10.28
Advanced Micro Devices, Inc. (AMD)2.30%$822.11B50.11%51.31%20.73
Virgin Galactic Holdings, Inc. (SPCE)2.29%$441.14M-67.00%-23,903.73%288.10
Tesla, Inc. (TSLA)2.26%$1.44T25.52%16.83%14.11
Intuitive Surgical, Inc. (ISRG)2.25%$127.34B18.54%67.76%12.41
Rockwell Automation, Inc. (ROK)2.22%$46.79B7.93%49.52%6.51
ABB Ltd. (ABB)2.19%$172.72B5.75%40.38%5.53
Synopsys, Inc. (SNPS)2.15%$76.11B42.21%62.66%8.72
Micron Technology, Inc. (MU)2.03%$1.10T345.72%84.56%11.50
QUALCOMM, Inc. (QCOM)2.02%$185.77B-4.03%53.05%4.75
Texas Instruments Incorporated (TXN)1.97%$236.37B22.82%61.36%14.46
Marvell Technology, Inc. (MRVL)1.85%$199.02B36.55%53.14%18.45
Cadence Design Systems, Inc. (CDNS)1.84%$78.47B24.23%82.73%17.92
Intel Corp. (INTC)1.79%$530.30B25.42%40.36%12.12
Applied Materials, Inc. (AMAT)1.79%$360.30B24.83%50.31%13.85
Joby Aviation, Inc. (JOBY)1.61%$6.24B257,493.33%-3.94%61.35
Rocket Lab USA, Inc. (RKLB)1.55%$37.06B61.99%32.40%80.40
Honeywell International, Inc. (HON)1.12%$64.08B-6.12%38.43%2.50
Honeywell Aerospace, Inc. (HONA)0.42%$48.73BN/A34.96%4.80
Market data by FactSet