%, 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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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.
