24 Feb, 2021
16 Feb, 2021
This week, we discuss Brooks Automation's mind-blowing returns, how Natera is using AI to analyze its genetic testing data, and why Varonis Systems is seeing such strong growth. We also have a webinar covering M&A activity across disruptive technology on Wednesday, Feb. 24 at 10am CT which you can register for here.
11 Feb, 2021
By: Lisa Chai, Sr. Research Analyst, ROBO Global
9 Feb, 2021
By: Richard Lightbound, ROBO Global CEO, EMEA
1 Feb, 2021
This week, we discuss the recent rebound across the 3D printing market, Fulgent's use of its sophisticated AI technology for COVID testing, and Netflix's incredible growth despite the competitive landscape of media streaming. Please enjoy these insights from our research team.
15 Jan, 2021
The ROBO Global Innovation Indices ended 2020 with a bang, largely outperforming global equities.
The Robotics & Automation Index (ROBO) returned 45.3% for the year, the Artificial Intelligence Index (THNQ) increased 68.2%, and the Healthcare Technology & Innovation Index (HTEC) rose 66.6%. While the turbocharging of digitization trends will likely continue in 2021, we also expect a broadening of the economic recovery and with M&A accelerating, the setup for robotics, AI and healthcare technologies looks attractive. In this report, we discuss key trends and big movers across our index portfolios.
We believe our portfolios are well positioned to continue to outperform in this environment, with significant international, small and mid-cap exposure, and a high level of M&A activity. The ROBO strategies are specifically focused on technology disruptors that are positioned to gain share as the digitalization of the economy accelerates, many of which have been massive beneficiaries of this shift—especially companies in the areas of artificial intelligence, factory and logistics automation, enterprise software, and healthcare technologies.
23 Dec, 2020
21 Dec, 2020
By William Studebaker, President & CIO, ROBO Global, LLC
17 Dec, 2020
This week, we discuss Ambarella's growth into AI with its new computer vision capabilities, the major developments happening in the world of precision medicine, and the unprecedented valuation multiples of DoorDash and Airbnb. Please enjoy these insights from our research team.
9 Dec, 2020