Themes Humanoid Robotics ETF·Financial Services

The global push to automate physical labor, driven by aging workforces, rising wages, and manufacturing reshoring has created genuine investor demand for pure-play humanoid robotics exposure.

Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.

From shipping and robotics to uranium and Japan, niche ETFs outperformed in Jan 2026 amid geopolitics, AI demand and weather shocks.
BOTT aims to track a narrow index of global companies specializing in humanoid robotics. The index includes companies involved in service, industrial, autonomous, assistive/wearable robots, and enabling AI/hardware. The index provider uses a proprietary AI (ARTIS) to score the eligible universe, selecting the top 30 companies based on their revenue exposure to humanoid robotics. The selection process is conducted 20 business days prior to each quarterly rebalance, which is held on the first Wednesday of February, May, August, and November. Holdings are weighted based on revenue exposure, with a cap of 4.5%. Sector weights may shift, and the fund does not take defensive positions. It can invest in China A, B, H, N, P, and S shares, but excludes sanctioned securities. Prior to August 18, 2025, the fund tracked the Solactive Industrial Robotics & Automation Index.
Financial Services
Asset Management
2024-04-22
1.79
Market Peers





