← 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
151
Ninety One (UK)
Ninety One (UK)
United Kingdom
$121M -$51.7M 2 0.6% Reduced
152
Hamlin Capital Management
Hamlin Capital Management
New York
$120M -$16.8M 2 5.06% Reduced
153
Cincinnati Financial Corp
Cincinnati Financial Corp
Ohio
$118M $0 1 5.76% Maintained
154
Baird Financial Group
Baird Financial Group
Wisconsin
$117M +$25.4M 4 0.95% Increased
155
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$117M -$2.2M 7 0.66% Reduced
156
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$117M -$16.5M 4 2.41% Reduced
157
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$114M +$66.3M 1 0.64% Increased
158
Silvercrest Asset Management
Silvercrest Asset Management
New York
$113M -$1.05M 4 1.21% Reduced
159
Alkeon Capital Management
Alkeon Capital Management
New York
$112M -$1.89M 1 1.93% Reduced
160
MC
Montag & Caldwell
Georgia
$111M -$30.4M 1 3.17% Reduced
161
SCCM
Schafer Cullen Capital Management
New York
$110M -$3.26M 2 1.42% Reduced
162
National Pension Service
National Pension Service
South Korea
$108M +$2.78M 3 0.72% Increased
163
MVIP
Mar Vista Investment Partners
California
$108M -$12.3M 1 4.51% Reduced
164
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$107M -$9.66M 3 0.98% Reduced
165
PointState Capital
PointState Capital
New York
$107M +$105M 1 1.11% New
166
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$107M +$18.6M 5 0.28% Increased
167
Boston Partners
Boston Partners
Massachusetts
$106M -$156M 3 0.14% Reduced
168
Sterling Capital Management
Sterling Capital Management
North Carolina
$106M -$14M 5 0.99% Reduced
169
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$105M -$15.6M 3 0.37% Reduced
170
Two Sigma Investments
Two Sigma Investments
New York
$103M -$21.6M 5 0.35% Reduced
171
M&T Bank
M&T Bank
New York
$102M -$1.88M 7 0.62% Reduced
172
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$101M +$44M 3 0.22% Increased
173
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$98M +$2.44M 1 1.16% Increased
174
BB&T Securities
BB&T Securities
Virginia
$97.3M -$3.85M 3 1.33% Reduced
175
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$97.3M -$1.25M 8 0.67% Reduced