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Turnkey Tech Investing: December 2019 Market Brief

By Bill Studebaker, CIO & President, ROBO Global   What a difference a year makes. Investors climbed yet another wall of worry in December, enabling the bull market to rise to new record highs. It was a welcome mid-cycle refresh that can help extend the expansion. In December 2018 we articulated our extremely bullish view on robotics and artificial intelligence. Penetration rates were at their nascent beginnings, and all arrows were pointing to decades of growth. At the same ti...

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At Rockwell Automation, all eyes are on innovation and growth

By Lisa Chai, Senior Research Analyst, ROBO Global   At Rockwell Automation’s annual Investor Conference and Automation Fair last month, it was clear that two things are driving the company’s strategy moving forward: innovation and growth. A leader in automation control systems, the company offers software and equipment for manufacturers to run their factories. Its solutions are used in a wide variety of industries such as automotive, electronics, consumer packaged goods, food &am...

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Thematic Investing: The Intersection of Robotics and AI

By Prof. Wyatt Newman, PhD When I was asked to present a keynote address on robotics and AI at the LGIM Thematic Investing Forum in London last month, I was quite honored. What was most thrilling to me, however, wasn’t the invitation itself, but the fact that a conference focused on thematic investing was placing robotics and AI at the top of the bill. That level of recognition has been a long time coming, and from my vantage point, I believe it’s high time investors took note of the imme...

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Investing in Technology? These Industry Trends Point to Future Growth Opportunities

From Silicon Valley’s TechCrunch and RoboBusiness, to the Northeast’s Future of Health and Hubspot, we’ve seen a slew of industry conferences and events bring together the top minds and companies in tech over the past few months. As we roll into the final countdown of this decade, everyone is anxious to see the final showcases and sales of the year—investors included. Investing in technology can be a tricky path to navigate. As a financial research firm, we at ROBO Global closely foll...

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ServiceNow: Building the Roadmap for Tomorrow’s Digital Workforce

By Lisa Chai, Senior Research Analyst, ROBO Global A new category is emerging for the future of workforce management, and I was happy to witness it first-hand at ServiceNow’s customer conference in New York City last week. At the event, the company drove home the fact that the key to driving a top-notch digital employee experience and unlocking productivity is an advanced employee experience platform—and that this has become a must-have for every HR and IT leader. A clear frontrunner in t...

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Turnkey Tech Investing: October 2019 Market Brief

By Bill Studebaker, CIO & President, ROBO Global   Once again, it seems like we are climbing the proverbial wall of worry. And yet, the price correction that typically follows the climb is nowhere to be seen. In the big picture, you could argue that investors seem to be stuck in one long waiting game. As I asked last month and continue to ask myself over and over again, what on earth are they waiting for? And why? There’s little doubt that the media continues to play a sign...

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How Vocera Replaces Chaos with Quiet in Hospitals

By Nina Deka, Senior Research Analyst, ROBO Global Sometimes all a patient needs to heal is peace and quiet. This can be difficult to find in a hospital, where shouting, alarms, and other noises are the de-facto standard of communication. The newest addition to the ROBO  and HTEC indexes is disrupting that noise. Vocera is a communications technology company most known for its badge, which is a wearable, voice-activated device used by employees to speak with one another. What is largely over...

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Cognex: a company with vision delivering computers that can see

By Jeremie Capron, Director of Research, ROBO Global Since the inception of the ROBO Global Robotics & Automation Index in August 2013, Cognex, the global leader in machine vision, has returned a total 262% and is the top performance contributor for this index of best in class robotics, automation, and AI companies from around the world. We returned from the company’s investor day with increased confidence in its technology leadership and growth prospects, boosted by the advent of machi...

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Shopify & 6 River: Game-Changing M&A in Warehouse Automation

By Lisa Chai, Senior Research Analyst, ROBO Global On September 9, Shopify, a leading e-commerce platform, announced an agreement to acquire 6 River Systems for nearly half a billion dollars. The deal reminds us of Amazon’s 2012 purchase of Kiva Systems, which kick-started an arms race to automate supply chains, warehouses, and fulfillment centers. In fact, since the inception of the ROBO Global Robotics & Automation Index, logistics and warehouse automation has been its best performing...

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The secret rise of robotics and AI stocks

By Bill Studebaker, President & CIO, ROBO Global If the headlines have you wondering where to turn next as an investor, you can rest assured that your exposure to robotics and AI is likely paying off—even if their recent growth is the market’s best-kept secret at the moment. While the Fed’s next interest rate move, Boris Johnson’s Brexit debacle, and Trump’s latest late-night tweet have been doing a spectacular job of sending the stock market into a frenzy and keeping investors ...

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