MFebruary6,202511:00AMGMTGlobalFoundationHumanoidsMorganStanley&Co.LLC+1212761-1726+1212761-6028TheHumanoid100:MappingAdamJonas,CFA+8522239-7821theHumanoidRobotValue+1212761-6071ChainEquityAnalyst+1212761-4507Adam.Jonas@morganstanley.comThephysicalembodimentofAItouchesa$60tnTAM,globalGDP,andthemeaningofwork.MorganStanleypresentstheWilliamJTackett"Humanoid100"—aglobalmappingofequitiesacrossarangeofsectorsandregionsthatmayhaveanimportantroleinResearchAssociatebringingrobotsfromthelabtoyourlivingroom.William.Tackett@morganstanley.comMMorganStanleyAsiaLimited+AsGenAIcontinuestomigratefromthedigitalworld(bits/bytes)tothephysicalShengZhongworld(atoms/photons)i...
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