Industrial Automation & Robotics
Industrial Automation & Robotics covers companies that make the machines, controls, sensors, and software used to automate manufacturing, logistics, and process operations. Capital flows to this theme as factories and warehouses seek higher productivity, better quality control, and continuous monitoring that reduce operating costs and downtime.
11 of 32 stocks are in a Stage 2 uptrend.
Stocks in this theme
| Ticker | Price | 1M | 3M | 1Y | Stage | Trend | vs 52w high |
|---|---|---|---|---|---|---|---|
| ZBRAZebra Technologies Corp | $373.31 | +5.6% | +39.4% | +25.7% | Stage 1 | 7/7 | -2.55% |
| EMREmerson Electric Co | $155.1 | +1.7% | +11.2% | +20.0% | Stage 2 (continuation) | 5/7 | -5.65% |
| NDSNNordson Corp | $327.85 | +1.9% | +10.9% | +44.2% | Stage 2 (continuation) | 7/7 | -2.05% |
| OIIOceaneering International Inc | $43.63 | -15.7% | +10.8% | +74.0% | Stage 2 (continuation) | 7/7 | -19.37% |
| ITTItt Inc. | $201.82 | +0.8% | +6.9% | +14.1% | Stage 2 (re-acceleration) | 6/7 | -8.96% |
| AMEAmetek Inc/ | $247.73 | +5.3% | +4.5% | +32.6% | Stage 2 (re-acceleration) | 7/7 | -4.17% |
| GGGGraco Inc | $76.84 | -0.8% | +2.7% | -9.1% | Stage 4 | 1/7 | -18.96% |
| LECOLincoln Electric Holdings Inc | $264.58 | -5.9% | +2.6% | +12.8% | Stage 3 | 6/7 | -11.48% |
| IEXIdex Corp /De/ | $227.98 | -0.3% | +1.3% | +40.6% | Stage 2 (continuation) | 7/7 | -5.21% |
| AITApplied Industrial Technologies Inc | $332.29 | +2.6% | +0.1% | +28.6% | Stage 2 (continuation) | 7/7 | -8.19% |
| PHParker-Hannifin Corp | $955.42 | -2.5% | -0.9% | +26.8% | Stage 2 (re-acceleration) | 7/7 | -11.03% |
| HONHoneywell International Inc | $210.94 | -1.2% | -4.9% | +2.0% | Stage 1 | 3/7 | -18.91% |
| ITWIllinois Tool Works Inc | $257.28 | -8.2% | -4.9% | -1.4% | Stage 1 | 4/7 | -14.13% |
| SYMSymbotic Inc. | $42.07 | +6.0% | -6.4% | -21.7% | Stage 4 | 0/7 | -51.81% |
| IRIngersoll Rand Inc. | $75.11 | -2.5% | -7.1% | -9.0% | Stage 4 | 1/7 | -23.95% |
| CRCrane Co | $204.02 | -0.5% | -7.2% | +12.3% | Stage 2 (continuation) | 6/7 | -9.9% |
| KMTKennametal Inc | $30.74 | +4.8% | -8.6% | +47.8% | Stage 1 | 3/7 | -28.96% |
| CXTCrane NXT, Co. | $47.1 | -3.7% | -9.3% | -27.5% | Stage 3 | 3/7 | -31.65% |
| ROKRockwell Automation, Inc | $435.33 | +2.6% | -9.8% | +26.4% | Stage 2 (continuation) | 7/7 | -12.07% |
| STSensata Technologies Holding plc | $41.56 | +1.3% | -10.7% | +36.7% | Stage 1 | 6/7 | -22.39% |
| FTVFortive Corp | $54.81 | -6.8% | -11.3% | +12.1% | Stage 1 | 3/7 | -14.48% |
| NOVTNovanta Inc | $142.19 | -2.8% | -13.1% | +42.1% | Stage 1 | 6/7 | -15.74% |
| DOVDOVER Corp | $187.05 | -3.7% | -13.9% | +12.3% | Stage 1 | 3/7 | -19.83% |
| KAIKadant Inc | $261.52 | -12.6% | -14.8% | -12.4% | Stage 1 | 2/7 | -24.7% |
| CGNXCognex Corp | $60.65 | -0.5% | -14.9% | +33.1% | Stage 2 (re-acceleration) | 7/7 | -16.25% |
| TKRTimken Co | $116.75 | -3.1% | -17.6% | +55.2% | Stage 1 | 6/7 | -19.66% |
| HLIOHelios Technologies, Inc. | $67.92 | -7.0% | -19.5% | +28.9% | Stage 1 | 3/7 | -26.87% |
| SXIStandex International Corp/De/ | $273.06 | -5.7% | -21.6% | +31.4% | Stage 1 | 4/7 | -23.66% |
| JBTMJBT MAREL Corp | $105.59 | -9.7% | -27.2% | -23.0% | Stage 4 | 0/7 | -37.35% |
| GPGIGPGI, Inc. | $11.87 | -10.2% | -28.6% | -43.1% | Stage 4 | 0/7 | -54.35% |
| ESABESAB Corp | $65.88 | -12.6% | -29.7% | -40.1% | Stage 4 | 0/7 | -51.13% |
| RRXRegal Rexnord Corp | $155.11 | -2.1% | -32.4% | +7.4% | Stage 1 | 2/7 | -34.88% |
Deep dive
This theme groups equipment makers, component suppliers, control-system vendors, machine-vision and sensing firms, and industrial software and service providers that enable automated production and material handling. Constituents include firms that make motors, bearings, valves, pumps, welding and cutting systems, barcode and vision scanners, programmable logic controllers, drives and motion systems, and integrators that assemble those parts into automated lines and robotic cells.
Demand for automation comes from several concrete drivers: rising labor costs and tight labor markets push firms to replace repetitive tasks with machines; e-commerce and changing consumer expectations raise demand for faster, more flexible fulfillment; manufacturers seek higher throughput and reproducible quality; and digitalization, artificial intelligence, and IoT make remote monitoring and predictive maintenance practical. Policy shifts such as incentives for reshoring and energy-efficiency rules also encourage capital spending on automated, more efficient equipment.
The value chain splits into distinct roles. Component suppliers make sensors, actuators, drives, bearings, valves, pumps, cutting tools, and consumables. Controls vendors and software providers supply PLCs, motion controllers, safety systems, and analytics tools that coordinate and monitor equipment. System integrators and OEMs assemble components into complete machines or production lines, and distributors and aftermarket service providers handle parts, installation, training, and maintenance. Some firms focus on industry-specific systems such as food processing, metals, or logistics, while others concentrate on broad components or software.
Whether the theme keeps attracting capital depends on several factors. Continued adoption requires steady capital spending by end-users and visible returns on automation projects, while semiconductor and supply-chain availability affect delivery and cost of systems. Standardization, interoperability, and cybersecurity influence large-scale rollouts, and software-driven recurring revenue or service contracts can smooth the business cycle for suppliers. Downturns in broad industrial activity or shifts in trade policy can slow purchases, while clear improvements in productivity, safety, and total cost of ownership support ongoing investment.