%, annual growth of software spending across enterprises (CAGR)
Thematic investing
Capitalizing on the growth potential of transformative technologies
The Digital Innovations strategy capitalizes on the human ingenuity and technological innovation that are transforming business and reshaping the world around us.
- 9.6
- 25
%, share of robotics as a share of capital investments across industries
- 7
USD trillion, forecasted spending on cloud infrastructure through 2030
Why invest in digital innovation?
Recent developments in artificial intelligence (AI), digital health, nuclear fusion, and quantum computing demonstrate the pace of innovation is accelerating. In particular, AI progress continues undeterred by market turmoil as corporations and nations alike race to gain an edge. Advancements in automation and robotic technologies facilitate renewed efforts to reshore manufacturing. At the same time, rising geopolitical tensions place increased focus on security systems.
The next stack in digital innovation
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Outlook 2026: Innovation from promise to production
The Innovation Age enters a pivotal era where the promise of artificial intelligence is rapidly shifting from experimental pilots to scalable, revenue-generating solutions. While AI remains the focal point, its adoption has broadened well beyond the technology sector, driving a robotic renaissance, new healthcare innovations, and modern defense solutions. This wave of innovation offers a diverse landscape of opportunity—from the digital infrastructure powering these advancements to the software orchestrating the digital economy. Further, at technology’s frontier edge, new innovations are driving opportunities in quantum computing, nuclear energy, and space.
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.
Digital innovations are transforming business, they can do the same for your portfolio.
Digital Innovations D EUR
- performance ytd (31-1)
- -1.37%
- Performance 3y (31-1)
- 13.02%
- morningstar (31-1)
- SFDR (31-1)
- Article 8
- Dividend Paying (31-1)
- No
Past performance is no guarantee of future results. The value of the investments may fluctuate. Annualized (for periods longer than one year). Performances are net of fees and based on transaction prices.
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