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AI '24: Machine Vision
5 tickers · $48.11B total market cap
Group: AI
The current thesis for AI '24: Machine Vision, specifically focusing on TWEKA NA, is bullish. The company is well-positioned to benefit from the increasing adoption of machine vision technologies across various industries, driven by advancements in AI and automation. TWEKA NA's strategic investments in R&D and partnerships are expected to enhance its competitive edge and capture a significant market share in the growing machine vision sector.
AI '24: Machine Vision tracks 5 publicly listed stocks in this theme: AMBA, CGNX, OUST, SYM, TWEKA.AS. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Symbotic Inc.SYM | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 11.71% | -2.84% | 2.38% | -17.40% | $30.19B | 20.0000 |
Cognex CorporationCGNX | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 36.63% | 12.05% | 5.90% | -7.99% | $10.34B | 20.0000 |
Ambarella, Inc.AMBA | 02/26/2026 (AMC) | 05/28/2026 (AMC) | -14.89% | — | 27.10% | — | $3.45B | 20.0000 |
TKH Group N.V.TWEKA.AS | 03/04/2026 (BMO) | — | -2.08% | — | 27.28% | — | $2.17B | 20.0000 |
Ouster, Inc.OUST | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 10.52% | 4.42% | 27.79% | 1.11% | $1.96B | 20.0000 |
| Average | 8.38% | 4.54% | 18.09% | -8.10% | $9.62B | 20.0000 | ||
| Median | 10.52% | 4.42% | 27.10% | -7.99% | $3.45B | 20.0000 | ||
| Std Dev | 17.11% | 6.08% | 11.45% | 7.56% | $10.73B | 0.0% | ||
| Min | -14.89% | -2.84% | 2.38% | -17.40% | $1.96B | 20.0000 | ||
| Max | 36.63% | 12.05% | 27.79% | 1.11% | $30.19B | 20.0000 | ||
| % Positive Tickers | 60.00% | 66.67% | 100.00% | 33.33% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.