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Humanoid '25: Actuator Hardware
22 tickers · $200.86B total market cap
Group: Humanoid
The Humanoid '25: Actuator Hardware theme benefits from the secular growth in robotics and AI-driven automation, coupled with a cyclical recovery in industrial and auto end-markets. While component commoditization and geopolitical risks exist, the increasing demand for advanced actuators and declining robot costs present a compelling investment opportunity.
Humanoid '25: Actuator Hardware tracks 22 publicly listed stocks in this theme. Sample tickers: 2049.TW, 4540.TW, 4583.TW, 603119.SHG, 603667.SHG, 6268.T, 6324.T, 6471.T, 6473.T, 6594.T, 9962.T, AME, and 10 more. Use the table below for the full list.
Thesis update: 2026-03-04
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 |
|---|---|---|---|---|---|---|---|---|
AMETEK, Inc.AME | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 0.05% | 1.15% | 0.02% | -3.99% | $51.72B | 4.5455 |
Curtiss-Wright CorporationCW | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 7.88% | -0.62% | 8.57% | -2.69% | $26.24B | 4.5455 |
Nidec Corporation6594.T | 11/14/2025 | — | 0.00% | — | 15.44% | — | $18.25B | 4.5455 |
RBC Bearings IncorporatedRBC | 05/15/2026 (BMO) | 05/15/2026 (BMO) | 5.27% | -7.01% | 12.48% | -0.67% | $17.43B | 4.5455 |
Regal Rexnord CorporationRRX | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 18.79% | -7.10% | 9.24% | -9.59% | $12.53B | 4.5455 |
AB SKF (publ)SKF-B.ST | 04/21/2026 (BMO) | 04/21/2026 (BMO) | -0.18% | -6.19% | 2.52% | -1.88% | $11.23B | 4.5455 |
Schaeffler AGSHA0.XETRA | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -19.51% | 6.63% | -3.14% | 5.64% | $10.28B | 4.5455 |
The Timken CompanyTKR | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 6.25% | 6.12% | 7.32% | -6.00% | $7.83B | 4.5455 |
MISUMI Group Inc.9962.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -1.54% | 6.10% | 40.63% | -10.15% | $5.26B | 4.5455 |
Zhejiang XCC Group Co.,Ltd603667.SHG | 04/28/2026 | 04/28/2026 | 0.98% | -4.07% | 48.98% | 31.56% | $4.79B | 4.5455 |
Dana IncorporatedDAN | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 3.86% | -3.14% | 10.22% | -11.77% | $4.45B | 4.5455 |
Hiwin Technologies Corp.2049.TW | 05/08/2026 (AMC) | 05/08/2026 (AMC) | -0.31% | 0.79% | 38.91% | 16.95% | $4.24B | 4.5455 |
Harmonic Drive Systems Inc.6324.T | 05/13/2026 | 05/13/2026 | 4.48% | -2.58% | 70.16% | -6.22% | $4.06B | 4.5455 |
Nabtesco Corporation6268.T | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -5.49% | 3.51% | 13.19% | 2.71% | $3.93B | 4.5455 |
JTEKT Corporation6473.T | 04/23/2026 (BMO) | 04/23/2026 (BMO) | 2.43% | -2.77% | -9.73% | 15.67% | $3.92B | 4.5455 |
Sona BLW Precision Forgings LimitedSONACOMS.NSE | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -2.77% | 1.26% | 26.66% | -5.44% | $3.67B | 4.5455 |
NSK Ltd.6471.T | 05/12/2026 | 05/12/2026 | 8.30% | -8.55% | 13.12% | -7.00% | $3.62B | 4.5455 |
Ichor Holdings, Ltd.ICHR | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 39.52% | 5.20% | 46.50% | -4.71% | $2.31B | 4.5455 |
Ducommun IncorporatedDCO | 05/12/2026 (AMC) | 05/12/2026 (AMC) | 0.97% | 7.44% | 17.35% | -6.22% | $2.19B | 4.5455 |
Apex Dynamics, Inc.4583.TW | 04/24/2026 (BMO) | 04/24/2026 (BMO) | -0.54% | -2.30% | 5.66% | -2.80% | $1.94B | 4.5455 |
—603119.SHG | — | — | — | — | — | — | $698.7M | 4.5455 |
Tbi Motion Technology Co., Ltd.4540.TW | 05/08/2026 (BMO) | 05/08/2026 (BMO) | -3.94% | -9.09% | 69.99% | 5.02% | $259.3M | 4.5455 |
| Average | 3.07% | -0.76% | 21.15% | -0.08% | $9.13B | 4.5455 | ||
| Median | 0.97% | -1.46% | 13.12% | -3.39% | $4.35B | 4.5455 | ||
| Std Dev | 10.68% | 5.22% | 22.22% | 10.43% | $11.27B | 0.0% | ||
| Min | -19.51% | -9.09% | -9.73% | -11.77% | $259.3M | 4.5455 | ||
| Max | 39.52% | 7.44% | 70.16% | 31.56% | $51.72B | 4.5455 | ||
| % Positive Tickers | 57.14% | 45.00% | 90.48% | 30.00% |
* 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%.