2026-10 list · 7 stocks｜Published 2026-10-14 · Updated 2026-10-15
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)
Compiled once a month. A company is listed only when at least two public sources (earnings calls, annual reports, MOPS filings, company press releases, major financial media) show it has products or revenue in the theme, and each stock carries a one-line reason and its sources. Advisory stock picks and “theme stock list” articles are not used. Earlier lists are kept, never overwritten.
How is the theme index calculated?
Members are equal-weighted with dividends included (adjusted prices) and rebalanced on the first trading day of each month and whenever a new list takes effect. There was no list before the 2026-10 list took effect; that stretch is backfilled with the 2026-10 list and drawn as a grey dashed line.
What should I watch when backtesting with this list?
Backtesting the past with today's list overstates returns: it only holds companies that later became theme stocks and are still trading. Use each month's own list; treat results from the backfilled period as indicative only.
