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14 handpicked stocks

Bits To Atoms Innovators

These carefully selected companies are turning digital code into physical reality. Handpicked by our analysts, this collection features pioneers using AI, robotics, and 3D printing to revolutionize how we make things in the real world.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Compact interpretation of the basket's market capitalisation and investor takeaways.

Key Takeaways for Investors:
  • Large‑cap dominance tends to lower volatility, offering more stability and closer tracking of broader market movements.
  • Suitable as a core portfolio holding rather than a speculative position, for strategic, long‑term allocation.
  • Expect steady, long‑term growth rather than explosive short‑term gains; returns are likely moderate and gradual.
Total Market Cap
  • SYM: $41.27B

  • ADSK: $66.15B

  • DDD: $433.49M

  • Other

About This Group of Stocks

1

Our Expert Thinking

We've identified companies leading the next industrial revolution, where digital instructions transform into physical goods and automated services. These innovators are creating entirely new possibilities in manufacturing, construction, and logistics by bridging the gap between software and hardware.

2

What You Need to Know

This growth-oriented collection spans established pioneers and disruptive newcomers in robotics, machine vision, 3D printing, and specialized software. These companies benefit from increasing demand for resilient, localized supply chains and customized manufacturing capabilities.

3

Why These Stocks

We've selected companies with strong positioning in key enabling technologies that are essential to this transformation. Each is contributing unique expertise in areas like AI-powered robotics, advanced manufacturing, or industry-specific automation that helps convert digital designs into physical reality.

Why You'll Want to Watch These Stocks

🔄

The Digital-Physical Revolution

These companies are transforming how things get made. As industry shifts from traditional methods to smart, efficient digital-to-physical processes, early investors could see significant growth opportunities.

🏭

Reshaping Supply Chains

Major businesses are racing to build resilient, local supply networks after recent disruptions. These innovators provide the essential technology to make that possible, positioning them for potential explosive demand.

🤖

AI + Robotics Convergence

The maturing combination of artificial intelligence and advanced robotics is accelerating adoption of these technologies. Companies in this collection are at the forefront of this powerful tech convergence.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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