Sector
Robotics
AI is moving into the physical world: surgical robots, warehouse automation, factory automation and autonomous vehicles. Adoption is gradual and the smaller names are very volatile.
Stocks
- ISRGIntuitive SurgicalHold
Maker of the da Vinci surgical robots, with recurring revenue from instruments and services.
- TSLATeslaAvoid
Electric vehicles and energy storage, with autonomy (robotaxis) and the Optimus humanoid robot as long-term bets.
- SYMSymbotic
AI-driven robotic systems that automate warehouses and distribution centers for large retailers.
- TERTeradyneWatch
Semiconductor test equipment, plus industrial robotics through Universal Robots and MiR.
- ROKRockwell Automation
Industrial automation hardware and software for factories and plants.
- SERVServe RoboticsAvoid
Autonomous sidewalk robots for last-mile food and package delivery.
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