← 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
Institutional Capital
Institutional Capital
Illinois
$197M +$57.3M 1 2.41% Increased
102
Ruffer LLP
Ruffer LLP
United Kingdom
$195M +$2.48M 3 8.86% Increased
103
Axa
Axa
France
$193M -$19.4M 5 0.86% Reduced
104
MC
Montag & Caldwell
Georgia
$190M -$13.4M 1 3.87% Reduced
105
GE
General Electric
Ohio
$187M -$37.1M 2 0.98% Reduced
106
Fisher Asset Management
Fisher Asset Management
Washington
$173M -$901K 6 0.32% Reduced
107
BlackRock Japan
BlackRock Japan
Japan
$173M -$8.19M 7 0.62% Reduced
108
HSBC Holdings
HSBC Holdings
United Kingdom
$169M -$545K 6 0.47% Reduced
109
Stifel Financial
Stifel Financial
Missouri
$166M +$17.9M 7 0.77% Increased
110
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$165M +$29.7M 7 0.84% Increased
111
Glenmede Trust
Glenmede Trust
Pennsylvania
$165M -$6.87M 7 1% Reduced
112
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$164M -$2.6M 8 1.36% Reduced
113
STRS Ohio
STRS Ohio
Ohio
$163M -$12.9M 4 0.72% Reduced
114
ABC
Anchor Bolt Capital
Illinois
$159M -$1.95M 1 5.54% Reduced
115
Raymond James & Associates
Raymond James & Associates
Florida
$158M +$10.2M 7 0.49% Increased
116
Epoch Investment Partners
Epoch Investment Partners
New York
$154M +$3.38M 3 0.58% Increased
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$154M -$11.2M 7 0.62% Reduced
118
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$153M -$49.1M 3 0.32% Reduced
119
Jensen Investment Management
Jensen Investment Management
Oregon
$151M -$1.81M 1 2.34% Reduced
120
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$147M -$49M 7 0.49% Reduced
121
First Eagle Investment Management
First Eagle Investment Management
New York
$146M +$23.4M 1 0.37% Increased
122
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$145M +$2.02M 6 0.98% Increased
123
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$144M +$36.7M 6 1.12% Increased
124
Capital International Investors
Capital International Investors
California
$142M -$89.4M 1 0.21% Reduced
125
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$139M +$34.1M 3 0.44% Increased