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 · 13
Intuitive Surgical, Inc.ISRG
Market cap$121B
Conviction5 / 5
Autonomous systemsIndustrial automation
Read profileSiemens AGSIE
Market cap$237B
Conviction5 / 5
Industrial automationElectrification
Read profileTeradyne, Inc.TER
Market cap$55B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileMoog Inc.MOG.A
Market cap$12B
Conviction4 / 5
Industrial automationAerospace components
Read profileABB LtdABBNY
Market cap$178B
Conviction4 / 5
Industrial automationAutonomous systems
Read profileNovanta Inc.NOVT
Market cap$5.0B
Conviction4 / 5
Industrial automationVision models
Read profileSymbotic Inc.SYM
Market cap$5.1B
Conviction3 / 5
Industrial automationAutonomous systemsEdge compute
Read profileCognex CorporationCGNX
Market cap$10B
Conviction3 / 5
Vision modelsIndustrial automation
Read profileRockwell Automation, Inc.ROK
Market cap$51B
Conviction3 / 5
Industrial automation
Read profileRegal Rexnord CorporationRRX
Market cap$14B
Conviction3 / 5
Industrial automationElectrification
Read profileHiwin Technologies Corp.2049
Market cap$3.4B
Conviction3 / 5
Humanoid hardwareIndustrial automation
Read profileLeader Harmonious Drive Systems Co., Ltd.688017
Market cap$8.0B
Conviction3 / 5
Humanoid hardwareIndustrial automation
Read profileAllient Inc.ALNT
Market cap$1.5B
Conviction3 / 5
Industrial automation
Read profile