Thematic Basket Builder
Robotics and Automation
01
Investment Thesis
This basket targets "Robotics and Automation" through 20 publicly traded companies spanning 0 sectors (). The highest-weighted position is PRCT (PRCT) at 6.6% with an exposure score of 83.
The basket has an effective diversification (effective N) of 19.3. No significant risk warnings were triggered.
02
Theme Overview
Theme
Robotics and Automation
Time Horizon
secular (5-10 yr)
Geographic focus: Global, US, Japan, Germany, China
03
Holdings
| Ticker | Company | Weight |
|---|---|---|
| ISRG | ISRG | 5.0% |
| SYM | SYM | 5.0% |
| PRCT | PRCT | 6.6% |
| AUR | AUR | 4.8% |
| ASXC | ASXC | 6.6% |
| CGNX | CGNX | 4.7% |
| OUST | OUST | 6.4% |
| AVAV | AVAV | 4.6% |
| PATH | PATH | 4.6% |
| BRCHF | BRCHF | 5.7% |
| ARAY | ARAY | 5.7% |
| DAIFU | DAIFU | 5.6% |
| FANUY | FANUY | 5.5% |
| YASKY | YASKY | 4.9% |
| OMRNY | OMRNY | 4.8% |
| HSAI | HSAI | 4.7% |
| ROCK | ROCK | 3.3% |
| ROK | ROK | 4.2% |
| DE | Deere & Co | 3.1% |
| KION | KION | 4.2% |
04
Portfolio Analytics
Portfolio Beta
0.0
Effective N
19.3
Sub-Theme Overlap
34%
Get research notes before the opening bell
This report was generated by XVARY automated research pipelines. Not investment advice. Data sourced from third-party providers and may contain inaccuracies. Disclaimer · Privacy · Terms