
TRMB-27.04%11.0%

IOT+14.80%10.0%

DE+30.54%9.0%

CAT+90.03%8.0%

HEXA-B.ST-8.11%7.0%

TSLA+6.72%7.0%

ROK+24.46%5.0%

SIE.XETRA+18.05%5.0%

AGCO-8.51%4.0%

CNH-4.04%4.0%

EMR+17.53%4.0%

GRMN+24.98%4.0%

PCAR+29.09%4.0%

ABBN.SW+48.42%3.0%

AIOT-35.59%3.0%

PL+227.79%3.0%

WAB+52.02%3.0%

7732.T-2.74%2.0%

TOM2.AS-21.32%2.0%

BKSY+60.59%1.0%

SPIR+49.25%1.0%
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 return | — | 2.24% | 1.65% | 6.98% | 4.44% | 14.21% | 6.98% | 46.43% | 71.30% | 101.36% | 28.67% | — |
| Average | 4.8% | 2.01% | 0.58% | 7.62% | 4.89% | 16.01% | 5.79% | 65.72% | 84.47% | 63.84% | 27.95% | $134.86B |
| Median | 4.0% | 1.58% | -0.16% | 6.27% | 4.94% | 16.51% | 3.92% | 35.21% | 64.70% | 54.12% | 18.05% | $27.22B |
| Std Dev | 2.8% | 1.94% | 4.98% | 12.56% | 9.55% | 29.64% | 20.37% | 118.90% | 148.69% | 107.22% | 54.01% | $305.94B |
| Min | 1.0% | 0.00% | -7.16% | -18.50% | -22.45% | -42.86% | -23.23% | -46.10% | -37.83% | -79.13% | -35.59% | $408.0M |
| Max | 11.0% | 8.40% | 11.67% | 28.65% | 21.64% | 85.87% | 57.51% | 522.63% | 713.50% | 327.64% | 227.79% | $1.43T |
| % Positive Tickers | 95.24% | 42.86% | 71.43% | 80.95% | 71.43% | 57.14% | 71.43% | 85.71% | 61.90% | 66.67% |
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.
