AI & Robotics

by
Leo Wealth
AI & Robotics technologies are now permeating every aspect of business and industry.

Strategy Description

AI & Robotics technologies are now permeating every aspect of business and industry. What used to be sci-fi & specialty topics only is now a key component of every company’s value chain.

Investment exposure to AI & Robotics developers and operators takes advantage of 2 key trends:

  • Technological Progress greater computing power and data availability allow for faster/ better service delivery and decision making by firms able to harness AI capabilities
  • Demographics increased labor costs, graying populations and changing work/life preferences make robotics & automation a natural next step for industry Everywhere

The AI & Robotics portfolio seeks to strike a balance between large companies and small, famous brand names and reasonably valued ones, promising ideas and sustainable businesses.

We score stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included. Lastly, we aim to diversify by region and sector where possible to ensure themes are captured holistically and globally.

Portfolio Performance

202120222023YTD
Portfolio (%)5.61-33.7332.631.59
Annualized ReturnStandard DeviationDividend Yield
Portfolio4.53%21.11%1.2%

Allocation Breakdown

Asset Class


Equity99.33%
Fixed Income0
Commodities0
Cash0.67%

Geo


North America58.36%
Greater Europe9.77%
Asia24.4%
Central/Latin America0

Sector


Agricultural & Farm Machinery3.45%
Application Software23.56%
Electrical Components & Equipment3.66%
Health Care Equipment6.52%
IT Consulting & Other Services7.1%
Semiconducters10.73%
Systems Software6.54%
Other38.44%

Top Holdings

Asset ClassWeight (%)
1. Global X Japan Robotics & AI ETF12.54%
2. NetApp Inc3.79%
3. NEC Corp3.67%
4. ABB Ltd3.65%
5. QUALCOMM Inc3.61%
6. Siemens AG3.60%
7. Teradyne Inc3.57%
8. Meta Platforms Inc3.57%
9. Lockheed Martin Corp3.57%
10. Intuitive Surgical Inc3.55%

Related Investments

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We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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