Robotics and artificial intelligence are rapidly transforming industries from manufacturing to healthcare. BOTZ provides diversified exposure to companies leading this change — including hardware (robot arms), automation software, and AI chips. As AI becomes more embedded in physical processes (factories, surgery, logistics), these companies stand to benefit. While some top holdings like Nvidia are already expensive (currently overvalued themselves), others (e.g., Fanuc, ABB) are undervalued industrial plays. Long-term demographic trends (aging population, labor shortages) and cost pressure will continue to push adoption. Short-term performance may be volatile, but the long-term outlook in this space remains strong.
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