DSY.PA-32.07%12.0%
BSY-42.57%11.0%
SNPS+3.23%9.0%
ADSK-33.97%8.0%
HEXA-B.ST-17.95%8.0%
PTC-29.78%8.0%
ROK+29.07%8.0%
ABBN.SW+34.78%6.0%
KOG.OL-2.41%6.0%
SIE.XETRA+10.69%5.0%
SU.PA+16.97%5.0%
MSFT-0.04%4.0%
NVDA+24.00%4.0%
CDNS+1.22%3.0%
U+11.68%2.0%
AEVA-7.95%1.0%
As of Oct 2, 2026, 9:55 PM ET
Industrial Manf '26: Digital Twin Software Constituents
Dassault Systèmes SEDSY.PA | 12.0% | 0.29% | -2.83% | -8.86% | 0.29% | -16.57% | 6.73% | -39.12% | -32.07% | -39.89% | -54.30% | $30.52B |
Bentley Systems, IncorporatedBSY | 11.0% | -1.59% | 0.85% | -8.51% | -1.89% | -15.81% | -12.09% | -21.77% | -42.57% | -34.38% | -46.66% | $9.42B |
Synopsys, Inc.SNPS | 9.0% | -0.13% | 18.85% | 16.92% | -0.85% | 3.54% | 17.48% | 10.90% | 3.23% | -1.11% | 61.96% | $93.81B |
Autodesk, Inc.ADSK | 8.0% | 0.33% | -3.51% | -12.34% | 0.28% | -28.41% | -13.81% | -20.91% | -33.97% | -21.07% | -25.37% | $44.76B |
Hexagon AB (publ)HEXA-B.ST | 8.0% | 2.15% | 0.24% | -0.23% | 2.15% | -15.32% | -11.68% | -4.82% | -17.95% | -1.52% | -30.85% | $25.91B |
PTC Inc.PTC | 8.0% | -1.67% | 1.84% | -4.40% | -2.66% | -18.16% | -8.95% | -9.28% | -29.78% | -18.66% | 19.52% | $16.64B |
Rockwell Automation, Inc.ROK | 8.0% | 2.69% | 5.35% | 5.80% | 1.72% | 15.67% | 10.46% | 72.53% | 29.07% | 73.03% | 63.98% | $50.56B |
ABB LtdABBN.SW | 6.0% | 2.86% | -2.68% | 3.42% | 2.86% | 31.94% | 5.50% | 89.97% | 34.78% | 75.39% | 260.57% | $179.21B |
Kongsberg Gruppen ASAKOG.OL | 6.0% | -1.12% | -6.05% | -4.19% | -1.12% | 24.67% | -21.12% | 10.80% | -2.41% | 58.60% | 773.86% | $28.17B |
Schneider Electric S.E.SU.PA | 5.0% | 3.55% | 1.50% | 3.30% | 3.55% | 24.37% | 5.09% | 46.42% | 16.97% | 33.28% | 118.30% | $192.29B |
Siemens AGSIE.XETRA | 5.0% | 1.54% | -0.37% | -1.42% | 1.54% | 11.31% | 7.10% | 33.57% | 10.69% | 57.71% | 111.54% | $236.94B |
Microsoft CorporationMSFT | 4.0% | 0.92% | 3.52% | 3.77% | 0.54% | 6.60% | 31.27% | 34.91% | -0.04% | 24.49% | 83.99% | $3.84T |
NVIDIA CorporationNVDA | 4.0% | 1.34% | 2.34% | 4.37% | 1.46% | 25.59% | 32.19% | 112.12% | 24.00% | 90.45% | 1029.83% | $5.67T |
Cadence Design Systems, Inc.CDNS | 3.0% | 0.18% | 16.01% | 14.61% | 0.21% | 12.44% | 16.61% | 32.66% | 1.22% | 32.19% | 129.63% | $96.76B |
Unity Software Inc.U | 2.0% | 0.00% | 1.29% | 7.13% | 0.13% | -1.14% | 139.52% | 108.82% | 11.68% | 110.78% | -65.45% | $19.04B |
Aeva Technologies, Inc.AEVA | 1.0% | 3.29% | -3.47% | -1.94% | 4.09% | 12.01% | 12.18% | 107.46% | -7.95% | 379.22% | -62.11% | $996.8M |
| Theme return | — | 0.62% | 2.00% | -0.06% | 0.65% | 3.75% | 7.12% | 20.64% | -5.38% | 20.27% | 71.68% | — |
| Average | 6.3% | 0.91% | 2.06% | 1.09% | 0.77% | 4.55% | 13.53% | 35.27% | -2.19% | 51.16% | 148.03% | $658.40B |
| Median | 6.0% | 0.63% | 1.07% | 1.54% | 0.42% | 8.96% | 6.92% | 33.11% | 0.59% | 32.74% | 62.97% | $47.66B |
| Std Dev | 3.0% | 1.62% | 6.49% | 7.77% | 1.82% | 17.98% | 35.83% | 48.59% | 22.88% | 95.68% | 301.06% | $1.58T |
| Min | 1.0% | -1.67% | -6.05% | -12.34% | -2.66% | -28.41% | -21.12% | -39.12% | -42.57% | -39.89% | -65.45% | $996.8M |
| Max | 12.0% | 3.55% | 18.85% | 16.92% | 4.09% | 31.94% | 139.52% | 112.12% | 34.78% | 379.22% | 1029.83% | $5.67T |
| % Positive Tickers | 68.75% | 62.50% | 50.00% | 75.00% | 62.50% | 68.75% | 68.75% | 50.00% | 62.50% | 62.50% |
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