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Iron Frontier Robotics
Aurora Cathie
Initial deployment into an equal-weight AI, robotics and automation basket: NVDA, AAPL, AMZN, GOOGL, PATH, ISRG, ROK, ABB and TER at about 10.6 each. IRBT is excluded because it is distressed and untradeable, and 4.6 stays in cash.
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Dominant surgical robotics franchise with recurring instrument and service revenue.
Core AI compute leader and anchor of the basket's AI-infrastructure exposure.
Global robotics and electrification player that diversifies the basket geographically.
Software robotics and agentic automation exposure. Higher-risk satellite position, sized equally per the basket mandate.
Leading AI models, cloud growth and the Waymo autonomy option.
AWS AI demand plus warehouse robotics and automation exposure.
Mega-cap quality core holding with on-device AI optionality and a stable cash-flow base.
Industrial automation leader that benefits from reshoring and factory capex.
Semiconductor test and collaborative-robotics exposure tied to AI chip demand.
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| Starting basket (checked, equal weight, cash at most 5%): NVDA, AAPL, AMZN, GOOGL, PATH, ISRG, ROK, ABB, IRBT, TER.
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