Industrials, automation, and robotics

Machines that make and move things, and increasingly machines that carry and care. This is where the care-labour shortage and the automation story meet.

0solutions

13public companies

3private, mutual, nonprofit, state

$1.6Tpublic market value

Its neighbourhood

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Public companies

Organisation	Market value	Products	Serves
GE Aerospace GE	$290B	jet engines, LEAP, services	Leisure travel and cruises
Caterpillar CAT	$200B	construction and mining equipment, power generation
Siemens SIE	$200B	industrial automation, rail, smart infrastructure	Public transit, Specialist medicine
Schneider Electric SU	$150B	data-centre power, grid automation, home electrical	Home solar, batteries, and heat pumps
Deere & Company DE	$140B	tractors, precision agriculture, autonomy
Honeywell HON	$140B	aerospace, automation, building tech
Eaton ETN	$140B	electrical equipment, data-centre power
ABB ABBN	$120B	robotics, electrification, EV charging	Home and care robots
Keyence 6861	$100B	sensors, machine vision
Daikin 6367	$40B	heat pumps, air conditioning	Home solar, batteries, and heat pumps, Home appliances
Rockwell Automation ROK	$38B	factory automation
FANUC 6954	$30B	industrial robots, CNC
Symbotic SYM	$25B	warehouse automation, Walmart deployments

Private, mutual, nonprofit and state

Organisation	Valuation	Products	Serves
Figure AI	$39B	Figure 02/03 humanoid robots	Home and care robots
Boston Dynamics		Atlas humanoid, Spot, Stretch	Home and care robots
1X Technologies	$1.3B	NEO home humanoid	Home and care robots

Trends reshaping it

Data-centre and power build-outCompounding now. Evidence is visible in company results and data.
Humanoid and care roboticsReal but not yet at scale. The effects described are expected rather than observed.
Reshoring, tariffs, and industrial policyCompounding now. Evidence is visible in company results and data.
Global rearmamentCompounding now. Evidence is visible in company results and data.
Immigration restriction and labour scarcityDirection genuinely disputed. Reasonable people expect opposite outcomes.
Home electrification and the prosumer gridCompounding now. Evidence is visible in company results and data.
Modular, printed, and automated constructionReal but not yet at scale. The effects described are expected rather than observed.
The return of the tradesCompounding now. Evidence is visible in company results and data.
Japan leaves zero ratesCompounding now. Evidence is visible in company results and data.
Europe's stagnation and defence pivotDirection genuinely disputed. Reasonable people expect opposite outcomes.

Market factors that move it most

Defence budgets and NATO spending targetsTier 2