← 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
351	JGUA John G. Ullman & Associates Corning, New York	$25.1M	+$2.11M	2	5.16%	Increased
352	Douglas Lane & Associates New York	$25.1M	-$910K	2	0.72%	Reduced
353	Nomura Holdings Tokyo, Japan	$25M	+$14.9M	4	0.08%	Increased
354	RC Randolph Company Cincinnati, Ohio	$24.7M	$0	1	6.35%	Maintained
355	MAM Marketfield Asset Management New York	$24.5M	+$6.2M	2	1.07%	Increased
356	LM Luminus Management Houston, Texas	$24.5M	-$13.9M	1	0.71%	Reduced
357	DIA Denver Investment Advisors Denver, Colorado	$24.4M	-$686K	3	1.1%	Reduced
358	Mutual of America Capital Management New York	$24.2M	+$1.39M	6	0.52%	Increased
359	TU TDAM USA Toronto, Ontario, Canada	$24.2M	-$845K	3	1.19%	Reduced
360	CCI Columbus Circle Investors	$24.2M	+$16.5M	1	0.24%	Increased
361	GD Grandfield & Dodd New York	$24.1M	+$437K	3	3.38%	Increased
362	Synovus Financial Columbus, Georgia	$24.1M	+$121K	6	0.56%	Increased
363	ACP Ashfield Capital Partners San Francisco, California	$24M	+$1.3M	3	1.93%	Increased
364	NIM Northeast Investment Management Boston, Massachusetts	$23.8M	+$405K	2	2.39%	Increased
365	DCM Dupont Capital Management Wilmington, Delaware	$23.6M	+$367K	3	0.53%	Increased
366	VIP Vantage Investment Partners Kansas City, Missouri	$23.6M	+$5.67M	2	2.46%	Increased
367	NI Nuance Investments Kansas City, Missouri	$23.5M	+$1.94M	1	2.43%	Increased
368	MSA Mason Street Advisors Milwaukee, Wisconsin	$23.5M	+$270K	7	0.68%	Increased
369	Swiss Life Asset Management Zurich,	$23.4M	-$848K	2	0.96%	Reduced
370	Oppenheimer & Co New York	$23.3M	+$1.59M	5	0.7%	Increased
371	GCM Gabalex Capital Management New York	$23.3M	+$17.2M	1	8.48%	Increased
372	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$23M	-$2M	4	0.53%	Reduced
373	BCM Barometer Capital Management Toronto, Ontario, Canada	$22.1M	+$480K	1	2.19%	Increased
374	RAM RWC Asset Management London, United Kingdom	$22.1M	+$3.34M	1	1.4%	Increased
375	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$22.1M	+$21.1M	1	1.29%	New