#Robotics and #Automation

It is a global #megatrend

We know it and we need to invest in it.

But which companies actually produce cool #robots and automate processes and assembly lines?

A thread on Robot Stocks below

1 / #Fanuc

$6954

Fanuc is a top tier robotic #manufacturer - they have a strong earning power and lead by example in their own production line. 100% full integration of robots and automation. Fanuc also makes #cobots and #software to support their #industrial robot #solutions

2 / #ABB

$ABBN

ABB is a Swedish/Swiss robot #conglomerate. They are one of the worlds largest leading robot manufacturers working with big names such as #microsoft, #IBM on software solutions. The conglomerate has multiple other service lines making it less of a 'pure play'.

3 / #Kuka

$KU2

Kuka is a leading developer of robots to #carproducers like #Daimler, #BMW and #Volkswagen. They have partnered up with Chinese #Midea to expand their product line to #household robots too - an area in great growth due to #5G https://twitter.com/Tubbefader/status/1379028284105711616?s=20

4 / #BrooksAutomation

$BRKS

A company providing automation, vacuum and #instrumentation equipment for multiple #markets, including #semiconductor manufacturing, technology device manufacturing, and #lifescience.

5 / #Teradyne

$TER

Teradyna produce testing equipment to the #semiconductor industry but can be included in this list because they own #UniversalRobots and #MobileIndustrialRobots. They are large suppliers of #cobots with high growth rates strengthening the total business

6 / #Yaskawa

$6508

Yaskawa is another huge #supplier of automation robots for the #automotive industry. They are not leaders in #tech developement and #software but their customer list in robotics include #Hyundai and #Honda

7 / #Keyence

$6861

Keyence does not produce actual robots but deliver #sensors, #chips and #monitoring equipment for automation processes. Historically, they show gross margins of ~80% and #EBIT margins of ~50%. Being lower in the #supplychain reduces the #cyclical risk too.

8 / #RockwellAutomation

$ROK

A #consulting business implementing automation and robotics. They plan, monitor, design and develop solutions in both #automation and #informationtechnology

9 / #IntuitiveSurgical

$ISRG

Intuitive Surgical, Inc. is an #American #corporation that develops, manufactures, and markets robotic products designed to improve #clinical outcomes of patients through minimally invasive #surgery.

10 / #Omron

$6645

Omron profits mostly from smart #sensors and #relays but also delivers robot arms, #robotcontrollers, and #visionsystems for flexible production lines based on "3 i's" - #integrated, #intelligent and #interactive automation.

11 / #Kardex

$KARN

Kardex Holding AG is a #German company delivering innovative solutions, software and service to optimize #intralogistics. #SmartStorage requires smart modules and automation which is a niche area of expertise.

12 / #HarmonicDriveSystems

$6324

Another candidate from #Japan. Harmonic Drive Systems manufactures #speedreducers used in #industrial #robots, semiconductor manufacturing equipment, and other #precision #instruments.

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DISCLAIMER: This is just information to inspire growth investors and highlight possible exposure to a mega trend.

Do your own DD!