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Theme · 34 companies

Industrials

The companies that build, move, and power everything.

20
pure play
13
major beneficiary
1
indirect exposure

Who's connected.
And how.

20 / 44 themes
Pure Play
Core business is this trend
GEGE
GE
GE Aerospace
Pure Play

After breaking up the old General Electric, GE Aerospace focuses purely on jet engines for commercial and military aircraft. Its LEAP and GEnx engines power Boeing and Airbus planes. Every flight generates ongoing service revenue for decades.

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HONHON
HON
Honeywell
Pure Play

Sells automation, safety, and performance solutions across aerospace, buildings, and industrial sectors. Products include aircraft components, warehouse automation, and smart building management systems. A diversified industrial conglomerate with high margins.

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CATCAT
CAT
Caterpillar
Pure Play

The world's largest manufacturer of construction and mining equipment. When governments build roads and infrastructure, Caterpillar sells the machines. Also benefits from the mining boom driven by demand for metals used in EVs and batteries.

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DEDE
DE
John Deere
Pure Play

The dominant maker of agricultural machinery globally. Farming equipment is increasingly software-driven, and Deere is building precision agriculture tools (GPS-guided tractors, automated planters) that are revolutionising food production.

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KLACKLAC
KLAC
KLA Corporation
Pure Play

Linked to Process Control. Customers include TSMC, Intel and Micron. Competes with Applied Materials and Lam Research.

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ROKROK
ROK
Rockwell Automation
Pure Play

Linked to Industrial Automation and Robotics. Relies on NVIDIA. Competes with Honeywell and Symbotic.

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SYMSYM
SYM
Symbotic
Pure Play

Linked to Robotics. Customers include Walmart. Competes with Rockwell Automation and Amazon Robotics.

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ITWITW
ITW
Illinois Tool Works
Pure Play

Linked to Industrial Manufacturing and Industrial Automation. Customers include Caterpillar and Ford. Competes with 3M and Emerson Electric.

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TXNTXN
TXN
Texas Instruments
Pure Play

Linked to Industrial Electronics. Customers include Apple, Ford and General Motors. Competes with NXP Semiconductors and Microchip Technology.

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MCHPMCHP
MCHP
Microchip Technology
Pure Play

Linked to Industrial Automation. Customers include Caterpillar, John Deere and Honeywell. Competes with Texas Instruments and NXP Semiconductors.

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EMREMR
EMR
Emerson Electric
Pure Play

Linked to Industrial Automation and Process Control. Customers include ExxonMobil and Chevron. Competes with Honeywell and Rockwell Automation.

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PHPH
PH
Parker Hannifin
Pure Play

Linked to Industrial Automation. Customers include Boeing, GE Aerospace and Caterpillar. Competes with Emerson Electric and Honeywell.

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TTTT
TT
Trane Technologies
Pure Play

Linked to HVAC & Climate Control and Industrial Automation. Customers include Microsoft and Amazon. Competes with Honeywell and Emerson Electric.

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DOVDOV
DOV
Dover
Pure Play

Linked to Industrial Manufacturing. Competes with Illinois Tool Works and Emerson Electric.

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FASTFAST
FAST
Fastenal
Pure Play

Linked to MRO Distribution and Industrial Manufacturing. Customers include Caterpillar and John Deere. Competes with W.W. Grainger and MSC Industrial.

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CGNXCGNX
CGNX
Cognex
Pure Play

Linked to Machine Vision and Industrial Automation. Customers include Apple and Amazon. Competes with Intuitive Surgical and Teradyne.

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CARRCARR
CARR
Carrier Global
Pure Play

Linked to HVAC & Climate Control. Customers include Amazon. Competes with Trane Technologies and Johnson Controls.

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ANSSANSS
ANSS
ANSYS
Pure Play

Linked to Digital Twins. Customers include NVIDIA, Boeing and Tesla. Competes with Cadence Design and Synopsys.

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SIEGYSIEGY
SIEGY
Siemens
Pure Play

Linked to Industrial Automation. Competes with Honeywell and ABB.

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ABBABB
ABB
ABB
Pure Play

Linked to Industrial Automation and Robotics. Competes with Siemens and Honeywell.

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