The STOXX revenue-based thematic indices use the FactSet Revere Business Industry Classification System (RBICS) data set, whose unique content sets provide a dynamic industry taxonomy. The highly granular and accurate sector and industry classification (up to 1,500 distinct sub-industries identified) allows a detailed breakdown of companies’ revenue sources, helping to identify and select businesses with substantial exposure to specific themes.
Thematic portfolios are derived from either the STOXX® Global Total Market Index or the STOXX® Developed Markets Total Market
The indices employ one of the most granular sector analysis data sets for efficient representation of the theme
We apply a trading value filter to avoid investments in illiquid securities
The indices select stocks most exposed to sectors associated with the specific theme, and weight the portfolio towards companies with the highest aggregate thematic exposure and the largest market capitalizations
ESG screenings are implemented within thematic portfolios
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STOXX Global Smart City Infrastructure Index
The STOXX Global Smart City Infrastructure Index tracks the performance of companies deploying the physical structures and facilities needed as urban development gets more intelligent and efficiency-focused. As such, the index targets two global thematic trends: that of smart cities and of infrastructure.
As cities in the digital era are faced with expanding populations, limited natural resources, rapidly changing technology and the need to protect the environment, new facilities are required to address challenges and exploit innovative means of transport, housing, energy, waste management and communications.
STOXX Global Electric Vehicles & Driving Technology Index
The STOXX Global Electric Vehicles & Driving Technology Index is comprised of companies from selected countries exposed to a defined theme: electric vehicles and assisted-driving technologies. This includes firms which are involved in the manufacturing of electric and autonomous vehicles, battery suppliers for electric vehicles, other suppliers in the electric and autonomous vehicle manufacturers’ supply chain, as well as companies providing electric vehicle charging stations and battery charging equipment.
These companies, or components of their business lines, are expected to benefit from long-term structural trends driving economic change and which, in the future, may have a substantial impact on their performance. Revere (RBICS) data allow a detailed breakdown of the revenue sources of the eligible companies, helping this index to select companies with substantial exposure to the theme.
STOXX Global Digitalisation Index
The STOXX Global Digitalisation Index tracks the performance of companies involved in driving digital transformation as the digital economy displaces established business models and industries.
Digitalisation refers to the transformation of activities via intelligent technologies.
At consumer level, this shift has been epitomized by the adoption of the mobile phone in our daily lives, but digitalisation has impacted all industries.
Revenues from global digital transformation are expected to expand at more than 20% a year this decade.
STOXX Global Breakthrough Healthcare Index
The STOXX Global Breakthrough Healthcare Index tracks the performance of companies involved in healthcare innovation.
Shifting global demographics, social changes and the increased application of technology are driving transformation. At the cutting edge of technology, breakthrough healthcare companies have the potential to make traditional drug therapies obsolete and create whole new markets.
The global digital healthcare market is predicted to grow to USD 278.3bn by 2027 – an annual growth rate of 19.04%.
STOXX Global Automation & Robotics Index
The STOXX Global Automation & Robotics Index tracks the performance of companies involved in over 40 relevant FactSet RBICS sectors.
Robotics has the power to deliver cost savings and efficiency gains, helping drive corporate profits.
The global industrial robotics market is estimated to surpass USD 96 bn by the end of 2028, growing from USD 33 bn in 2022.
The global non-industrial robotics market is slated to exceed USD 230 bn by 2025, from USD 115 bn in 2022.
Related news & research
Video: Modernizing thematic strategies in fast-changing technology segment
Invesco has switched the underlying strategies for three US-listed ETFs that target technology themes to the following STOXX indices: STOXX® World AC NexGen Connectivity, STOXX® World AC NexGen Media, and STOXX® World AC NexGen Software Development. The change comes amid strong demand and performance for thematic strategies, particularly those exposed to technologies disrupting the global economy.
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Stocks fell for a third consecutive month in October on concerns that interest rates will remain higher for longer, and amid an escalating conflict in the Middle East.
New iShares ETF tracking STOXX Global Lithium and Battery Producers index offers investors access to critical energy transition metal
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Q&A with Invesco: Modernizing thematic strategies in fast-changing technology segments
Rene Reyna and Brett Boor of Invesco explain the drivers behind the choice of index underlying for three ETFs tracking technology themes. Ladi Williams from Index Product Management at STOXX joins the conversation to discuss what investors and product issuers want when it comes to thematic indices.
Monthly Index News: September 2023
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Monthly Index News: August 2023
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Monthly Index News: July 2023
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Unveiling the biodiversity paradigm: an emerging risk frontier for portfolios
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