
The Physical AI Bottleneck: How Actuators May Stand to Benefit From the Humanoid Revolution
Wednesday, October 28, 2026 10:00 am - 11:00 am EDT
Please register below to attend this event
Event Details:
The Physical AI Bottleneck: How Actuators May Stand to Benefit From the Humanoid Revolution Wednesday, October 28, 2026 10:00 am - 11:00 am EDT
Behind every humanoid robot is a simple problem: how does it actually move? Actuators, the "muscles and joints" that convert AI commands into physical motion, account for an estimated 55% of humanoid hardware costs.1 We believe that as the race for humanoid robotics heats up, demand for these core components will grow, regardless of which robot makers or AI platforms come out on top.
The KraneShares Actuator ETF (Ticker: TORK) seeks to provide targeted exposure to companies supplying controllers, electric motors, reducers (precision gearboxes), sensors, joints, and complete actuator systems.
TORK is complimented by the Kraneshares Humanoid Robotics and Physical AI ETF (Ticker: KOID). KOID provides broad exposure to the humanoid robotics ecosystem, from companies that design and manufacture humanoid robots to their supply chains that provide key components for humanoids and embodied intelligence.
Join KraneShares CIO Brendan Ahern, Senior Investment Strategist Derek Yan, CFA, & Max Chen of Worldline Capital to discuss:
- Why we believe actuators represent a critical bottleneck for physical AI
- How motors, precision gearboxes, sensors, and controllers enable robots to perform complex and precise tasks
- China, Japan, South Korea, and Taiwan’s roles in the robotics supply chain
- Why KraneShares launched TORK and how it targets the actuator opportunity
- How TORK may complement broader humanoid robotics exposure through the KraneShares Global Humanoid Robotics and Physical AI Index ETF (Ticker: KOID)
- Live Q&A
Investors can submit questions by emailing [email protected]
1 CFP/CIMA Credit Available
Citation:
- TrendForce, “Humanoid Robots to Become the Next US-China Battleground,” February 24, 2025.
For TORK standard performance, top 10 holdings, risks, and other Fund information, please click here.
For KOID standard performance, top 10 holdings, risks, and other Fund information, please click here.




