Robotics and Space Technologies Variable Fund (RUT): Robotics Companies in Our Investment Universe

Robotics companies are those that design and develop robots capable of operating across different fields, as well as the technologies that power them. These companies provide innovative solutions in critical areas such as sensor technologies, artificial intelligence, and automation systems, while designing both the hardware and software of robots.

Robotics companies are those that design and develop robots capable of operating across different fields, as well as the technologies that power them. These companies provide innovative solutions in critical areas such as sensor technologies, artificial intelligence, and automation systems, while designing both the hardware and software of robots.

By working across a wide spectrum—from industrial robots to medical robots—they ensure the effective application of their technologies across various sectors.

FANUC Corporation

Founded in 1956 and headquartered in Yamanashi, Japan, FANUC Corporation is a global leader in CNC systems, industrial robots, and factory automation solutions. FANUC is listed on the Tokyo Stock Exchange and is part of the Nikkei 225 Index.

Main Activities, Products & Services:

• Factory Automation (FA): CNC systems, servo motors, lasers.
• Robots: Industrial robots, collaborative robots (cobots).
• Robomachines: Robodrill machining centers, Roboshot injection molding machines, Robocut wire EDM machines.

Key Customers:
Automotive manufacturers, electronics producers, general manufacturing industries, medical device companies, aerospace firms.

Expected Transformative Innovations:

• AI and IoT-enabled robots for smart manufacturing.
• Advanced robotic systems for precision assembly and medical applications.
• Expanded collaborative robot (cobot) capabilities for flexible automation.

Intuitive Surgical, Inc.

Founded in 1995 and headquartered in Sunnyvale, California, Intuitive Surgical, Inc. develops, manufactures, and markets robotic products aimed at improving clinical outcomes through minimally invasive surgery. Listed on NASDAQ (ISRG), the company is best known for its da Vinci Surgical System.

Main Activities, Products & Services:

• Robotic Surgery Systems: da Vinci Surgical System, Ion endoluminal system.
• Services: Staplers, energy and core instrumentation, training programs, 24/7 technical support, proactive system health monitoring, integrated digital capabilities.

Key Customers:
Hospitals, healthcare providers, major medical centers, and surgical institutions worldwide.

Expected Transformative Innovations:

• Next-generation da Vinci systems for enhanced surgical precision and control.
• Expanding robotic applications into new surgical fields.
• Innovations in digital surgical platforms for better data integration and insights.

Siemens AG

Founded in 1847 and headquartered in Munich, Germany, Siemens AG is one of Europe’s largest industrial manufacturing companies, employing around 320,000 people worldwide. Siemens is listed on both the Frankfurt Stock Exchange and the New York Stock Exchange (SIE). The company leads in industrial automation and digitalization, offering cutting-edge robotic and AI-powered production solutions.

Main Activities, Products & Services:

• Industry: Industrial automation, digital industries, robotic solutions. Advanced software for programming and integrating industrial robots.
• Infrastructure: Smart building and grid solutions.
• Mobility: Rail transport and smart mobility solutions.
• Healthcare: Siemens Healthineers—medical technology, diagnostic services, robotic surgery systems, automation.
• Financial Services: Siemens Financial Services.

Key Customers:
Global companies across automotive, transportation, healthcare, energy, and manufacturing.

Expected Transformative Innovations:

• AI-driven autonomous robotic systems to enhance flexibility in industrial production.
• Integration of robots with digital twin technologies for optimized manufacturing.
• Next-generation collaborative robots (cobots) for smart factories.
• Expanded use of robotic surgical systems and medical automation solutions.
• Integration of robots into smart infrastructure projects to boost energy and resource efficiency.

Valeo SA

Founded in 1923 and headquartered in Paris, France, Valeo SA is a global automotive supplier specializing in components, integrated systems, and modules. Listed on the Paris Stock Exchange and part of the CAC Next 20 Index, Valeo focuses on reducing CO2 emissions, improving vehicle safety, and advancing autonomous driving technologies.

Main Activities, Products & Services:

• Comfort & Driving Assistance Systems: Interior controls, safety systems, sensors, radars for autonomous vehicles.
• Powertrain Systems: Engines, electrical systems, transmissions.
• Thermal Systems: Climate control solutions, advanced thermal management for electric vehicles.
• Visibility Systems: Lighting, wipers, cameras, lidar for autonomous driving.

Key Customers:
Major global automakers including BMW, Mercedes-Benz, Volkswagen, Ford, and General Motors.

Expected Transformative Innovations:

• Advanced robotics and sensor technologies for autonomous driving.
• Integration of robotics in EV and hybrid vehicle systems.
• Innovations in thermal management and climate control for electric/autonomous vehicles.

Rockwell Automation, Inc.

Founded in 1903 and headquartered in Milwaukee, Wisconsin, Rockwell Automation, Inc. is a global provider of industrial automation and digital transformation technologies, employing around 29,000 people. The company is listed on the New York Stock Exchange (ROK).

Main Activities, Products & Services:

• Robotics Solutions: Industrial robotic integration and control systems.
• Industrial Automation: Smart devices, control and automation systems.
• Information Technology: Control and visualization software, network and cybersecurity infrastructure.
• Professional Services: Consulting, lifecycle services, maintenance, and support.

Key Customers:
Large enterprises in automotive, semiconductors, logistics, food & beverage, life sciences, oil & gas, mining, and metals.

Expected Transformative Innovations:

• Advanced robotics integration for industrial automation.
• Development of smart manufacturing and IIoT (Industrial Internet of Things) solutions.
• Expansion of digital twin and simulation technologies to optimize production.

Investment Opportunity with RUT

Through the BV Portföy Robotics and Space Technologies Variable Fund (RUT), investors can gain exposure to global publicly traded equities in robotics and space technologies.

You can invest in the fund via TEFAS (code: RUT) through all member brokerages and banks’ websites and mobile applications, or directly by opening an account with BV Portföy. For inquiries: [email protected] .