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Humanoid '25: Tactile, Magnetic & Motion Sensors
9 tickers · $226.08B total market cap
Group: Humanoid
The humanoid robot theme is a secular growth story at cyclical valuations. Advancements in AI and declining hardware costs, particularly for tactile, magnetic, and motion sensors, are accelerating adoption. This is driven by labor shortages and automation needs, creating significant opportunities despite macroeconomic and regulatory risks.
Humanoid '25: Tactile, Magnetic & Motion Sensors tracks 9 publicly listed stocks in this theme: ADI, ALGM, INDI, LINK, MELE.BR, RAL, RSW.LSE, SENS.SW, VPG. See the constituent table for details.
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 |
|---|---|---|---|---|---|---|---|---|
Analog Devices, Inc.ADI | 02/18/2026 (BMO) | 05/20/2026 (BMO) | 2.31% | — | 19.99% | — | $204.35B | 11.1111 |
Allegro MicroSystems, Inc.ALGM | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 6.83% | -4.71% | 39.18% | -14.91% | $7.66B | 11.1111 |
Ralliant Corp.RAL | 05/12/2026 (AMC) | 05/12/2026 (AMC) | -29.78% | 23.81% | 49.70% | -4.50% | $6.59B | 11.1111 |
Melexis N.V.MELE.BR | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -13.72% | 2.24% | 31.50% | 3.70% | $3.60B | 11.1111 |
Sensirion Holding AGSENS.SW | 03/10/2026 (BMO) | — | 19.77% | — | 27.67% | — | $1.55B | 11.1111 |
Vishay Precision Group, Inc.VPG | 05/12/2026 (BMO) | 05/12/2026 (BMO) | -12.89% | 49.55% | 42.67% | -1.66% | $1.40B | 11.1111 |
indie Semiconductor, Inc.INDI | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 5.83% | -6.32% | 23.69% | -12.09% | $823.8M | 11.1111 |
Interlink Electronics, Inc.LINK | 05/14/2026 (AMC) | 05/14/2026 (AMC) | -0.99% | -1.40% | 23.33% | 10.76% | $58.4M | 11.1111 |
Renishaw plcRSW.LSE | 02/11/2026 (BMO) | — | 4.40% | — | 19.57% | — | $48.5M | 11.1111 |
| Average | -2.03% | 10.53% | 30.81% | -3.12% | $25.12B | 11.1111 | ||
| Median | 2.31% | 0.42% | 27.67% | -3.08% | $1.55B | 11.1111 | ||
| Std Dev | 13.75% | 20.11% | 10.15% | 8.78% | $63.42B | 0.0% | ||
| Min | -29.78% | -6.32% | 19.57% | -14.91% | $48.5M | 11.1111 | ||
| Max | 19.77% | 49.55% | 49.70% | 10.76% | $204.35B | 11.1111 | ||
| % Positive Tickers | 55.56% | 50.00% | 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%.