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- Upturn Summary
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Themes Robotics & Automation ETF(BOTT)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BOTT
10/14/2026: BOTT (1-star) is currently NOT-A-BUY. Pass it for now.
BOTT provides targeted exposure to the global robotics and automation industry, capturing growth in both hardware and AI software. Its strength lies in its specialized focus, though it remains a smaller, less liquid option compared to industry giants like BOTZ. It is best used as a satellite holding for investors seeking thematic growth within an innovation-heavy portfolio. Key risks include high volatility, valuation sensitivity to interest rates, and concentration risk. The fund is ideal for growth-focused investors willing to tolerate market fluctuations in exchange for long-term exposure to automation trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The fund targets companies at the forefront of technological disruption and automation innovation. |
| Momentum investor | Strong fit while signal remains positive | The sector often experiences strong price momentum driven by breakthroughs in robotics and AI. |
| Value investor | Weak fit | Thematic funds in this space often trade at high price-to-earnings multiples due to high growth expectations. |
| Dividend/Income investor | Weak fit | Most companies in this sector prioritize reinvestment in R&D over dividend payments. |
| Low-risk investor | Weak fit | High sector concentration and technological volatility make this a high-risk investment. |
Investor Profile
Ideal Investor Profile
Investors looking for thematic exposure to robotics who have a high risk tolerance and a long-term time horizon.
Suitability
Best suited for growth-oriented investors who want a satellite holding to diversify away from traditional index funds.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | Thematic tech stocks can experience rapid price swings based on market sentiment. |
| Market risk | Medium / high | Broader economic downturns typically reduce corporate spending on capital equipment like robotics. |
| Concentration | High | The fund is heavily concentrated in a specific niche industry, increasing idiosyncratic risk. |
| Tracking/expense | Medium | Fees and sampling techniques may lead to minor deviations from index performance. |
| Liquidity | Medium | Lower trading volume relative to major ETFs can result in wider spreads. |
| Business/sector quality | Medium | Technological obsolescence is a constant threat to companies in the robotics sector. |
Risk Analysis
Volatility
BOTT exhibits higher-than-market volatility due to its narrow focus on a high-growth, innovation-driven sector.
Market Risk
The fund is subject to cyclical risks where economic slowdowns directly impact the capital expenditure budgets of the companies within the portfolio.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Industrial Robotics and Automation Manufacturers | 45 | These companies provide the core hardware and software infrastructure for manufacturing automation. |
| Industry | Artificial Intelligence and Machine Learning Software | 30 | AI software is crucial for enabling robots to perform complex, non-repetitive tasks. |
| Industry | Sensors and Control Systems | 20 | Components like sensors are the essential hardware that allows machines to perceive their environment. |
| Cash/collateral | Cash and Cash Equivalents | 5 | Small cash balance held for liquidity and operational purposes. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type ETF | Historic Profit 32.76% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/14/2026 |
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