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MAKX - ETF AI Analysis

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MAKX

ProShares S&P Kensho Smart Factories ETF (MAKX)

Rating:64Neutral
Price Target:
MAKX, the ProShares S&P Kensho Smart Factories ETF, has a solid overall rating driven mainly by strong industrial and technology names like Applied Materials, Emerson Electric, Rockwell Automation, Autodesk, and ON Semiconductor, which show healthy financial performance, positive earnings outlooks, and strategic focus on AI, automation, and growth. However, weaker holdings such as 3D Systems, which faces declining revenues and profitability issues, weigh on the fund’s rating. The main risk factor is that many top holdings appear richly valued or show technical signs of caution, which could make the ETF more sensitive to market pullbacks in the industrial tech and automation space.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains over the year so far, with especially robust returns in the most recent month.
Leading Technology and Industrial Holdings
Many of the largest positions, particularly in technology and industrial automation, have delivered strong performance, helping drive the fund’s results.
Focused Yet Multi-Sector Exposure
While the fund is tilted toward technology and industrials, it also includes communication services and materials, providing some diversification across different parts of the economy.
Negative Factors
High Expense Ratio
The fund’s fee is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Top Holdings
A small group of stocks makes up a significant portion of the portfolio, increasing the impact that any one company’s performance can have on the fund.
Heavy U.S. and Tech Exposure
With most assets in U.S. companies and a strong tilt toward the technology sector, the ETF is sensitive to downturns in the U.S. market and in tech-related industries.

MAKX vs. SPDR S&P 500 ETF (SPY)

MAKX Summary

The ProShares S&P Kensho Smart Factories ETF (MAKX) tracks the S&P Kensho Smart Factories Index, focusing on companies using advanced tech like robotics and AI to modernize manufacturing. It mainly holds U.S. technology and industrial stocks involved in automation and smart production. Well-known names include Emerson Electric and Applied Materials. An investor might choose this ETF to seek long-term growth from the shift toward more automated, data-driven factories while getting diversification across many companies in this theme. A key risk is that it’s heavily tied to tech and industrial stocks, so its price can swing a lot with changes in those sectors.
How much will it cost me?The ProShares S&P Kensho Smart Factories ETF (MAKX) has an expense ratio of 0.58%, meaning you’ll pay $5.80 per year for every $1,000 invested. This is higher than average because the fund is actively managed to focus on innovative companies in the smart manufacturing sector.
What would affect this ETF?The MAKX ETF, focused on smart manufacturing and industrial innovation, could benefit from increased adoption of automation, AI, and IoT technologies as industries modernize globally. However, it may face challenges from rising interest rates, which can increase borrowing costs for companies, and potential regulatory hurdles related to advanced technologies. Its heavy exposure to the U.S. market and technology sector makes it sensitive to economic conditions and tech industry performance in the region.

MAKX Top 10 Holdings

MAKX is leaning hard into the brains and plumbing of smart factories, with chip and automation names setting the tone. ON Semiconductor and Applied Materials have been rising and look like key engines for the fund, while Cognex adds more steady strength despite some valuation worries. On the flip side, 3D Systems and Zebra Technologies are lagging, occasionally throwing sand in the gears. With most exposure in U.S.-listed tech and industrial players, plus a notable stake in SK Telecom, the ETF is clearly concentrated in automation, semiconductors, and digital factory infrastructure.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Cognex7.41%$113.93K$9.06B104.64%
70
Outperform
Sk Telecom6.91%$106.32K$14.31B76.35%
60
Neutral
ON Semiconductor6.25%$96.08K$38.70B144.86%
73
Outperform
Tower6.00%$92.31K₪66.68B452.23%
Ouster5.66%$87.09K$1.77B247.80%
45
Neutral
Applied Materials5.50%$84.62K$330.97B168.49%
77
Outperform
Emerson Electric Company5.48%$84.32K$79.48B35.38%
76
Outperform
Rockwell Automation5.29%$81.38K$45.08B65.05%
71
Outperform
3D Systems4.87%$74.89K$330.09M13.33%
44
Neutral
Zebra Tech4.44%$68.29K$11.01B-9.24%
72
Outperform

MAKX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
56.07
Positive
100DMA
54.98
Positive
200DMA
53.01
Positive
Market Momentum
MACD
2.03
Negative
RSI
70.57
Negative
STOCH
86.48
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MAKX, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.71, equal to the 50-day MA of 56.07, and equal to the 200-day MA of 53.01, indicating a bullish trend. The MACD of 2.03 indicates Negative momentum. The RSI at 70.57 is Negative, neither overbought nor oversold. The STOCH value of 86.48 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MAKX.

MAKX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.57M0.58%
64
Neutral
$56.30M0.40%
72
Outperform
$27.68M
67
Neutral
$9.78M1.00%
69
Neutral
$8.21M0.65%
69
Neutral
$712.24K0.45%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MAKX
ProShares S&P Kensho Smart Factories ETF
62.53
26.57
73.89%
MADE
iShares U.S. Manufacturing ETF
GCAD
Gabelli Commercial Aerospace & Defense ETF
HVAC
AdvisorShares HVAC and Industrials ETF
TSSD
Truth Social American Security & Defense ETF
DUTY
U.S. Defense ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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