Theme
Humanoid '25: Sensing & Perception☆

2382.HK-6.12%3.4%

2498.HK-56.40%3.4%

3019.TW+0.17%3.4%

3059.TW-5.89%3.4%

ADI+53.44%3.4%

AEVA+12.01%3.4%

ALGM+51.02%3.4%

AMS.SW+201.64%3.4%
AMS2.VI+122.94%3.4%

APH+29.20%3.4%

APTV-42.30%3.4%

BSY-15.81%3.4%

CGNX+79.63%3.4%

HSAI-30.29%3.4%

INDI-15.72%3.4%

INRN.SW-41.54%3.4%

INVZ-56.04%3.4%

LINK+57.99%3.4%

MELE.BR+16.54%3.4%

NOVT+23.10%3.4%

ON+57.05%3.4%

OUST+104.23%3.4%

RAL+42.70%3.4%

RSW.LSE+66.32%3.4%

SENS.SW+46.04%3.4%

ST+23.30%3.4%

STM+117.85%3.4%

TEL-1.41%3.4%

VPG+107.79%3.4%

KN+74.99%1.0%
As of Oct 2, 2026, 9:55 PM ET
Humanoid '25: Sensing & Perception Constituents
Aeva Technologies, Inc.AEVA | 3.4% | 3.29% | -3.47% | -1.94% | 4.09% | 12.01% | 12.18% | 107.46% | -7.95% | 379.22% | -62.11% | $996.8M |
Allegro MicroSystems, Inc.ALGM | 3.4% | 8.66% | 12.19% | 12.32% | 9.51% | 51.02% | 9.24% | 53.76% | 40.23% | 87.43% | 25.45% | $7.36B |
Altek Corporation3059.TW | 3.4% | 1.04% | 1.83% | -2.95% | 1.04% | -5.89% | -4.23% | 3.45% | -26.97% | 10.67% | 4.75% | $373.3M |
Amphenol CorporationAPH | 3.4% | 1.51% | 5.02% | 8.70% | 1.55% | 29.20% | 19.54% | 158.46% | 41.56% | 183.96% | 386.81% | $214.44B |
AMS OSRAM AGAMS2.VI | 3.4% | 0.00% | -14.79% | 1.15% | -13.78% | 122.94% | 102.36% | 163.47% | 52.52% | 135.02% | -83.52% | $2.98B |
ams-OSRAM AGAMS.SW | 3.4% | 15.44% | 15.18% | 43.40% | 15.44% | 201.64% | 168.08% | 259.37% | 108.12% | 140.56% | -69.49% | $2.98B |
Analog Devices, Inc.ADI | 3.4% | 3.10% | 6.60% | 16.98% | 2.85% | 53.44% | 16.96% | 108.49% | 72.19% | 84.90% | 164.27% | $203.19B |
Aptiv PLCAPTV | 3.4% | -0.98% | -1.58% | -2.50% | -0.15% | -42.30% | -40.30% | -27.76% | -49.74% | -36.87% | -71.49% | $9.21B |
Asia Optical Co., Inc.3019.TW | 3.4% | 1.46% | 2.54% | -12.36% | 1.46% | 0.17% | -10.04% | -2.42% | -14.48% | 22.56% | 81.61% | $1.22B |
Bentley Systems, IncorporatedBSY | 3.4% | -1.59% | 0.85% | -8.51% | -1.89% | -15.81% | -12.09% | -21.77% | -42.57% | -34.38% | -46.66% | $9.42B |
Cognex CorporationCGNX | 3.4% | 4.42% | 9.60% | 7.82% | 3.87% | 79.63% | 18.81% | 111.28% | 41.61% | 66.10% | -18.54% | $10.81B |
Hesai GroupHSAI | 3.4% | -3.45% | -8.68% | -5.88% | -1.98% | -30.29% | -42.06% | -9.37% | -43.46% | 194.64% | -26.94% | $2.24B |
indie Semiconductor, Inc.INDI | 3.4% | 3.12% | -7.03% | -16.67% | 3.30% | -15.72% | -18.72% | 40.33% | -30.00% | -22.66% | -75.47% | $627.5M |
Innoviz Technologies Ltd.INVZ | 3.4% | 1.09% | 7.14% | 15.38% | 4.84% | -56.04% | -56.03% | -39.48% | -82.31% | -55.91% | -93.66% | $104.3M |
Interlink Electronics, Inc.LINK | 3.4% | -0.17% | 14.37% | 13.10% | 2.85% | 57.99% | 93.38% | 43.22% | -31.18% | 155.00% | 40.18% | $93.7M |
Interroll Holding AGINRN.SW | 3.4% | -0.44% | -7.56% | -15.48% | -0.44% | -41.54% | -35.52% | -28.93% | -49.84% | -44.06% | -59.37% | $1.36B |
Melexis N.V.MELE.BR | 3.4% | 2.06% | -1.67% | 4.53% | 2.06% | 16.54% | 17.32% | 40.07% | -1.74% | 0.59% | -15.79% | $3.08B |
Novanta Inc.NOVT | 3.4% | 3.96% | 1.60% | 1.35% | 2.02% | 23.10% | 8.96% | 13.86% | 41.86% | -13.13% | -2.63% | $5.32B |
ON Semiconductor CorporationON | 3.4% | 6.01% | 15.55% | 17.56% | 6.20% | 57.05% | 27.93% | 108.65% | 74.49% | 20.70% | 86.12% | $33.05B |
Ouster, Inc.OUST | 3.4% | 8.61% | 9.80% | 26.89% | 8.14% | 104.23% | 133.22% | 395.46% | 55.62% | 620.62% | -39.27% | $3.20B |
Ralliant CorpRAL | 3.4% | 3.39% | 5.29% | 17.84% | 2.61% | 42.70% | 58.31% | 53.12% | 64.29% | 54.28% | 54.28% | $8.10B |
Renishaw plcRSW.LSE | 3.4% | 1.79% | 6.50% | 19.80% | 1.79% | 66.32% | 35.62% | 138.31% | 57.89% | 64.02% | 35.97% | $5.74B |
Robosense Technology Co., Ltd2498.HK | 3.4% | -3.54% | -4.89% | -7.25% | -3.54% | -56.40% | -55.55% | -58.82% | -62.79% | -8.40% | -62.89% | $947.3M |
Sensata Technologies Holding plcST | 3.4% | 2.74% | -2.64% | -2.37% | -3.08% | 23.30% | 9.92% | 67.49% | 33.87% | 28.16% | -19.11% | $6.33B |
Sensirion Holding AGSENS.SW | 3.4% | 6.31% | 11.65% | 20.26% | 6.31% | 46.04% | 55.23% | 47.32% | 43.71% | 34.93% | -6.10% | $1.77B |
STMicroelectronics N.V.STM | 3.4% | 7.03% | 5.80% | 11.44% | 5.63% | 117.85% | 68.13% | 157.92% | 95.60% | 104.23% | 36.11% | $51.11B |
Sunny Optical Technology (Group) Company Limited2382.HK | 3.4% | -2.05% | -7.57% | -13.50% | -2.05% | -6.12% | 6.22% | -16.78% | -32.30% | 7.81% | -69.01% | $8.49B |
TE Connectivity plcTEL | 3.4% | 1.18% | 5.07% | 10.93% | 3.01% | -1.41% | -2.54% | 57.64% | 1.45% | 52.97% | 64.23% | $63.89B |
Vishay Precision Group, Inc.VPG | 3.4% | 5.30% | 14.43% | 30.40% | 6.54% | 107.79% | 73.65% | 183.19% | 146.31% | 218.83% | 124.25% | $1.05B |
Knowles CorporationKN | 1.0% | 4.76% | 1.60% | 8.79% | -1.91% | 74.99% | 38.02% | 145.74% | 55.99% | 132.04% | 113.03% | $3.42B |
| Theme return | — | 2.75% | 3.13% | 6.70% | 2.43% | 34.97% | 23.28% | 87.64% | 18.12% | 102.96% | 48.02% | — |
| Average | 3.3% | 2.80% | 3.09% | 6.64% | 2.21% | 33.88% | 23.20% | 75.09% | 18.40% | 86.13% | 13.17% | $22.10B |
| Median | 3.4% | 2.40% | 3.78% | 8.26% | 2.34% | 26.25% | 14.57% | 53.44% | 37.05% | 53.63% | -10.95% | $3.31B |
| Std Dev | 0.4% | 3.92% | 7.84% | 14.15% | 4.98% | 58.81% | 52.39% | 96.84% | 55.53% | 136.25% | 96.36% | $51.98B |
| Min | 1.0% | -3.54% | -14.79% | -16.67% | -13.78% | -56.40% | -56.03% | -58.82% | -82.31% | -55.91% | -93.66% | $93.7M |
| Max | 3.4% | 15.44% | 15.55% | 43.40% | 15.44% | 201.64% | 168.08% | 395.46% | 146.31% | 620.62% | 386.81% | $214.44B |
| % Positive Tickers | 73.33% | 66.67% | 63.33% | 70.00% | 66.67% | 66.67% | 73.33% | 56.67% | 76.67% | 43.33% |