ROBOTICS AND AI

Why are robotics and AI under-represented in our portfolio? We had included some in the past, but good listed stocks in thesre areas are hard to find:

• AI and robotics are often included in larger companies in which we already invest, and/or
• they are not listed on NASDAQ or NYSE

So at EOFY 2024/2025 we decided to go looking again. We had previously invested in:

• Honeywell (12 month growth: 7%)
• Intuitive Surgical (12 month growth: 11%)
• Microsoft (12 month growth: 0%)
• Tesla (12 month growth: 63%)
• Zebra (12 month growth: 0%)

Of these, dropping Tesla (on price performance) was not a great decision.

INVESTMENT OPPORTUNITIES: ROBOTICS

✅ We already invest in companies marked with this flag.

❓ We have previously invested in companies marked with this flag.

📈 12 month share price growth (to 27 Jun 2025)

Claude's suggestions for investment in NYSE/NASDAQ listed robotics companies are:

• ABB Ltd (ABB.STO) - Major industrial automation and robotics company with extensive manufacturing robotics solutions. 📈 -3.61%
• Rockwell Automation (NYSE:ROK) - Industrial automation leader specializing in factory automation and control systems. 📈 +1.15%
• ❓ Tesla (NASDAQ:TSLA) - Leading transformation in mobility sectors with AI-powered robotics, including their Optimus humanoid robot project. 📈 +63.63%
• UiPath (PATH) - Robotic process automation (RPA) leader that automates business processes. 📈 +0.39%
• ❓ Zebra Technologies (NASDAQ:ZBRA) - Robotics and automation solutions company focusing on enterprise asset intelligence. 📈 +0.11%

INVESTMENT OPPORTUNITIES: AI

Claude's suggestions for investment in NYSE/NASDAQ listed AI companies are:

• ✅ NVIDIA (NVDA) - The dominant player in AI chips and GPUs, powering most AI applications and data centers globally. 📈 +27.69%
• ❓ Microsoft (MSFT) - Major AI investor through OpenAI partnership, integrating AI across Azure cloud services and Office products. 📈 +10.96%
• ✅ Alphabet/Google (GOOGL) - Leading AI research with Gemini AI model and extensive AI integration across search, cloud, and other services. 📈 -1.99%
• Oracle (ORCL) - Part of the Stargate AI joint venture with SoftBank and OpenAI Stargate AI Project, providing cloud infrastructure for AI workloads. 📈 +48.90%
• CoreWeave (CRWV) - Had its IPO in March 2025 and may be the closest thing to a pure-play AI stock, with cloud infrastructure designed specifically for AI. 📈 +299.98%