Industrials
Industrial companies make the machinery, equipment, and systems that run the physical world — from jet engines to forklifts to power management systems. They tend to win during infrastructure investment cycles and government spending booms.
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.
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.
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.
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.
Scores 10/10 for Process Control.
Scores 10/10 for Industrial Automation. Also relevant to Robotics.
Scores 10/10 for Robotics.
Scores 9/10 for Industrial Manufacturing. Also relevant to Industrial Automation.
Scores 9/10 for Industrial Electronics.
Scores 9/10 for Industrial Automation.
Scores 9/10 for Industrial Automation. Also relevant to Process Control and Smart Manufacturing.
Scores 9/10 for Industrial Automation.
Scores 9/10 for HVAC & Climate Control. Also relevant to Industrial Automation.
Scores 9/10 for Industrial Manufacturing.
Scores 9/10 for MRO Distribution. Also relevant to Industrial Manufacturing.
Scores 9/10 for Machine Vision. Also relevant to Industrial Automation and Factory Robotics.
Scores 9/10 for Digital Twins.
Scores 9/10 for HVAC & Climate Control.
Scores 9/10 for Digital Twins.
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