Don't overlook these little comments. They reveal a lot about future plans.
Robotics can be far bigger than anyone expects.
Here's my updated list..(bookmark this puppy):
Logistics: $Amazon.com(AMZN)$ $Symbotic Inc.(SYM)$ $Serve Robotics Inc.(SERV)$ $AUTOSTORE HLDGS LTD.(AUTSF)$ $GXO Logistics Inc(GXO)$
Mobility Robotics: $Tesla Motors(TSLA)$ $Rivian Automotive, Inc.(RIVN)$ $XPeng Inc.(XPEV)$
Robotics Software: $NVIDIA(NVDA)$ $PTC Inc(PTC)$
Healthcare Robotics: $Medtronic PLC(MDT)$ $Stryker(SYK)$ $Accuray(ARAY)$ $Intuitive Surgical(ISRG)$
Industrial Robotics: $Honeywell(HON)$ $Teradyne(TER)$ $Lincoln(LECO)$
Robotics Automation: $Rockwell Automation(ROK)$ $ABB Ltd.(ABBNY)$ $Zebra(ZBRA)$ $Cognex(CGNX)$ $UiPath(PATH)$ $Pegasystems(PEGA)$ $One Stop Systems(OSS)$
Defense Robotics: $AeroVironment(AVAV)$ $Kratos Defense & Security Solutions(KTOS)$ $Lockheed Martin(LMT)$ $Northrop Grumman(NOC)$ $Boeing(BA)$ $General Dynamics Corp(GD)$ $Archer Aviation Inc.(ACHR)$ $Joby Aviation, Inc.(JOBY)$ $Ondas Holdings Inc.(ONDS)$
Consumer Robotics: $iRobot(IRBT)$ $Richtech Robotics(RR)$
Specialized Robotics: $Oceaneering(OII)$
LiDAR, Sensor, & Perception: $Ouster Inc.(OUST)$ $Mobileye Global Inc.(MBLY)$ $Arbe Robotics Ltd.(ARBE)$
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