← 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
Vaughan David Investments
Vaughan David Investments
Illinois
$38.4M +$288K 2 1.78% Increased
327
GCM
Gabalex Capital Management
New York
$38.3M +$3.71M 1 11.01% Increased
328
Jennison Associates
Jennison Associates
New York
$38.3M -$1.6M 1 0.04% Reduced
329
MIS
Morningstar Investment Services
Illinois
$38.2M -$2.14M 2 0.77% Reduced
330
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$38.1M -$498K 3 2.07% Reduced
331
Nichols & Pratt Advisers
Nichols & Pratt Advisers
Massachusetts
$38M -$632K 1 3.29% Reduced
332
Hermes Investment Management
Hermes Investment Management
United Kingdom
$38M -$11M 1 0.54% Reduced
333
Utah Retirement Systems
Utah Retirement Systems
Utah
$37.9M +$530K 6 0.8% Increased
334
John G. Ullman & Associates
John G. Ullman & Associates
New York
$37.9M +$3.38M 2 7.56% Increased
335
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$37.8M +$3.68M 2 3.67% Increased
336
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$37.6M -$1.05M 3 0.22% Reduced
337
Cincinnati Insurance
Cincinnati Insurance
Ohio
$37.6M $0 1 1.08% Maintained
338
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$37.3M -$3.18M 1 0.33% Reduced
339
Swiss Life Asset Management
Swiss Life Asset Management
$37.3M -$1.01M 3 0.83% Reduced
340
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$37M +$2.94M 5 0.44% Increased
341
BOK Financial
BOK Financial
Oklahoma
$36.9M -$449K 6 1.02% Reduced
342
PIA
Piedmont Investment Advisors
North Carolina
$36.9M -$1.81M 4 0.74% Reduced
343
WI
Wafra Inc
New York
$36.9M -$8.2M 3 1.68% Reduced
344
Keeley-Teton Advisors
Keeley-Teton Advisors
Illinois
$36.7M -$8.81M 3 2.24% Reduced
345
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$36.6M +$1.56M 3 0.86% Increased
346
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$36.5M +$5.94M 1 1.4% Increased
347
Bain Capital Public Equity Management
Bain Capital Public Equity Management
Massachusetts
$36.4M -$19.7M 1 2.64% Reduced
348
Alleghany Corporation
Alleghany Corporation
New York
$36.2M -$129K 1 1.07% Reduced
349
Renaissance Group
Renaissance Group
Kentucky
$36M -$2.63M 1 1.22% Reduced
350
Woodley Farra Manion Portfolio Management
Woodley Farra Manion Portfolio Management
Indiana
$35.9M -$6.17K 1 3.94% Reduced