Robotics & Automation

Familiarity with robotics continues to increase, use cases broaden, and penetration deepen. Supporting growth has become more important, service-oriented models are now being accepted, and robotics are beginning to be thought of more holistically in terms of their impact on an entire organization.

This shift coincides with a greater focus on ESG and sustainability. The practice of using robotics to meet climate goals has become increasingly pervasive, creating a potential long-term structural tailwind.

What we’re watching

• Labor Trends
• Restaurant Automation
• Surgical Robots
• Retail
• Robotic Process Automation (RPA) & Intelligent Automation (IA)
• Defense
• Autonomous Mobility