Humanoid Robot Components

Holdings

1. Analog Devices ADI · Sensing and motion 22%

   Its tactile, inertial, encoder, motor-control, and power subsystems sit directly inside the sensing-and-actuation stack humanoids need to scale.

2. Texas Instruments TXN · Motor-control silicon 20%

   Its humanoid design portfolio covers distributed motor control, current and position sensing, radar, power management, and safety-critical interfaces.

3. NVIDIA NVDA · Robot compute platform 20%

   Jetson Thor, Isaac, and GR00T are becoming a common compute-and-development layer across humanoid developers, making NVIDIA a high-leverage enabler.

4. Microchip Technology MCHP · Real-time control 15%

   Its PolarFire platforms target humanoid hands, multi-axis motor control, sensor bridges, deterministic networking, and functional safety.

5. Rockwell Automation ROK · Motion-control hardware 13%

   Rockwell supplies servo drives, motors, actuators, encoders, and robot-control architecture that translate humanoid demand into industrial motion hardware.

6. Cognex CGNX · Machine vision 10%

   Humanoids need reliable perception and inspection; Cognex’s vision systems already guide robot picking, placement, and factory automation.