Robotics & Embodied AI

12 companies tracked across 4 subsectors.

4.1 Humanoid Droids & General Purpose (The "Viral" Future)

TSLA

Tesla (Optimus)

4.2 Mobile Robotics & AMRs (The "Logistics Engine")

OMRNY

Omron

SYM

Symbotic

ZBRA

Zebra Technologies

4.3 Industrial Arms & Cobots (The "Factory Muscle")

454910.KS

Doosan Robotics

6954.T

Fanuc

KUKAF

KUKA (Midea)

YASKY

Yaskawa

4.4 Robotic Components & Vision Systems (The "Senses")

CGNX

Cognex

6324.T

Harmonic Drive

KYCCY

Keyence

TDY

Teledyne