DSY.PA-23.30%12.0%
BSY-34.73%11.0%
SNPS-35.96%9.0%
ADSK-21.35%8.0%
HEXA-B.ST-7.75%8.0%
PTC-35.36%8.0%
ROK+36.93%8.0%
ABBN.SW+56.18%6.0%
KOG.OL+9.88%6.0%
SIE.XETRA+28.85%5.0%
SU.PA+37.97%5.0%
MSFT-7.14%4.0%
NVDA+22.18%4.0%
CDNS-6.41%3.0%
U+11.12%2.0%
AEVA+42.51%1.0%
As of Aug 6, 2026, 4:25 AM ET
US Industrial Manf '26: Digital Twin Software Constituents
Dassault Systèmes SEDSY.PA | 12.0% | 0.38% | 8.69% | 16.77% | 6.51% | -12.12% | 12.41% | -35.88% | -23.30% | $32.47B |
Bentley Systems, IncorporatedBSY | 11.0% | -0.11% | 14.78% | 10.55% | 1.69% | -5.57% | -1.40% | -12.25% | -34.73% | $10.53B |
Synopsys, Inc.SNPS | 9.0% | -0.75% | 7.32% | -9.37% | 3.10% | -14.67% | -3.18% | -8.60% | -35.96% | $76.75B |
Autodesk, Inc.ADSK | 8.0% | 1.19% | 14.44% | 15.65% | 2.49% | -18.91% | -2.38% | -10.41% | -21.35% | $50.68B |
Hexagon AB (publ)HEXA-B.ST | 8.0% | 0.84% | 20.09% | 21.06% | 4.39% | -13.71% | -10.00% | -3.01% | -7.75% | $26.62B |
PTC Inc.PTC | 8.0% | -1.59% | 17.64% | 11.56% | 1.63% | -19.96% | -10.96% | -11.28% | -35.36% | $16.11B |
Rockwell Automation, Inc.ROK | 8.0% | 1.08% | -2.62% | -6.80% | -6.26% | 15.67% | 10.46% | 72.53% | 36.93% | $50.08B |
ABB LtdABBN.SW | 6.0% | 0.83% | 3.75% | -6.06% | 3.20% | 36.05% | 8.79% | 95.90% | 56.18% | $185.14B |
Kongsberg Gruppen ASAKOG.OL | 6.0% | 1.14% | 8.38% | -3.49% | 4.44% | 27.34% | -19.44% | 13.16% | 9.88% | $28.76B |
Schneider Electric S.E.SU.PA | 5.0% | 0.38% | 13.21% | 8.55% | 3.56% | 25.25% | 5.83% | 47.46% | 37.97% | $195.63B |
Siemens AGSIE.XETRA | 5.0% | -0.52% | 6.10% | 2.14% | 1.00% | 17.11% | 12.67% | 40.53% | 28.85% | $251.82B |
Microsoft CorporationMSFT | 4.0% | -1.09% | 27.71% | 26.04% | 4.89% | 0.79% | 24.12% | 27.56% | -7.14% | $3.62T |
NVIDIA CorporationNVDA | 4.0% | 3.43% | 5.99% | 12.10% | 9.20% | 17.54% | 23.72% | 98.53% | 22.18% | $5.31T |
Cadence Design Systems, Inc.CDNS | 3.0% | -1.04% | 3.32% | -10.30% | -0.87% | 7.83% | 11.83% | 27.23% | -6.41% | $92.97B |
Unity Software Inc.U | 2.0% | 0.71% | 23.93% | 19.63% | 11.86% | -19.70% | 94.57% | 69.63% | 11.12% | $15.48B |
Aeva Technologies, Inc.AEVA | 1.0% | -4.01% | 32.05% | -18.97% | 11.80% | 47.67% | 47.89% | 173.50% | 42.51% | $1.32B |
| Theme return | — | 0.24% | 11.23% | 7.61% | 3.05% | 3.63% | 7.00% | 20.51% | -2.29% | — |
| Average | 6.3% | 0.05% | 12.80% | 5.57% | 3.91% | 5.66% | 12.81% | 36.54% | 4.60% | $622.73B |
| Median | 6.0% | 0.38% | 10.95% | 9.55% | 3.38% | 4.31% | 9.63% | 27.40% | 1.74% | $50.38B |
| Std Dev | 3.0% | 1.57% | 9.24% | 12.88% | 4.40% | 21.03% | 26.28% | 53.08% | 29.45% | $1.48T |
| Min | 1.0% | -4.01% | -2.62% | -18.97% | -6.26% | -19.96% | -19.44% | -35.88% | -35.96% | $1.32B |
| Max | 12.0% | 3.43% | 32.05% | 26.04% | 11.86% | 47.67% | 94.57% | 173.50% | 56.18% | $5.31T |
| % Positive Tickers | 56.25% | 93.75% | 62.50% | 87.50% | 56.25% | 62.50% | 62.50% | 50.00% |
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About this theme
US Industrial Manf '26: Digital Twin Software tracks 16 publicly listed stocks in this theme. Sample tickers: ABBN.SW, ADSK, AEVA, BSY, CDNS, DSY.PA, HEXA-B.ST, KOG.OL, MSFT, NVDA, PTC, ROK, and 4 more. Use the table below for the full list.