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AI & Robotics

AI & Robotics technologies are now permeating every aspect of business and industry.

Strategy Description

AI & Robotics technologies are now permeating every aspect of business and industry. What used to be sci-fi & specialty topics only is now a key component of every company’s value chain.

Investment exposure to AI & Robotics developers and operators takes advantage of 2 key trends:

  • Technological Progress greater computing power and data availability allow for faster/ better service delivery and decision making by firms able to harness AI capabilities
  • Demographics increased labor costs, graying populations and changing work/life preferences make robotics & automation a natural next step for industry everywhere

The AI & Robotics portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

PrintFact Sheet

Portfolio Performance

Portfolio (%)24.35.61-33.7310.15
Annualized ReturnStandard DeviationDividend Yield

Allocation Breakdown

Asset Class

Fixed Income0


North America70.43%
Greater Europe10.74%
Developed Asia14.12%
Emerging Asia4.71%
Central/Latin America0


Agricultural & Farm Machinery3.62%
Application Software28.01%
Electrical Components & Equipment10.25%
Health Care Equipment3.27%
IT Consulting & Other Services4.59%
Systems Software11.62%

Top Holdings

Asset ClassWeight (%)
1. Global X Japan Robotics & AI ETF13.45%
2. International Business Machines Corp4.52%
3. Micron Technology Inc4.48%
4. KLA Corp4.48%
5. Synopsys Inc4.47%
6. ServiceNow Inc4.31%
7. Cadence Design Systems Inc4.29%
8. PTC Inc4.26%
9. Autodesk Inc4.11%
10. Manhattan Associates Inc4.06%