Robotics: Adidas SpeedFactory

bee

Last winter, the sportswear giant Adidas opened a pop-up store inside a Berlin shopping mall. The boutique was part of a corporate experiment called Storefactory—a name as flatly self-­explanatory as it is consistent with the convention of German compound nouns. It offered a single product: machine-­knit merino wool sweaters, made to order on the spot. Customers stepped up for body scans inside the showroom and then worked with an employee to design their own bespoke pullovers. The sweaters, which cost the equivalent of about $250 apiece, then materialized behind a glass wall in a matter of hours.

inside-speedfactory-adidas-robot-powered-sneaker-factory

Mark

I guess the future is now. Check out the 1-yr performance on these two etf's: ROBO and BOTZ.

bee

Interestingly, a high percentage of these two portfolios are found outside the US. with Japanese companies making up a large part of the top 25 companies. BOTZ is concentrated with only 28 holdings and the top ten holding make up 68% of the etf. Thanks for the mentioning these etfs @Mark.

Where else do you find concentrated holders (shares) of these "Robotic" companies:
DGFAX (Davis Global) 2.55% of Hollysis Automation (China)
SGENX (First Eagle Global ) 2.38% of Fanuc (Japan)
TWCUX (American Century Ultra) 1.42% of Yaskawa (Japan)

Interestingly,
VGTSX (Vanguard Total International Stock) covers this space, but with its 6,000+ stock holdings any sector or individual stock's out performance will get "lost in the sauce".

bee

Interview with manager of GNXIX a pure play mutual fund in the area of Robotics and Automation.

https://fool.com/investing/2017/10/11/investment-ideas-in-the-robotics-industry.aspx

Fund Website Link:
alphacentricfunds.com/funds/GlobalInnovationsFund/presentation.pdf