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THEME INDICES

STOXX Global Industry 4.0

Index Description

The STOXX Global Industry 4.0 Index is comprised of companies that stand to benefit from the technological advancement leading to a new industrial revolution. The companies in this index are generating revenue from overall technological segments such as cybersecurity, virtual reality or the Internet of Things that lead us towards an autonomous machine-driven economic model, in which machines interact with each other without human intervention. 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 industry 4.0 trend. Furthermore, the index excludes companies identified as non-compliant based on Sustainalytics Global Standards Screening assessment or to be involved with controversial weapons.

Key facts

  • Index allows targeted investment in companies that stand to benefit from the fourth industrial revolution
  • Detailed Revere data helps select companies with a revenue exposure above 50% to Industry 4.0 related sectors
  • Liquidity filter ensures replicability
  • Index integrates ESG considerations

Descriptive Statistics

Index Market Cap (USD bn) Components (USD bn) Component weight (%) Turnover (%)
Full Free-float Mean Median Largest Smallest Largest Smallest Last 12 monts
STOXX Global Industry 4.0 N/A 10.1 0.0 0.0 0.8 0.0 8.2 0.0 9.4
STOXX Developed and Emerging Markets Total Market 96,672.4 82,255.8 6.9 0.6 3,085.4 0.0 3.8 0.0 2.7

Supersector weighting (top 10)

Country weighting

Risk and return figures1

Index returns Return (%) Annualized return (%)
Last month YTD 1Y 3Y 5Y Last month YTD 1Y 3Y 5Y
STOXX Global Industry 4.0 2.7 2.0 23.3 18.4 93.9 N/A N/A 23.6 5.8 14.3
STOXX Developed and Emerging Markets Total Market 4.2 8.6 24.0 17.0 76.0 N/A N/A 24.4 5.4 12.1
Index volatility and risk Annualized volatility (%) Annualized Sharpe ratio2
STOXX Global Industry 4.0 N/A N/A 16.6 21.6 23.5 N/A N/A 1.0 0.2 0.5
STOXX Developed and Emerging Markets Total Market N/A N/A 10.2 14.4 17.4 N/A N/A 1.7 0.3 0.6
Index to benchmark Correlation Tracking error (%)
STOXX Global Industry 4.0 0.8 0.8 0.8 0.9 0.9 11.0 11.0 9.9 10.6 10.6
Index to benchmark Beta Annualized information ratio
STOXX Global Industry 4.0 1.4 1.6 1.4 1.4 1.2 -1.4 -1.3 0.0 0.1 0.2

1For information on data calculation, please refer to STOXX calculation reference guide

2Based on EURIBOR1M

(USD, Gross Return), all data as of May 31, 2024

THEME INDICES

STOXX Global Industry 4.0

Fundamentals

Index Price/earnings incl. negative Price/earnings excl. negative Price/book Dividend yield (%)3 Price/sales Price/cash flow
Trailing Projected Trailing Projected Trailing Trailing Trailing
STOXX Global Industry 4.0 47.0 28.7 34.1 34.1 5.0 1.7 4.6 29.8
STOXX Developed and Emerging Markets Total Market -0.7 18.4 20.0 20.0 2.8 2.5 1.7 5.6

Performance and annual returns

Methodology

The parent index is the STOXX Developed and Emerging Markets Total Market Index. The index applies two screens. In a first step, only stocks with a 3-month median daily trading volume (MDTV) greater than EUR 1,000,000 are included. In a second step, only companies with revenue exposure of more than 50% to the sectors associated with the theme are selected. Companies that Sustainalytics deems to be in breach of the Sustainalytics Global Standards Screening assessment or to be involved with controversial weapons are excluded.


The index is weighted proportionally to the free-float market capitalization of the selected stocks multiplied by their aggregate revenue exposure to themes. Weights are capped according to the following constraints: the sum of all weights above 4.5% should not exceed 35%, and no single weight should exceed 8%.

The index composition is reviewed annually and rebalanced quarterly.


The detailed methodology including the calculation formula and the list of sectors can be found in our rulebooks: www.stoxx.com/rulebooks

Versions and symbols

Index ISIN Symbol Bloomberg Reuters
Net Return EUR CH0462845899 STXIN4R .STXIN4R
Gross Return EUR CH0462846061 STXIN4GR STXIN4GR INDEX .STXIN4GR
Price EUR CH0462845956 STXIN4P .STXIN4P
Price USD CH0462846194 STXIN4L .STXIN4L
Net Return USD CH0462845881 STXIN4V .STXIN4V
Gross Return USD CH0462846145 STXIN4GV .STXIN4GV

Quick Facts

Weighting Weights are determined proportionally to market cap times the total revenue exposure to relevant RBICS sectors
Cap Factor Sum of weights above 4.5% not to exceed 35%. No single weight to exceed 8%
No. of components Variable
Review frequency Components are reviewed annually, weighting factors are recalculated quarterly
Calculation/distribution dayend
Calculation hours 22:00:00 22:00:00
Base value/base date 100 as of Jun. 18, 2012
History Available as of Jun. 18, 2012
Inception date Feb. 20, 2019
To learn more about the inception date, the currency, the calculation hours and historical values, please see our data vendor code sheet.

THEME INDICES

STOXX Global Industry 4.0

Top 10 Components4

Company Supersector Country Weight
BROADCOM Technology USA 8.203%
Qualcomm Inc. Technology USA 6.031%
SAP Technology Germany 6.008%
Texas Instruments Inc. Technology USA 5.093%
International Business Machine Technology USA 4.627%
SERVICENOW Technology USA 4.166%
Accenture PLC Cl A Industrial Goods and Services USA 3.643%
Micron Technology Inc. Technology USA 3.633%
Intel Corp. Technology USA 3.284%
PALO ALTO NETWORKS Technology USA 2.947%

3Net dividend yield is calculated as net return index return minus price index return

4Based on the composition as of May 31, 2024