← 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
501	PCM Portolan Capital Management Boston, Massachusetts	$32.8M	+$17.5M	1	1.23%	Increased
502	PCP P2 Capital Partners New York	$32.7M	$0	1	13.31%	Maintained
503	NCM Novare Capital Management Charlotte, North Carolina	$32.6M	-$6.71M	2	2.31%	Reduced
504	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$32.5M	-$2.09M	1	0.25%	Reduced
505	EC E20 Capital Hong Kong,	$32.4M	+$2.28M	1	2.61%	Increased
506	Cambiar Investors Denver, Colorado	$32.3M	-$27.1M	2	1.4%	Reduced
507	New York Life Investment Management New York	$32.3M	-$20.6M	5	0.23%	Reduced
508	SCM Stanley Capital Management Houston, Texas	$31.8M	$0	1	4.22%	Maintained
509	BG BDF Gestion Paris, France	$31.3M	-$1.9M	2	4.19%	Reduced
510	Mediolanum International Funds Dublin 1, Ireland	$31.2M	-$19.3M	5	0.27%	Reduced
511	Stephens Inc Little Rock, Arkansas	$30.6M	-$2.45M	6	0.34%	Reduced
512	Shelton Capital Management Denver, Colorado	$30.6M	-$2.65M	7	0.57%	Reduced
513	Zacks Investment Management Chicago, Illinois	$30.5M	+$151K	4	0.22%	Increased
514	ASR Vermogensbeheer Utrecht, Netherlands	$30.4M	-$2.74M	3	0.31%	Reduced
515	Anchor Capital Advisors Boston, Massachusetts	$30.1M	+$15.4M	1	0.85%	Increased
516	JC Jacobs & Co San Francisco, California	$30.1M	-$705K	3	2.58%	Reduced
517	SJIC St. James Investment Company Southlake, Texas	$30M	-$10.7M	2	4.76%	Reduced
518	BG Bollard Group Boston, Massachusetts	$29.8M	-$858K	2	0.91%	Reduced
519	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$29.8M	-$75.3M	1	0.19%	Reduced
520	Trexquant Investment Stamford, Connecticut	$29.6M	-$103M	3	0.17%	Reduced
521	Paradigm Capital Management Inc Albany, New York	$29.5M	+$2.7M	2	0.8%	Increased
522	Vestmark Advisory Solutions Wakefield, Massachusetts	$29.5M	-$3.18M	6	0.28%	Reduced
523	ALPS Advisors Denver, Colorado	$29.4M	-$2.12M	6	0.14%	Reduced
524	Modera Wealth Management Westwood, New Jersey	$29.1M	-$2.06M	3	0.31%	Reduced
525	Capital Investment Advisors Atlanta, Georgia	$29.1M	-$22.4M	4	0.38%	Reduced