AI Picked: Top 10 AI Robotics Companies and ETFs to Invest In (2026 Guide)
Artificial Intelligence (AI) and robotics are no longer future concepts. They are already transforming manufacturing, logistics, healthcare, transportation, and even household tasks. From warehouse automation to humanoid robots and AI software bots, this sector represents one of the most powerful long-term investment themes of the next decade.
This article breaks down the top AI robotics companies to invest in, followed by ETF options in the U.S. and Canada, including CAD-hedged and non-hedged versions for Canadian investors.
Top AI Robotics Stocks to Watch
These companies cover the full robotics ecosystem: AI compute, industrial automation, software robots, autonomous perception, and consumer robotics.
Tesla (TSLA)
Latest price: 449.06 USD
Tesla is no longer just an EV company. Its Optimus humanoid robot project aims to bring AI into physical labor tasks, using the same vision systems and neural networks developed for self-driving cars. If Tesla succeeds in scaling robotics manufacturing, it could open an entirely new revenue stream beyond vehicles.
Investment angle: High-risk, high-reward humanoid robotics and AI systems integration.
NVIDIA (NVDA)
Latest price: 187.67 USD
NVIDIA sits at the core of the robotics revolution. Its AI chips and software platforms power robotic vision, autonomous navigation, and machine learning at the edge. Most modern robots rely on NVIDIA hardware in some form.
Investment angle: Picks-and-shovels play on global AI and robotics adoption.
Symbotic (SYM)
Latest price: 62.08 USD
Symbotic builds AI-driven robotic warehouse systems used by major retailers to automate inventory movement, sorting, and fulfillment. This is real, deployed automation with enterprise customers.
Investment angle: Logistics and warehouse automation at scale.
UiPath (PATH)
Latest price: 14.80 USD
UiPath focuses on robotic process automation. These are software robots that automate repetitive office tasks such as accounting, customer service, and claims processing. While not physical robots, they are still AI-driven automation systems replacing manual work.
Investment angle: Enterprise software automation with recurring revenue.
iRobot (IRBT)
Latest price: 0.47 USD
Best known for the Roomba vacuum, iRobot represents consumer robotics. While the company has struggled financially, it still holds strong brand recognition and could rebound if it successfully expands into AI-driven home automation.
Investment angle: Speculative turnaround play in consumer robotics.
Mobileye (MBLY)
Latest price: 9.80 USD
Mobileye specializes in vision and perception technology for autonomous systems. Its software and hardware enable machines to understand and navigate real-world environments, a critical component for both autonomous vehicles and service robots.
Investment angle: AI perception and autonomy infrastructure.
ABB Ltd (ABBNY ADR)
Latest price: approximately 76.44 USD
ABB is a global leader in industrial automation and robotics. Its robots are widely used in automotive manufacturing, electronics, and heavy industry. This is one of the most established names in industrial robotics.
Investment angle: Stable, long-term industrial automation growth.
Fanuc Corporation (FANUY ADR)
Latest price: approximately 20.62 USD
Fanuc is a Japanese robotics giant supplying industrial robots used worldwide. It benefits directly from factory automation trends and the push for higher productivity.
Investment angle: Traditional industrial robotics with global exposure.
Robotics and AI ETFs for Broad Exposure
If picking individual stocks feels risky, ETFs offer diversified exposure across the robotics ecosystem.
Global X Robotics and Artificial Intelligence ETF (BOTZ)
Exchange: U.S.
Approximate price: 38.35 USD
BOTZ holds a diversified basket of global robotics and AI companies, including NVIDIA, ABB, Fanuc, and other automation leaders.
Performance history:
- 1-year return: approximately 15.9 percent
- 3-year return: approximately 24.4 percent annualized
- 5-year return: approximately 6.5 percent total
Best for investors who want broad robotics exposure without betting on one company.
Canadian Robotics ETF Options
Canadian investors have two versions of the same robotics ETF, depending on whether they want currency hedging.
Global X Robotics and AI Index ETF – CAD Hedged
Ticker: RBOT
Currency: Canadian dollars
Hedged: Yes
This version reduces exposure to U.S. dollar fluctuations and focuses primarily on the performance of the underlying robotics stocks.
Performance:
- 1-year return: approximately 10.22 percent
- 3-year return: approximately 18.53 percent annualized
- 5-year return: approximately 0.31 percent annualized
Suitable for investors who want robotics exposure without currency volatility.
Global X Robotics and AI Index ETF – Non Hedged
Ticker: RBOT.U
Currency: U.S. dollars
Hedged: No
This version exposes investors to both robotics stock performance and USD to CAD currency movements.
Performance:
- 1-year return: approximately 15.43 percent
- 3-year return: approximately 18.00 percent annualized
- 5-year return: approximately negative 1.19 percent annualized
Suitable for investors who believe the U.S. dollar will remain strong relative to the Canadian dollar.
ETF Comparison Summary
| ETF | Currency | Hedged | 1-Year | 3-Year | 5-Year |
|---|---|---|---|---|---|
| BOTZ | USD | No | 15.9 percent | 24.4 percent annualized | 6.5 percent total |
| RBOT | CAD | Yes | 10.22 percent | 18.53 percent annualized | 0.31 percent annualized |
| RBOT.U | USD | No | 15.43 percent | 18.00 percent annualized | negative 1.19 percent annualized |
How to Think About Investing in Robotics
Robotics investing works best when broken into layers:
- AI compute and chips: NVIDIA
- Industrial robots: ABB, Fanuc
- Logistics automation: Symbotic
- Software robots: UiPath
- Consumer and service robots: iRobot, Mobileye
- ETFs for diversification: BOTZ, RBOT, RBOT.U
A blended approach reduces risk while keeping exposure to long-term growth.
Final Thoughts
Robotics is not a short-term trade. It is a multi-decade transformation of how work gets done. Factories, warehouses, offices, and homes are all becoming automated at different speeds, and AI is the force making that possible.
For investors, the smartest approach is often a mix of:
- Core ETF exposure for stability
- Select individual stocks for higher upside
Whether you choose U.S.-listed ETFs like BOTZ or Canadian options like RBOT and RBOT.U, the key is staying invested in the trend, not trying to time it perfectly.
Disclaimer: This blog article is for informational purposes only and should not be considered financial advice. Everyone’s financial situation is unique. Please seek professional help if you need guidance.
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