
October 2026
Tesla is a vertically integrated battery electric vehicle automaker and developer of real world artificial intelligence software, which includes autonomous driving and humanoid robots. The company has multiple vehicles in its fleet, which include luxury and midsize sedans, crossover SUVs, a light truck, and a semi truck. Tesla also plans to begin selling a sports car and offer a robotaxi service. Global deliveries in 2025 were nearly 1.64 million vehicles. The company sells batteries for stationary storage for residential and commercial properties including utilities and solar panels and solar roofs for energy generation. Tesla also owns a fast-charging network and an auto insurance business. | $354 | -22% | $1.4T | $1.4T | 14.5x | 136.0x | |||
Stryker designs, manufactures, and markets an array of medical equipment, instruments, consumable supplies, and implantable devices. The product portfolio includes hip and knee replacements, extremities, endoscopy systems, operating room equipment, embolic coils, hospital beds and gurneys, and orthopedic robotics. Stryker remains one of the three largest competitors in reconstructive orthopedic implants and holds the leadership position in operating room equipment. Roughly one-fourth of Stryker's total revenue currently comes from outside the United States. | $273 | -23% | $105B | $116B | 4.6x | 18.4x | |||
Yushu Technology Co Ltd is engaged in the research, development, production and sales of high-performance general-purpose humanoid robots, quadruped robots, robot components and embodied intelligent models. | $67 | -- | $27B | $27B | 106.2x | 490.4x | |||
Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency at its customers. | $375 | +39% | $18B | $21B | 3.8x | 24.1x | |||
Aurora Innovation Inc delivers self-driving technology safely, quickly, and broadly. The Aurora Driver is a self-driving system designed to operate multiple vehicle types, from freight-hauling trucks to ride-hailing passenger vehicles. It underpins Aurora Horizon and Aurora Connect, its driver-as-a-service products for trucking and ride-hailing. The Company is developing the Aurora Driver, a scalable suite of self-driving hardware, software, and data services designed as a platform to adapt and interoperate among vehicle types and applications. | $6 | +5% | $11B | $9.9B | 3306.0x | (12.6x) | |||
Cognex Corp provides machine vision products that help automate manufacturing processes. The firm's products include vision software, vision systems, vision sensors, and ID products. Vision software combines vision tools with a customer's cameras and peripheral equipment and can help with several vision tasks, including part location, identification, measurement, and robotic guidance. Vision systems combine a camera, processor, and vision software into a single package. Vision sensors deliver simple, low-cost solutions for common vision applications, such as checking the size of parts. Geographically, it operates in United states, Europe, Greater China and others. Cognex generates the maximum proportion of its sales in the United States and Europe. | $62 | +50% | $10B | $10B | 10.2x | 47.4x | |||
Aptiv PLC is an industrial technology company focused on enabling a more automated, electrified and digitalized future. The company's technologies reach from sensor to cloud, including the hardware and software necessary to support automotive and other industries on a global basis. Its Advanced Safety and User Experience segment provides advanced software and services, intelligent sensors and high-performance compute platforms; its Engineered Components Group segment provides connection systems, high-performance interconnects, and cable management and protection solutions; and its Electrical Distribution Systems segment provides low voltage and high voltage power, signal and data distribution. | $44 | -46% | $9.1B | $14B | 0.7x | 6.4x | |||
Mobileye Global Inc engages in the development and deployment of ADAS and autonomous driving technologies and solutions. It is building a portfolio of end-to-end ADAS and autonomous driving solutions to provide the capabilities needed for the future of autonomous driving, leveraging a comprehensive suite of purpose-built software and hardware technologies. The company's reportable operating segment are Mobileye and Moovit. Its solutions comprise Driver Assist, Cloud-Enhanced Driver Assist, Mobileye SuperVision Lite, Mobileye SuperVision, Mobileye Chauffeur, Mobileye Drive, Self-Driving System & Vehicles. It derives maximum revenue from Mobileye Segment. | $7 | -44% | $6.2B | $4.8B | 2.5x | 34.3x | |||
Symbotic Inc. is an automation technology company that develops solutions to improve operating efficiencies in modern warehouses. The group designs, commercializes, and deploys end-to-end technology systems that significantly enhance supply chain operations. The company automates the processing of pallets, cases, and individual items within warehouse environments. Its systems strengthen operations at the front end of the supply chain and provide benefits to all supply partners downstream. The company operates in two geographical regions: the United States and international markets, with the majority of its revenue generated in the United States. | $43 | -46% | $5.6B | $4.3B | 1.9x | (123.1x) | |||
Momenta Global Ltd is principally engaged in the development and provision of autonomous driving (AD) solutions in the People's Republic of China (the PRC) and provides services to corporate customers. It offers two solutions: the deployment of its solutions in mass-produced vehicles (Solutions forMass-produced Vehicles) and the development of a scalable, driverless AD mobility and logistics business (Solutions for Robotaxi Services). The company's majority of revenue is derived from the provision of technical development services to OEMs in the PRC. | $21 | -- | $4.8B | $3.6B | 9.9x | (7.1x) | |||
UBtech Robotics is a Chinese robotics company headquartered in Shenzhen, Guangdong, that designs, manufactures and sells humanoid and service robots. Its main line is now the Walker S series of full-size industrial humanoid robots, launched in October 2024 for manufacturing and logistics; the Walker S2, with 52 degrees of freedom, 15 kg payload handling and autonomous battery swapping for 24-hour operation, entered mass production in 2025. It also makes the Alpha series of small humanoid robots, has supplied robots to 300 pre-schools in Seoul, launched a UV disinfection robot in the United States in 2022, and in February 2026 open-sourced its vision-language model Thinker. In 2025 revenue rose 53.3% to RMB 2.001 billion; full-size humanoid revenue grew 2,204% to RMB 821 million on sales of 1,079 units, and the net loss narrowed to RMB 790 million, with annualized Walker S2 capacity above 6,000 units. Zhou Jian, its chief executive, founded the company in March 2012. After a Series C round involving Tencent and ICBC valued it at $5 billion, UBtech listed on the Hong Kong Stock Exchange under code 9880 in December 2023, raising HK$1 billion. It had 2,013 employees in 2023. | $9 | -47% | $4.8B | $4.7B | 15.6x | (43.0x) | |||
Ondas Inc designs, develops, manufactures, sells, and supports FullMAX Software Defined Radio (SDR) technology in the United States, Israel, and India. The company operates in two business segments namely Ondas Networks and Ondas Autonomous Systems. The company generates maximum revenue from Ondas Autonomous Systems through the sales of the Optimus system and separately priced support, maintenance, and ancillary services related to the sale of the Optimus system. Geographically, the company operates in Israel, Germany, United Arab Emirates, United States, and Other Countries. It derives maximum revenue from Israel. | $7 | +11% | $4.1B | $2.8B | 54.9x | (21.8x) | |||
Infleqtion Inc develops and commercializes neutral atom-based quantum technology products through an integrated platform. Its offerings include quantum sensing, quantum computing, and related software solutions. The company's technologies are deployed across sectors such as defense and security, artificial intelligence, energy optimization, space applications, materials research, and cybersecurity. Its platform integrates core quantum technologies with hardware and proprietary software based on neutral atom systems. | $13 | -- | $3B | $2.5B | 88.4x | (48.7x) | |||
Space42 PLC offers geospatial and data analytics/artificial intelligence (AI), The company combines and creates opportunities for synergies across data analytics, geospatial intelligence, and satellite communications to unlock value for customers, partners, and shareholders. Its operating segments involve Yahsat Space Services (YSS); and Bayanat Smart Solutions (BSS). Bayanat Smart Solutions (BSS) segment derives maximum revenue. It provides earth observation and geospatial solutions using a multi-sensor system, advanced data analytics using GIQ platform, and industry-specific solutions using advanced Artificial Intelligence (AI). Geographically, the company operates in United Arab Emirates, Asia, Europe, Africa, North America, and Others. | $1 | +20% | $2.9B | $2.3B | 4.0x | 26.0x | |||
Rokae (Shandong) Robotics Group Inc is principally in the design, development, manufacturing, and sale of robotic products and related robotic solutions in the Chinese Mainland and international markets. Its product portfolio includes industrial robots, collaborative robots, embodied intelligent robots, and related robotic solutions. The majority of the company's revenue is derived from the sales of robotic products and the provision of robotic solutions in the Chinese Mainland. | $7 | -- | $1.8B | $1.7B | 22.1x | (235.8x) | |||
OneRobotics (Shenzhen) Co Ltd is principally engaged in the design, development, manufacturing and commercialization of home robotics system products and other home robot products and accessories. Its offerings include (i) execution-enhanced robots, such as dexterous hand-mimic, mobile, and sports robots; (ii) perception and decision-making systems, including smart hubs, sensors, and cameras; and (iii) other smart home products, such as lighting, power tools, and appliances. The company derived a substantial portion of its revenue from the sale of Execution-enhanced robots through various prominent e-commerce platforms. Geographically, it generates maximum revenue from Japan. | $6 | -- | $1.3B | $1.1B | |||||
Eacon Group Co Ltd is focused on the commercial deployment of mining autonomous driving solutions in the mining industry. It is engaged in providing autonomous driving solutions for mining transportation and production in the PRC. The company's offerings include Closed-Environment Autonomous Mining Trucks (Products and Solutions, ORCASTRA) and Mining Digitalization Solutions (Conductor Plus). The majority of the company's revenue is derived from service fees for deploying autonomous mining truck solutions for mining companies and their contractors. | $9 | -- | $1.3B | $1.5B | |||||
Cidi Inc is a provider of intelligent driving products and solutions for commercial vehicles in China. The company focuses on the research and development of closed-environment autonomous driving trucks for mining and logistics, V2X (vehicle-to-everything) technologies and intelligent perception solutions, and offers products and solutions underpinned by proprietary technologies, with a primary focus on intelligent driving in closed environments. Its products and solutions include (i) autonomous driving technologies, (ii) V2X products and solutions, and (iii) intelligent perception solutions. The majority of revenue is derived from the Autonomous driving, including closed-environment autonomous mining trucks and closed-environment autonomous logistics truck solutions. | $3 | -- | $1.1B | $1B | |||||
Braiin Ltd is an Australian technology company leveraging proprietary intellectual property and patented artificial intelligence/machine learning (AI/ML) technologies to deliver actionable insights across the verticals: Agriculture, Property Technology, and Customer Experience as a Service (CXaaS). The company's platforms are designed to address inefficiencies and drive data-backed decision-making across traditionally analog sectors. It prominently focuses on the agriculture technology sector, where it has successfully deployed its AI-powered solutions across multiple implementations. It provides end-to-end solutions to improve farming productivity using IoTs, Wireless Connectivity, Robotics, Software and AI/ML. | $5 | -- | $1.1B | $1.1B | |||||
Shandong Extreme Vision Technology Co Ltd is an AI computer vision solution provider in China, delivering end-to-end solution development, deployment and management services to enterprises across diverse industries. It specializes in delivering AI computer vision solutions and large model solutions to enterprises: AI Computer Vision Solutions, Large Model Solutions. Computer vision solution, as a vital branch of AI solution, is a technological solution that simulates the human visual system to enable computers to extract information from images or videos and analyze, make decisions and interact based on this information. | $9 | -- | $1B | $957M | |||||
AEVEX Corp is a defense technology company delivering next-generation navigation and autonomy, uncrewed systems, and adaptable mission solutions engineered to need, delivered at speed, and built for the modern battlespace. Its solutions are sold to agencies and organizations within the DoW, SOF, IC, and allied international partners. The group offers products and solutions such as CompassCore, CompassVision, CompassEngage, Precision Strike Systems, Unmanned Surface Vessels, Long Endurance Aircraft, Additive Manufacturing, Full Spectrum Airborne ISR, Aircraft Modification and Testing, and Others. | $14 | -- | $978M | $2.1B | |||||
Shanghai Seer Intelligent Technology Co Ltd is an intelligent robotics company. It provides robotics solutions through their platform by integrating robotic controllers, robot integrating their proprietary robotic controllers and software. The company's offerings include controllers, software, robots and accessories. It serves various industries, including automotive, 3C electronics, new energy, semiconductors, engineering machinery, and pharmaceuticals. The company mainly generates revenue from sales of robots and robotic controllers, along with fees charged for proprietary software. Geographically, the maximum revenue is derived from the Chinese Mainland. | $8 | -- | $830M | $698M | |||||
Xtend AI Robotics Inc develops software systems and artificial intelligence-powered robotics solutions for use in complex operational environments. Its offerings include software platforms and robotic hardware designed to support autonomous functions. The company's products include robots, drones, and robotic subsystems used in defense, law enforcement, and private security applications. Its architecture platform facilitates scalability across partners and third-party applications. The company serves a diverse set of customers, including homeland security, military, intelligence, and critical-infrastructure protection entities. It generates substantially all of the revenue through firm fixed-price contracts, and other customer arrangements. | $3 | -- | $820M | $903M | |||||
RoboStrategy Inc is a closed-end, non-diversified management investment company. The Fund's investment objective is to seek long-term capital appreciation, principally through capital gains on equity and equity-linked investments in robotics and embodied AI companies. The Fund focuses on private, venture-capital-backed companies with growth potential, many of which are not yet publicly listed or widely accessible to individual investors. | PE & VC+2 | $27 | -- | $658M | $646M | ||||
Reconova Technologies Co Ltd is an AI company that provides visual AI technologies and products for enterprise clients. It is engaged in the research and development, design and sale of Visual Intelligents, commercial robots and intelligent passage devices. The company's product offerings include visual perception, visual cognition, and visual reasoning solutions applied across sectors including civil aviation, commercial spaces, and driving safety. The majority of the company's revenue is derived from the sale of Intelligent Civil Aviation, which covers the entire passenger journey including check-in, security screening, boarding, and customer service. Geographically, the maximum revenue is generated from the Chinese Mainland. | $2 | -- | $592M | $614M | |||||
Guangdong Huayan Robotics Co Ltd is a collaborative robotics company engaged in the development, manufacturing and sale of cobots (collaborative robots) and core motion components for industrial automation applications. Along with its integrated hardware-software product design, the company has also facilitated product integration with AI technologies. Its offerings address diverse industrial automation needs across sectors such as 3C electronics, automotive, semiconductors, healthcare, metal processing, and logistics, and the demand for precision motion components in humanoid robotics. | $1 | -- | $585M | $346M | |||||
ECARX Holdings Inc is engaged in the sales of system-on-chip core modules, automotive computing platform products, and software stacks as well as the provision of research and development services in the People’s Republic of China. The company’s core products include infotainment head units, digital cockpits, vehicle chip-set solutions, a core operating system, and an integrated software stack. Beyond this, ECARX is developing a full-stack automotive computing platform. It is engaged in automotive intelligence and networking. | $1 | -61% | $385M | $918M | |||||
Kodiak AI Inc is a provider of artificial intelligence (AI)-powered autonomous vehicle technology. This technology addresses the needs of the long-haul trucking, industrial trucking, and defense industries. The company's core offering, the Kodiak Driver, is a single-platform virtual driver that combines advanced AI software with modular hardware for customer deployments. All company operations are conducted in the United States. | $2 | -82% | $334M | $454M | |||||
Volatus Aerospace Inc. is a leader in globalized aerial solutions for intelligence and cargo. With deep technological and subject matter expertise and over 100 years of combined institutional knowledge in aviation, Volatus provides meaningful aerial solutions for end users across various industries using piloted and remotely piloted aircraft systems (RPAS or drones). It is committed to enhancing operational efficiency, safety, and sustainability through innovation, real-world aerial solutions. | $0 | -19% | $279M | $253M | |||||
Seeing Machines Ltd develops, sells, and licenses products and technology to detect and manage driver fatigue and distraction, partnering for product development, manufacturing, and sales in key markets. It operates two segments: the OEM segment, covering automotive and aviation business units that generate license-based royalties and non-recurring engineering services via Tier 1 customers; and the Aftermarket segment, comprising Fleet and Off-Road units that retrofit technology into commercial vehicles through direct and indirect customers. The Company operates in Australia, North America, Asia-Pacific (excluding Australia), Europe, and other regions, with the majority of revenue coming from Europe. | $0 | +22% | $266M | $319M | |||||
Palladyne AI Corp is a software company focused on autonomy for robotic systems and solutions. Its artificial intelligence and machine learning software seeks to revolutionize the capabilities of robots, enabling them to observe, learn, reason, and act in structured and unstructured environments. AI and ML software platform of the company empowers robots to perceive variations or changes in the real-world environment, enabling them to autonomously maneuver and manipulate objects accurately in response. Palladyne AI software has wide application, including in industries such as automotive, aviation, construction, defense, general manufacturing, infrastructure inspection, logistics and warehousing. | $5 | -36% | $263M | $230M | |||||
Swarmer Inc is a provider of autonomous drone swarm software and AI solutions, specializing in vendor-agnostic technologies. It develops software platforms and artificial intelligence systems for defence applications, enabling military organisations to deploy and coordinate large-scale unmanned and autonomous systems. Its offerings include swarm coordination software, multi-domain unmanned systems integration, collaborative autonomy solutions, and command-and-control software for distributed robotic operations. Its key software and AI systems include: i) STYX AI Command & Control System, ii) MINAS Autonomy and Collaboration AI and iii) TRIDENT Embedded Drone Operating System. The company generates revenue through software license sales. | $16 | -- | $234M | $209M | |||||
Dof Robotik Sanayi AS develops high-value-added robots and software, including advanced technology, artificial intelligence, virtual and augmented reality, motion simulators, and interactive educational entertainment games, as well as autonomous technology products for theme parks and industrial sectors. It exports majority of its product range across the globe under the DOF Robotics brand. | $1 | -33% | $229M | $223M | |||||
Cmes Robotics Inc specializes in the development and provision of intelligent robotic solutions for various applications. | $14 | -- | $165M | $141M | |||||
Robo.ai Inc is a pioneering smart electric vehicle company which aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology into a passenger-centric green premium mobility solution to the world. Geographically, the company operates in The United States, The United Arab Emirates, Mainland China. | $1 | -90% | $146M | $148M | |||||
Innoviz Technologies Ltd is a provider of solid-state LiDAR and perception solutions that feature technological breakthroughs across core components and bring enhanced vision and superior performance to enable safe autonomous driving at a mass scale. The company provides a complete and comprehensive solution for OEMs and Tier-1 partners that are developing and marketing autonomous driving vehicles to the passenger cars and other relevant markets, such as robotaxis, shuttles, delivery vehicles, buses and trucks and other industries that require 3-dimensional high resolution sensors. Company's solutions can enable safe autonomy for industries like logistics, drones, robotics, construction and other industrial applications, agriculture, smart city, smart infrastructure, security and mapping. | $0 | -80% | $106M | $94M | |||||
Kudan Inc is a Computer Vision Technology company. It is accelerating the evolution of AR/MR/VR and automobile/drone/robot by developing computer software algorithms for Artificial Perception. The objective of the group is to embed an AR and computer vision engine into a computer module chip, which enables various devices to use the AR engine while enabling online update and maintenance of the devices. | $9 | +48% | $104M | $92M | |||||
AgEagle Aerial Systems Inc is actively engaged in designing and delivering drones, sensors and software that solve important problems for its customers. It designs, produces, distributes, and supports technologically advanced small unmanned aerial systems (UAVs) that it offers for sale commercially to the precision agriculture industry. Its segments include Drones, Sensors and Software-as-a-Service (SaaS). The company's majority revenue is derived primarily through sensors. | $1 | -- | $60M | $43M | |||||
AEye Inc is a provider of high-performance, active lidar systems for vehicle autonomy, driver-assistance systems (ADAS), and robotic vision applications. The company's software-definable 4Sight Intelligent Sensing Platform combines solid-state active lidar, an optionally fused low-light HD camera, and integrated deterministic artificial intelligence to capture more intelligent information with less data, enabling faster, more accurate, and more reliable perception of the surroundings. Majority of the Company's revenue is generated from customers located in the United States followed by Europe, and Asia-Pacific. | $1 | -54% | $55M | - | |||||
Rekor Systems Inc is a United States-based company. The company is engaged in providing real-time roadway intelligence through AI-driven decisions. The firm uses artificial intelligence to analyze video streams and transform them into AI-driven decisions. The company's technology and machine learning models power all solutions, including Rekor Command for transportation management, Rekor Discover for urban mobility, and Rekor Scout for public safety, and commercial use. Its geographical segments are the United States and Others, of which a majority of its revenue comes from the United States. | $0 | -85% | $52M | $69M | |||||
Circus SE is a technology company based in Germany that develops autonomous solutions for the food service industry, using robotics and artificial intelligence. The Circus group's core products consist of three components: CA-1 Food-Robots, which includes the CA-1 Series 4, a patented autonomous kitchen robot system with AI integration, designed for autonomous use in commercial environments, from retail to cafeteria replacement; CA-M Food Robots, an autonomous field kitchen specifically designed for military operations, disaster relief, and remote, high-risk environments; and the Circus Operating System, the group's central, Al-native operating system for managing, monitoring, and maintaining CA-1 and CA-M robots. | $2 | -91% | $51M | $37M | |||||
Venhub Global Inc is engaged in designing and building autonomous Smart Stores that operate 24/7 without on-site staff. Each store combines robotic automation, real-time inventory tracking, and mobile-based checkout to provide secure, convenient retail access. | $0 | -- | $45M | $46M | |||||
Exyn Technologies Inc is a pioneer in fully adaptive, cognitive mission-level autonomous robotics and artificial intelligence, delivering solutions that enable safe, efficient, and scalable autonomy in complex, GPS-denied environments. Its mission is to deliver world-class autonomous robots to data-hungry industries, unlocking new insights that drive smarter decisions. The group is leveraging proprietary Level 4B autonomy software and cutting-edge aerial and ground robotic systems. It empowers industries, including mining, construction, critical infrastructure, and defense, with real-time 3D mapping, data analytics, and autonomous navigation. Its software and hardware include ExynAI, ExynAI SDK, ExynView, Nexys, Accessories, and Platforms. | $2 | -- | $19M | $14M | |||||
Arrive AI Inc is a technology company. Its patented Autonomous Last Mile (ALM) platform enables secure, efficient delivery to and from a smart, AI-powered mailbox-whether by drone, ground robot, or human courier. The platform provides real-time tracking, smart logistics alerts, and advanced chain-of-custody controls to support shippers, delivery services, and autonomous networks. By combining artificial intelligence with autonomous technology, Arrive AI makes the exchange of goods between people, robots, and drones frictionless and convenient. Its system integrates with smart home devices such as doorbells, lighting, and security systems to streamline the entire last-mile delivery experience. | $0 | -96% | $11M | $11M | |||||
Foresight Autonomous Holdings Ltd is a technology company engaged in the design, development and commercialization of vision systems for the automotive industry. The company develops both in-line-of-sight vision systems and beyond-line-of-sight cellular-based applications through its wholly-owned subsidiaries. Its systems are designed to improve driving safety by enabling accurate and reliable threat detection while ensuring the lowest rates of false alerts. Foresight is pursuing several markets and believes its modern systems will revolutionize automotive safety by providing an automotive-grade, cost-effective platform. | $0 | -85% | $4M | - | |||||
Tofla Megaline Inc is a development stage company engaged in developing the software for security systems in Mexico. The company plan to provide easy-to-use, high quality and cost-effective automation AI solutions. It will be focusing on both stand-alone and integrated solutions to cover a broader selection of services, especially in the surveillance area. Using autonomous robotic units as a means of surveillance is a new tendency all over the globe. Robotic units can be used for patrolling warehouses, malls, backyards, office areas and buildings, etc its focus is going to be developing specialized software for the units that will cover all the necessary functionality for surveillance and data transfer. | $0 | +5% | $1M | $1M | |||||
| Median | $5 | -40% | $739M | $911M | 10.6x | (9.7x) |
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