themes / robotics-automation · horizon 5-15 years · 19 companies
Robotics & Physical AI
Automation of physical labour, from factories to surgery.
Trend vs pricing
Trend (reality)
44
company trend 52 · related-ETF flow 18 · growth 52
Market pricing
59
Expectations gap-15
Human needs
productivitytimehealth
Related ETFs
BOTZ
Constraint chain
Trend → Constraint → Required solution
Trend
Labour scarcity and AI-enabled perceptionConstraint
Actuators, sensors, safety certificationRequired solution
Industrial automation, surgical robots, humanoid supply chainAttention
34
blend of per-source scores · breadth 0
Per-source scores
Wikipedia 34GitHub —YouTube —
Rising queries
humanoid robot for salehumanoid robot olympicshumanoid robot fightinghumanoid robots chinahumanoid robot pricehumanoid robot companieshumanoid robot stockshumanoid robots for sale nowhumanoid robot games 2026robotsrobotaxi las vegasrobot from interstellar
Wikipedia · 5 articles
7d avg pageviews1497
vs 28d-21.5%
vs 1y-19.5%
z vs own history-0.43
Humanoid robotOptimus (robot)Figure AIIndustrial robotRobotic surgery
Apps · GitHub · YouTube
Apps in top-100—
GitHub repos26241
YouTube videos / day43.4
Measured over50 videos · 27.6 h
YouTube vs 28d— (12 of 21 days of history)
Newest YouTube uploads for this theme
- · When the $100M Humanoid Robot Meets CAPTCHA 💀 #Shorts
- · जर्मनीमध्ये रोबोटकडून तरुणीसोबत गैरकृत्य, मालक पोलिसांच्या जाळ्यात! Robot Assaults Girl in Germany
- · Elon Musk Predicts 1,000,000,000 Humanoid Robots… Seriously? 🤯
- · I Saw a Humanoid Robot Walk, Sit & Get Back Up! 🤖 | LimX at ERAT | Graz | Austria | 2026
- · Inside the Military Humanoid Robot Trials
Member companies
Sorted by effective exposure (weight × order decay)
| Ticker | Name | Weight | Order | Reality | Pricing | Gap | Growth | Quality | Value |
|---|---|---|---|---|---|---|---|---|---|
| ROK | Rockwell Automation | 80% | 1 | 61 | 66 | -5 | 57 | 64 | 29 |
| ISRG | Intuitive Surgical | 60% | 1 | 62 | 62 | 0 | 63 | 71 | 29 |
| PRCT | PROCEPT BioRobotics Corp | 50% | 1 | 34 | 35 | -1 | 51 | 16 | 55 |
| EMR | Emerson Electric | 40% | 1 | 45 | 76 | -31 | 40 | 47 | 31 |
| NOVT | Novanta Inc | 40% | 1 | 43 | 66 | -23 | 41 | 41 | 37 |
| RRX | Regal Rexnord Corp | 40% | 1 | 39 | 40 | -1 | 38 | 26 | 48 |
| ZBRA | Zebra Technologies | 35% | 1 | 58 | 63 | -5 | 57 | 53 | 63 |
| TSLA | Tesla | 30% | 1 | 52 | 73 | -21 | 54 | 35 | 7 |
| TER | Teradyne | 40% | 2 | 87 | 71 | +16 | 93 | 70 | 27 |
| DE | Deere | 30% | 2 | 51 | 69 | -18 | 45 | 55 | 34 |
| LECO | Lincoln Electric Holdings Inc | 30% | 2 | 54 | 53 | +1 | 52 | 55 | 54 |
| PTC | PTC Inc. | 30% | 2 | 56 | 53 | +3 | 56 | 69 | 73 |
| TRMB | Trimble Inc. | 25% | 2 | 55 | 32 | +23 | 49 | 53 | 79 |
| FTV | Fortive | 20% | 2 | 20 | 55 | -35 | 6 | 50 | 46 |
| ADI | Analog Devices | 20% | 3 | 78 | 71 | +7 | 85 | 61 | 35 |
| APTV | Aptiv | 20% | 3 | 12 | 25 | -13 | 4 | 32 | 60 |
| ROP | Roper Technologies | 20% | 3 | 47 | 31 | +16 | 52 | 51 | 83 |
| NVDA | NVIDIA | 10% | 2 | 90 | 61 | +29 | 94 | 80 | 54 |
| GM | General Motors | 10% | 3 | 32 | 55 | -23 | 22 | 47 | 63 |