J
Apple Ecosystem Innovation Index

APLECI

Index Performance

+11.28%
APLECI
+4.20%
TMLARGE
Oct 17, 2024Oct 25, 2024Nov 4, 2024Nov 12, 2024Nov 20, 2024Nov 29, 2024Dec 9, 2024Dec 17, 2024Dec 26, 2024Jan 6, 2025Jan 17, 2025-10%0%10%20%

Overview

Description

The theme of 'apple' within a financial context is primarily associated with Apple Inc., one of the world's most valuable companies, known for its portfolio of consumer electronics, software, and services. Drivers for Apple's financial performance include product innovation, ecosystem stickiness, brand loyalty, and a premium pricing strategy which contribute to robust profit margins. The company's integrated hardware and software strategy engenders a seamless user experience, fostering a strong, dedicated customer base. Apple's ability to continually innovate and release new products and features, such as the iPhone, iPad, and more recently, wearables like the Apple Watch and AirPods, drives recurring revenue and attracts new users. The shifting landscape of technology, such as advancements in artificial intelligence, augmented reality, and the adoption of 5G, acts as both potential tailwinds and risks, given the need for constant innovation to maintain its market lead. Global economic conditions, supply chain reliability, and international regulatory environments also significantly influence Apple's performance, with the potential to affect production and sales worldwide. Within the apple theme, several investable subcategories emerge, reflecting the diverse aspects of the company's business model and industry impact. The [[Consumer Electronics Sector]] subcategory covers companies involved in the production and sale of electronics intended for everyday consumer use, which may benefit from the same consumer trends buoying Apple's success. Another subcategory is the [[Semiconductor Industry]], given Apple's reliance on advanced chip technology for its devices, affecting semiconductor manufacturers and suppliers. The [[Software and Services Sector]] is relevant, considering Apple's expansion into services like Apple Music, Apple TV+, and its various application platforms. There is also the [[Wearable Technology Market]], which includes not only wearables like smartwatches and fitness trackers but also health and medical monitoring devices. The emerging field of [[Augmented Reality (AR)]] represents another subcategory, driven by technology that integrates digital interfaces with the physical world, an area that Apple has shown interest in according to its patent portfolio and product development efforts. Lastly, the [[5G Infrastructure]] subcategory is critical, as the adoption of 5G technology has direct implications for Apple's products' performance and capabilities. This index was generated with help from Thematic Assist.

  • TickerAPLECI
  • Inception Date11/30/2023
  • WeightingEqual
  • # of holdings92
What's inside?
Sectors
  • Electronic Technology
    58.57%
  • Producer Manufacturing
    18.44%
  • Technology Services
    7.65%
  • Process Industries
    3.18%
  • Consumer Durables
    2.99%
  • Commercial Services
    2.64%
  • Industrial Services
    2.35%
  • Health Technology
    1.07%
  • Distribution Services
    1.06%
  • Non-Energy Minerals
    1.04%
  • Communications
    1.01%

Holdings

All holdings as of January 21, 2025
CSV download
Focus Universal, Inc. (FCUV)2.64%$41.13M-76.69%35.44%20.46
SemiLEDs Corp. (LEDS)1.36%$12.12M-23.58%20.62%2.85
Onto Innovation, Inc. (ONTO)1.34%$10.70B21.73%49.30%10.47
Arteris, Inc. (AIP)1.31%$461.24M10.84%85.69%4.76
Qorvo, Inc. (QRVO)1.27%$7.96B-5.16%42.72%2.71
Pixelworks, Inc. (PXLW)1.25%$47.50M-40.58%51.21%1.31
Fine Semitech Corp. (036810)1.25%$258.20M5.73%30.06%3.04
KLA Corp. (KLAC)1.25%$101.32B18.61%60.71%10.41
Semtech Corp. (SMTC)1.24%$6.46B17.88%51.02%5.28
Rambus, Inc. (RMBS)1.23%$6.60B38.19%75.29%8.07
TES Co., Ltd. (095610)1.21%$235.07M83.33%43.40%1.07
MKS Instruments, Inc. (MKSI)1.21%$8.08B-3.86%40.63%3.26
Applied Materials, Inc. (AMAT)1.21%$156.27B2.73%47.46%5.62
MasTec, Inc. (MTZ)1.21%$12.28B-0.14%10.72%1.01
SiTime Corp. (SITM)1.20%$5.86B62.44%51.07%20.10
Allegro MicroSystems, Inc. (ALGM)1.19%$4.57B-31.98%45.71%5.68
Genesem, Inc. (217190)1.18%$48.03M-13.60%40.30%1.14
Lam Research Corp. (LRCX)1.17%$103.32B19.70%48.05%6.85
Advanced Energy Industries, Inc. (AEIS)1.16%$4.56B-8.73%34.25%2.69
Navitas Semiconductor Corp. (NVTS)1.15%$608.96M-1.35%17.97%3.98
Dycom Industries, Inc. (DY)1.15%$5.56B11.96%16.71%1.50
Ideal Power, Inc. (IPWR)1.15%$61.19M-64.42%-19,509.93%378.17
AXT, Inc. (AXTI)1.15%$101.14M36.16%24.03%2.02
Taiwan Semiconductor Manufacturing Co., Ltd. (TSM)1.14%$887.22B29.94%56.12%10.89
Alpha & Omega Semiconductor Ltd. (AOSL)1.13%$1.21B0.69%24.48%1.46
Ultra Clean Holdings, Inc. (UCTT)1.13%$1.74B24.23%17.28%1.12
MACOM Technology Solutions Holdings, Inc. (MTSI)1.13%$10.81B12.52%50.91%11.16
BE Semiconductor Industries NV (BESI)1.13%$12.26B26.96%62.17%14.99
QUALCOMM, Inc. (QCOM)1.12%$182.83B8.77%56.21%4.99
Broadcom Inc. (AVGO)1.12%$1.11T43.99%57.24%16.80
BluGlass Ltd. (BLG)1.12%$27.54M302.92%-187.59%11.39
Silicon Laboratories, Inc. (SLAB)1.12%$4.37B-18.34%51.01%6.72
ASM International NV (ASM)1.11%$31.38B25.12%49.37%10.28
Monolithic Power Systems, Inc. (MPWR)1.10%$30.53B30.59%55.38%21.49
Semiconductor Manufacturing International Corp. (688981)1.10%$57.77B32.37%23.61%11.06
MagnaChip Semiconductor Corp. (MX)1.10%$154.76M7.48%23.40%0.41
Inseego Corp. (INSG)1.10%$170.24M11.22%28.96%1.59
Entegris, Inc. (ENTG)1.10%$16.06B-9.07%40.31%6.62
Amkor Technology, Inc. (AMKR)1.10%$6.39B2.18%14.64%1.15
indie Semiconductor, Inc. (INDI)1.09%$864.20M-10.77%39.35%3.65
Microchip Technology, Inc. (MCHP)1.08%$31.13B-48.37%46.90%9.04
Tower Semiconductor Ltd. (TSEM)1.08%$5.84B3.45%25.12%2.83
Avient Corp. (AVNT)1.07%$3.88B8.16%32.54%1.94
Texas Instruments Incorporated (TXN)1.07%$175.53B-8.41%59.60%12.47
Merck KGaA (MRK)1.07%$63.97B1.80%59.70%3.67
Element Solutions, Inc. (ESI)1.06%$6.28B7.63%41.47%3.39
Arrow Electronics, Inc. (ARW)1.06%$6.13B-14.78%10.91%0.36
Ceragon Networks Ltd. (CRNT)1.06%$385.56M17.66%33.92%0.66
Cadence Design Systems, Inc. (CDNS)1.06%$83.81B18.81%85.83%17.04
Axcelis Technologies, Inc. (ACLS)1.05%$2.33B-12.23%42.86%2.72
Ichor Holdings Ltd. (ICHR)1.05%$1.04B7.31%12.18%1.37
NXP Semiconductors NV (NXPI)1.05%$54.73B-5.36%56.52%5.45
Diodes, Inc. (DIOD)1.05%$2.82B-13.49%32.61%2.17
People & Technology, Inc. (137400)1.04%$689.85M68.90%23.85%1.81
Kulicke & Soffa Industries, Inc. (KLIC)1.04%$2.55B-4.88%45.44%2.77
Samsung Electronics Co., Ltd. (005930)1.04%$246.27B17.35%37.17%1.16
PDF Solutions, Inc. (PDFS)1.04%$1.08B9.58%72.68%6.59
DuPont de Nemours, Inc. (DD)1.04%$32.38B4.38%32.74%3.59
Visteon Corp. (VC)1.04%$2.32B-3.35%13.37%0.67
Veeco Instruments, Inc. (VECO)1.04%$1.56B4.20%41.95%2.92
VOXX International Corp. (VOXX)1.03%$164.81M-18.61%19.31%0.34
CommScope Holding Co., Inc. (COMM)1.03%$1.16B-32.34%34.96%2.40
Synchronoss Technologies, Inc. (SNCR)1.02%$110.24M-22.79%68.90%2.04
Ribbon Communications, Inc. (RBBN)1.02%$706.80M3.48%49.07%1.12
Mospec Semiconductor Corp. (2434)1.02%$34.30M-35.21%1.20%20.66
MAXST Co. Ltd. (377030)1.01%$26.87M8,603.74%12.65%2.36
AT&T, Inc. (T)1.01%$159.94B-0.45%44.67%2.61
Universal Electronics, Inc. (UEIC)1.01%$137.57M-4.69%28.97%0.38
One Software Technologies Ltd. (ONE)1.01%$1.31B7.87%15.18%0.93
Hon Hai Precision Industry Co., Ltd. (2317)1.01%$75.52B20.18%6.19%0.40
LG Electronics, Inc. (066570)1.01%$9.99B7.08%23.30%0.34
Sumitomo Electric Industries Ltd. (5802)1.00%$13.61B5.03%18.07%0.54
Sinopower Semiconductor, Inc. (6435)1.00%$104.63M2.11%21.07%1.41
Niko Semiconductor Co., Ltd. (3317)1.00%$112.46M-5.33%27.38%1.11
Taiwan-Asia Semiconductor Corp. (2340)0.99%$360.73M2.85%6.92%4.41
Mosel Vitelic, Inc. (2342)0.99%$146.64M28.93%24.01%2.61
Niching Industrial Corp. (3444)0.98%$103.78M17.44%24.65%3.50
Compal Electronics, Inc. (2324)0.98%$4.78B-2.94%4.83%0.20
Fossil Group, Inc. (FOSL)0.97%$94.15M-16.36%49.36%0.24
Jilin Sino-Microelectronics Co., Ltd. (600360)0.96%$614.44M26.51%24.45%2.50
Wafer Works Corp. (6182)0.96%$430.77M-9.85%21.74%2.94
Amtech Systems, Inc. (ASYS)0.95%$74.95M-10.68%36.64%0.88
Scientech Corp. (3583)0.95%$912.09M43.49%34.69%3.40
TOP Engineering Co., Ltd (065130)0.94%$58.09M-18.72%4.73%0.25
InterDigital, Inc. (IDCC)0.93%$4.35B-8.16%78.65%5.44
Apple, Inc. (AAPL)0.90%$3.46T2.02%46.21%9.11
Skywater Technology, Inc. (SKYT)0.88%$550.43M30.99%21.57%1.42
Sino-American Silicon Products, Inc. (5483)0.87%$2.34B2.67%27.99%2.13
ON Semiconductor Corp. (ON)0.87%$23.26B-19.21%44.63%4.47
Vuzix Corp. (VUZI)0.85%$225.26M-36.44%-48.39%11.84
Nanjing Panda Electronics Co. Ltd. (600775)0.81%$947.71M-0.96%16.98%2.66
The Glimpse Group, Inc. (VRAR)0.57%$39.52M-21.47%73.72%1.56
Market data by FactSet