ROBO Global Robotics & Automation Index ETF (ROBO)
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.
Labor Shortage Is Forcing a Robot Revolution in U.S. Manufacturing
The U.S. manufacturing sector is larger than most people realize, with 17% of world manufacturing value added – more than Japan, Germany, Korea, Italy, and France combined. Key Takeaways Recruitment and retention remain the top concern for U.S. manufacturers, with 481,000 job openings recorded in June alone.
Q2 2026 Robotics Earnings Show Physical AI Demand Broadening
I've often looked at the robotics movement as a “now-and-later” play, meaning that it's part of the global industrial complex today, defensive against AI disruption (net winner), and increasingly, not just a cyclical, but a new growth story. Robotics spending spans manufacturing, energy, mobility, healthcare, agriculture, construction, consumer applications and defense.
How To Build Your Very Own Humanoid Robot
It's the middle of summer, and what better way to spend some of those extra hours of sunlight than to take on a fulfilling project? The team at the ROBO Global Robotics and Automation Index (ROBO) thought we'd help you get started by putting together a guide to the parts and technology required to build
ROBO vs BOTZ ETF: A Comparison for Portfolios
Robotics and artificial intelligence continue to drive growth in technology and industrial automation. For investors evaluating thematic ETFs, the ROBO Global Robotics & Automation Index ETF (ROBO) and the Global X Robotics & Artificial Intelligence ETF (BOTZ) offer two distinct methodologies for capturing this opportunity set.
The Magic Behind a Tap: Physical AI At Your Fingertips
We take the push of a button for granted. A tap on a smartphone's tempered, touch-sensitive glass can summon a product, start a conversation with AI, or set a global logistics network in motion.
ROBO, The Global Robotics ETF For A Future (Perhaps) Already Priced In
ROBO Global Robotics and Automation Index ETF, a sector-specific thematic fund incepted in 2017 (TER 0.69% p.a.) that tracks a proprietary weighted index. As of 07/13 the ETF counts 79 stocks, with the US at ~40%, followed by Japan (22.7%) where the top three sectors are Machinery, Electronic Equipment, Semiconductors. Based on a P/E of ~50.9x and CAGR growth estimates, I calculate a PEG-style ratio of ~2.56x.
Physical AI and Infrastructure: Why the Next Era of Innovation is Moving Beyond the Cloud
Excitement around AI software and large language models (LLMs) remains high in 2026. However, the real bottleneck and emerging focus has shifted toward physical infrastructure.
ROBO & THNQ Rebalance Weight Toward AI Backbones & Physical Automation
Index rebalances offer a look at where secular tech trends are solidifying, and the recent shuffles for the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ) during the second quarter 2026 rebalance are no exception.
Why Robo Global Robotics & Automation ETF (ROBO) Is a Top ETF Buy for Robotics Investors
Robotics has lagged some of the loudest AI winners over the past couple of years, weighed down by exposure to cyclical end markets like automotive.
