Supertake
Illustration for Automation and Robotics Buildout

Automation and Robotics Buildout

Carlos@carlos

−6.5%

since Oct 6

Practice

The idea

I believe machines are going to keep taking over more physical work, and I want to own that shift broadly rather than guess the single winner. The basket spreads across three layers: the automation giants selling to every factory, the component and chip makers whose parts go into any robot regardless of brand, and the robot and logistics companies building the machines themselves, with a broad robotics ETF as ballast and a small cash buffer. No single name dominates, and this is meant to be held for five-plus years as a structural bet, not traded on headlines.

What it owns

  • · , , , , 27%
  • · , , , , 24%
  • · , , , 21%
  • · , , 13%
  • · 8%
  • Cash7%