
What smart money is saying about Atlas Copco
1 fund in our archive has pitched Atlas Copco — most recently Bell Global Equities Fund in August 2025.
Atlas Copco AB, along with its various subsidiaries, operates as a global industrial group focused on delivering cutting-edge productivity solutions. The company organizes its extensive operations into four distinct business areas: Compressor Technique, Vacuum Technique, Industrial Technique, and Power Technique. The Compressor Technique division offers a comprehensive portfolio of compression equipment, including piston, oil-free tooth, scroll, and rotary screw compressors, as well as oil-free blowers, centrifugal compressors, and specialized gas and process compressors. This segment also provides essential air and gas treatment systems and medical air solutions, primarily serving the manufacturing and process industries. Through its Vacuum Technique segment, Atlas Copco supplies a wide array of vacuum pump technologies, such as oil-sealed rotary vane, dry, and liquid ring vacuum pumps, alongside turbomolecular and cryogenic pumps. Additionally, it develops abatement and integrated systems specifically designed for demanding applications in semiconductor and scientific fields, chemical processing, food packaging, and paper handling industries. The Industrial Technique segment specializes in advanced tools and systems for industrial assembly and production. Its product range includes pneumatic, hydraulic, and electric assembly tools, complete with sophisticated control systems and associated software vital for safety-critical tightening operations. This division also provides self-pierce riveting tools, dispensing equipment for adhesives and sealants, flow drill fastening equipment, various material removal tools, drills, other pneumatic products, and innovative machine vision solutions, catering to customers in the automotive and general manufacturing sectors. Finally, the Power Technique division delivers robust portable compressors, boosters, generators, lighting towers, pumps, and a variety of construction and demolition tools. These essential solutions support diverse industries such as civil engineering, oil and gas, general construction, manufacturing, exploration drilling, and demolition, further enhanced by a specialized range of rental services. Established in 1873 and headquartered in Nacka, Sweden, the company maintains a significant global presence, operating across North America, South America, Europe, Africa, the Middle East, Asia, and Oceania.
Fund activity · 3 positions · 1 move
- TrimmedREQJuly 2026
“We also reduced Atlas Copco on similar grounds, due to a demanding valuation and more modest expected returns.”
Read the letterAtlas Copco - HoldsGuinness Sustainable Energy FundJune 2026
“Our industrial efficiency and electrification exposure comes from two positions, in Siemens and Atlas Copco.”
Read the letterAtlas Copco - HoldsClearBridge Investments International Growth EAFE StrategyJune 2026
“In addition to the transactions mentioned above, the Strategy repurchased ABB, Recruit Holdings, Atlas Copco and Mitsubishi Electric in industrials and added Anheuser-Busch InBev in consumer staples.”
Read the letterAtlas Copco
Fund coverage · 1 thesis
- Bell Global Equities FundAugust 2025
Atlas Copco is a premium industrial productivity solutions provider with strong growth potential due to its robust margins, solid earnings trajectory, and a strong balance sheet, making it an attractive investment opportunity.
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