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ROBO Global Index Series

Primary Index Series Live Date Index Ticker Download Fact Sheet
ROBO Global® Robotics and Automation Index 8/2/13 ROBO
VIEW ROBO Global Sub Index Series

All indices are in USD except where indicated otherwise.

Price Return and Total Net Returns versions are available.

For each index, 10 years of past performance history is available.

For information on licensing any of these indices, please contact info@roboglobal.com.

ROBO Global Sub Index Series

Sub Index Series Sub Index Series Name Live Date Index Ticker
Thematic ROBO Global® Robotics, Automation and AI High Revenue Index 6/25/14 ROBOHRNR
ROBO Global® Robotics, Automation and AI Growing Revenue Index 12/15/17 ROBOGRNR
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THE REVOLUTION

The ROBO Global® Robotics & Automation Index returned an incredible 47% in 2017, significantly outperforming broad equity market indices. Even more impressive is that the multi-decade transition to a world dominated by RAAI technologies is still in its infancy—and the ingredients for a major breakthrough are already in place.

The index liquidity filter was modified in October 2014 and June 2017 as per the published index guidelines. The data shown is derived from the published index values.
Data prior to 16 June 2014 is based on simulated back-tested data.

The ROBO Opportunity

Robotics, Automation, and Artificial Intelligence (RAAI) is one of the most compelling investment opportunities of the 21st century. Daily media coverage of intriguing and widely adopted advancements in robotics attracts widespread interest in how these technologies are impacting our daily lives. Yet few investors are aware of the vast scope of RAAI and how its growth is accelerating across the supply chain.

RAAI technologies are already disrupting nearly every industry in every geography, creating a swift transition to an “automate or fail” economy that is dictating the success or failure of corporations large and small. Still in its infancy, this multi-decade transition to a world in which automation and technology are applied to all industries, markets, and geographies is positioned to provide a unique opportunity for today’s forward-thinking investor.

Unique Quarterly Process for Company Inclusion

The ROBO Global Index includes more than 80 stocks across 12 subsectors in 14 countries. The Index is built to minimize risk by limiting reliance on the largest-cap players, and it is carefully structured to capture the growth of rapidly developing robotics and automation companies around the globe.

BEHIND THE

MACHINES

The ROBO Global® Industry Classification system includes 12 subsectors that focus specifically on the intersection between technology and its applications. The result is an investible universe of market leaders with strong growth prospects and revenue generation across the landscape of robotics, automation, and AI.

Logistics Automation

The logistics and warehouse automation industry is at an inflection point as the boon in e-commerce continues to dramatically raise the bar for supply chain efficiency. From autonomous mobile robots and advanced storage systems to track & trace technologies, logistics automation enables increasingly speedy, safe, and error-free distribution, a shorter time-to-market, and ultimately lower costs to businesses and consumers.

Food & Agriculture

Feeding and sustaining the world continues to be one of our most important economic activities. A new generation of autonomous systems and data analytics tools are bringing the benefits of traditional automation, such as precision and the elimination of rote labor, to this domain. For example, precision agriculture offers the potential to greatly reduce costs and minimize our environmental footprint by applying water and fertilizer on an as- needed basis. Meanwhile, the food processing industry continues to automate aggressively to meet increasing demand for greater volume, lower costs, and more stringent safety requirements.

Security & Surveillance

Removing people from harm’s way has always been one of the main drivers for robotics research. However, mimicking humans’ ability to identify and manage threats via automation has been a major challenge due to the high level of flexibility and cognitive skills that humans possess. Using new capabilities offered by today’s technologies, this is changing rapidly. Unmanned aircraft and ground vehicles are now able to detect hazardous materials, dispose bombs, operate in space, and perform critical national defense functions (surveillance).

Computing, AI & Processing

Autonomous systems must make decisions at various levels, from determining the state of the environment they are operating in to optimally planning actions and controlling motion. It is analogous to our brain and it is what allows the processing of information that produces actuation to take place. Accomplishing this in an autonomous robotics system requires raw computing and processing power, as well as increasingly advanced software. Computing can vary from embedded systems smaller than a fingernail to hyper-scale datacenters implementing sophisticated algorithms—including artificial intelligence (AI). Advancements in AI, especially machine learning, are key to the growth of autonomous systems. The main advantage of AI over human intelligence is its high scalability, resulting in significant cost savings. Other benefits include AI’s consistency and rules-based programs, which eventually reduce errors. AI’s longevity coupled with continuous improvement and new growth opportunities are the reasons why AI is drawing wide interest.

Healthcare

As healthcare costs continue to rise globally, robotics, automation, and AI is poised to provide a countering force to this trend. Using robotics and autonomous systems in areas including rehabilitation, diagnostics, exoskeletons, and care for the elderly promises to drastically reduce costs and improve the quality of life for many people. In addition, as in all other application areas, robotics and automation can enable new capabilities that transcend cost-cutting, such as the use of robots for many types of precision medicine, including surgeries on the tiniest elements of the heart and lung, and neurological treatments.

Consumer

Robotics and AI have officially entered the home, enhancing our toys, games, and household cleaning devices, and automating many household tasks. The Internet of Things (IoT) promises to usher in a new area of interconnectivity of consumer products. By communicating through the existing internet infrastructure, devices will no longer be isolated islands of limited capabilities. This shift will dramatically reduce the cost of robotics and AI- enabled consumer products, resulting in a significant increase in adoption.

Sensing

In order for a system to exhibit autonomy and determine its own internal state, it must be able to sense its environment. This is referred to as exteroception and proprioception. For robotic systems, this level of sensing is important for the same reasons that exteroceptive senses (sight, sound, etc.), and proprioceptive senses (ability to know where our limbs are and what they are doing without directly observing them) are important for human beings—they enable us to perceive the world around us. Robotic systems, however, are not limited to the standard senses. In robotics, a sensor can be developed to detect almost anything that can be measured.

Actuation

Actuation is the means by which machines interact with the physical world. For human beings, this mainly refers to our limbs and, in particular, our hands. Machines, however, are not limited to manipulation. Almost anything that has an effect on the physical world can be made into an actuator. Actuation techniques include electric, hydraulic (compressed fluid), mechanical, and pneumatic (compressed air).

Energy

Exploration, extraction, and maintaining the energy infrastructures requires extensive and growing resources. As robotics and automation continues to expand from structured environments (warehouses, factories, etc.) to unstructured environments (the outdoors, underground, and in oceans), the energy sector will reap the rewards of this transition, with the key benefit being much lower operational costs.

Integration

An autonomous system is made of up many components (sensors, actuators, and computational units), which can be distributed over large spaces. Integration consists of architecting a system to determine how components work together to achieve a defined objective in a robust, high performance, and cost-efficient way.

3D Printing

Traditionally, things are built either by assembling separate parts together or by removing material from a larger work-piece. 3D printing (also called “additive manufacturing”) adds yet another way of building by depositing different types of materials where they are needed. One of the primary benefits of 3D printing is the potential for customization that is not economically feasible with traditional techniques.

Manufacturing

Factory automation is an increasingly critical success factor in manufacturing as businesses pursue higher productivity and lower costs in the face of global competition. Automation also means workplace safety, as well as freeing workers from tedious manual labor to focus on strategic, high-level tasks that require human expertise. While the automotive industry was the first to deploy robotics and automation, many other industries are still in the early stages of adoption, offering significant growth potential.

Portfolio Composition

The ROBO Global Index includes more than 80 stocks across 12 subsectors in 14 countries. The Index is built to minimize risk by limiting reliance on the largest-cap players, and it is carefully structured to capture the growth of rapidly developing robotics and automation companies around the globe.

  • Sector Breakdown

  • Geographic Breakdown

  • Market Capitalization Breakdown

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Meet the Growth Drivers

Meet the companies inside the ROBO Global Index

AeroVironment: Changing the landscape of precision agriculture

ABB exits Power Grids and paves the way for accelerated growth

Scared to eat that lettuce? Robots & AI are coming to the rescue

In robotics & AI, now is the time to dive in and buy the weakness

Brooks Automation Strives for Life Sciences Leadership

5 Years later, Wall Street is finally paying attention to robotics and AI

Robotics Fundings, Acquisitions and IPOs: June 2018

Advisor Insights: The robotics market is still booming

Robotics Fundings, Acquisitions and IPOs: May 2018

Renishaw is manufacturing the future of 3D Printing

Global Growth Trends

The index methodology follows a modified equal weighting scheme and rebalances on a quarterly basis to more effectively respond to and capture changes in the technological and competitive landscapes while maintaining critical diversification.

In the absence of a benchmark industry classification system specific to this emerging industry, we created the ROBO Global Industry Classification. Companies included in the classification are publicly traded on approved exchanges, and derive a substantial portion of revenues from Robotics and Automation related activities. Each company must fit into one of 12 subsectors, be positioned as a market and technology leader, and adhere to the ROBO ESG Policy.

40% of the index is allocated to equally weighted “bellwether” companies (established leading players whose core business is directly related to Robotics and Automation) and 60% is allocated to equally weighted “non-bellwether” companies (companies with a distinct portion of their business and revenue in Robotics and Automation and have the potential to grow through innovation and market adoption of their products and services). The 40/60 weighting results in each bellwether member having roughly twice the weight of each non-bellwether member. To respond to new entrants and maintain the desired diversification, the index rebalances on a quarterly basis.

Member Selection

Index members are identified from an active database of over 1,000 global companies specifically engaged in the development and application of robotics, automation, and artificial intelligence. From that universe of companies, our coverage team incorporated research and quality filters to identify the most suitable index members.

The result is a unique mix of technology companies (offering products and services that enable robots to “think, sense, and act”) and applications companies (that deploy robotic and automation technology into a product, service, or manufacturing process to increase efficiency and productivity). Index members are identified using the ROBO Global Industry Classification in accordance with predetermined rules and objective criteria, including minimum market capitalization and average daily value traded.

Methodology

The index methodology follows a modified equal weighting scheme and rebalances on a quarterly basis to more effectively respond to and capture changes in the technological and competitive landscapes while maintaining critical diversification.

In the absence of a benchmark industry classification system specific to this emerging industry, we created the ROBO Global Industry Classification. Companies included in the classification are publicly traded on approved exchanges, and derive a substantial portion of revenues from Robotics and Automation related activities. Each company must fit into one of 12 subsectors, be positioned as a market and technology leader, and adhere to the ROBO ESG Policy.

40% of the index is allocated to equally weighted “bellwether” companies (established leading players whose core business is directly related to Robotics and Automation) and 60% is allocated to equally weighted “non-bellwether” companies (companies with a distinct portion of their business and revenue in Robotics and Automation and have the potential to grow through innovation and market adoption of their products and services). The 40/60 weighting results in each bellwether member having roughly twice the weight of each non-bellwether member. To respond to new entrants and maintain the desired diversification, the index rebalances on a quarterly basis.

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