2026-10 list · 7 stocks｜Published 2026-10-14 · Updated 2026-11-04
Robotics stocks make complete robots or their key components, such as reducers, motion components, servo motors, controllers and vision sensing. Large companies whose main business is not robotics are excluded. Blave's 2026-10 list has 7 stocks, each with a reason and public sources.
Makes machine-tool controllers and servo products, and a subsidiary builds industrial robots; it shipped about 1,200 robot arms in 1H 2026 (Aug 2026 report)
Groups of stocks classified by theme rather than by industry.
Theme index: members equal-weighted, dividends included (adjusted prices), rebalanced on the first trading day of each month and whenever a new list takes effect.
Institutional net buying is the sum across member stocks.
Lists are compiled monthly. A company needs at least two public sources showing it has products or revenue in the theme, and each entry carries a one-line reason and source; advisory stock picks and “concept stock list” articles are not used. Older lists are kept, not overwritten.
The stretch before the 2026-10 list took effect is backcast with the 2026-10 list and drawn as a grey dashed line.
Source
Lists compiled by Blave, TWSE, TPEx
Caveat
Backtesting the past with today's list overstates results; use each month's list for that month.
