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Industrial Renaissance

The digitization and automation of physical industries and manufacturing.

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Active Themes

Digital transformation of global supply chains and logistics networks.

52.8% of companies showed increased active positions
Inflow ↑
Active institutional exposure flipped from a net outflow of $10.1 billion in Q1 2026 to a net inflow of $6.1 billion in Q2 2026. 52.8% of companies in this theme saw increased active positions in Q2 2026.
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Industrial, collaborative and specialized robots transforming production.

66.7% of companies showed decreased active positions
Outflow ↑
Active institutional funds cut a net $722.3 million in Q2 2026, versus $1.5 billion in Q1 2026 — an outflow 52% smaller. 66.7% of companies in this theme saw decreased active positions in Q2 2026.
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Automated manufacturing systems, PLCs, SCADA and factory digitization.

44.2% of companies showed decreased active positions
Outflow ↑
Active institutional funds cut a net $949.8 million in Q2 2026, versus $11.6 billion in Q1 2026 — an outflow 92% smaller. 44.2% of companies in this theme saw decreased active positions in Q2 2026.
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Additive manufacturing, precision engineering and smart factories.

56.1% of companies showed decreased active positions
Outflow ↑
Active institutional funds cut a net $11.1 billion in Q2 2026, versus $34.2 billion in Q1 2026 — an outflow 68% smaller. 56.1% of companies in this theme saw decreased active positions in Q2 2026.
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