Theme

Data Owners '25: Geospatial, Fleet, Industrial Telemetry

21 tickers$2.83T market cap
10D rank#302of 1,032 themes#11of 18 in Data Owners
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As of Aug 24, 2026, 4:53 AM ET

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

Trimble Inc.TRMB
11.0%0.96%3.92%13.87%6.49%-23.10%-9.90%-9.41%5.72%-34.57%-27.04%$14.04B
Samsara Inc.IOT
10.0%2.46%-0.94%20.63%7.16%12.67%38.20%5.11%-4.20%61.70%14.80%$23.05B
Deere & CompanyDE
9.0%4.27%4.78%3.07%9.25%39.07%2.82%37.50%71.11%86.98%30.54%$174.78B
Caterpillar Inc.CAT
8.0%1.53%-1.83%-6.84%1.61%44.52%11.45%149.53%141.42%327.64%90.03%$381.36B
Hexagon AB (publ)HEXA-B.ST
7.0%1.65%4.06%23.06%7.38%-11.23%-7.42%-0.23%6.35%-34.40%-8.11%$27.22B
Tesla, Inc.TSLA
7.0%5.14%9.03%15.92%16.60%-19.31%-9.85%28.33%64.70%54.12%6.72%$1.43T
Rockwell Automation, Inc.ROK
5.0%1.30%-1.92%-5.43%-8.96%12.34%7.27%67.55%62.76%47.86%24.46%$48.64B
Siemens AGSIE.XETRA
5.0%1.58%1.22%5.79%0.49%16.51%12.10%39.81%75.07%117.23%18.05%$249.60B
AGCO CorporationAGCO
4.0%2.68%5.62%-11.88%4.55%2.39%-21.75%15.45%17.68%-7.69%-8.51%$7.48B
CNH Industrial N.V.CNH
4.0%8.40%11.67%6.46%15.80%28.74%-3.50%-3.81%16.37%-8.05%-4.04%$14.72B
Emerson Electric Co.EMR
4.0%1.62%-4.03%6.27%4.94%18.46%4.29%42.13%52.81%66.59%17.53%$88.08B
Garmin Ltd.GRMN
4.0%0.60%-4.78%21.32%0.36%45.35%16.62%35.21%65.87%87.67%24.98%$56.86B
PACCAR IncPCAR
4.0%1.62%-0.87%-0.92%-1.24%19.65%3.92%32.23%40.10%183.79%29.09%$68.97B
ABB LtdABBN.SW
3.0%0.75%-1.68%2.47%1.76%34.15%7.26%93.16%80.06%216.91%48.42%$181.59B
Planet Labs PBCPL
3.0%0.54%-5.95%8.89%8.84%13.03%-7.66%522.63%713.50%126.06%227.79%$7.42B
PowerFleet, Inc.AIOT
3.0%0.66%7.04%-18.50%-22.45%-42.86%-14.85%-46.10%-37.83%-55.62%-35.59%$408.0M
Westinghouse Air Brake Technologies CorporationWAB
3.0%1.80%-0.16%-1.63%2.31%39.41%12.74%60.06%79.09%246.97%52.02%$50.26B
TomTom N.V.TOM2.AS
2.0%0.44%0.06%18.64%7.32%-25.98%-23.23%-4.02%-14.50%-40.00%-21.32%$590.2M
Topcon Corporation7732.T
2.0%0.00%0.00%3.28%-1.56%-1.56%-1.56%-1.37%100.27%41.82%-2.74%$2.30B
BlackSky Technology Inc.BKSY
1.0%3.82%-7.16%28.65%20.39%48.00%47.21%244.29%164.79%-65.35%60.59%$1.14B
Spire Global, Inc.SPIR
1.0%0.36%-5.94%26.84%21.64%85.87%57.51%72.10%72.74%-79.13%49.25%$453.6M
Theme return2.24%1.65%6.98%4.44%14.21%6.98%46.43%71.30%101.36%28.67%
Average4.8%2.01%0.58%7.62%4.89%16.01%5.79%65.72%84.47%63.84%27.95%$134.86B
Median4.0%1.58%-0.16%6.27%4.94%16.51%3.92%35.21%64.70%54.12%18.05%$27.22B
Std Dev2.8%1.94%4.98%12.56%9.55%29.64%20.37%118.90%148.69%107.22%54.01%$305.94B
Min1.0%0.00%-7.16%-18.50%-22.45%-42.86%-23.23%-46.10%-37.83%-79.13%-35.59%$408.0M
Max11.0%8.40%11.67%28.65%21.64%85.87%57.51%522.63%713.50%327.64%227.79%$1.43T
% Positive Tickers95.24%42.86%71.43%80.95%71.43%57.14%71.43%85.71%61.90%66.67%

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About this theme

Data Owners '25: Geospatial, Fleet, Industrial Telemetry tracks 21 publicly listed stocks in this theme. Sample tickers: TRMB, IOT, DE, CAT, HEXA-B.ST, TSLA, ROK, SIE.XETRA, AGCO, CNH, EMR, GRMN, and 9 more. Use the table below for the full list.

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