Why “Space and Robotics Technologies” as an Investment Theme?

When we think of space, what usually comes to mind are satellites, satellite launch systems, and space travel. At first glance, one might wonder: “Aside from SpaceX, who else could this fund possibly invest in?”

Space technologies encompass a broad range of tools, systems, and innovations developed for the exploration, study, and utilization of outer space. This includes satellite systems, rocket and launch technologies, space mining, space-based Internet of Things (IoT), defense and security solutions, space data and analytics platforms, and in-orbit manufacturing capabilities. These technologies find application not only in scientific research but also in communication, navigation, agriculture, environmental monitoring, and military operations.

The global space industry, which had a market size of $443 billion in 2023, is expected to surpass $1 trillion by 2040. Giants like Lockheed Martin, Boeing, Airbus, Honeywell, and Northrop Grumman, all publicly traded, play major roles in this market. In addition, hundreds of publicly listed companies that develop or supply technology for these giants are part of our monitored investment universe.

The space theme is positively influenced by revolutionary technologies like Artificial Intelligence (AI) and is further accelerated by today’s geopolitical and environmental dynamics. Especially from a defense perspective, the strategic control of space is a top priority, with governments injecting massive capital into the sector. Key global issues such as growing populations, increasing resource demands, and urgent climate challenges all intersect with space technology innovation.

If you're interested in diving deeper into the subcategories of space technologies, we recommend exploring our article "BV Insight | Space Technology Universe: Investments and Future Expectations" by Boğaziçi Ventures.

The Rise of Robotics Technologies

Robotics dates back to the mid-20th century. In 1950, George Davol developed the world's first digitally programmable robot, which marked the beginning of modern industrial robotics. Later, Stanford Research Institute’s Shakey became the first robot capable of sensing its surroundings, making decisions, and executing tasks. In 2000, the Da Vinci Surgical System, approved by the FDA, revolutionized robotic-assisted surgeries.

Today, robotic technologies consist of systems, machines, and software that automate tasks and support human labor. These technologies span industrial automation, healthcare, agriculture, logistics, and beyond. They are built on components like sensors, AI, mechanical actuators, and control systems. With the integration of AI and machine learning, robots are now more autonomous and capable.

The robotics market is expected to reach $225 billion by 2030, presenting major opportunities for investors. Companies with global production and distribution capabilities are poised to benefit substantially, and their success will undoubtedly be reflected in their market valuations.

As discussions about automation replacing human labor grow, and as Elon Musk recently pointed out, we may be entering an era where universal basic income becomes a reality, and working becomes optional. In such a world, robots will be the new workforce. Our fund aims to position investors at the forefront of this transformational shift by investing in companies shaping the future of labor.

Why Invest in Publicly Traded Robotics Companies?

1. Market Growth: The global robotics market, valued at $79.5 billion in 2021, is expected to reach $225.65 billion by 2030, with a CAGR of 12.29%.
2. AI and Automation: Increased use of AI in robotics enables smarter, more adaptive machines capable of executing complex tasks with greater accuracy.
3. Diverse Applications: Robotics is used across multiple sectors—manufacturing, healthcare, logistics, retail, agriculture, etc.—helping companies diversify revenue streams and reduce risk.
4. Technological Advancements: Continuous innovation in AI, machine learning, and IoT enhances robotic capabilities and supports sustained competitive advantages.
5. Strategic Partnerships & Acquisitions: Robotics firms frequently grow through strategic alliances and acquisitions, enabling market expansion and portfolio diversification.
6. Global Trends: Megatrends such as Industry 4.0, smart factories, and automation continue to fuel demand for robotics. The Asia-Pacific region, with its rapid adoption and active R&D, leads this growth.

The BV Portföy Robotics and Space Technologies Variable Fund (RUT)

At Boğaziçi Ventures, we believe the projected growth in AI-driven markets justifies the inclusion of space and robotics technologies in our long-term investment strategy. That's why we launched the BV Portföy Robotics and Space Technologies Variable Fund (RUT) on July 1, 2024, dedicated entirely to investing in publicly traded global companies operating in these transformative sectors.

You can invest in the RUT Fund using the fund code RUT through all intermediary institutions and banks on the TEFAS platform or directly by opening an account with BV Portföy.