From Optimus to Atlas: Meet the Robots Behind HUMN

Humanoid robots are moving rapidly from science fiction to the factory floor. Aided by breakthroughs in artificial intelligence and precise materials development, humanoid robots are increasingly being developed for real-world tasks. They are poised to assist in warehouse logistics, automotive assembly, home assistance, and disaster response.

Morgan Stanley estimates the market for humanoid robotics could reach $5 trillion by 2030. As capital flows into this next frontier of automation, the companies positioned to supply, build, or deploy humanoid robots could benefit from decades of exponential growth. The Roundhill Humanoid Robotics ETF (HUMN) offers targeted exposure to the firms leading this evolution.

Below, we highlight key constituents of HUMN producing their own humanoid robots and explain how each robot will reshape the modern day labor force.

Tesla, Inc. 

• Tesla’s humanoid robot initiative Optimus is poised to become one of the most recognizable humanoid robots in the world. Optimus aims to handle factory tasks, specifically those that are repetitive or unsafe for human workers.
• Tesla is already using prototypes in its own production lines, with a vision to expand into home and consumer applications down the line.
• What sets Tesla apart is its ability to train Optimus using the same AI backbone that powers Full Self-Driving, along with its massive in-house manufacturing capacity.

Tesla’s Optimus

UBTech Robotics

• UBTech’s flagship humanoid, Walker X, can pour tea, carry items, and interact using facial and voice recognition, positioning it as a smart home companion.
• The company is targeting a wide range of markets, from household robotics to customer service roles like hotel reception and retail assistance.
• UBTech is one of the few companies to demonstrate consistent iteration in humanoid hardware and AI, with commercial models already shown at CES and other global tech shows.

UBTech’s Walker X

Shenzhen Dobot Corp.

• Atom is capable of handling delicate items (like placing cherries or toasting bread) and performing over 100 complex tasks using its five‑fingered hands, and its straight-knee walking reduces energy use and allows it to navigate tight spaces.
• Building on its legacy in industrial robotic arms, Dobot is piloting Atom in real-world settings, such as car assembly, coffee shops, pharmacies. Dobot is targeting mass production by mid‑2025 at a price point (27.5k USD), which is an accessible entry for service and industrial robotics.

Shenzhen Dobot Atom

XPeng, Inc. 

• XPeng’s robotics division unveiled PX5, a humanoid capable of navigating stairs, recognizing humans and pets, and performing household tasks. It’s designed to eventually become a fully autonomous in-home assistant.
• XPeng’s edge lies in transferring its autonomous driving know-how from vehicles into robotics, giving PX5 a high-performance perception and decision-making capabilities.

XPeng’s PX5

Xiaomi Corporation

• Xiaomi’s CyberOne is an emotion-sensing humanoid with flexible limbs and a human-like form factor.
• CyberOne is a glimpse into Xiaomi’s broader vision of integrating robotics into its IoT product ecosystem, despite still being in early-stages of development.
• The company’s hardware efficiency and ability to scale fast in consumer markets will give it an advantage when humanoids go mass-market.

Xiaomi CEO Lei Jun with CyberOne

Hyundai Motor Co. 

• Through its 2021 acquisition of Boston Dynamics, Hyundai now owns Atlas, one of the most advanced humanoid robots in the world, capable of parkour, acrobatics, and complex mobility.
• Hyundai sees robotics as a pillar of its future mobility strategy, linking humanoid robots with autonomous cars and smart logistics.

Boston Dynamics’s Atlas

Rainbow Robotics 

• Rainbow Robotics built HUBO, a humanoid robot that’s been featured in everything from disaster drills to university research.
• It has recently expanded into service robotics, including development for factory floor automation and remote inspection tasks.
• Backed by KAIST and recently invested in by Samsung, Rainbow is one of the few public companies with a sole focus on full-body humanoids.

Rainbow Robotics HUBO

Hexagon

• Hexagon recently unveiled AEON, a full-size humanoid robot built for industry, combining advanced locomotion, AI-based spatial intelligence, and Hexagon’s own world-class sensor and measurement tech.
• AEON is currently being piloted in real-world industrial environments, conducting tasks such as asset inspection, reality capture, and machine tending.
• What sets Hexagon apart is its ability to integrate precise sensor systems, digital twins, and AI navigation, creating a humanoid that can autonomously perceive spaces and even swap its own batteries to enable continuous operation.

Hexagon’s AEON

Conclusion

Humanoid robotics represents one of the most ambitious and transformative spaces in technology today. The companies featured in the Roundhill Humanoid Robotics ETF (HUMN) are driving innovation to define what the next generation of intelligent machines will look like, move like, and think like.

HUMN also offers the ability to invest in international humanoid robotics that most investors cannot access via the US stock market. From precision gear manufacturers in Japan to humanoid builders in Korea, these constituents reflect the global and multidisciplinary nature of this emerging industry.

If you are interested in learning more about HUMN, please check out our Intro to HUMN blog here: https://blog.roundhillinvestments.com/introducing-humn-humanoid-robotics-etf

Disclosures

Investors should consider the investment objectives, risk, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about Roundhill ETFs please call 1-855-561-5728 or visit the website at www.roundhillinvestments.com/etf/HUMN. Read the prospectus or summary prospectus carefully before investing.

Some of the companies listed in this blog may be held in the fund.  Fund holdings are subject to change. The fund's top holdings can be found at www.roundhillinvestments.com/etf/HUMN.

Humanoid Robotics Companies Risk. The Fund invests in Humanoid Robotics Companies, which may have limited product lines, markets, financial resources, or personnel and are subject to the risks of changes in business cycles, world economic growth, technological progress, and government regulation. These companies are also heavily dependent on intellectual property rights, and challenges to or misappropriation of such rights could have a material adverse effect on such companies. Securities of Humanoid Robotics Companies tend to be more volatile than securities of companies that rely less heavily on technology. Humanoid Robotics Companies typically engage in significant amounts of spending on research and development, and rapid changes to the field could have a material adverse effect on a company's operating results. Additionally, the development and commercialization of fully-functional humanoid robots involve complex and evolving technologies, which may face unforeseen technical challenges, regulatory hurdles, and market acceptance issues. As a result, investments in Humanoid Robotics Companies may be subject to higher levels of risk and volatility.

Consumer Discretionary Sector Risk. Consumer discretionary companies, such as retailers, media companies and consumer services companies, provide non-essential goods and services. These companies manufacture products and provide discretionary services directly to the consumer, and the success of these companies is tied closely to the performance of the overall domestic and international economy, interest rates, competition and consumer confidence. Success depends heavily on disposable household income and consumer spending. Changes in demographics and consumer tastes can also affect the demand for, and success of, consumer discretionary products in the marketplace.

Emerging Markets Risk. The Fund’s investments in China may be subject to a greater risk of loss than investments in more developed markets. Emerging markets may be more likely to experience inflation, political turmoil and rapid changes in economic conditions than more developed markets. Emerging markets often have less uniformity in accounting and reporting requirements, unreliable securities valuation and greater risk associated with custody of securities.

Information Technology Companies Risk. Information technology companies face intense competition, both domestically and internationally, which may have an adverse effect on profit margins. Like other technology companies, information technology companies may have limited product lines, markets, financial resources or personnel. The products of information technology companies may face obsolescence due to rapid technological developments, frequent new product introduction, unpredictable changes in growth rates and competition for the services of qualified personnel. Companies in the information technology sector are heavily dependent on patent and intellectual property rights. The loss or impairment of these rights may adversely affect the profitability of these companies. Information technology companies are facing increased government and regulatory scrutiny and may be subject to adverse government or regulatory action.

Concentration Risk. The Fund is concentrated in the industry or group of industries comprising the health care sector. The Fund may be susceptible to an increased risk of loss, including losses due to adverse events that affect the Fund’s investments more than the market as a whole, to the extent that the Fund’s investments are concentrated in the securities and/or other assets of a particular issuer or issuers, country, group of countries, region, market, industry, group of industries, sector, market segment or asset class.

New Fund Risk. The Fund is a recently organized investment company with a limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decision.

Roundhill Financial Inc. serves as the investment advisor. The Funds are distributed by Foreside Fund Services, LLC which is not affiliated with Roundhill Financial Inc., U.S. Bank, or any of their affiliates.