AeroVironment has been making headlines lately, and for good reason. The recent availability of its Quantix™ VTOL hybrid drone and the AeroVironment Decision Support System™ (AV DSS) marks a key shift for the application of robotics and AI in the area of precision agriculture. At ROBO Global, we’ve been anticipating the company’s trajectory since the company became an index member at the inception of the index in August 2013. Since that time, AeroVironment has delivered a 26% annualized return, up 267% from August 1, 2013 through March 6, 2019. The stock has risen 66% in the past 12 months alone. As a pure-play company focused on the development and manufacturing of data-analytics-driven unmanned drones, we agree that AeroVironment is heading for the skies, and we think momentum will continue.
7 Mar, 2019
6 Mar, 2019
A pioneer in the wireless medical technology space, BioTelemetry is changing how doctors monitor and diagnose health disorders and diseases. While this technology holds the potential to be applied across the healthcare space, at the moment, its use in mobile cardiac monitoring is leading the way, both in practical application and in its ability to drive revenue for this industry leader. The market has taken note, and this ROBO Global Index member delivered a total return of more than 443% in the past three years (as of March 6, 2019).
18 Dec, 2018
ABB, a member of the ROBO Global Robotics & Automation Index since inception, has finally announced its long-awaited exit from Power Grids in a logical strategic move that will allow the company to focus more heavily on the robotics, automation, and electrification markets and presents attractive dynamics driven by the digitalization of industry.
21 Sep, 2018
Last week we attended the International Manufacturing Technology Show in Chicago, and we returned with increased confidence in our bullish outlook for the robotics and automation market. From what we saw, there is no doubt: the factory of the future is now!
14 Sep, 2018
Wise business moves aren’t always recognized immediately, but for Brooks Automation, divesting its semiconductor cryogenics business to Edward Group, an affiliate of Atlas Copco, for $675M in cash delivered a big same-day reward: an immediate pop in its share price of more than 30%. The company has said it plans to use the influx of cash to spur its fast-growing life sciences business. The notable bump in price was just more good news that highlighted the company’s stunning performance overall. Brooks Automation stock is up 49% YTD (2018) and has nearly tripled in the past two years at +189%, making it one of the top performance leaders of the ROBO Global Robotics & Automation Index.
29 Jun, 2018
Just a few years ago, ESG (environmental, social, and governance) investing was making headlines for its ability to give investors a vehicle that allowed them to align investments with their personal values. Often labeled as ‘impact investments,’ funds and stocks that adhered to ESG guidelines were considered feel-good vehicles—but not necessarily the best options from a returns perspective. These were largely niche solutions targeted at Millennials, liberals, and anyone who put their hearts far above their wallets.
17 May, 2018
When I say that I work in robotics, automation, and artificial intelligence (RAAI), the first things most people think of are humanoid robots (think Star Wars), AI (think Alexa), or self-driving cars (think Tesla). But the spectrum of RAAI transcends the obvious. ROBO Global index member Renishaw, the oldest and perhaps boldest player in the world of 3D printing, is just one example. Established in 1973, the company is transforming the application of additive manufacturing—more commonly called 3D Printing—in healthcare, precision measurement, and more. The only UK business that designs and makes industrial machines that ‘print' parts from metal powder, Renishaw supplies products and services used in applications as diverse as jet engine and wind turbine manufacturing, dentistry, and brain surgery.