Robotics Market Expected to Grow at a CAGR of 26%

The global robotics market is expected to grow at a CAGR of 26% to > $250 billion USD by 2026.

Today, isn’t it prudent to find sources of growth with little exposure to the SP500 or the FAANGMs?

The drivers of growth (i.e. aging demographics, competitive pressures, productivity enhancement) span multiple sectors and have been accelerated by Covid-19.

Consider these four facts regarding FAANGM* stock ownership:

  1. FAANGMs account ~25% or ~$8.9 Trillion of the SP500’s $35.2 Trillion market cap.
  2. 214 mutual funds own every FAANGM stock in their portfolio, totaling ~$4 Trillion.
  3. Vanguard Funds owns $2.37 Trillion, Fidelity next at $730 Billion.  That’s >75%.
  4. 95 ETFs own every FAANGM stock, totaling ~$3 Trillion.  Vanguard owns 64% of this.

Robotics and automation has been considered the 4th Industrial Revolution

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