Themes Robotics & Automation ETF (BOTT) is an exchange-traded fund that provides targeted exposure to companies involved in robotics and automation technologies worldwide. The ETF tracks the ROBO Global Robotics and Automation Index, which selects and weights constituents based on their exposure to robotics, automation, and related artificial intelligence-driven technologies; key holdings include manufacturers of industrial robots, autonomous vehicles, and semiconductor components essential for automation systems, as well as software providers for machine learning and process automation. BOTT offers investors diversified access across sub-sectors such as factory automation, service robotics, and non-factory consumer robotics, with a focus on innovative firms driving Industry 4.0 transformations.
Headquartered in San Diego, California, and launched in 2016 by issuerThemes (formerly known as ROBO Global), the fund operates primarily in the United States but invests globally across North America, Europe, and Asia-Pacific regions, targeting institutional and retail investors seeking growth in the expanding automation economy. The portfolio emphasizes companies with significant revenue from robotics hardware like collaborative robots (cobots) and sensors; software platforms for AI orchestration; and enabling technologies including 3D printing and advanced materials.
In recent developments, BOTT benefited from the 2024 rebranding of its issuer from ROBO Global to Themes, reflecting a broader focus on thematic investing strategies amid surging demand for AI and robotics amid global supply chain automation post-2023 economic shifts. The fund saw portfolio adjustments in late 2024 to incorporate emerging leaders in humanoid robotics following high-profile partnerships like those between major holdings and semiconductor giants, alongside a strategic overweight in Asian automation firms capitalizing on manufacturing repatriation trends. These changes position BOTT to capture accelerated growth projected through 2026 in the $200 billion-plus robotics market.