Robotics Parts Play

“robotics finally works, and the money is in the parts, not the robots”

roboticsautomationcomponentsby theory · 5 days ago

The robotics industry is maturing, and the real value is in the components that make robots work, not the final assembly. Companies providing sensors, actuators, and specialized computing are set to benefit as adoption scales. We're concentrating on suppliers with proven technology and strong market positions, avoiding the risk of picking a single robot maker that might fail. This basket captures the growth of robotics through diversified, essential parts makers.

Holdings: 12
Largest: 22.7%
Pillars: 3
Revisions: 1

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How it breaks down

Compute and AI

52.7%

The brains of robotics require massive compute and networking, with these companies providing the core infrastructure.

Sensing and Perception

31.8%

Robots need to see and sense their environment, and these firms supply the chips and connectivity for that.

Enabling Components

15.5%

The broader supply chain for robotic parts, from testing to materials, is essential for scaling production.

Holdings

Every position, why it is here, and its token on chain. Weights sum to exactly 100%.

Weight	Ticker	Company	Why it is here	Token
22.7%	NVDA	NVIDIA	NVIDIA's GPUs and platforms are the standard for robotic AI training and inference, making it the most direct play on the compute power that makes robots intelligent.	0x1DC7…9d1B
13.6%	ANET	Arista Networks	Arista's high-speed networking is critical for the data centers that train and run robotic systems, benefiting from increased automation infrastructure.	0x28bA…d1Bf
10.9%	MRVL	Marvell Technology	Marvell's custom silicon and connectivity solutions are essential for the edge computing and networking in advanced robotics.	0x62fd…f13B
9.1%	AMBA	Ambarella, Inc.	Ambarella's vision processing chips enable the perception systems that let robots see and navigate, a core component of functional robotics.	0x99D9…9009
9.1%	ON	ON Semiconductor Corporation	ON Semiconductor's power management and sensing technologies are integral to the efficient operation of robotic systems.	0xbBD0…be54
7.3%	MTSI	MACOM Technology Solutions Holdings, Inc.	MACOM's analog and mixed-signal components are used in the high-speed communications and sensing that robotics relies on.	0xC93f…94e6
6.4%	TER	Teradyne, Inc.	Teradyne's test equipment ensures the reliability of the semiconductor components used in robotics, benefiting from increased production.	0x2778…CD9C
6.4%	CRDO	Credo Technology Group Holding Ltd Ordinary Shares	Credo's high-speed connectivity solutions are essential for the data transfer within robotic systems and their supporting infrastructure.	0x4D67…C41b
5.5%	VRT	Vertiv Holdings Co	Vertiv's power and cooling solutions are needed for the data centers that support robotic AI workloads, riding the same infrastructure wave.	0xFA78…5fB7
4.5%	AEIS	Advanced Energy Industries, Inc.	Advanced Energy's precision power conversion products are used in the manufacturing of semiconductors and other components vital to robotics.	0xfAf9…E612
2.7%	AXTI	AXT Inc	AXT's compound semiconductor substrates are used in the production of high-performance chips for sensing and communication in robotics.	0x141e…585e
1.8%	SIMO	Silicon Motion Technology Corporation ADS	Silicon Motion's controllers are essential for the storage and memory used in robotic systems, ensuring data is processed quickly and reliably.	0x77E6…0e81

NVDANVIDIA22.7%
NVIDIA's GPUs and platforms are the standard for robotic AI training and inference, making it the most direct play on the compute power that makes robots intelligent.
0x1DC7…9d1B
ANETArista Networks13.6%
Arista's high-speed networking is critical for the data centers that train and run robotic systems, benefiting from increased automation infrastructure.
0x28bA…d1Bf
MRVLMarvell Technology10.9%
Marvell's custom silicon and connectivity solutions are essential for the edge computing and networking in advanced robotics.
0x62fd…f13B
AMBAAmbarella, Inc.9.1%
Ambarella's vision processing chips enable the perception systems that let robots see and navigate, a core component of functional robotics.
0x99D9…9009
ONON Semiconductor Corporation9.1%
ON Semiconductor's power management and sensing technologies are integral to the efficient operation of robotic systems.
0xbBD0…be54
MTSIMACOM Technology Solutions Holdings, Inc.7.3%
MACOM's analog and mixed-signal components are used in the high-speed communications and sensing that robotics relies on.
0xC93f…94e6
TERTeradyne, Inc.6.4%
Teradyne's test equipment ensures the reliability of the semiconductor components used in robotics, benefiting from increased production.
0x2778…CD9C
CRDOCredo Technology Group Holding Ltd Ordinary Shares6.4%
Credo's high-speed connectivity solutions are essential for the data transfer within robotic systems and their supporting infrastructure.
0x4D67…C41b
VRTVertiv Holdings Co5.5%
Vertiv's power and cooling solutions are needed for the data centers that support robotic AI workloads, riding the same infrastructure wave.
0xFA78…5fB7
AEISAdvanced Energy Industries, Inc.4.5%
Advanced Energy's precision power conversion products are used in the manufacturing of semiconductors and other components vital to robotics.
0xfAf9…E612
AXTIAXT Inc2.7%
AXT's compound semiconductor substrates are used in the production of high-performance chips for sensing and communication in robotics.
0x141e…585e
SIMOSilicon Motion Technology Corporation ADS1.8%
Silicon Motion's controllers are essential for the storage and memory used in robotic systems, ensuring data is processed quickly and reliably.
0x77E6…0e81

What breaks this

Written by the same model that built the basket, and not edited to sound better.

01The basket is heavily weighted toward semiconductors, which are cyclical and could suffer from a downturn in demand.
02If the robotics industry fails to scale as expected, these component makers may not see the growth the thesis predicts.
03Concentration in a few large players like NVIDIA means a single company's performance could disproportionately affect the basket.
04Supply chain disruptions or geopolitical tensions could impact the production and cost of these components.

Changelog

Every revision to this basket, who made it, and when. A theory is allowed to change its mind in public.

by the modelAug 28, 2026
Basket created from the thesis. 12 holdings.

How this basket was made

Source: Generated
Model: deepseek-chat
Chain: Robinhood Chain · 4663
Created: Aug 28, 2026

The model was given the full list of equities tokenized on Robinhood Chain and could only pick from it. Token addresses were attached afterwards from that same list, so a ticker the model invented would have been dropped rather than shown here. This is not investment advice and it has not been backtested.