The fourth industrial revolution has just begun. This megatrend – known as Industry 4.0 – stems from the Internet of Things and Services, which is currently taking hold in the manufacturing industry. Thanks to the new quality of connectivity, all productive entities – human beings, machines, workpieces and systems – will work together 'hand in hand', thus driving strong productivity gains. The Industry 4.0 Performance Index was launched to enable investors to participate in the potential uptrend stemming from this promising theme. Both quantitative and qualitative criteria are used in the selection process, which also applies tried-and-tested Value Investing criteria to the technology sector. The analysis focuses on the aspects entry barriers, market growth, management quality and international reach.