Robotics and automation
This theme covers companies that build robots or the automation systems around them, from operating rooms to warehouses. It does not include software-only automation or companies that merely use robots. Members were chosen because robots or automation hardware are a named part of the business.
Companies
By tier, with the last 12 months of insider, congressional, contract and lobbying activity.
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Tiers
How much of each company the theme explains.
- Pure-play3 companies
- Diversified4 companies
How this list is chosen
Last reviewed Oct 27, 2026.
A listed company is included when robots or automation systems are its main business, or a named, publicly disclosed program or segment of a larger one. Membership is reviewed twice a year, in March and September, and every change is logged below.
Change log
- Oct 27, 2026First list published with 7 companies.
The case commonly made
What supporters of the theme usually argue. Not our view.
- Supporters point to labor shortages and rising wages as reasons companies automate.
- The case usually made is that advances in AI and sensors let robots handle more varied tasks.
- Supporters argue that robots are spreading from factories into healthcare, logistics and retail.
Risks commonly cited
What critics and cautious investors usually raise. Not our view.
- Critics note that robots are expensive and customers may delay purchases when budgets tighten.
- Risks often raised include technical limits that keep many robots from working reliably outside controlled settings.
- Critics note that several members have little revenue from robots yet, or only a small part of the business.
Funds with an overlapping focus
Shown for reference. Their holdings and rules differ from this theme, and listing them is not an endorsement.
- BOTZGlobal X Robotics & Artificial Intelligence ETF
- ROBOROBO Global Robotics and Automation Index ETF
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Using 13F.ai, which companies on the "Robotics and automation" list had insider buying or selling, or trades by members of Congress, in the last 90 days? Show the filings.
Using 13F.ai, compare the companies on the "Robotics and automation" list by federal contracts and lobbying spend over the last 12 months.
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A theme is a list of companies with something in common, chosen under a published rule. It is information, not a recommendation or investment advice. Activity figures come from public filings, each linked on the company's page; none of it predicts what a price will do. Disclaimer.