ROBO Global Quarterly Review Q1 2021

With tech stocks trailing and cyclical and value stocks catching up as the economic recovery continues to broaden, the ROBO Global innovation indices exhibited the benefits of diversification. The Robotics & Automation Index (ROBO) returned 4.5% in the first quarter of 2021, the Healthcare Technology & Innovation Index (HTEC) rose 0.5%, and the Artificial Intelligence Index (THNQ) decreased 1.2%.

In this report, we discuss why robotics, AI, and healthcare technologies continue to look attractive and note the current key trends and big movers across our index portfolios.

5G Adoption in 2021: Where Are We Now & Where Are We Going?

By: Lisa Chai, Sr. Research Analyst, ROBO Global

ROBO Global Quarterly Review Q4 2020

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.

Robotics and AI Trends: The 2021 Edition

By Bill Studebaker, President & CIO, ROBO Global

How Salesforce is Shaping the Future of Enterprise Software

By: Lisa Chai, Sr. Research Analyst

The Future of Robotics & AI Investing: A Q&A with MIT’s Daniela Rus

Jeremie Capron, director of research, and Lisa Chai, senior research analyst, had the opportunity to sit down with our ROBO Global strategic advisor Professor Daniela Rus, the director of MIT's Computer Science and AI lab, and a member of the National Academy of Engineering and the American Academy for Arts and Science.

Turnkey Tech Investing: November 2020 Market Brief

By Bill Studebaker, CIO & President, ROBO Global

OCADO: Reimagining the future of online grocery

By Lisa Chai, Senior Research Analyst, ROBO Global

Self-Driving Car Companies For Investors Looking to Tap Into AV Tech

In parts of Arizona, “fully” autonomous ride-hailing services from Waymo One are now available to the general public. This has come after months of testing by Waymo, the autonomous driving technology company owned by Alphabet, Google’s parent company. Until recently, Waymo One’s fully autonomous service was only available to a select group of participants who signed an NDA to take part in a trial study in Phoenix. The newly available ride-hailing cars are particularly notable because there are no supervised safety operators in the front seat of the vehicles. They are fully autonomous, marking a huge milestone for Waymo, and for the entire autonomous vehicle industry.

The How & Why of Investing in Self-Driving Vehicles