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MAKX - ETF AI Analysis

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MAKX

ProShares S&P Kensho Smart Factories ETF (MAKX)

Rating:63Neutral
Price Target:
MAKX, the ProShares S&P Kensho Smart Factories ETF, has a solid but not top-tier rating, reflecting a mix of strong industrial and automation leaders alongside weaker, more challenged names. High-quality holdings like Emerson Electric, Autodesk, Rockwell Automation, and Zebra Technologies support the fund’s rating through strong financial performance, positive earnings outlooks, and strategic investments in automation and AI. However, sizable positions in companies such as 3D Systems, Ouster, and Ambiq Micro, which face profitability issues, negative cash flows, or bearish trends, introduce risk, and the fund’s focus on smart factories and related technologies means investors are exposed to sector-specific volatility.
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, suggesting its theme and holdings have recently been working well for investors.
Top Holdings with Strong Momentum
Several of the largest positions, including companies like Ambiq Micro, Applied Materials, and Ouster, have shown strong year-to-date performance, helping drive the fund’s returns.
Focused Exposure to Technology and Industrials
Most of the portfolio is invested in technology and industrial companies tied to smart factory trends, giving investors targeted exposure to a growing automation theme.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which means more of the returns are eaten up by fees over time.
Concentrated Top Holdings
A small group of stocks makes up a large share of the portfolio, so weakness in any of these companies could have a noticeable impact on the ETF’s performance.
Heavy U.S. and Tech Dependence
With most assets in U.S. companies and a large tilt toward technology, the fund is vulnerable if the U.S. market or tech sector experiences a downturn.

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

MAKX Summary

ProShares S&P Kensho Smart Factories ETF (MAKX) is a fund that follows the S&P Kensho Smart Factories Index, focusing on companies using advanced technology to modernize factories and manufacturing. It holds firms involved in robotics, automation, and industrial software, including well-known names like Rockwell Automation and Emerson Electric, plus tech leaders such as Autodesk and Applied Materials. An investor might choose this ETF to seek growth from the long-term trend toward smarter, more automated factories while getting diversification across many companies. A key risk is that it’s heavily tied to technology 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 essentially a smart-factory toolbox, with U.S.-listed automation and industrial tech names doing most of the heavy lifting. Zebra Technologies and Emerson Electric are steady, rising anchors, helping to keep the fund’s performance on track, while Cognex adds a more mixed but still constructive note. On the flip side, Rockwell Automation has been losing a bit of steam lately, and Autodesk’s recent wobble has slightly weighed on results. The fund leans heavily into technology and industrial automation, with a primarily U.S. footprint plus a dash of global exposure through SK Telecom.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
3D Systems7.44%$366.38K$561.58M45.33%
44
Neutral
Ouster7.38%$363.37K$2.61B14.64%
45
Neutral
Cognex6.33%$311.85K$10.41B37.24%
70
Outperform
Emerson Electric Company6.31%$310.92K$83.86B7.93%
76
Outperform
Sk Telecom6.30%$310.46K$14.30B69.80%
60
Neutral
Rockwell Automation5.72%$281.88K$47.32B20.20%
71
Outperform
Autodesk5.37%$264.23K$43.18B-34.79%
74
Outperform
Ambiq Micro, Inc.5.02%$247.22K$1.54B65.87%
51
Neutral
Zebra Tech4.97%$244.91K$16.31B8.86%
72
Outperform
Allient4.15%$204.32K$1.63B102.67%
72
Outperform

MAKX Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
67.05
Negative
100DMA
67.38
Negative
200DMA
60.64
Positive
Market Momentum
MACD
-0.84
Positive
RSI
46.79
Neutral
STOCH
51.31
Neutral
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 66.69, equal to the 50-day MA of 67.05, and equal to the 200-day MA of 60.64, indicating a neutral trend. The MACD of -0.84 indicates Positive momentum. The RSI at 46.79 is Neutral, neither overbought nor oversold. The STOCH value of 51.31 is Neutral, 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
$4.82M0.58%
63
Neutral
$59.22M0.40%
71
Outperform
$43.31M0.10%
62
Neutral
$13.60M1.00%
68
Neutral
$6.64M0.65%
69
Neutral
$245.83K0.10%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MAKX
ProShares S&P Kensho Smart Factories ETF
65.68
15.16
30.01%
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
TRUI
VanEck Industrials TruSector 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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