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Robotics Market Scan

State-of-the-market scan across the robotics narrative: humanoid pure-plays, industrial automation incumbents, actuator/motion suppliers, sensor/vision component makers, enabling semis, and China/Asia exposure. Companion to the CCXI/AGLT (Agility Robotics) and robotics bubble refresh.

Aligns with the Robotics / Automation bubble7/24

Hypothetical· equal-weight buy at inception, mark-to-market today

Aug 13 → Nov 6 · 24/25 picks · equal-weight
-20.8%
Robotics Market Scan
-5.5%
SPY
-15.3%
alpha
topXIACY+17.5%·ISRG+12.8%·TSLA+5.4%
dragRBOT-96.6%·INVZ-47.1%·TER-46.8%

Actuators / Motion

3 picks

China / Asia

3 picks

Enabling Semis

3 picks

Humanoid / Pure-Play

3 picks

Industrial Automation

6 picks

Sensors / Vision

6 picks

Frequently asked questions

What stocks are in the Robotics Market Scan watchlist?
The Robotics Market Scan watchlist tracks 24 tickers on QuantAbundance: NDSN, RBC, HSYDF, 9880.HK, 002747.SZ, XIACY, NVDA, QCOM, TXN, TSLA, plus 14 more.
What is the Robotics Market Scan watchlist?
State-of-the-market scan across the robotics narrative: humanoid pure-plays, industrial automation incumbents, actuator/motion suppliers, sensor/vision component makers, enabling semis, and China/Asia exposure. Companion to the CCXI/AGLT (Agility Robotics) and robotics bubble refresh.

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