Themes 2020


How does the investment theme of Robotics relate to US trade policy?

We see a highly fragmented, largely private, North American-centric robotics landscape that is ripe for consolidation across verticals as diverse as grocery/consumables, health care and medical devices, and warehouse/logistics. We estimate the robotics industry overall will grow at a ~25% CAGR from $15 billion in 2017 to $135 billion by 2027, with anti-globalization trends likely to continue fostering US development and leadership. Warehouse/logistics robotics is a growing focus vertical, expected to grow from ~$4 billion today to over $22 billion by 2022 and representing a younger, more dynamic market than traditional robotics.Cowen and MassRoboticsare collaborating to bring together our extensive market knowledge to advance research into the emerging Robotics and Artificial Intelligence industry.

What we’re watching:

  • Warehouse robotics
  • Warehouse and transport job trends
  • Retail automation
Themes 2020

15 Themes to Focus on 2020: A Handbook for Portfolio Managers

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$800M TO $8B+

Growth of private investment in robotics from 2014-2019


Stryker artificial knees implanted through robotic surgical procedure


Production of global logistics robots originating from the US



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