How to invest in humanoid robotics, the potential $5 trillion market that’s straight out of science fiction
In a recent Business Insider article, Alex Nicoll took a deep dive into the current investment landscape for humanoid robotics, highlighting KOID as the largest diversified humanoid ETF1 and the go-to vehicle for investors looking to get ahead of what Morgan Stanley projects could be a $5 trillion market by 2050.2
KraneShares CIO Brendan Ahern made the case to Nicoll that the opportunity is already unfolding in real time, citing firsthand observations across Asia: robotic baggage handlers in Japanese airports, driverless wheelchairs, and robotic waiters in Hong Kong, as early proof that humanoid robots are moving from concept to reality.
"This will be a global phenomenon," Brendan said.
Diversification does not ensure a profit or guarantee against a loss.
This material contains the author's opinion. It is provided for informational purposes only and should not be regarded as investment advice or a recommendation of specific securities.
For KOID's standard performance, top 10 holdings, risks, and other fund information, please click here.
Citations:
- "Humanoids: 1bn Robots and $5tn Revenues by 2050, China is in Pole Position," Morgan Stanley Research, 4/28/2025.
- Data from Bloomberg as of 7/28/26.
