ROBO Global Robotics & Automation Index ETF (ROBO)
Summary
ROBO Chart
Non-Auto Industries Are Quietly Driving the Next Wave of Robot Adoption
For most of the history of industrial robotics, one sector ruled above all others. As recently as 15 years ago, the automotive industry accounted for 70% to 80% of all industrial robot demand, Morten Paulsen, head of research and managing director at CLSA Japan, said during a recent webcast.
How to Talk to Your Clients About AI and Robotics
In this day and age, turn on the TV and chances are you'll see something about AI or Robotics. These two topics are high on people's minds both as investment classes and as something that's becoming part of tangible reality in everyday lives.
ROBO: For Diversified Exposure In Robotics At Reasonable Valuations
ROBO Global Robotics and Automation Index ETF offers diversified, long-term exposure to the expanding robotics sector. Robotics adoption is accelerating across factories, warehouses, agriculture, healthcare, and notably military applications, driving substantial growth potential. Military robotics, exemplified by Ukraine and China, highlight strategic and economic inflection points for the industry.
ROBO Global Robotics & Automation Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 73,646 | $4.36M | $6.21M | $1.84M | 42.24% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 117 | $6,704 | $9,272.25 | $2,568.25 | 38.31% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 81,419 | $6.97M | $6.88M | -$99,353.64 | -1.42% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,779 | $219,503.94 | $317,436 | $97,932.06 | 44.62% |
| NA Nizar Araji National Bank Of Canada /FI/ | 123,059 | $6.76M | $10.39M | $3.63M | 53.72% |
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ROBO Global Robotics & Automation Index ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates an investment fund focused on the rapidly evolving sectors of robotics and automation. Through its strategic investment approach, the fund primarily allocates at least 80% of its total assets to securities tightly aligned with an index that gauges the performance of companies engaged in robotics-related and automation-related activities. This careful selection aims to provide investors with targeted exposure to innovative sectors poised for growth. The fund's strategy also includes the flexibility to invest up to 20% of its assets in securities outside of the index, chosen by its Adviser and Sub-Adviser for their potential to enhance the fund's adherence to its indexed performance target. Despite its focused investment arena, the fund identifies as non-diversified, indicating a strategy that may involve higher risks and higher rewards due to the concentration of investments in a specific sector.
Products and Services
- Investment in Robotics-Related and Automation-Related Securities
- Investment in Depositary Receipts
- Flexible Investment Strategy
- Non-Diversified Status
The fund dedicates a significant portion of its assets, typically at least 80%, to equities that are within the robotics and automation sectors. This strategy is geared towards capturing the growth and innovation in these industries by investing in companies that are either directly involved in or contribute significantly to robotics and automation technologies.
In its pursuit to track the underlying index as accurately as possible, the fund may also invest in depositary receipts. These financial instruments represent a specified number of shares in a foreign company and are an effective way for the fund to gain exposure to international robotics and automation entities without the complexities of direct investments in foreign markets.
Alongside its core focus, the fund retains the flexibility to invest up to 20% of its total assets in securities not included in its primary index. This strategy allows the fund's Adviser and Sub-Adviser to select additional investments they believe will support the fund's tracking of its index performance, providing a mechanism to potentially improve returns or mitigate risks through diversification outside the primary investment focus.
Despite the breadth of investments in robotics and automation, the fund is classified as non-diversified. This designation reflects a concentrated investment strategy, which, while it carries a higher level of risk, also offers the potential for significant returns by focusing on a specific economic sector believed to have strong growth prospects.
