Top holdings include robotics names like iRobot Corp 2.6%, Cognex Corp 2.4%, Oceaneering International 2.2%, AeroVironment 2.2% and Rockwell Automation 2.2%, among others.
The fund is heavy on midsized companies at 46.1% of its underlying holdings, along with large tilts toward small-cap 21.1% and micro-cap stocks 12.6%. Underlying holdings are largely comprised of technology 39.5% and industrials 46.1% sector names, along with some healthcare 8.7% components.
U.S. and Canada makes up about 46.9% of ROBO’s underlying holdings, along with 13.4% developed European countries and 26.9% Japan.
Financial advisors who are interested in learning more about the robotics industry can register for the Tuesday, December 20 webcast here.