insights into the world of Innovation

A roundup for investors

16 Feb, 2021

ROBO Brief: 3 Tech Companies Exceeding Investor Expectations

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.

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15 Jan, 2021

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.

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15 Oct, 2020

ROBO Global Q3 2020 Review

The ROBO Global innovation indices posted double-digit returns in Q3, continuing to outperform global equities. This performance was due, in part, to the digitalization of the economy that has been turbocharged by the COVID-19 crisis. The Robotics & Automation Index (ROBO) returned 11%, the Artificial Intelligence Index (THNQ) increased 10%, and the Healthcare Technology & Innovation Index (HTEC) rose 14% for the quarter. Our strategies are focused on technology disruptors, especially in the areas of artificial intelligence, factory and logistics automation, enterprise software, and healthcare technologies. In this report, we discuss key sector trends and big movers in each space.

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14 Sep, 2020

Genomic Advancements Are Advancing Early Cancer Detection

By: Nina Deka, Sr. Research Analyst

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