Physical AI

AI moving into the physical world — humanoid robots, factory AI, warehouse automation.

Active institutional exposure flipped from a net outflow of $14.2 billion in Q1 2026 to a net inflow of $8.0 billion in Q2 2026. 70% of companies in this theme saw increased active positions in Q2 2026.

Ecosystem Map

Agricultural Robots

Autonomous machines for planting, harvesting and precision agriculture.

DE CNH AGCO TRMB

4 companiesExplore

Factory AI Systems

AI-driven quality control, process optimization and smart factory platforms.

SIEGY AMAT TXN HON ROK CGNX ZBRA SYM

13 companiesExplore

Humanoid Robots

Full-body autonomous robots designed to operate in human environments.

RR Yushu Technology Hyundai Motor Harmonic Drive Systems Leader Harmonious Drive Systems TSLA Shenzhen Dobot

7 companiesExplore

Warehouse Robots

Automated picking, sorting and fulfillment robots for logistics facilities.

SYM RR TGT ZBRA WMT

5 companiesExplore

Bottleneck Tracker

2026

Current

2026

Current

2026

Current

2027

Bottleneck details are part of the Pro plan.

Recent Discoveries

Recent discoveries are part of the Pro plan.