rumored
filed
approved
listed
Raise: Listed company
Valuation: —
Public HKEX listing anchors the listed end of the humanoid pipeline for Walker-family exposure.
Verified Jun 9, 2026
Markets
The map, not the trade.
Public and private ways money can touch humanoid robotics — direct programs, parent companies, funds, ETFs, listed vehicles, and suppliers. Educational only; not a recommendation.
Not investment advice
Everything in this section is editorial and educational. We do not recommend buying or selling anything, we do not accept manufacturer sponsorship, and we don’t publish price targets. Read the risks first.
Exposure purity scale
1. Pure-play
2. Direct program
3. Parent / holding
4. Supplier
5. Thematic wrapper
Path to public
Humanoid IPO pipeline
Status is sourced from exchange announcements and primary filings — not from coverage of coverage. Rumored entries stay labeled as rumors until a filing exists.
rumored
filed
approved
listed
Raise: CNY 4.2B (~USD 620M)
Valuation: ~CNY 42B (~USD 6B)
Cleared the listing-committee hurdle after a March 2026 filing; press reports describe 2025 revenue of CNY 1.708B and more than 5,500 humanoids shipped in 2025.
Verified Jun 9, 2026
rumored
filed
approved
listed
Raise: —
Valuation: HK$40–50B reported (~USD 5.1–6.4B)
Reuters/Yahoo report says AgiBot is preparing a Hong Kong listing targeted around Q3 2026 with CICC, CITIC Securities, and Morgan Stanley as sponsors; no public HKEX prospectus was confirmed in this implementation pass.
Verified Jun 9, 2026
rumored
filed
approved
listed
Raise: —
Valuation: Reported private valuation; not audited public-market data
No filing exists. Valuation figures are reported, not audited, and should not be treated like exchange disclosure.
Verified Jun 9, 2026
Ways money touches humanoids
Path to Public
Filed, approved, listed, and credible rumored IPO paths for humanoid builders. Caveat: status comes from filings and primary-ish sources, not coverage of coverage.
Direct public equities
Listed companies with visible humanoid programs or parent-company exposure to a tracked humanoid builder. Caveat: even the clearest public names may have humanoids as a tiny part of revenue.
Private humanoid companies
Figure, Apptronik, 1X, Agility Robotics, Sanctuary AI, Unitree, and other venture-backed builders. Caveat: mostly inaccessible to retail investors, with opaque valuation marks and limited liquidity.
Funds, ETFs & listed vehicles
Closed-end funds, ETFs, UCITS funds, and other listed vehicles that package robotics, automation, AI, or private robotics exposure. Caveat: holdings, fees, premiums/discounts, and methodology matter more than the ticker theme.
Suppliers and picks-and-shovels
Compute, sensors, actuators, batteries, precision reducers, factory automation, and contract manufacturing. Caveat: exposure can be useful but highly indirect.
Demand-side deployers
Listed companies whose factories or logistics sites are validating humanoid pilots. Caveat: these pilots are operational signals, not visible earnings lines.
Direct and parent-company exposure
Public equities with visible humanoid links
Not ranked picks — just listed companies where humanoid robotics is explicit enough to track, with a caveat for how financially diluted the exposure may be.
Exposure
Optimus humanoid program
Caveat
Optimus is one of the most visible public-company humanoid programs, but Tesla revenue is still dominated by vehicles, energy, services, and software narratives.
Exposure
Walker / Walker S humanoids
Caveat
Cleaner humanoid exposure than most public companies, but readers still need to inspect revenue mix, deployment scale, dilution, China-market access, and latest filings.
Exposure
IRON humanoid robot
Caveat
IRON is official, but XPeng is primarily an electric-vehicle and smart-mobility company. Humanoid revenue is not the core business today.
Exposure
Boston Dynamics / Atlas parent exposure
Caveat
Boston Dynamics is private within Hyundai Motor Group rather than a clean Hyundai Motor pure-play subsidiary. Auto and mobility businesses dominate Hyundai Motor.
Exposure
Minority / historical robotics exposure
Caveat
SoftBank has historical robotics exposure and retained Boston Dynamics exposure after Hyundai's acquisition structure, but the group is a broad investment company.
Exposure
ASIMO and humanoid robotics history
Caveat
ASIMO is foundational humanoid history, not a current commercial humanoid product line. Treat Honda as legacy robotics context, not pure humanoid exposure.
Toyota Motor
NYSE / Tokyo Stock Exchange: TM / 7203R&D and adjacent robotics exposure
Verified Jun 9, 2026
Exposure
Toyota robotics R&D / T-HR3 lineage
Caveat
Toyota has serious robotics research, but no obvious public humanoid revenue stream. The financial exposure is extremely diluted.
Exposure
CyberOne / robotics prototypes
Caveat
CyberOne is an official humanoid prototype, but Xiaomi's public-company exposure is mostly phones, IoT, EVs, and consumer electronics.
Funds, ETFs & listed vehicles
Wrappers people may encounter
A robotics ticker usually means broad automation exposure, not a pure humanoid bet. Holdings, methodology, fees, liquidity, and concentration are the product.
Humanoid-dedicated ETFs
These are the humanoid-specific fund wrappers readers should inspect before broad robotics ETFs. They are still funds: methodology, fees, liquidity, holdings, and concentration are the product.
| Ticker | Name | Issuer | Product type | AUM | Expense ratio | Exposure purity | Verified | Notes | Risks |
|---|---|---|---|---|---|---|---|---|---|
| KOID | KraneShares Global Humanoid and Embodied Intelligence Index ETF | KraneShares | ETF | — | — | Verified Jun 9, 2026 | Humanoid-dedicated ETF tracking the MerQube Global Humanoid and Embodied Intelligence Index | Humanoid-dedicated by mandate, but equal-weighting means pure-play humanoid builders sit beside chipmakers and materials names. Read the index methodology, not just the ticker. | |
| HUMN | Roundhill Humanoid Robotics ETF | Roundhill Investments | ETF | — | 0.75% | Verified Jun 9, 2026 | Actively managed humanoid robotics ETF with concentrated holdings that can change without notice | Active and concentrated — manager judgment and mega-cap positions can drive the outcome more than the humanoid theme does. Holdings can change without notice. |
Broad robotics & AI wrappers
None of these is humanoid-specific — see the dedicated tier above.
| Ticker | Name | Issuer | Product type | AUM | Expense ratio | Exposure purity | Verified | Notes | Risks |
|---|---|---|---|---|---|---|---|---|---|
| BOT | RoboStrategy | RoboStrategy | stock | — | — | Verified Jun 9, 2026 | Listed robotics / embodied-AI vehicle to verify | Nasdaq currently presents BOT as common stock, not a confirmed closed-end fund. Treat it as a listed-vehicle research lead until official issuer materials support the structure and holdings. | |
| BOTZ | Global X Robotics & Artificial Intelligence ETF | Global X | ETF | — | — | Verified Jun 9, 2026 | Broad robotics and AI public equities | Not humanoid-specific. Holdings can include industrial automation, chips, healthcare robotics, and non-humanoid AI infrastructure. | |
| ROBO | ROBO Global Robotics & Automation Index ETF | ROBO Global | ETF | — | — | Verified Jun 9, 2026 | Robotics and automation index exposure | Diversified automation exposure. Humanoids are one possible end-market, not the fund's defining exposure. | |
| ARTY (formerly IRBO) | iShares Future AI & Tech ETF | iShares / BlackRock | ETF | — | — | Verified Jun 9, 2026 | AI, automation, and robotics-adjacent public equities | BlackRock now presents this product as ARTY, formerly IRBO. Treat old IRBO references as stale and check current holdings before assuming robotics exposure. | |
| ARKQ | ARK Autonomous Technology & Robotics ETF | ARK Invest | ETF | — | — | Verified Jun 9, 2026 | Autonomous tech, robotics, energy storage, AI | Active, thematic, and broader than humanoids: EVs, autonomous vehicles, space, 3D printing, and AI can dominate the story. | |
| ROBT | First Trust Nasdaq AI and Robotics ETF | First Trust | ETF | — | — | Verified Jun 9, 2026 | AI and robotics public equities | A useful wrapper to compare methodology, but not a direct humanoid robotics vehicle. | |
| IBOT | VanEck Robotics ETF | VanEck | ETF | — | — | Verified Jun 9, 2026 | Robotics and automation public equities | Check fund size, spreads, methodology, and holdings. A robotics ticker does not equal humanoid purity. | |
| BOTT | Themes Robotics & Automation ETF | Themes ETFs | ETF | — | — | Verified Jun 9, 2026 | Robotics and automation theme | Newer thematic wrappers can have liquidity and concentration issues. Holdings and methodology matter. | |
| THNQ | ROBO Global Artificial Intelligence ETF | ROBO Global | ETF | — | — | Verified Jun 29, 2026 | AI software and infrastructure wrapper often paired with hardware-tilted robotics exposure. | Not humanoid-specific. This is an AI/software wrapper whose holdings can be far from robot bodies. | |
| XATX | Xtrackers Artificial Intelligence & Big Data ETF | Xtrackers / DWS | ETF | — | — | Verified Jun 29, 2026 | Low-fee AI and big-data ETF; included as an AI infrastructure wrapper, not a robotics pure play. | Not humanoid-specific. Treat as broad AI and data exposure; verify current issuer page and holdings before drawing robotics conclusions. | |
| AGIX | KraneShares Public-Private AI & Technology ETF | KraneShares | ETF | — | — | Verified Jun 29, 2026 | AI and technology ETF with public-private positioning that readers may encounter in pre-IPO AI/robotics discussions. | Not a direct humanoid listing. Private-company access, if any, is a holdings and structure question first. | |
| AIQ | Global X Artificial Intelligence & Technology ETF | Global X | ETF | — | — | Verified Jun 29, 2026 | Large broad-AI ETF with mega-cap exposure readers may use as a softer AI/automation entry point. | Broad AI wrapper, not robotics-specific. Mega-cap concentration can dominate the result. | |
| QQQ | Invesco QQQ ETF | Invesco | ETF | — | — | Verified Jun 29, 2026 | Nasdaq-100 wrapper with heavy exposure to mega-cap AI, semiconductors, and automation platform companies. | Not a robotics fund. Include only as broad mega-cap AI/automation context, with very diluted humanoid exposure. |
Non-US listed wrappers
Same theme-purity problem as the US wrappers, plus currency and domicile considerations. Check the KIID/holdings, not the name.
| Ticker | Name | Issuer | Product type | AUM | Expense ratio | Exposure purity | Verified | Notes | Risks |
|---|---|---|---|---|---|---|---|---|---|
| RBOT / RBTX / RBOE / 2B76 | iShares Automation & Robotics UCITS ETF | BlackRock / iShares | UCITS ETF | USD 4,882,313,815 share-class net assets as of Jun 8, 2026 | 0.40% TER | Verified Jun 9, 2026 | Ireland-domiciled UCITS ETF with multiple listings, including RBOT on LSE USD and RBTX on LSE GBP; broad automation and robotics exposure. | Same theme-purity problem as the US wrappers, plus currency and domicile considerations. Check the KIID/holdings, not the name. | |
| ROBO / ROBG / ROBE / IROB | L&G ROBO Global Robotics and Automation UCITS ETF | Legal & General / L&G ETF | UCITS ETF | USD 1,729,941,692.28 fund size as of Jun 8, 2026 | 0.80% TER | Verified Jun 9, 2026 | Ireland-domiciled UCITS ETF tracking ROBO Global robotics and automation exposure, with LSE, Xetra, Amsterdam, Borsa Italiana, SIX, and Mexico listings. | Same theme-purity problem as the US wrappers, plus currency and domicile considerations. Check the KIID/holdings, not the name. | |
| RBOT / RBOT.U | Global X Robotics & AI Index ETF | Global X Investments Canada | ETF | C$71,820,341 net assets as of Jun 8, 2026 | 0.65% MER as of Dec 31, 2025 | Verified Jun 9, 2026 | Canadian-listed robotics and AI index ETF; RBOT trades in CAD and RBOT.U is the USD-traded ticker. | Same theme-purity problem as the US wrappers, plus currency and domicile considerations. Check the holdings, not the name. |
Private-access wrappers
As of Jun 9, 2026, none of these vehicles publicly discloses a confirmed holding in a humanoid robotics company. They are listed here because readers will encounter them as pre-IPO robotics pitches.
| Ticker | Name | Issuer | Product type | AUM | Expense ratio | Exposure purity | Verified | Notes | Risks |
|---|---|---|---|---|---|---|---|---|---|
| DXYZ | Destiny Tech100 | Destiny | fund | — | — | Verified Jun 9, 2026 | Listed closed-end vehicle holding private technology companies; issuer disclosures should be checked for holdings and NAV premium/discount. | The wrapper's premium to NAV can dwarf anything the underlying assets do. Check the current premium before forming any view. | |
| ARKVX | ARK Venture Fund | ARK Invest | fund | — | — | Verified Jun 9, 2026 | Interval fund with private/public innovation holdings; not a direct humanoid listing. | Interval-fund liquidity, valuation marks, and gates matter. Review current holdings and redemption terms before treating it as robotics exposure. | |
| XOVR | ERShares Private-Public Crossover ETF | ERShares | ETF | — | — | Verified Jun 9, 2026 | Private/public crossover wrapper readers may encounter in pre-IPO technology pitches. | The wrapper's premium, liquidity, and disclosure cadence can dominate the robotics thesis. Check issuer disclosures, not marketing shorthand. | |
| VCX | Fundrise Innovation Fund | Fundrise | fund | — | — | Verified Jun 9, 2026 | Listed closed-end structure tied to Fundrise Innovation Fund exposure. | VCX traded at a very large premium to reported NAV during 2026. The wrapper's premium to NAV can dwarf anything the underlying assets do. |
Suppliers and picks-and-shovels
Who could sell into the stack if humanoids scale
This section is intentionally indirect. A supplier can be technically important to the humanoid stack while still earning almost all revenue from other markets.
Rare earths & magnets
High-torque humanoid actuators depend on NdFeB rare-earth permanent magnets. China dominates rare-earth mining and magnet processing, and magnet availability has already entered public humanoid-production discussions. This is one of the supply chain's hardest bottlenecks — but it is still an indirect materials exposure, not a robot revenue stream.
Exposure
Western mine-to-magnet NdFeB supply-chain exposure; also appears in humanoid-dedicated fund holdings.
Caveat
The premier ex-China magnet bet, but defense, EV, and wind demand dwarf humanoids today. Humanoid units must scale enormously before they move MP's volumes.
Exposure
Largest ex-China rare-earths producer and processor, upstream of magnet and actuator supply chains.
Caveat
Processing capacity, not magnets — one step removed from the actuator.
Contracted suppliers
Named humanoid OEM contracts, partnerships, design wins, reported relationships, or index-validated supplier exposure. The evidence badge is the point: green means primary-source contracted; amber means reported or index-validated.
Exposure
Humanoid actuator partnerships and Schaeffler-plant deployment agreements with NEURA Robotics and Humanoid AI.
NEURA technology partnershipNov 25, 2025 · NEURA Robotics ↗NEURA says Schaeffler and NEURA announced a humanoid robotics technology partnership covering components including actuators and planned deployment in Schaeffler production networks.Humanoid AI deployment and actuator agreementMay 13, 2026 · Humanoid AI ↗Humanoid says a phased deal targets a four-digit number of wheeled humanoids across Schaeffler facilities by 2032 and a seven-digit actuator demand through 2031.
Caveat
The clearest contracted actuator supplier in the West — but humanoid actuators remain a small slice of a giant automotive components business.
Exposure
Reported battery design-win exposure to Boston Dynamics Atlas using 46-series cylindrical NCM cells for Hyundai factory deployment.
Atlas battery supplier claimJun 9, 2026 · Reported claim; primary source not on fileReported as Atlas battery supplier; primary confirmation not yet on file, so this is deliberately labeled reported rather than confirmed.
Caveat
Primary LGES or Boston Dynamics confirmation was not located in this pass; keep the design-win label reported until a primary source is added.
Exposure
Reported investor/strategic-partner mapping to Agility Robotics through Morgan Stanley Humanoid 100.
Secondary mappingJun 9, 2026 · Morgan Stanley Humanoid 100 (secondary; not republished)Morgan Stanley Humanoid 100 reportedly maps SKF to Agility Robotics; do not treat as confirmed until primary sourcing appears.
Caveat
SKF is technically relevant to bearings and motion, but no primary SKF or Agility source was found for the Agility relationship.
Leader Harmonious Drive / LeaderDrive
SSE STAR Market: 688017Index-validated supplier / harmonic reducers
Index-validated
Verified Jun 9, 2026
Exposure
Strain-wave reducers for humanoid joints; held in KOID as a humanoid-dedicated ETF component.
Caveat
Index inclusion is institutional validation of the theme, not a disclosed humanoid OEM contract. Named OEM wins still need primary evidence.
Thematic suppliers
Technically relevant to the humanoid stack — no publicly confirmed humanoid contract on file. If you can source one, submit it. Submit a source.
Compute, edge AI, and robotics software rails
If humanoids scale, they need training compute, simulation, edge inference, connectivity, and embedded controllers.
Exposure
AI accelerators, simulation, robotics platforms
Caveat
Very relevant technically, but humanoids are a small subset of NVIDIA's data-center and AI platform exposure.
Exposure
CPUs, GPUs, adaptive SoCs and embedded compute
Caveat
Relevant to robot compute, but direct humanoid design wins are what would make the exposure stronger.
Exposure
Low-power AI SoCs, connectivity, edge inference
Caveat
Mobile and edge AI overlap well with robots, but revenue impact depends on OEM adoption.
Exposure
CPU IP for embedded and edge-AI chips
Caveat
Indirect royalty exposure. Arm may benefit from chip volumes without being visible in robot branding.
Exposure
Safety-certified RTOS, hypervisor, and embedded software for robotics, physical AI, automotive, medical, and industrial systems
Caveat
QNX is relevant to robotics infrastructure, but no HumanoidRoster robot is currently publicly documented as using QNX. BB is not a pure-play humanoid robotics company.
Exposure
Magnetic sensing and motor-driver ICs used around motion control and body electronics; PhotonCap mapping reportedly links it to humanoid platforms.
Secondary supplier mappingJun 9, 2026 · PhotonCap map (secondary; not republished)PhotonCap reportedly maps Allegro toward humanoid body-electronics supply chains; no primary OEM design win is on file.
Caveat
Reported supplier mapping is secondary. Treat as a research lead until a primary OEM or Allegro disclosure names the platform.
Exposure
Power semiconductors, motor-control ICs, sensors, and embedded security for robotics electronics.
Caveat
Strong body-electronics relevance; no public humanoid revenue line.
STMicroelectronics
NYSE / Euronext Paris / Borsa Italiana: STMSupplier / MEMS and embedded chips
Verified Jun 9, 2026
Exposure
MEMS sensors, IMUs, microcontrollers, and power components used in embedded motion systems.
Caveat
IMUs and embedded chips are necessary building blocks, but humanoid-specific demand is not disclosed.
Exposure
MEMS motion sensors, IMUs, magnetics, batteries, and electronics components relevant to robot balance and odometry.
Caveat
Broad electronics supplier; humanoids would be one of many end markets.
Exposure
Low-power FPGAs and edge-control silicon for embedded systems, industrial automation, and sensor-processing designs.
Caveat
Technically relevant to robot control and edge devices, but no public humanoid design win is on file.
indie Semiconductor
Nasdaq: INDISupplier / automotive and robotics semiconductors
Verified Jun 29, 2026
Exposure
Automotive and robotics-adjacent semiconductors for perception, connectivity, electrification, and edge sensing.
Caveat
Automotive autonomy overlap does not equal humanoid exposure; named robot OEM wins would be the stronger signal.
Exposure
Ultra-low-power edge AI and microcontroller platforms for battery-constrained connected devices.
Caveat
Low-power inference is relevant to mobile robots, but humanoid customer adoption is not publicly verified.
Exposure
Persistent MRAM memory for industrial, embedded, aerospace, and edge systems where endurance and non-volatility matter.
Caveat
Next-generation memory is an indirect component thesis; no humanoid-specific demand line is disclosed.
Machine vision, sensors, and perception
Humanoids need cameras, depth sensing, safety sensors, inspection systems, and factory perception stacks.
Exposure
Image sensors and camera components
Caveat
Robotics is one end-market among phones, cameras, autos, industrial sensing, and entertainment hardware.
Exposure
Industrial vision, sensors, measurement, inspection
Caveat
Strong automation exposure, but not a humanoid manufacturer.
Exposure
Machine vision and industrial perception
Caveat
Benefits more from automation adoption than from humanoid unit volumes specifically.
Exposure
Sensors, controllers, safety, automation components
Caveat
Broad industrial and healthcare exposure dilutes the humanoid signal.
Exposure
Lidar sensors for autonomy, robotics, and industrial perception; humanoid OEM outreach remains a research lead.
Caveat
Do not treat automotive lidar exposure as humanoid exposure without a named robot OEM design win.
Exposure
Lidar and robotics perception products with an explicit robotics segment.
Caveat
Robotics relevance is clearer than humanoid customer proof; named humanoid contracts still need primary sourcing.
Exposure
Digital lidar for industrial, robotics, smart infrastructure, and autonomy applications.
Caveat
Industrial lidar is adjacent; humanoid unit volumes are not visible in Ouster disclosures.
Exposure
Low-power edge vision AI SoCs for on-device perception and inference latency constraints.
Caveat
On-robot inference is a plausible use case, but public humanoid customer wins were not verified.
Exposure
Computer-vision, mapping, and autonomy stack expertise adjacent to robot perception.
Caveat
Mobileye is primarily automotive ADAS/autonomy; robotics relevance is stack adjacency, not a confirmed humanoid program.
Exposure
4D lidar sensing for autonomy, industrial, security, and robotics-adjacent perception use cases.
Caveat
Lidar relevance is plausible for mobile robots, but humanoid unit demand or design wins are not visible in public disclosures.
Exposure
Imaging radar perception silicon and software for autonomy and safety sensing.
Caveat
Radar can matter for autonomy and safety, but public humanoid adoption is not verified.
Actuation, reducers, and motion control
The picks-and-shovels bottleneck may be joints: compact motors, reducers, bearings, actuators, drives, and motion-control systems.
Linear actuation matters because humanoid joints may use planetary roller screws and other screw-driven actuators alongside rotary reducers.
Exposure
Precision strain-wave gearing for robot joints
Caveat
High technical relevance, but humanoid OEMs may choose cheaper or more integrated actuator designs over classic harmonic reducers.
Exposure
Precision reduction gears for industrial robots
Caveat
Strong robot-joint adjacency, but humanoids may use different cost, weight, and form-factor tradeoffs.
Exposure
Electric motors, drives, and components
Caveat
Broad motor exposure. Specific humanoid design wins would matter more than the category thesis alone.
Exposure
High-performance motion control and actuation
Caveat
Advanced motion-control expertise is relevant, but direct commercial humanoid exposure is unclear.
Exposure
Motion, electromechanical, hydraulic, pneumatic, and power systems
Caveat
Diversified industrial supplier; humanoids would be one possible demand source among many.
Exposure
Linear guides, ball screws, and motion components used around precision automation and robot axes.
Caveat
Technically relevant to humanoid linear actuation, but public humanoid OEM contracts were not verified in this pass.
Exposure
Bearings, ball screws, and precision motion components for industrial machinery and robotics.
Caveat
Broad industrial supplier; humanoid-specific demand is not separately disclosed.
Exposure
Linear motion components, ballscrews, rails, bearings, and automation modules.
Caveat
A relevant component category, not a confirmed humanoid design win.
Exposure
Bearings plus precision drives including TwinSpin reducers and DriveSpin actuators for robotics and industrial motion.
Caveat
Current robotics exposure is broader than humanoids; OEM-level humanoid contracts were not verified.
Exposure
Precision sensors, load cells, force measurement, and weighing/control systems relevant to robotics feedback loops.
Caveat
Force and load sensing are useful robot ingredients, but VPG is a broad precision-sensing supplier, not a humanoid pure play.
Exposure
Precision motion, photonics, and vision subsystems for medical and advanced industrial automation.
Caveat
Robotics adjacency is real, but humanoid-specific design wins or revenue are not publicly separated.
Exposure
Precision and specialty motion-control components, motors, drives, and electromechanical systems.
Caveat
Motion-control relevance is broad; public humanoid customer proof is not on file.
Factory automation and industrial robot incumbents
Even if humanoids are new, deployment happens inside factories with existing controls, safety, robot-cell, and integration vendors.
ABB
NYSE / SIX Swiss Exchange / OTC: ABB / ABBN / ABBNYSupplier / industrial automation
Verified Jun 29, 2026
Exposure
Industrial robots, drives, automation, electrification
Caveat
Strong robotics adjacency, but humanoids may complement or compete with traditional automation.
Exposure
Industrial robots, CNC, servo motors, factory automation
Caveat
Robotics exposure is direct, but not humanoid-specific.
Exposure
Industrial robots, servo drives, motors, motion control
Caveat
Motion-control expertise is relevant; direct humanoid revenue is not automatic.
Exposure
Factory controls, software, drives, automation architecture
Caveat
More exposed to automation infrastructure than humanoid bodies.
Exposure
Industrial software, PLCs, simulation, digital twins, automation
Caveat
Huge diversified industrial company; humanoid robotics would be a small theme inside a much larger business.
Exposure
Owns Universal Robots and Mobile Industrial Robots, plus semiconductor test systems upstream of robotics electronics.
Caveat
Universal Robots and MiR are real robotics exposure, but they are collaborative arms and mobile robots, not humanoids.
Batteries, power electronics, and manufacturing scale
Robots that work for hours need batteries, power electronics, thermal management, electronics assembly, and scalable manufacturing partners.
Panasonic Holdings
Tokyo Stock Exchange: 6752Supplier / batteries and electronics
Verified Jun 9, 2026
Exposure
Batteries, electronics, sensors, factory equipment
Caveat
Battery demand is dominated by EVs and storage; humanoids would need very large volumes to move the needle.
Exposure
Battery cells, packs, and electronics materials
Caveat
Direct humanoid exposure depends on chemistry, form factor, safety, and customer wins.
Exposure
Battery cells, packs, and energy systems
Caveat
Scale matters, but humanoid demand would be small compared with EV and grid-storage markets at first.
Exposure
Electronics manufacturing and supply-chain scale
Caveat
Could matter if humanoid OEMs outsource production, but margins and design ownership may be limited.
Exposure
Electronics manufacturing and supply-chain services
Caveat
Exposure depends on winning specific robotics programs; EMS revenue can be lower-margin and customer-concentrated.
Logistics, warehouse automation, and robotics-adjacent platforms
Several public names in the X thread are not humanoid suppliers, but they are adjacent to the first likely deployment environments: warehouses, logistics, inventory tracking, surgical robotics, autonomous vehicles, and precision assembly. Treat them as theme/context entries, not humanoid revenue proof.
Exposure
Automated warehouse systems, storage, retrieval, and case-handling technology for logistics environments.
Caveat
Strong warehouse-automation exposure, but not a humanoid robotics company and not evidence that humanoids win the same workflows.
Exposure
Enterprise scanning, tracking, machine vision, and workflow hardware/software for logistics and operations.
Caveat
Relevant to warehouse workflows around robots, but humanoid-specific exposure is indirect.
Exposure
Sidewalk delivery robots and autonomy operations/data collection in outdoor delivery environments.
Caveat
Delivery robots are not humanoids; include only as autonomy and robot-operations context.
Exposure
Surgical robotics incumbent with deep systems, controls, software, reliability, and procedure-workflow experience.
Caveat
World-class robotics business, but surgical robots are not humanoids and the exposure is healthcare-first.
Exposure
Semiconductor and electronics assembly equipment that sits upstream of robotics electronics manufacturing.
Caveat
Enabling-tooling exposure, not robot-body exposure; humanoid relevance depends on electronics-manufacturing scale.
Exposure
Autonomous trucking stack and safety-case development with overlap in perception, planning, and fleet operations.
Caveat
Autonomous trucking is a useful comparison for robotics deployment economics, but it is not humanoid exposure.
Exposure
Surgical navigation and robotics exposure through ExcelsiusGPS and related procedural platforms.
Caveat
Surgical robotics is a high-quality robotics market, but it is healthcare-specific and not humanoid-body exposure.
Exposure
Software automation and agentic-workflow tooling that readers may see framed as digital robotics.
Caveat
RPA is not physical robotics. Include only as automation-context exposure, not a humanoid supplier or deployer.
Exposure
Defense robotics exposure through unmanned air, ground, maritime, and loitering-munition systems.
Caveat
Drones and unmanned systems are robotics, but not humanoids; relevance is autonomy and defense-robotics context.
Demand side
Who deploys humanoids
Exposure to humanoids is not only selling parts — it is also the listed companies betting their labor costs on the robots working. These pilots are the same evidence our Reality Scores track.
Maximum dilution — robot pilots are invisible in these companies' financials today. This category is about who validates the robots, not who profits from them yet.
Exposure
Agility Digit multi-year commercial deployment in logistics operations, including tote movement workflows.
Caveat
Maximum dilution: robot pilots are invisible in GXO financials today. This category is about who validates the robots, not who profits from them yet.
Exposure
Figure 02 Spartanburg pilot with BMW production workflows.
Caveat
BMW validates a factory use case, but its financial exposure is still overwhelmingly autos and manufacturing scale.
Exposure
Apptronik Apollo pilot for logistics, kitting, and tote-delivery manufacturing workflows.
Caveat
Apollo pilots validate manufacturing workflows; Mercedes earnings are not meaningfully tied to humanoid deployment today.
Exposure
Boston Dynamics parent exposure and reported Atlas factory-deployment plans in Hyundai manufacturing.
Caveat
Atlas deployment scale remains reported unless tied to a primary Hyundai filing or release; Hyundai revenue is still autos first.
Exposure
Humanoid AI robots scheduled for Schaeffler production environments from late 2026, with four-digit deployment target by 2032.
Caveat
The same deal makes Schaeffler both a potential actuator supplier and a deployment validator; the economics remain diluted inside a broad components business.
Private companies we track
Many of the most important humanoid companies on this site are private. That includes Figure AI, Apptronik, 1X, Agility Robotics, Sanctuary AI, Unitree, Boston Dynamics, and Dyna Robotics. HumanoidRoster tracks their robots because they matter technically and commercially; that does not mean their equity is accessible, fairly priced, or appropriate for any reader.
When a public vehicle claims exposure to these private companies, we treat it as a fund-structure question first and a robotics question second.
Inclusion policy
Exposure is not purity
- We include a ticker only when the company or fund has a clear public listing and a reasonable connection to humanoid robotics, automation, or the enabling supply chain.
- We separate direct humanoid programs from parent-company exposure, broad robotics funds, and supplier exposure.
- We do not imply that a chipmaker, motor supplier, battery company, or ETF is a humanoid winner just because humanoids could use its products.
- We avoid price targets, ratings, valuation calls, affiliate links, and thinly disclosed microcap speculation.