Ep 159: Jeremie Capron: How AI And Automation Go Beyond Technology
Investing With IBD
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The Rise of Industrial Automation
The core of automation is still manufacturing, but there are more emerging applications. Amazon's acquisition of Kiva systems back in 2013 was a catalyst for an arms race around automating supply chains and warehouses. The warehouse and logistics automation today accounts for about 12, 13% of the Robu index and ETF. It's been the best performing subsector of the index over the past eight years since we started.
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