Public beta · Research & analysis only — not investment advice

Robotics & Automation

Multi-year investment theme · Current Ideas attach below · Not investment advice

Companies (50)

Market Leaders

BOEING COBA · Industrials87$175B W.W. GRAINGER, INC.GWW · Industrials79$59B NORFOLK SOUTHERN CORPNSC · Industrials78$71B Bloom Energy CorpBE · Industrials76$70B UNION PACIFIC CORPUNP · Industrials75$170B LOCKHEED MARTIN CORPLMT · Industrials72$121B QUANTA SERVICES, INC.PWR · Industrials72$99B 3M COMMM · Industrials72$80B ILLINOIS TOOL WORKS INCITW · Industrials71$73B Trane Technologies plcTT · Industrials69$106B TERADYNE, INCTER · Technology68$56B TransDigm Group INCTDG · Industrials67$68B GENERAL DYNAMICS CORPGD · Industrials66$101B CINTAS CORPCTAS · Industrials66$69B COMFORT SYSTEMS USA INCFIX · Industrials65$64B PACCAR INCPCAR · Industrials65$58B Eaton Corp plcETN · Industrials64$158B Parker-Hannifin CorpPH · Industrials64$121B ROCKWELL AUTOMATION, INCROK · Industrials64$50B Vertiv Holdings CoVRT · Industrials62$122B WASTE MANAGEMENT INCWM · Industrials61$85B Johnson Controls International plcJCI · Industrials61$84B NORTHROP GRUMMAN CORP /DE/NOC · Industrials61$79B DANAHER CORP /DE/DHR · Healthcare60$141B AUTOMATIC DATA PROCESSING INCADP · Technology60$97B AMETEK INC/AME · Industrials60$54B LAM RESEARCH CORPLRCX · Technology59$438B HONEYWELL INTERNATIONAL INCHON · Industrials59$143B FEDEX CORPFDX · Industrials59$79B Uber Technologies, IncUBER · Technology58$152B DELTA AIR LINES, INC.DAL · Industrials58$50B ServiceNow, Inc.NOW · Technology56$111B Howmet Aerospace Inc.HWM · Industrials56$108B MICROCHIP TECHNOLOGY INCMCHP · Technology56$51B CUMMINS INCCMI · Industrials55$93B DEERE & CODE · Industrials54$158B CATERPILLAR INCCAT · Industrials52$438B

Established Players

Samsara Inc.IOT72$18B Rocket Lab CorpRKLB · Industrials68$47B Autodesk, Inc.ADSK · Technology59$41B Fortive CorpFTV · Industrials59$19B ILLUMINA, INC.ILMN · Industrials49$27B ZEBRA TECHNOLOGIES CORPZBRA · Industrials44$12B MANHATTAN ASSOCIATES INCMANH$8B

Emerging & Small-Cap

NOVANTA INCNOVT58 Fluence Energy, Inc.FLNC · Industrials55$4B AMBARELLA INCAMBA · Technology55 Aebi Schmidt Holding AGAEBI · Industrials44$1B NightFood Holdings, Inc.NGTF · Industrials42 RADNOSTIX INCINIS · Industrials

Related Industries

farm heavy construction machinery electrical equipment parts specialty industrial machinery construction machinery equip special industry machinery nec special industry machinery no metalworking machinery robotics auto controls for regulating residential comml environments industrial instruments for measurement display and control industrial automation

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Theme data derived from AlphaOS Knowledge Graph and ETF holdings analysis. Content is for research and education only — not investment advice.