BOTZ ETF

BOTZ (Global X Robotics & Artificial Intelligence ETF) is an exchange-traded fund that provides investors with diversified exposure to the robotics, automation, and artificial intelligence sectors through a single investment.

The fund covers companies operating at the intersection of software solutions, hardware technologies, and the real-world application of AI and automation – from developers of intelligent control systems to manufacturers of robotic and computing equipment.

The fund’s objective is to track the performance of companies that develop, deploy, and commercialize robotics, automation, and AI solutions, net of operating expenses. As a result, BOTZ’s performance is directly linked to the growth and scaling of key technology segments shaping the modern economy.

The fund is managed by Global X, a U.S.-based thematic ETF provider focused on structural and long-term investment trends. BOTZ tracks the Indxx Global Robotics & Artificial Intelligence Thematic Index, a specialized index of companies involved in the development of robotics, automation, and AI technologies.

BOTZ is designed for investors who view robotics and automation not as a short-term theme, but as a long-term technological trend, and who prefer to access it in a listed, regulated, and diversified format without the need to independently analyze and select individual companies.

The fund is listed on the NASDAQ and is available to investors as a standard ETF instrument.

What are you actually investing in?

By investing in BOTZ, you gain exposure to shares of companies that:

• develop robotic systems and automation solutions,
• create software and AI algorithms for data analysis and system control,
• manufacture semiconductors and equipment for robotics and computing,
• implement automation and AI across business processes, logistics, services, and technology.

The fund’s return is driven by changes in the market value of the underlying stocks included in the index. BOTZ does not invest directly in startups and is not a venture capital fund. The portfolio is built around publicly traded companies already operating in the robotics and AI sectors.

Portfolio composition and diversification logic

BOTZ typically holds approximately 40–50 companies from developed markets. The portfolio is diversified:

• across companies,
• across regions,
• across segments of the robotics and automation ecosystem (robots, AI software, computing solutions, and hardware).

The fund includes large publicly traded technology companies operating in robotics, automation, and AI, such as NVIDIA, Intuitive Surgical, Keyence, ABB, Fanuc, Zebra Technologies, SMC Corporation, Teradyne, and Yaskawa Electric.

BOTZ has clearly defined sector leaders while maintaining diversification: the largest holdings reach up to ~11% (e.g., NVIDIA, Fanuc, ABB), followed by a broad group of companies with weights in the 2–4% range (Intuitive Surgical, Keyence, Daifuku, SMC, Yaskawa Electric), while the remainder of the portfolio is allocated across smaller positions below 2% each.

The fund is primarily oriented toward Large- and Mid-Cap companies, which helps reduce volatility compared to more narrowly focused robotics funds and lowers dependence on the performance of individual issuers.

Core portfolio segments

• Robotics & Automation – companies developing industrial and service robots, as well as automation solutions and control systems. This segment represents the physical layer of automation (ABB, Fanuc, Yaskawa Electric, Keyence).
• AI & Software – software platforms and intelligent systems that control robots, analyze data, and support decision-making. This is where learning and optimization of automated processes takes place (Zebra Technologies, Intuitive Surgical).
• Semiconductors & Hardware – manufacturers of chips, sensors, and computing equipment required for robotics, machine vision, and AI algorithms. This segment forms the technological foundation of the entire ecosystem (NVIDIA, Teradyne, SMC Corporation).

This structure reflects the real dynamics of the robotics and AI market:  
algorithms and software → process automation → physical application of technology.

Fees and distributions

Expense Ratio: ~0.68% per year, covering fund management and administration  
Dividends: typically minimal or absent  
→ investor returns are generated primarily through ETF price appreciation

When purchasing BOTZ via the Regolith platform:  
Deal Fee – 2%  
Carried Interest – 0%

The role of BOTZ in an investment portfolio

BOTZ is a long-term investment tool focused on robotics and AI and can be used to:

• gain exposure to the robotics and automation trend,
• allocate a dedicated robotics and AI segment within the equity portion of a portfolio,
• gain diversified exposure to robotics and AI companies instead of selecting individual stocks,
• enhance the technology allocation alongside broad-market index ETFs.

Risks

Investing in BOTZ involves several risk factors:

• market volatility within the technology sector,
• valuation risks during periods of elevated expectations,
• technological and competitive developments.

As an equity-based instrument, the fund is subject to market fluctuations and does not guarantee positive returns.

Instrument details

• Ticker: BOTZ
• Type: Robotics, Automation & AI ETF
• Exchange: NASDAQ

BOTZ does not provide regular dividend payments. Investor returns are driven by changes in the fund’s market value.

Subscription and redemption via Regolith

BOTZ purchases are executed on a rolling basis and are not tied to a fixed date. Transactions are processed 1–3 times per week depending on the operational schedule.

• minimum investment period – 1 week
• minimum investment amount – $50
• deal fee – 2%
• carried Interest – 0%

Redemptions follow the platform’s standard procedure after the minimum holding period is completed.

1. What is BOTZ?
BOTZ is an exchange-traded fund (ETF) that allows investors to gain exposure to the robotics, automation, and artificial intelligence sectors through a single investment. The fund brings together shares of companies that develop and implement robotic solutions, automation systems, and AI technologies.

2. Who manages the fund?
The fund is managed by Global X, a U.S.-based thematic ETF provider that is part of the global investment group Mirae Asset.

3. What am I investing in when I buy BOTZ?
By purchasing BOTZ, you invest in shares of publicly traded companies that:

• develop robotic systems and automation solutions,
• create software and AI algorithms for control and data analysis,
• manufacture semiconductors, sensors, and equipment for robotics,
• implement automation and AI across business operations and services.

4. Are these venture-stage startups?
No. BOTZ invests in established publicly traded companies, primarily large- and mid-cap firms. The fund does not invest directly in startups and is not a venture capital vehicle.

5. Which companies are included in the fund?
BOTZ invests in public companies across multiple segments of robotics and AI, including ABB, Fanuc, Yaskawa Electric, Keyence, Zebra Technologies, Intuitive Surgical, NVIDIA, Teradyne, SMC Corporation. This approach provides diversified exposure to the robotics sector and reduces reliance on the performance of individual companies.

6. How many companies are in the BOTZ portfolio?
The portfolio typically includes around 40–50 companies, providing thematic diversification within robotics and automation.

7. How are investments allocated within the fund?
BOTZ has clearly defined leaders while maintaining diversification: the largest positions account for up to ~11% (e.g., NVIDIA, Fanuc, ABB), followed by a broad group of companies with weights in the 2–4% range (Intuitive Surgical, Keyence, Daifuku, SMC, Yaskawa Electric). The remaining portion of the portfolio is allocated across smaller positions below 2% each.

8. Does the fund pay dividends?
Investor returns are generated through changes in the ETF’s market value, reflecting the price movements of the underlying stocks.

9. What are the fund fees?
When purchasing BOTZ via the Regolith platform:
deal fee – 2%
carried Interest – 0%

10. Why do investors add BOTZ to their portfolios?
BOTZ is commonly used:

• to participate in the long-term growth of robotics and automation,
• to allocate a dedicated technology theme within a portfolio,
• as an alternative to selecting individual robotics stocks,
• alongside index ETFs to increase exposure to technology.

11. How does BOTZ differ from broad-market index ETFs?
BOTZ is specifically focused on robotics, automation, and AI, whereas broad-market index ETFs cover the overall market and include such companies only partially.

12. What risks are associated with investing in BOTZ?
Investing in BOTZ involves several risks, including technology sector volatility, cyclical demand for technology, and technological and competitive risks. As an equity-based fund, returns are not guaranteed.

13. Where is BOTZ traded?
The fund is traded on the U.S. NASDAQ exchange under the ticker BOTZ.

14. How does the purchase process work via Regolith?
Purchases are executed on a rolling basis and are not tied to a fixed date. Transactions are processed 1–3 times per week, depending on market conditions and the platform’s operational schedule.

15. What is the minimum investment period?
The minimum holding period is 1 week. After that, investors may continue holding the position or exit the investment.

16. What is the minimum investment amount?
The minimum investment amount when purchasing BOTZ via Regolith is $50.