Investment Tracker

Compute and software platform for physical AI — Jetson Thor edge modules, Isaac GR00T foundation models, Omniverse/Cosmos simulation.

Dragonwing IQ10 processor line positioned as "the brain of the robot" for industrial AMRs and humanoids; compute partnerships with Figure and NEURA Robotics.

Ryzen AI Embedded processors targeting factory automation, mobile robots, and humanoids; compute partner to Italy's Generative Bionics humanoid project.

Precision motion-control and sensing supplier to robotics OEMs; owns ATI Industrial Automation, a leading maker of robotic end-of-arm tooling and force/torque sensors.

LiDAR sensors for automotive, industrial, robotics, and smart-infrastructure applications; merged with Velodyne in 2023.

EV maker whose Optimus humanoid robot program is one of the largest and most closely watched physical AI bets among public companies.

Sidewalk delivery robots, spun out of Postmates/Uber; expanded into indoor hospital robots via its Diligent Robotics acquisition.

Warehouse robotics platform — AI-driven robotic systems that automate goods handling for large retailers and distributors.

Maker of the da Vinci and Ion surgical robot platforms, used in minimally invasive surgery.

Owns Universal Robots (collaborative robot arms) and MiR (autonomous mobile robots), roughly 10% of revenue; core business is semiconductor test equipment.

SPAC that agreed (June 2026) to merge with Agility Robotics, maker of the Digit humanoid deployed at Amazon and Ford. If completed, expected to trade as AGLT.

Closed-end fund giving public-market exposure to a portfolio of private and public robotics/physical AI companies (including stakes in Figure AI and Apptronik) in one listed security.

Amazon Robotics has deployed over 1 million robotic systems (Proteus, Sparrow) plus a Digit humanoid pilot for tote handling in fulfillment centers.

Long-time Agility Robotics partner (since 2020), actively using Digit humanoids for parts-kitting and material handling in plants.

Diversified electrification and automation conglomerate; its Robotics & Discrete Automation segment (~7% of 2024 revenue) is being sold to SoftBank Group for $5.375B, expected to close mid-to-late 2026.

Swedish measurement-technology conglomerate; its Hexagon Robotics division makes the AEON industrial humanoid (34 DOF, five-fingered hands), built with Nvidia's robotics stack.

UK precision metrology and additive-manufacturing company; its RCS series supports robot-arm calibration and setup for factory automation.

Diversified industrial conglomerate with an expanded Nvidia partnership for an "Industrial AI Operating System," digital-twin tools, and humanoid robot testing at its Erlangen factory.

Piloting Apptronik's Apollo humanoid for intralogistics at its Berlin-Marienfelde and Kecskemét (Hungary) plants.

Piloting Figure's humanoids at its Spartanburg (US) plant and Hexagon's AEON at its Leipzig (Germany) plant, via a new "Center of Competence for Physical AI in Production."

Dominant global supplier of RV cycloidal precision reduction gears, the standard joint-transmission technology for industrial and humanoid robot arms; also makes rail, aircraft, and construction hydraulics.

Maker of strain-wave (harmonic) gearing and actuators for compact, backlash-free robot joints, including humanoid joints.

Linear motion guides, ball screws/splines, and electric/linear actuators used in robot joint mechanisms and machine tools.

Semiconductor test equipment (ATE) maker — not a robotics company itself, but foundational to testing the AI chips that power physical AI and robot compute.

One of the world's largest industrial robot and factory-automation suppliers; core arm and motion-control tech is transferable to humanoid actuation even though Fanuc doesn't build humanoids itself.

Servo motors and motion control paired with industrial robots — one of the "big four" global industrial robot makers.

Diversified heavy-industry conglomerate whose Kawasaki Robotics division builds industrial robots and a long-running humanoid lineage (Kaleido) and caregiving humanoid (Friends).

Holding company making an aggressive, explicit "physical AI" bet — agreed to acquire ABB's Robotics division (~$1B revenue, 500,000+ installed robots) for $5.375B, expected to close mid-to-late 2026, alongside existing stakes in SoftBank Robotics Group, AutoStore, Agile Robots, and Skild AI.

Japanese maker of the HAL powered exoskeleton, used in medical rehabilitation, care support, and industrial labor support.

Precision harmonic (strain-wave) reducers for robot joints — a core supplier to China's humanoid robot wave.

Thermal-management/component maker (core business: HVAC and auto parts) that became a key linear/rotary actuator ("joint") supplier for Tesla's Optimus humanoid.

LiDAR maker expanding from automotive into robotics — robotaxis, lawn-mowers, delivery robots, and humanoids; launched an ultra-compact hemispheric 3D LiDAR for robotics in 2026.

AI chips and software for ADAS/autonomous driving (Journey series, SuperDrive); its perception/compute stack is directly relevant to embodied AI more broadly.

Humanoid and service robot maker; unveiled the UWORLD U1 Series full-size "ultra-bionic" humanoids in 2026, positioned as first designed for mass production.

Industrial robots, servo drives, controllers, and CNC — one of China's "four small dragons" of industrial robotics and the largest domestic industrial-robot maker by shipment.

State-linked (Chinese Academy of Sciences lineage) maker of industrial robots, intelligent logistics/warehousing systems, and semiconductor/military automation.

Diversified tech giant (smartphones, EVs, IoT) developing the CyberOne humanoid via Xiaomi Robotics Lab, including a redesigned bionic hand (22–27 DOF) shown in 2026.

Warehouse and logistics autonomous mobile robot (AMR) maker — the world's largest AMR fulfillment provider by revenue.