New Package

I Know First is now offering a Robotics package, a report narrowed specifically to the highest ranked signal and predictability names within the robotics sector, spanning industrial automation, humanoid robotics, and the semiconductor and sensor suppliers behind them.

The package draws from a universe of roughly 65 US-exchange-traded companies spanning the full robotics value chain, not just the robot makers themselves. It includes the semiconductor and AI compute companies whose chips train and run autonomous machines, industrial automation firms building the controllers, drives, and motion-control hardware inside automated factories, and warehouse and logistics operators automating storage, retrieval, and fulfillment. It also covers surgical robotics companies building robotic-assisted systems for procedures ranging from joint replacement to minimally invasive surgery, autonomous vehicle and robotaxi developers, and drone and unmanned systems makers serving defense and commercial markets. A meaningful share of the universe is sensing and perception hardware, lidar, machine vision, and force sensors that let robots and autonomous systems see and navigate their environment, along with the software side: robotic process automation platforms and AI software built to give robots better perception and control.

Robotics has moved from a niche industrial category into one of the more closely watched themes in the market. GlobalData projects the robotics sector growing from $76 billion in 2023 to $218 billion by 2030. Humanoid robotics in particular is drawing outsized attention, with major chip and software companies building out dedicated robotics divisions and several firms racing to bring humanoid platforms into manufacturing and logistics, with broader deployment expected later this decade. Estimates on the size of the humanoid market alone vary widely by source, ranging from the tens of billions within the next several years to well beyond that over the following decade. Progress on the hardware side is moving quickly too. 1X CEO Bernt Bornich recently posted a video showing off NEO’s new 25 degree of freedom, tendon driven hands, which he says are nearing or surpassing human level dexterity, strength, speed, and reliability, one more sign of how fast humanoid capability is advancing.

That combination, a fast growing sector with a wide spread between winners and laggards, is the kind of environment where a dedicated forecasting tool adds the most value.

Full Robotics Universe

• Nvidia Corp
• Amazon.com Inc
• Alphabet Inc
• Broadcom Inc
• Tesla Inc
• Advanced Micro Devices Inc
• Deere & Company
• Eaton Corp plc
• Intuitive Surgical Inc
• Stryker Corp
• Parker-Hannifin Corp
• Emerson Electric Co
• Honeywell International Inc
• Teradyne Inc
• Ametek Inc
• Rockwell Automation Inc
• Baidu Inc
• Roper Technologies Inc
• Dover Corp
• Hubbell Incorporated
• XPeng Inc
• Symbotic Inc
• Kratos Defense & Security Solutions Inc
• Aurora Innovation Inc
• Trimble Inc
• Zebra Technologies Corp
• Nordson Corp
• Nova Ltd
• AeroVironment Inc
• Lincoln Electric Holdings Inc
• Graco Inc
• GXO Logistics Inc
• Cognex Corp
• JBT Marel Corp
• UiPath Inc
• PROCEPT BioRobotics Corp
• ATS Corporation • Hesai Group
• Ambarella Inc
• Appian Corp
• Ouster Inc
• Serve Robotics Inc
• Ondas Holdings Inc
• Omnicell Inc
• Aeva Technologies Inc
• Red Cat Holdings Inc
• EHang Holdings Ltd
• Unusual Machines Inc
• FARO Technologies Inc
• Cerence Inc
• Palladyne AI Corp
• Vishay Precision Group Inc
• Arbe Robotics Ltd
• MicroVision Inc
• Draganfly Inc
• Richtech Robotics Inc
• Cepton Inc
• Microbot Medical Inc
• Vicarious Surgical Inc
• Innoviz Technologies Ltd
• Asensus Surgical Inc
• AgEagle Aerial Systems Inc
• AEye Inc
• Ekso Bionics Holdings Inc