← 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
101	Westwood Holdings Group Dallas, Texas	$198M	+$27M	2	1.56%	Increased
102	First Manhattan New York	$197M	+$2.8M	4	1.14%	Increased
103	Nordea Investment Management Stockholm, Sweden	$194M	+$94.8M	5	0.78%	Increased
104	USAA United Services Automobile Association San Antonio, Texas	$193M	-$15.6M	7	0.7%	Reduced
105	Harding Loevner Bridgewater, New Jersey	$185M	-$1.94M	1	1.37%	Reduced
106	Ninety One (UK) London, United Kingdom	$177M	+$326K	2	1.04%	Increased
107	STRS Ohio Columbus, Ohio	$173M	+$1.43M	4	0.76%	Increased
108	MAM Marketfield Asset Management New York	$168M	-$30.1M	1	1.59%	Reduced
109	Silvercrest Asset Management New York	$168M	+$10M	3	2.6%	Increased
110	MTB Mizuho Trust & Banking Tokyo, Japan	$165M	-$8.35M	3	0.62%	Reduced
111	Saturna Capital Bellingham, Washington	$158M	-$1.43M	5	4.23%	Reduced
112	Glenview Capital Management New York	$154M	+$94.9M	1	0.81%	Increased
113	Fifth Third Bancorp Cincinnati, Ohio	$152M	-$381K	10	1.38%	Reduced
114	Guggenheim Capital Chicago, Illinois	$150M	+$45.5M	7	0.36%	Increased
115	KeyBank National Association Cleveland, Ohio	$150M	-$4.51M	6	1.03%	Reduced
116	NFA Nationwide Fund Advisors Columbus, Ohio	$149M	+$6.26M	11	0.63%	Increased
117	BlackRock Japan Tokyo, Japan	$149M	+$11.1M	5	0.64%	Increased
118	Public Employees Retirement Association of Colorado Denver, Colorado	$148M	-$965K	8	1.27%	Reduced
119	Sit Investment Associates Minneapolis, Minnesota	$145M	+$8.69M	3	2.53%	Increased
120	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$144M	-$2.24M	2	0.86%	Reduced
121	Credit Agricole Montrouge Cedex, France	$141M	-$25.5M	6	0.6%	Reduced
122	Flossbach Von Storch Cologne, Germany	$141M	+$34.9M	1	3.06%	Increased
123	Bahl & Gaynor Cincinnati, Ohio	$141M	+$3.15M	3	2.1%	Increased
124	Waddell & Reed Financial Overland Park, Kansas	$140M	-$42.3M	3	0.19%	Reduced
125	Swiss National Bank Zurich, Switzerland	$138M	-$2.54M	8	0.53%	Reduced