Theme

Data Owners '25: Geospatial, Fleet, Industrial Telemetry☆

21 tickers$2.85T market cap
10D rank10D#340of 1,239 themes/1,239#2of 18 in Data Owners/18 Data Owners
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As of Oct 2, 2026, 9:55 PM ET

Data Owners '25: Geospatial, Fleet, Industrial Telemetry Constituents

Trimble Inc.TRMB
11.0%-0.02%-2.24%-1.93%0.76%-26.01%-13.31%-12.84%-27.73%-6.61%-31.64%$13.41B
Samsara Inc.IOT
10.0%2.70%6.09%10.33%1.37%14.50%40.45%6.82%3.73%-10.08%66.48%$23.73B
Deere & CompanyDE
9.0%2.96%-1.87%-1.20%3.41%48.21%9.57%46.53%49.41%68.72%109.72%$185.45B
Caterpillar Inc.CAT
8.0%2.31%4.29%6.36%1.97%47.09%13.44%153.97%71.77%119.63%369.97%$389.43B
Hexagon AB (publ)HEXA-B.ST
7.0%2.15%0.24%-0.23%2.15%-15.32%-11.68%-4.82%-17.95%-1.52%-30.85%$25.91B
Tesla, Inc.TSLA
7.0%4.65%-1.96%4.05%4.90%-17.40%-7.72%31.37%-14.80%53.99%43.41%$1.46T
Rockwell Automation, Inc.ROK
5.0%2.69%5.35%5.80%1.72%15.67%10.46%72.53%29.07%73.03%63.98%$50.56B
Siemens AGSIE.XETRA
5.0%1.54%-0.37%-1.42%1.54%11.31%7.10%33.57%10.69%57.71%111.54%$236.94B
AGCO CorporationAGCO
4.0%2.50%-7.38%-11.79%-0.05%7.12%-18.13%20.78%4.03%19.43%4.08%$8.03B
CNH Industrial N.V.CNH
4.0%4.82%-2.89%-2.75%3.31%43.98%7.93%7.58%22.46%23.81%0.25%$16.70B
Emerson Electric Co.EMR
4.0%1.94%5.02%8.70%2.12%22.01%7.42%46.40%21.71%49.89%84.59%$90.52B
Garmin Ltd.GRMN
4.0%-0.48%0.47%3.61%1.25%40.99%13.12%31.15%10.96%67.42%96.92%$54.22B
PACCAR IncPCAR
4.0%-0.24%-3.60%-10.09%-0.12%0.27%-12.92%10.81%10.82%11.72%140.39%$57.73B
ABB LtdABBN.SW
3.0%2.86%-2.68%3.42%2.86%31.94%5.50%89.97%34.78%75.39%260.57%$179.21B
Planet Labs PBCPL
3.0%8.43%4.41%-11.68%9.39%-10.47%-26.86%393.16%18.89%691.86%75.88%$5.83B
PowerFleet, Inc.AIOT
3.0%0.36%-6.54%-7.17%-0.54%-47.65%-21.99%-50.62%-46.95%-43.57%-58.18%$377.2M
Westinghouse Air Brake Technologies CorporationWAB
3.0%-0.10%-0.69%2.83%-0.04%34.80%9.01%54.77%45.41%59.59%230.81%$48.57B
TomTom N.V.TOM2.AS
2.0%-0.11%-6.09%-11.15%-0.11%-35.35%-32.95%-16.17%-35.04%-24.69%-48.07%$512.2M
Topcon Corporation7732.T
2.0%0.00%-0.31%0.48%0.00%-1.09%-1.09%-0.90%-1.80%98.64%27.33%$2.31B
BlackSky Technology Inc.BKSY
1.0%3.64%-4.83%1.42%4.35%17.71%17.08%173.82%-9.36%339.28%-72.57%$897.0M
Spire Global, Inc.SPIR
1.0%1.28%-8.80%-6.51%1.50%48.47%25.82%37.47%-15.06%11.66%-80.44%$361.5M
Theme return—2.14%-0.10%0.77%2.02%13.61%6.42%45.67%14.61%59.48%105.74%—
Average4.8%2.09%-1.16%-0.90%1.99%10.99%0.96%53.59%7.86%82.63%64.96%$135.92B
Median4.0%2.15%-1.87%-0.23%1.54%14.50%7.10%31.37%10.69%53.99%63.98%$25.91B
Std Dev2.8%2.11%4.24%6.55%2.22%28.01%17.69%91.81%28.61%155.97%112.65%$312.43B
Min1.0%-0.48%-8.80%-11.79%-0.54%-47.65%-32.95%-50.62%-46.95%-43.57%-80.44%$361.5M
Max11.0%8.43%6.09%10.33%9.39%48.47%40.45%393.16%71.77%691.86%369.97%$1.46T
% Positive Tickers71.43%33.33%47.62%71.43%66.67%57.14%76.19%61.90%76.19%71.43%
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