I've been using this drawdown to build my 'Physical AI' basket because as AI moves into the real world I think some of biggest opportunities will come from companies developing the sensing & computing tech behind robotics, industrial automation & defense.
Here's where I've been building exposure:
• $VPG gives machines a sense of touch
• $OUST gives them the ability to see in 3D
• $AMBQ helps them run AI longer on battery power
• $OSS gives them computing power to operate without the cloud