Robotics & Automation

Overhead view of robotic arms placing boxes on conveyor belts.

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

Themes 2023 Handboook

Browse Cowen’s Themes 2023 Handbook.

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Advances in sensing and dexterity have allowed humans and robots to work closer than ever before.”