MKC Invest backs robotics as physical AI takes off

Conducts four-week internal research project

Sophia Panayi
clock • 2 min read

MKC Invest, the discretionary model portfolio manager within MKC Wealth, has found the more disciplined way to invest in robotics is through the supply chain rather than the headline humanoid robots.

This follows a four-week internal research project on robotics.  The firm frames the opportunity as physical AI, the application of artificial intelligence to machines that act in the world, as distinct from the generative AI that has driven markets over the past two years. On MKC Invest's reading: "the generative phase has had its explosion, and the physical application of AI is the next structural shift worth positioning for". The research favours the "picks and shovels", the component makers and enablers that supply the sector, over a bet on which manufacturer wins the race to b...

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