Humanoid Robotics ETF: Top Performing Stocks In The KOID Portfolio
By 
Cole Wenner
For investors seeking broader exposure to AI, robotics, and technology, KOID sits within KraneShares’ AI, Robotics & Emerging Technology ETF suite, which holds complementary strategies that focus on global AI and technology.
The stock market is continuously looking forward. Whether it’s an individual company’s earnings guidance or a new emerging industry, investors want to know what’s next. While no one can predict future developments, some investors view humanoid robotics as an emerging area of interest within the broader technology landscape.
That’s why KraneShares launched its equal-weighted Humanoid Robotics ETF, the KraneShares Global Humanoid Robotics and Embodied Intelligence Index ETF (Ticker: KOID). With KOID, investors gain exposure to the humanoid robotics ecosystem, including the “brain” of the humanoid (semiconductors & technology), the “body” (actuation systems, mechanical systems, sensing & perception, critical materials), and humanoid “integrators” (the companies actually manufacturing humanoids).
KOID also provides investors with access to stocks listed globally. Many humanoid robotics-focused companies are not traded on US exchanges and may be harder for some investors to access, which we believe is a key benefit to a global basket approach used in the KOID humanoid robotics ETF.
What are the 10 top-performing humanoid robotics stocks in the KOID portfolio?
Previously, we covered 4 humanoid robotics stocks building the next-generation humanoid body in the KOID ETF: MP Materials (critical materials), Rainbow Robotics (mechanical systems), Robosense Technology (sensing & perception), and UBTech Robotics (manufacturer). In this article, we highlight the 10 top-performing humanoid robotics stocks in the KOID portfolio since its inception on 6/4/2025, excluding the 4 previously covered stocks.
1. China Northern Rare Earth – 2.43% Weight in KOID as of 2/28/2026, +158.92%% return since KOID inception1
China Northern Rare Earth is a China-based mineral and precious stone mining company that produces rare-earth concentrates, metals, oxides, and new rare-earth materials primarily used in emerging technologies. China Northern plays a key role in the humanoid ecosystem, as its products are needed to build specific body parts and components for robots.
The CEO of China Northern's fellow KOID rare earth company, MP Materials, Jim Litinsky, stated during an earnings call that "humanoid robots will have double or triple the magnetic content of an EV," as each robot requires "dozens of actuators."2
China Northern falls within the humanoid body bucket in KOID, specifically the "critical materials" subset, and supplies the core building block for humanoids: raw materials.
2. Schaeffler AG – 2.19% Weight in KOID as of 2/28/2026, +134.64% return since KOID inception1
Schaeffler is a German motion technology company best known for its bearings, gearboxes, and actuators used in automotive and industrial applications. In humanoid robotics, Schaeffler supplies compact rotary gearboxes, linear actuators, and specialized bearings that sit inside joints such as shoulders, elbows, knees, and wrists, enabling precise, low-friction, and durable motion.
Within KOID’s framework, Schaeffler falls into the humanoid body bucket, specifically actuation and mechanical systems, as its components translate control signals into physical movement and load-bearing capacity for humanoid limbs.
3. DOOSAN CO LTD – 2.89% Weight in KOID as of 2/28/2026, +134.07% return since KOID inception1
Doosan is a Korean industrial group with significant exposure to industrial and collaborative robots through its Doosan Robotics business, as well as broader industrial equipment and automation solutions. Its robotic arms and automation platforms are natural stepping stones toward humanoid deployment in factories and logistics settings, leveraging shared technologies in actuators, control systems, and safety architectures.
In KOID, Doosan is best characterized as a humanoid integrator/body name: it sits closer to the system-integration and manufacturing layer while still being deeply tied into the mechanical and actuation stack leveraged by humanoid platforms.
4. Lynas Rare Earth – 2.85% Weight in KOID as of 2/28/2026, +130.62% return since KOID inception1
Like KOID holdings MP Materials and China Northern Rare Earth, Lynas Rare Earth is a mineral and precious stone mining company supporting emerging technologies. However, Lynas is headquartered in Australia and mines rare earth minerals, including cerium, praseodymium, and neodymium. Lynas also plays a key role in the humanoid ecosystem, as its products are needed in the production of certain humanoid components and body parts.
Like its two portfolio mates, Lynas falls within the humanoid body bucket in KOID, specifically the "critical materials" subset, and supplies the core building block for humanoids: raw materials.
5. Nabtesco Corp – 2.42% Weight in KOID as of 2/28/2026, +117.13% return since KOID inception1
Nabtesco is a Japanese precision motion company best known for its RV-series precision reduction gears, which have a strong presence in the global market for industrial robot joint drives. These compact, rigid, low-backlash reducers are increasingly being adapted for humanoid hips, knees, and other high-load joints, where smooth, accurate, and durable motion is needed.
Within KOID, Nabtesco is a clear-cut contributor to the humanoid body, specifically in actuation and mechanical systems, providing the gear trains that sit at the heart of many robot joints.
6. Zhejiang Sanhua Intelligent Controls – 1.73% Weight in KOID as of 2/28/2026, +95.61% return since KOID inception1
Zhejiang Sanhua Intelligent Controls is a China-based company that specializes in thermal management and HVAC control components, supplying valves, heat exchangers, pumps, and integrated thermal modules for home appliances and new energy vehicles. For humanoid robots, efficient thermal management is increasingly critical, as high-power actuators, dense electronics, and batteries generate heat that must be precisely controlled to maintain performance and reliability. Sanhua’s heat transfer and temperature-control solutions are a natural fit for humanoids.
In KOID, Sanhua sits in the humanoid body bucket, providing critical components and subsystems for cooling and thermal regulation of actuators, power electronics, and compute.
7. Leader Harmonious Drive Systems – 2.19% Weight in KOID as of 2/28/2026, +89.07% return since KOID inception1
Leader Harmonious Drive Systems is a Chinese motion-control manufacturer focused on strain-wave (harmonic) reducers and related precision drive components. Harmonic reducers are a core part of humanoid joints: they convert high-speed motor rotation into low-speed, high-torque, zero-backlash motion in compact, lightweight packages, enabling arms, wrists, and hands to execute smooth, precise, human-like movements.
This positions Leader Harmonious Drive Systems squarely in the humanoid body bucket, as a key supplier of joint transmission and actuation hardware across the humanoid skeleton.
8. Moog Inc – 2.42% Weight in KOID as of 2/28/2026, +83.35% return since KOID inception1
Moog is a U.S. motion-control specialist that designs high-performance actuation systems, including electric, hydraulic, and hybrid actuators used in aerospace, industrial automation, and advanced robotics. The company’s integrated smart actuators and human-scale robotics solutions deliver high power density, precise force and position control, and strong operation in unstructured environments, making them well-suited for humanoid legs, arms, and exoskeleton-like systems.
Moog belongs to KOID’s humanoid body bucket, as an actuation systems provider enabling dynamic, high-torque motion in humanoid platforms.
9. Magna International – 2.08% Weight in KOID as of 2/28/2026, +73.44% return since KOID inception1
The Chinese firm Magna International is traditionally an auto parts company that offers body exteriors, chassis structures, transmissions, lighting, seating, and fuel systems to customers worldwide. However, Magna is a "mechanical systems" specialist in KOID's humanoid ecosystem. Magna participates in humanoid mechanical systems primarily through its strategic partnership and investment in Sanctuary AI, under which it will help pilot the Phoenix general-purpose humanoid robots for deployment in its automotive factories.
In KOID’s bucketed approach, Magna falls within the humanoid body category, enabling the deployment of humanoids in its automotive factories and the supply of parts to humanoid manufacturers.
10. Jiangsu Hengli Hydraulic – 1.80% Weight in KOID as of 2/28/2026, +68.83% return since KOID inception1
Jiangsu Hengli Hydraulic is a Chinese manufacturer of hydraulic components and systems, including cylinders, valves, pumps, and, more recently, screw-type linear actuators. Its emerging linear actuator products are viewed as core hardware for humanoid robots, converting rotational energy into precise linear motion for joints and load-bearing mechanisms.
As such, Hengli sits firmly in KOID’s humanoid body bucket, supplying actuators and motion subsystems to the broader humanoid value chain, particularly within China’s growing component ecosystem.
Conclusion
Humanoid robotics may still be in the early innings, but the companies powering the “brains” and “bodies” of these systems are already creating meaningful value across global markets, from critical materials and precision actuators to advanced motion control and thermal management. By focusing on this enabling component layer and by accessing innovators across the U.S., Europe, Japan, Korea, and China, KOID offers a differentiated, equal-weighted approach to gaining exposure to the humanoid robotics and embodied intelligence ecosystem.
This material is provided for informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security or investment product. The companies referenced represent holdings of the ETF at a point in time and are subject to change. Inclusion of a security should not be construed as an endorsement or indication of future performance.
High short-term performance from a limited number of the fund’s holdings is unusual, and investors should not expect such performance to be continued over the long term. Past performance does not guarantee future results.
For KOID standard performance, top 10 holdings, risks, and other fund information, please click here.
Citations:
- Portfolio weight data & company performance data from Bloomberg as of 2/28/2026.
- Data from the MP Materials website and its Q1 2024 earnings call transcript, retrieved 2/28/2026.
