What stocks are in the Robotics Market Scan watchlist?

The Robotics Market Scan watchlist tracks 25 tickers on QuantAbundancia: NDSN, RBC, HSYDF, 9880.HK, 002747.SZ, XIACY, NVDA, QCOM, TXN, TSLA, plus 15 more.

Watchlist

Robotics Market Scan

State-of-the-market scan across the robotics narrative: humanoid pure-plays, industrial automation incumbents, actuator/motion suppliers, sensor/vision component makers, enabling semis, and China/Asia exposure. Companion to the CCXI/AGLT (Agility Robotics) and robotics bubble refresh.

source: user-curated list, 2026-06-30

Aligns with the Robotics / Automation bubble7/25

Hypothetical· equal-weight buy at inception, mark-to-market today

Aug 13 → Aug 14 · 23/25 picks · equal-weight

+0.3%

Robotics Market Scan

-0.2%

SPY

+0.5%

alpha

topOUST+7.9%·CGNX+6.6%·LAZR+2.3%

dragINVZ-6.5%·HSYDF-4.6%·FANUY-3.7%

Actuators / Motion

3 picks

China / Asia

3 picks

Enabling Semis

3 picks

#20
NVDANVIDIA Corporation
Jetson/Thor embedded compute + Isaac/GR00T robotics platform.
$225.16last
$71fib
+217.1%vs fib
#21
QCOMQUALCOMM Incorporated
Edge AI compute for robotics + embedded systems.
$165.79last
#22
TXNTexas Instruments Incorporated
Analog/power management ICs for actuators and motor control.
$279.58last

Humanoid / Pure-Play

3 picks

#1
TSLATesla, Inc.
Optimus humanoid program inside a profitable EV/energy business.
$342.27last
$351fib
-2.5%vs fib
#2
RBOTVicarious Surgical, Inc.
Vicarious Surgical — micro-laparoscopic surgical robot, small-cap, check liquidity before sizing.
$0.06last
#3
ISRGIntuitive Surgical, Inc.
Intuitive Surgical — mature medical-robotics proxy, da Vinci installed base.
$394.51last
$46fib
+757.6%vs fib

Industrial Automation

7 picks

Sensors / Vision

6 picks

Frequently asked questions

What stocks are in the Robotics Market Scan watchlist?: The Robotics Market Scan watchlist tracks 25 tickers on QuantAbundancia: NDSN, RBC, HSYDF, 9880.HK, 002747.SZ, XIACY, NVDA, QCOM, TXN, TSLA, plus 15 more.
What is the Robotics Market Scan watchlist?: State-of-the-market scan across the robotics narrative: humanoid pure-plays, industrial automation incumbents, actuator/motion suppliers, sensor/vision component makers, enabling semis, and China/Asia exposure. Companion to the CCXI/AGLT (Agility Robotics) and robotics bubble refresh.

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