Automation, robotics & reindustrialization
Supply chains regionalize, labor gets scarce, robots get cheaper. The result is new factories in developed markets and an automation push spanning industrial and humanoid robotics through factory and warehouse automation to factory construction, engineering software and the electrical components every automated plant needs. Companies selling equipment and robotics directly are exposed differently than construction firms and suppliers that mainly benefit from the broader reshoring investment cycle.
Industrial & humanoid robotics
Factory workers are becoming scarcer and more expensive in developed markets, while robots simultaneously get cheaper and far more capable thanks to AI, making automation an increasingly attractive economic substitute for manual labor. Humanoid robots, which need no retooling of existing factories built for humans, could accelerate this trend further once they are reliable enough for continuous use.
Industrieroboter · Humanoide Robotik · Greifer und Aktuatoren · Präzisionsgetriebe · Robotik-Software
Factory automation
Factories that network controls, drives and sensors produce with less scrap, less downtime and far more flexibility when switching products, an advantage that translates directly into margin. Because new factories in North America and Europe are planned around this technology from the ground up, demand for automation equipment grows independent of the industry's general business cycle.
Steuerungen und SPS · Antriebstechnik · Industrielle Sensorik · Bildverarbeitung · Industrie-Software
Warehouse & logistics automation
E-commerce requires picking millions of individual parcels instead of a few large pallets, a task humans alone can barely handle at the speed required. Automated warehouses and autonomous transport vehicles solve exactly that problem, becoming a prerequisite for any retailer that wants to match the delivery times of the big platforms.
Lagerautomation · Fördertechnik · Autonome Transportfahrzeuge · Logistik-Software
Factory construction & industrial capex
Chip, battery and pharma factories are increasingly being built in North America and Europe instead of Asia for security and subsidy reasons, a shift that triggers enormous construction spending over many years. Plant builders, industrial landlords and machine tool makers earn from this construction boom regardless of which individual plant ultimately runs most profitably.
Industrie-REITs · Anlagenbau · Werkzeugmaschinen · Baustoffe und Industriebau · Industriegase
Engineering software & digital twin
Before a new factory or product is built, it is now first fully modeled digitally, where errors and bottlenecks are far cheaper to fix than in the real plant. This software gets bought alongside every new factory and every reshoring project, making it a structural beneficiary of the entire automation and factory-building trend, regardless of who ultimately operates the plant.
CAD und PLM · Simulation · Digitaler Zwilling · Industrielle IoT-Plattformen
Electrical components & connectivity
Connectors, sensors and cables are unglamorous, but without them no robot, charger or data center works, they are literally embedded in every trend at once. Because they are needed in huge volumes and with high reliability, their manufacturers benefit from the entire electrification and automation push without depending on any single trend themselves.
Steckverbinder · Sensoren und Passive Bauteile · Kabel und Kabelbäume · Elektromechanik
