On the 15th, KB Asset Management will launch a thematic exchange-traded fund (ETF) that invests broadly in the humanoid robot industry in the United States. The fund is named 'RISE US Humanoid Robot ETF.'
Humanoid robots are robots that combine artificial intelligence (AI/software) and a physical body (hardware) to have a human-like appearance. They can perform not only simple repetitive tasks but also perceive the external environment independently, make decisions, and act accordingly.
Recently, as AI and robotics technologies rapidly converge worldwide, the commercialization of humanoid robots beyond industrial robots is becoming visible. Global investment bank Morgan Stanley forecasts that by 2050, about 75% of all jobs in the US could be replaced by humanoid robots, with the potential market size in the US reaching approximately $3 trillion.
The 'RISE US Humanoid Robot ETF' is characterized by its balanced investment across the entire value chain of the US humanoid robot industry. The related industries are divided into three sectors: hardware, software, and applications, with seven selected stocks in each sector. Since the humanoid robot industry is in its early growth stage, it is expected that the industries within the value chain will complement each other and grow evenly.
The portfolio includes global big tech companies such as Tesla, known for developing the humanoid robot 'Optimus,' and Nvidia, which leads the ecosystem by supplying AI chips for robots. It also holds a significant proportion of specialized robotics companies, including Intuitive Surgical, which developed the world's first laparoscopic surgical robot 'Da Vinci,' and Rockwell Automation, which possesses industrial robot control platform technology.
The weightings of the included stocks are as follows: Tesla (10.6%), Intuitive Surgical (10.4%), Nvidia (10.2%), Teradyne (8.5%), Rockwell Automation (8.0%), Aurora Innovation (6.6%), and Zebra Technologies (6.4%).
No Areum, head of the ETF Business Division at KB Asset Management, said, "Humanoid robots are a next-generation growth theme that will bring changes across industrial structures as they can be utilized in various fields such as manufacturing, logistics, defense, healthcare, and services. We will continue to proactively discover future core industries and provide new investment opportunities through differentiated ETF products."
Prior to this ETF launch, KB Asset Management held an investment seminar on the 2nd titled 'The Present and Future of the Humanoid Robot Industry.' The seminar concretely presented the growth potential of the humanoid robot industry and the direction of the ETF launch, serving as an opportunity to strengthen communication with investors.
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