Theme
Industrial automation
Robots and control systems already deployed at scale in factories, warehouses, and logistics.
Before humanoids, there are arms, AGVs, and control systems already running the physical economy. This theme tracks the incumbents and challengers automating manufacturing and logistics — the proving ground where robotics economics are already real.
Companies · 4
Intuitive Surgical, Inc.ISRG
Market cap$150B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profileABB LtdABBNY
Market cap—
Conviction4 / 5
Industrial automationAutonomous systems
Read profileTeradyne, Inc.TER
Market cap$59B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileSymbotic Inc.SYM
Market cap$5.9B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
Read profile