Robotics & Automation Pure-Play Index

Objective

The index seeks to track the performance of publicly listed companies whose business models are directly tied to the development, manufacturing, and deployment of physical robotics and automation technologies.

The Problem with Existing Strategies

Many existing “robotics” and “AI” ETFs include companies with only indirect exposure to automation, such as:

• Semiconductor manufacturers

• Software and cloud providers

• Broad industrial conglomerates

While relevant, these exposures reduce the purity of robotics-focused investment strategies.

The Solution

The Robotics & Automation Pure-Play Index applies a transparent, rules-based methodology to identify companies with direct and measurable exposure to robotics and automation.

Key features include:

• Revenue-based eligibility thresholds

• Explicit segment-level qualification requirements

• Strict exclusion of companies without clearly disclosed robotics exposure

Index Construction Highlights

• Eligibility: Companies must meet defined revenue thresholds tied to robotics and automation activities

• Classification: Companies are categorized based on level of exposure (Primary vs. Secondary)

• Weighting:  Tiered weighting approach with caps to ensure balanced exposure

• Rebalancing: Quarterly

• Reconstitution: Semi-annual

Differentiation

The index is designed to deliver:

• Higher purity exposure to physical robotics systems

• Reduced overlap with AI and semiconductor-heavy strategies

• Transparent and repeatable rules-based construction

• Strict exclusion of non-core or multi-theme exposure ensures alignment with pure-play robotics companies

Use Case

The index is designed to serve as the underlying benchmark for:

• Exchange-traded funds (ETFs)

• Institutional investment products

• Thematic mandates focused on automation and robotics

Availability