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MAKX - ETF AI Analysis

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MAKX

ProShares S&P Kensho Smart Factories ETF (MAKX)

Rating:65Neutral
Price Target:
MAKX (ProShares S&P Kensho Smart Factories ETF) has a solid overall rating because several major holdings like Applied Materials, Emerson Electric, Autodesk, and Rockwell Automation show strong financial performance, positive earnings outlooks, and strategic focus on AI, automation, and growth. However, weaker holdings such as 3D Systems and Ouster, which face profitability issues, declining revenues, and bearish trading trends, drag on the fund’s rating. The main risk is that the ETF is heavily tied to a specialized smart-factory and automation theme, so setbacks in this niche—especially around high valuations and operational challenges—could affect many holdings at once.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating positive momentum in its strategy.
Growth-Oriented Top Holdings
Several of the largest positions, such as 3D Systems, Applied Materials, and Ouster, have delivered strong year-to-date gains that support the fund’s overall returns.
Focused Exposure to Technology and Industrials
The fund is heavily invested in technology and industrial companies tied to smart factories, giving targeted exposure to a specialized growth theme.
Negative Factors
High Concentration in a Few Stocks
The top ten holdings make up a large share of the portfolio, which increases the impact if any of these companies perform poorly.
Mixed Performance Among Top Holdings
Some key positions like Autodesk and Zebra Technologies have shown weak year-to-date performance, which can drag on the fund’s results.
High Expense Ratio
The fund charges a relatively high fee, which can eat into returns over time compared with lower-cost ETFs.

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

MAKX Summary

ProShares S&P Kensho Smart Factories ETF (MAKX) tracks the S&P Kensho Smart Factories Index, focusing on companies using robotics, artificial intelligence, and connected devices to modernize manufacturing. It mainly holds U.S. technology and industrial firms, including well-known names like Emerson Electric and Applied Materials. An investor might choose this ETF to seek long-term growth from the trend toward automation and digital, data-driven factories, while getting diversification across many companies in this theme. A key risk is that it is heavily tied to tech and industrial stocks, so its price can rise and fall sharply with 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 doing most of the heavy lifting. Applied Materials, Cognex, and ON Semiconductor have been rising, giving the fund a solid tech-powered engine, while Flowserve and Allient add steady industrial momentum. On the flip side, Rockwell Automation looks a bit tired and 3D Systems is clearly lagging, acting as a drag on the portfolio. Overall, this is a U.S.-centric, tech-heavy bet on factory automation rather than a broad global industrial basket.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Cognex7.74%$102.49K$8.31B54.98%
70
Outperform
Sk Telecom6.28%$83.11K$11.31B34.41%
60
Neutral
3D Systems6.22%$82.35K$335.95M-13.21%
44
Neutral
Emerson Electric Company5.99%$79.32K$74.50B18.45%
76
Outperform
Rockwell Automation5.50%$72.81K$40.16B41.03%
71
Outperform
Applied Materials5.47%$72.35K$279.72B129.60%
77
Outperform
Ouster5.21%$68.91K$1.34B150.29%
45
Neutral
Autodesk4.94%$65.44K$53.37B-2.70%
74
Outperform
Zebra Tech4.76%$63.03K$10.28B-26.02%
72
Outperform
Tower4.75%$62.87K₪47.96B254.69%

MAKX Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
55.08
Negative
100DMA
53.28
Negative
200DMA
50.94
Positive
Market Momentum
MACD
-0.73
Positive
RSI
43.45
Neutral
STOCH
26.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For MAKX, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 55.00, equal to the 50-day MA of 55.08, and equal to the 200-day MA of 50.94, indicating a neutral trend. The MACD of -0.73 indicates Positive momentum. The RSI at 43.45 is Neutral, neither overbought nor oversold. The STOCH value of 26.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for MAKX.

MAKX Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$1.30M0.58%
65
Neutral
$97.58M0.60%
67
Neutral
$47.59M0.40%
72
Outperform
$27.48M0.00%
56
Neutral
$10.87M0.65%
68
Neutral
$8.09M1.00%
70
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MAKX
ProShares S&P Kensho Smart Factories ETF
53.20
15.85
42.44%
PYZ
Invesco DWA Basic Materials Momentum ETF
MADE
iShares U.S. Manufacturing ETF
GCAD
Gabelli Commercial Aerospace & Defense ETF
TSSD
Truth Social American Security & Defense ETF
HVAC
AdvisorShares HVAC and Industrials 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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