← All themes Robotics & Automation

Industrial Automation

Industrial automation covers the controllers, drives, and robot arms that run factories and process plants. Orders follow manufacturing capital spending, which makes the group a clean read on industrial confidence.

16 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
326
BWC
Blue Whale Capital
United Kingdom
$73.9M -$22.2M 1 2.34% Reduced
327
Welch & Forbes
Welch & Forbes
Massachusetts
$73.8M -$1.27M 5 0.9% Reduced
328
Sanctuary Advisors
Sanctuary Advisors
Indiana
$73.7M -$12.5M 7 0.34% Reduced
329
LBP AM
LBP AM
France
$73.6M +$8.1M 4 0.74% Increased
330
Swiss Life Asset Management
Swiss Life Asset Management
$73.3M -$10.7M 7 0.3% Reduced
331
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$73.2M +$15.5M 4 0.83% Increased
332
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$72.9M -$8.28M 7 0.5% Reduced
333
Moore Capital Management
Moore Capital Management
New York
$72.8M +$64M 2 1.08% New
334
&Partners
&Partners
Tennessee
$72.8M -$2.89M 7 0.3% Reduced
335
AGF Management
AGF Management
Ontario, Canada
$72.3M -$141M 4 0.28% Reduced
336
PensionDanmark
PensionDanmark
Denmark
$72.2M +$16.9M 4 0.6% Increased
337
CRM
Cramer Rosenthal McGlynn
Connecticut
$71.9M +$11.1M 1 3.64% Increased
338
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$71.4M -$20.1M 7 0.35% Reduced
339
ORIO
Old Republic International (ORI)
Illinois
$71.4M $0 1 2.68% Maintained
340
BAM
Berkshire Asset Management
Pennsylvania
$71.2M -$22.4M 2 2.79% Reduced
341
Oppenheimer & Co
Oppenheimer & Co
New York
$70.6M -$8.52M 6 0.75% Reduced
342
FFH
Fairfax Financial Holdings
Ontario, Canada
$70.5M $0 1 2.67% Maintained
343
MAI Capital Management
MAI Capital Management
Ohio
$70.1M -$11.5M 5 0.26% Reduced
344
Amalgamated Bank
Amalgamated Bank
New York
$69.6M -$11.5M 7 0.48% Reduced
345
Guggenheim Capital
Guggenheim Capital
Illinois
$68.5M -$9.51M 5 0.43% Reduced
346
Parnassus Investments
Parnassus Investments
California
$68.1M -$2.04M 2 0.18% Reduced
347
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$68M -$1.1M 3 0.47% Reduced
348
Hood River Capital Management
Hood River Capital Management
Florida
$67.9M +$19.9M 1 0.49% Increased
349
Welch Group
Welch Group
Alabama
$67.3M -$1.71M 2 2.3% Reduced
350
RNC Capital Management
RNC Capital Management
California
$66.5M -$767K 3 2.74% Reduced