Technology & the Supply Chain? The Demand is Stronger Than Ever

August 02, 2022

Technology & the Supply Chain? The Demand is Stronger Than Ever

Recent stresses on the supply chain have retailers and manufacturers calling in robots and automation to the rescue. The COVID-19 pandemic, labor...

ROBO Brief: A New Semiconductor Push in the US & Two Tech Stock Highlights

July 28, 2022

ROBO Brief: A New Semiconductor Push in the US & Two Tech Stock Highlights

Let's discuss the long-awaited passing of a $52 billion CHIPS Act to boost semiconductor manufacturing in the US, a new shining star in the THNQ and...

Q2 2022 In Review: ROBO Global Innovation Indices

July 13, 2022

Q2 2022 In Review: ROBO Global Innovation Indices

The Robotics & Automation Index (ROBO) declined 23% in Q2, leaving best-in-class robotics and automation stocks 38% below their all-time high...

How Twist Industrialized DNA Synthesis

June 29, 2022

How Twist Industrialized DNA Synthesis

Twist Bioscience is a pioneer and market leader in DNA writing, having developed a disruptive DNA synthesis platform that industrialized the...

HTEC Sees Increased Composition of Profitable Companies Following Q2 Rebalance

June 27, 2022

HTEC Sees Increased Composition of Profitable Companies Following Q2 Rebalance

One of the differentiators of ROBO Global’s HTEC index vs. other healthcare indices is that the index undergoes a quarterly rebalance. This frequency...

The Race to Creating a Quantum Computing System Is On - Who Will Win?

Insights, June 21, 2022

The Race to Creating a Quantum Computing System Is On - Who Will Win?

The promise of quantum computing (QC) is to transform industries and solve the greatest global challenges by understanding problems and completing...

The Hidden Gem Behind Masimo's Sound United Acquisition

May 10, 2022

The Hidden Gem Behind Masimo's Sound United Acquisition

Masimo, a market-leading medical technology company focusing on monitoring devices, lost approximately one-third of its market cap on the...

ROBO Brief: Record High Robot Orders & A New Blood Test for Colorectal Cancer

April 28, 2022

ROBO Brief: Record High Robot Orders & A New Blood Test for Colorectal Cancer

This week, we discuss record high robot orders for Fanuc, the critical role of networking infrastructure in keeping data centers running, and the...