Institutional 50-constituent investable index tracking pure-play humanoid OEMs (30%) and critical tier-1 supply chain enablers (70%) with a strict 4.5% individual weight cap.
| Ticker | Company Name | Country | Sector | Index Weight | Market Cap ($B) | YTD Return | Critical Sub-assembly Role |
|---|---|---|---|---|---|---|---|
| TSLA | Tesla Inc. | United States | PURE_PLAY_OEM | 4.5% | $780.5B | +28.4% | Optimus Humanoid OEM, End-to-end neural network autonomy, Dojo compute |
| 9880.HK | UBTECH Robotics Corp Ltd | China | PURE_PLAY_OEM | 4.5% | $6.8B | +54.2% | Walker S1 Industrial Humanoid OEM, Auto manufacturing deployment |
| 277810.KQ | Rainbow Robotics | South Korea | PURE_PLAY_OEM | 4.5% | $3.2B | +42.1% | RB-Y1 Biped / Mobile Humanoid, Samsung cleanroom logistics |
| 6954.T | Fanuc Corporation | Japan | PURE_PLAY_OEM | 4.5% | $32.4B | +16.5% | Industrial automation OEM, Servo actuators, CNC robotics cells |
| 6506.T | Yaskawa Electric Corporation | Japan | PURE_PLAY_OEM | 4.2% | $11.2B | +18.2% | Motoman dual-arm robotic systems, Sigma-7/X servo drives |
| 9868.HK | XPENG Inc. | China | PURE_PLAY_OEM | 4.0% | $12.8B | +36.8% | Iron Humanoid OEM, Turing on-device AI neural silicon |
| 454910.KS | Doosan Robotics Inc. | South Korea | PURE_PLAY_OEM | 3.8% | $4.6B | +31.4% | Collaborative robotics & industrial humanoid assembly systems |
| 000333.SZ | Midea Group (KUKA Robotics) | China | PURE_PLAY_OEM | 4.0% | $68.5B | +22.0% | KUKA industrial robot arms, smart factory mobile humanoids |
| 688169.SH | Beijing Roborock Technology | China | PURE_PLAY_OEM | 2.8% | $5.4B | +19.5% | Embodied navigation algorithms, bimanual household robot pilots |
| 300024.SZ | Siasun Robot & Automation | China | PURE_PLAY_OEM | 2.5% | $3.8B | +24.1% | Apollo industrial humanoid and AMR logistics fleets |
| 603658.SH | Efort Intelligent Robot | China | PURE_PLAY_OEM | 1.8% | $1.9B | +28.6% | Lightweight articulated robot arms and bipedal joint modules |
| 002747.SZ | Estun Automation Co. | China | PURE_PLAY_OEM | 2.2% | $2.6B | +21.0% | AC servo systems, full-motion humanoid controller algorithms |
| 005380.KS | Hyundai Motor Company | South Korea | PURE_PLAY_OEM | 3.5% | $48.0B | +26.5% | Parent of Boston Dynamics, Atlas manufacturing customer & investor |
| 688007.SH | Appotronics Corporation | China | PURE_PLAY_OEM | 1.6% | $1.8B | +15.2% | Laser display and LiDAR optical engines for bipedal vision |
| 7012.T | Kawasaki Heavy Industries | Japan | PURE_PLAY_OEM | 2.5% | $8.5B | +48.0% | Kaleido & Bex heavy disaster response humanoids |
| 6324.T | Harmonic Drive Systems | Japan | ACTUATOR_HARMONIC | 4.5% | $3.9B | +38.2% | Global gold standard strain wave gear reducers for humanoid joints |
| 688017.SH | Leader Harmonious Drive | China | ACTUATOR_HARMONIC | 4.5% | $4.2B | +46.5% | Harmonic speed reducers with 40%+ market share in domestic humanoid joints |
| 6268.T | Nabtesco Corporation | Japan | ACTUATOR_HARMONIC | 3.5% | $2.8B | +14.8% | Precision cycloidal RV reducers for high-torque humanoid waist/hip joints |
| 6861.T | Keyence Corporation | Japan | SENSOR_VISION | 4.5% | $110.5B | +15.6% | High-speed machine vision sensors, displacement sensors, laser encoders |
| 6594.T | Nidec Corporation | Japan | MOTOR_POWER | 4.0% | $26.5B | +12.4% | High-torque density frameless brushless DC motors for robot limbs |
| 6762.T | TDK Corporation | Japan | SENSOR_VISION | 3.5% | $24.2B | +42.0% | TMR magnetic angle encoders, 6-axis IMUs, MEMS microphones |
| 002050.SZ | Zhejiang Sanhua Intelligent Controls | China | ACTUATOR_HARMONIC | 4.2% | $14.6B | +34.5% | Linear electromechanical actuators and rotary actuators for Tesla Optimus |
| 002472.SZ | Zhejiang Shuanghuan Driveline | China | ACTUATOR_HARMONIC | 2.6% | $3.1B | +29.2% | High-precision planetary gear assemblies and reducer components |
| 6471.T | NSK Ltd. | Japan | ACTUATOR_HARMONIC | 2.2% | $3.2B | +11.2% | Precision ball screws and crossed roller bearings for biped knee joints |
| 6472.T | NTN Corporation | Japan | ACTUATOR_HARMONIC | 1.5% | $1.4B | +8.5% | Miniature precision angular contact bearings for humanoid hand fingers |
5 physical components that dictate unit economics, lead times, and mass manufacturability.
Licensed under CC BY 4.0. Permitted for institutional robotics research, financial valuation, and search engine citation.
Cross-referenced actuarial intelligence across physical AI, compute infrastructure, and autonomous markets.
Robotaxis, eVTOL flight certifications, heavy autonomous freight corridors, and NHTSA safety telemetry.
Data leakage observatory, benchmark saturation health scores, test-time compute deltas, and SWE-bench Pro.
Gigawatt datacenter campuses, 500kV step-up transformer lead times, and RTO grid interconnection queues.
Empirical reasoning leaderboard, Vision-Language-Action (VLA) foundation models, and embodied physical policies.
Actuarial replacement projections across 500+ occupation categories, manufacturing wage arbitrage, and labor costs.
Underwriting models, robotics physical liability registries, autonomous collision insurance, and downtime risk.
Pure-play AI infrastructure equities, enterprise software multiples, semiconductor foundries, and robotics capital.
Autonomous software engineering agents, robotic simulation stacks, teleoperation tooling, and inference engines.
Direct actuarial answers targeting commercial deployments, retail prices, reality gap audits, and index rules.
Figure 03 (Figure AI / BMW Spartanburg facility) and Agility Digit (Amazon Fulfillment & GXO Logistics) lead in cumulative verified unattended factory shift hours (>1,850 and >2,400 hours respectively). While Tesla Optimus has high internal deployment at Giga Texas and Fremont, third-party audited multi-shift continuous duty without safety stops is highest for Figure 03 and Agility Digit.
The Humanoid Reality Gap is the quantifiable divergence between orchestrated, speed-boosted demo videos and continuous autonomous multi-hour factory shifts. AKI calculates teleoperation penalties by auditing latency variance in micro-adjustments, operator station telemetry feeds, and human intervention logs (MTBI - Mean Time Between Interventions).
The AKIHUM50™ index is an institutional equity benchmark tracking 50 global companies powering the physical robotics revolution. It allocates 30% to pure-play robotics OEMs and 70% to tier-1 supply chain leaders (harmonic speed reducers, frameless brushless DC torque motors, six-axis F/T sensors, and spatial computing SoCs). To prevent single-stock concentration risk, every constituent is strictly capped at a 4.5% weighting.
Unitree Robotics offers the Unitree G1 starting at an MSRP of $16,000, making it the most accessible research-grade bipedal humanoid available worldwide. Other commercial platforms range from $35,000 (Booster Robotics T1) to over $150,000 (Boston Dynamics Electric Atlas and Apptronik Apollo).
Electric Atlas boasts the highest single-arm dynamic payload capacity (25 kg) with an all-electric high-torque rotary actuator architecture. Figure 03 features custom 16-DoF high-dexterity tactile hands engineered for sub-millimeter sheet metal manipulation. Tesla Optimus Gen 3 features 22-DoF tactile hands with fore-arm integrated tendon-driven actuators designed for high-mix automotive assembly.
Harmonic Drive strain wave reducers (Harmonic Drive SE, Leaderdrive) face an 8-month lead time, followed by frameless hollow-shaft BLDC torque motors, multi-axis tactile fingertip sensors, and high-discharge solid-state battery packs capable of 4+ hours of continuous bipedal walking.