Samsung Active Asset Management said on the 28th it will newly list the KoAct U.S. Robots Physical AI Active ETF, which invests across the U.S. robotics industry and the physical artificial intelligence (AI) value chain.
Physical AI refers to a form in which AI software, corresponding to the brain, is combined with robot hardware, corresponding to the body.
The newly listed ETF is an active ETF that invests 100% in the physical AI industry, and it plans to manage the portfolio by quickly capturing future physical AI technology trends and changes among industry-leading corporations. It also takes a strategy of concentrating investments in core corporations across all platforms where AI implements actual physical movement, without being limited to a specific type of robot.
In particular, this year and in 2027, many listings are scheduled for unlisted corporations that are leading advancements in physical AI technology, including Boston Dynamics, Figure AI, Anduril, Anthropic, and OpenAI. The explanation noted that, accordingly, strategies leveraging related momentum (upward drivers) are also considered promising. Owing to the nature of an active ETF, inclusion on the day of listing is possible.
Yang Hee-chang, a manager at Samsung Active Asset Management, said, "Major corporations are currently staking everything on securing physical data ahead of announcing 'general-purpose robot control technology,'" and added, "As Jensen Huang, Nvidia chief executive officer (CEO), noted that the robot industry's 'ChatGPT moment' is coming, we will focus our management capabilities on proactively identifying corporations that will lead the popularization of physical AI to generate excess returns."