The case for
Vision and control models improved faster than the hardware around them. Warehouses are the ideal first environment: structured, indoors, already measured to the second. Labour cost and availability push the same way.
Machines that manipulate the physical world become cheap enough to replace repetitive human labour.
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Every holding, and why it is that size
Restore the book21.1%Rockwell Automation
Factory integration is where deployment actually happens.
ROK · Equity · $112.05 · $200B · Physical labour automation
−+×17.3%Symbotic
Warehouse automation already installed and running at scale.
SYM · Equity · $1061.14 · $60B · Physical labour automation
−+×14.6%Tesla
The clearest public humanoid programme, inside a business that is not one.
TSLA · Equity · $111.95 · $1.66T · Physical labour automation
−+×14%Nvidia
Simulation and on-robot inference; paid whichever robot wins.
NVDA · Equity · $7.24 · $52B · Physical labour automation
−+×13.3%Teradyne
Collaborative arms plus test equipment for the rest of the chain.
TER · Equity · $527.42 · $2.94T · Physical labour automation
−+×9.7%Intuitive Surgical
Proof that precision robotics can hold a monopoly for two decades.
ISRG · Equity · $124.78 · $260B · Physical labour automation
−+×10%7–10 Year Treasury ETF
Duration that tends to rally when growth disappoints.
IEF · Treasury · $78.12 · $39B · Ballast
The case against
Demonstrations are not deployments. Reliability in unstructured environments is unsolved, and payback only works at wage levels most of the world does not pay.
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