Theme · live manifest · live theme JSON
Humanoid '25: Motion Control
14 tickers · $1.06T total market cap
Group: Humanoid
Humanoid '25: Motion Control is a compelling secular growth theme, driven by rapidly falling robot costs, advanced AI, and tele-operation bridging to mass adoption. While macro and supply chain risks exist, the current cyclical trough in related industries presents an attractive entry point for long-term upside. Bullish.
Humanoid '25: Motion Control tracks 14 publicly listed stocks in this theme. Sample tickers: 002979.SHE, 2308.TW, 7750.TW, 8374.TW, ALNT, IFX.XETRA, LSCC, MGA, MOG-A, NXPI, PH, ROK, and 2 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 |
|---|---|---|---|---|---|---|---|---|
Texas Instruments IncorporatedTXN | 04/22/2026 (AMC) | 04/22/2026 (AMC) | 11.36% | 21.05% | 8.62% | 7.11% | $273.57B | 7.1429 |
Siemens AGSIE.XETRA | 05/13/2026 (BMO) | 05/13/2026 (BMO) | 0.03% | 2.84% | 4.21% | -6.29% | $231.60B | 7.1429 |
Delta Electronics, Inc.2308.TW | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -0.04% | 1.24% | 49.98% | -11.27% | $166.33B | 7.1429 |
Parker-Hannifin CorporationPH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | 2.14% | -6.89% | 1.25% | -3.36% | $108.24B | 7.1429 |
Infineon Technologies AGIFX.XETRA | 05/06/2026 (BMO) | 05/06/2026 (BMO) | 0.47% | -1.19% | 45.06% | 7.80% | $100.67B | 7.1429 |
NXP Semiconductors N.V.NXPI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -1.83% | 22.11% | 1.56% | 1.74% | $73.64B | 7.1429 |
Rockwell Automation, Inc.ROK | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -3.45% | 14.75% | -3.54% | -8.07% | $49.06B | 7.1429 |
Lattice Semiconductor CorporationLSCC | 05/04/2026 (AMC) | 05/04/2026 (AMC) | 9.73% | 1.08% | 25.83% | 1.61% | $16.87B | 7.1429 |
Magna International Inc.MGA | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 18.87% | -4.46% | -7.36% | -2.32% | $16.61B | 7.1429 |
Moog Inc.MOG-A | 04/24/2026 (BMO) | 04/24/2026 (BMO) | 6.02% | 2.26% | 0.21% | -2.80% | $9.70B | 7.1429 |
Syntec Technology Co., Ltd.7750.TW | 05/12/2026 | 05/12/2026 | 6.32% | -1.69% | 131.89% | -15.01% | $5.78B | 7.1429 |
China Leadshine Technology Co., Ltd.002979.SHE | 04/23/2026 | 04/23/2026 | -1.52% | 2.43% | -0.58% | 57.92% | $3.02B | 7.1429 |
Allient Inc.ALNT | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 5.12% | -15.64% | 18.80% | -7.29% | $1.04B | 7.1429 |
Ace Pillar Co., Ltd.8374.TW | 06/30/2025 (BMO) | 06/30/2025 (BMO) | 0.60% | -1.88% | 0.13% | -2.25% | $402.1M | 7.1429 |
| Average | 3.85% | 2.57% | 19.72% | 1.25% | $75.47B | 7.1429 | ||
| Median | 1.37% | 1.16% | 2.88% | -2.56% | $32.97B | 7.1429 | ||
| Std Dev | 5.96% | 10.00% | 35.52% | 16.88% | $87.34B | 0.0% | ||
| Min | -3.45% | -15.64% | -7.36% | -15.01% | $402.1M | 7.1429 | ||
| Max | 18.87% | 22.11% | 131.89% | 57.92% | $273.57B | 7.1429 | ||
| % Positive Tickers | 71.43% | 57.14% | 78.57% | 35.71% |
* 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%.