Investment Tracker

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

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.

Machine-vision leader whose In-Sight and VisionPro platforms, including the AI-enabled In-Sight L38 3D system, guide industrial and collaborative robot arms for bin-picking, assembly, and pick-and-place.

Analog/mixed-signal chipmaker developing an AI-ready humanoid-hand reference platform with multimodal tactile sensors (up to 5x human fingertip resolution) and motor-drive electronics, demonstrated live at Nvidia GTC 2026 plugging a cable into a socket using Isaac Sim-trained skills.

Diversified industrial conglomerate whose Discrete Automation unit (AVENTICS, ASCO, Afag brands) makes the pneumatic/electric actuators, cylinders, and end-of-arm grippers used in robotic pick-and-place and material-handling systems.

Enterprise asset-intelligence company (barcode scanning, RFID, mobile computing) whose 2024 Photoneo acquisition added 3D machine-vision cameras certified for robot-arm bin-picking and depalletizing across major robot brands.

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

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

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.

Maker of the Mako robotic-arm platform for knee/hip surgery, now expanding into a handheld robotics option (Mako RPS) — one of the highest-volume surgical robot installers in orthopedics.

Spine and musculoskeletal device maker; ExcelsiusGPS is its robotic navigation platform for pedicle-screw placement in spine surgery, with an expanding international rollout (e.g., its first Brazil case in 2026).

Maker of Switchblade loitering munitions, Puma/Raven small drones, and counter-UAS systems; FY2026 revenue hit $1.98B (+141% YoY, aided by the BlueHalo acquisition), with autonomous systems (Switchblade, Puma, Raven, counter-drone) at 77% of sales.

Small-cap maker of tactical drones for defense and public safety (Teal Drones' Black Widow, the new Hellcat), benefiting from FCC rules restricting foreign-made (mainly Chinese) drone components in US government procurement.

Its Cat MineStar Command autonomous haul-truck system has been commercially deployed at mining sites since 2013; the fleet has surpassed 5 billion tonnes of material autonomously hauled, and Caterpillar is now extending autonomy to construction equipment (excavators, dozers) via an expanded Nvidia partnership announced at CES 2026.

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

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

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 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."

German intralogistics group — forklift and warehouse-equipment maker expanding heavily into automated guided vehicles (AGVs), autonomous mobile robots (AMRs), and automated storage systems, positioned as its main growth driver toward a €10B 2030 revenue target.

Norwegian defense and maritime-technology group; its Kongsberg Discovery unit builds HUGIN autonomous underwater vehicles (AUVs) and uncrewed surface vessels for mine-countermeasures, ISR, and seabed-survey missions, alongside missile systems and crewed maritime equipment in its larger Defence & Aerospace and Maritime divisions.

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.

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

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.

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

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

Diversified electronics conglomerate whose MELFA industrial robot line (articulated, SCARA, and high-speed parallel-arm models) is a core factory-automation product; entered a three-year physical AI research tie-up with Chiba Institute of Technology in May 2026 covering legged, humanoid, and drone robots.

Industrial automation group that spun off a dedicated robotics business unit in 2025, combining its own force-sensing collaborative-robot arms and LD-series autonomous mobile robots with a ~10% equity stake in Taiwan's Techman Robot (TM-series cobots).

Specialist maker of wafer-handling robots (atmospheric and vacuum robotic arms, EFEMs, load ports, stockers) for semiconductor and flat-panel-display fabs — an estimated ~16% global share of the semiconductor wafer-handling-system market.

Long-time Toyota-linked heavy-machinery maker (bearings, hydraulics, cutting tools, special steel) whose Nachi Robotics division builds industrial robots for spot/arc welding and handling, plus a newer "COPARO" collaborative-robot line; positions robotics as the future core of the group.

Powersports and marine group whose Robotics segment makes YK-series SCARA robots, TRANSERVO linear modules, and surface-mount (SMT) placement equipment for electronics assembly, riding the same generative-AI-driven semiconductor and AI-server capex wave as peers.

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

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

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.

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.

Diversified appliance and industrial conglomerate that fully absorbed Germany's KUKA (one of the world's largest industrial-robot makers, squeezed out and delisted from Frankfurt in 2022) as a wholly owned subsidiary; also unveiled its own wheeled and six-armed humanoid prototypes (Miro, MIRO U) built on KUKA-derived tech in 2026.

Automotive gear maker (core business: EV/ICE transmission gears) that expanded into RV and harmonic reducers and, more recently, planetary roller screws — a joint-drive component reportedly supplied into Tesla's Optimus and Unitree's humanoid programs.

Collaborative robot arm maker — the world's largest cobot maker by unit shipments for two straight years (13.2% share in 2025, 10M+ cumulative units) — now pivoting R&D spend toward humanoid robots and embodied intelligence.

Automaker and sole owner of Boston Dynamics — completed a full buyout of SoftBank's remaining ~9.65% stake in June 2026; unveiled the fully electric Atlas humanoid at CES 2026 and is building a Georgia robotics factory targeting 30,000 Atlas units per year by 2028.

KAIST HUBO-Lab spinout building the Hubo-2/DRC-Hubo bipedal humanoids alongside a quadruped robot, the RB-Y1 dual-arm mobile manipulator, and RB5 collaborative arms; became a Samsung Electronics subsidiary in March 2025.

Diversified appliance/electronics maker that unveiled the CLOiD home robot (a wheeled base with a dual-arm, humanoid-style upper body) at CES 2026 as part of its "Zero Labor Home" strategy, alongside a new in-house actuator brand, AXIUM, that it plans to supply to outside robot makers from 2027; set up a CEO-level Robotics Business Center in July 2026 to unify the business end to end.