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Thematic investing
Digital Innovations
Capitalizing on the digital transformation of enterprise and industry
The Digital Innovations strategy capitalizes on the human ingenuity and technological innovation that are transforming business and reshaping the world around us.
%, annual growth of software spending across enterprises (CAGR)
%, share of robotics as a share of capital investments across industries
USD trillion, forecasted spending on cloud infrastructure through 2026
Why invest in digital innovation?
Today, a wave of innovation across artificial intelligence, cloud computing, cyber security, semiconductors, software, internet connected devices and robotics provide accelerated growth opportunities. These technologies arrive at a time when enterprise and industry urgently seek new sources of competitive advantage and greater efficiency. Moreover, production bottlenecks, labor shortages, geopolitics, and related reshoring efforts have driven renewed interest in robotics and automation.
Innovation’s new golden age
AI shows no signs of slowing as it expands across the economy. From drug discovery in the lab and agile robotics in the factory, to customizable automation for enterprises of all stripes, generative AI is eliminating slack, accelerating productivity, and reducing costs in diverse sectors.
Powering AI also requires intense investments in hyper-efficient chips, servers, networking equipment and even cooling systems that keep energy needs in check. Cybersecurity will also be a growth theme to protect public and private assets and infrastructure. To stay focused we borrow from the playbook of past tech cycles, investing in makers of foundational technologies with unique applications.
The strategy
The Robeco Digital Innovations strategy seeks to capture the value creation potential derived from companies supplying foundational technology and enabling the modernization of enterprise and industry. The investment universe spans semiconductors, computing hardware, cloud infrastructure, cybersecurity, software, robotics, precision engineering, and information technology services.
