All themes
Automation & robotics
86 managers wrote about this in 150 letters. Every passage below is copied verbatim from the letter it came from.
Share of letters mentioning it
- 2024 Q47% of 30
- 2025 Q115% of 40
- 2025 Q210% of 88
- 2025 Q313% of 88
- 2025 Q46% of 129
- 2026 Q17% of 137
- 2026 Q29% of 709
- 2026 Q35% of 863
- 2026 Q43% of 73
- Platinium AM Platinum TrustOct 2026
Our robotics and factory automation stocks such as FANUC and interest rate sensitive holdings such as Mitsubishi Estate also fell.
Read the letter → - Malborough US Focus FundOct 2026
Companies in electrical equipment, power generation, construction, semiconductors, HVAC and industrial automation have benefited from AI-related investment.
Read the letter → Tesla designs and manufactures electric vehicles and energy storage systems, and is building out a portfolio of autonomous driving, robotaxi, and humanoid robotics businesses.
Read the letter →It is worth noting that Versigent’s currently modest exposure to the robotics industry offers the potential to participate in the future growth of the broader robotics industry.
Read the letter →- Baron India FundSep 2026
Additionally, the company's ne wly e stablishe d Robotics and Physical AI se gme nt adds long-te rm e arnings optionality, give n Sona Comstar's rare ability as an e x-China supplie r to provide comple te actuator asse mblie s for humanoid robots.
Read the letter → Management has TAMIM Fund: Global High Conviction4September 2026 Global High Conviction Unit Class TAMIM Fund At 30 September 2026 also committed US$700 million to a strategic investment and distribution agreement with Cornerstone Robotics for markets outside the United States.
Read the letter →- Diamond Hill Mid Cap FundSep 2026
We believe these pressures are temporary and can be offset through pricing, while the company’s increased focus on growth could benefit from strong industrial automation demand.
Read the letter → TE is well posi- tioned to benefit from several secular growth trends, including increasing electronic content in vehicles, electrification, power infrastructure investment, industrial automation, and the rapid buildout of AI data centers.
Read the letter →- Teslin ParticipatiesSep 2026
Kendrion focuses on high-quality motion and control applications in four structural growth markets: Robotics & Automation, Healthcare & MedTech, Energy & Transmission and Industrial Safety.
Read the letter → Autonomous driving, robotics and other forms of ‘physical AI’ increasingly look like propositions to take seriously.
Read the letter →- Harris Associates Japan StrategySep 2026
Underlying demand trends remained healthy, particularly in semiconductor, factory automation, and other industrial end markets.
Read the letter → - Baron Fifth Avenue Growth FundSep 2026
Shares fell 15.6% as record second quarter revenue and deliveries were overshadowed by near-term profit pressure from increased investment in key opportunities across autonomy, robotics, and AI.
Read the letter → - Baillie Gifford US Equity GrowthSep 2026
It will extend into semiconductors, robotics, manufacturing, energy, datacentres and, most importantly, into companies capable of using cheaper intelligence to improve their products and strengthen existing competitive advantages.
Read the letter → - Liontrust Japan Equity FundSep 2026
The AI capex cycle is also driving demand for power generation, grid equipment, energy storage, thermal management, high-end materials, precision components and factory automation.
Read the letter → - The Korea Fund IncSep 2026
Not owning Samsung SDI and LG Electronics also hurt, as both rallied on positive newsflow around battery energy storage for data centers, nuclear build-out and robotics.
Read the letter → We see meaningful opportunities extending beyond infrastructure to the application and physical AI layers, in areas such as factory automation and medical technology.
Read the letter →We ultimately exited the position after management acquired a robotics company with no near-term revenue or earnings prospects.
Read the letter →- Brown Advisory U.S. Value FundSep 2026
Designs and manufactures semiconductor systems & develops spares and factory automation software 0.33 HONA Honeywell Aerospace Inc Manufactures and supplies aircraft engines, avionics & satellite systems 1.06 U.S. VALUE UCITS FUND ACCOUNT BOTTOM FIVE CONTRIBUTORS AS OF SEPTEMBER 30, 2026 QUARTER-TO-DATE BOTTOM FIVE CONTRIBUTORS TO RETURN Source: FactSet.
Read the letter → Within Industrials, we remain focused on businesses benefiting from AI-related capital spending, electrification, reshoring, infrastructure investment, robotics, space, and defense.
Read the letter →- Baron First Principles ETFSep 2026
Shares fell as record second-quarter revenue and deliveries were overshadowed by near-term profit pressure from increased investment in key opportunities across autonomy, robotics, and AI chips.
Read the letter → - Diamond Hill Select FundSep 2026
Additionally, the company’s shift from cost cutting toward growth could prove beneficial given strong demand for industrial automation.
Read the letter → But we can also add automation, robotics and drug development to that list.
Read the letter →- Findlay Park American FundSep 2026
We also see scope for AI-enabled robotics to improve retail efficiency, although capital spending will weigh on near-term cash flow.
Read the letter → - Jupiter UK Dynamic Equity FundSep 2026
Management has wisely dropped the long-overpromised “mega programmes” in favour of a modest 5% growth target, yet those programmes – now joined by robotics – still feature in the presentation as significant upside optionality.
Read the letter → Vishay Precision Group is a provider of precision sensors, foil resistors, and measurement and weighing systems used across industrial, semiconductor, data center, and robotics applications.
Read the letter →Robotics will emerge especially in repetitive tasks in manufacturing or service industries.
Read the letter →Proto Labs (PRLB) is a precision manufacturing company partnering with companies in fast growing areas like space exploration, drones, and robotics.
Read the letter →Novanta, which supplies precision technologies to original equipment manufacturers in advanced industrial and medical applications, including robotics and automation, precision manufacturing, minimally invasive surgery and precision medicine, continued to benefit from attractive long term growth drivers such as AI related automation and expanding medical exposure, and recent results and guidance remained solid.
Read the letter →Autostore is a Norwegian listed global leader in warehouse robotics, dominating the segment of automated storage and retrieval systems (ASRS).
Read the letter →Portfolio Activity Action Rationale Kraken Robotics Add Increased position size on share price weakness.
Read the letter →- AcatisAug 2026
Besides the traditional business in the white goods segment, Sanhua has also been successful in develo- ping the electric car and robotics segments.
Read the letter → Sentiment was also affected by questions around capital allocation, with investors cautious about the decision to redeploy the proceeds from the Robotics divestiture (announced in 2025) into a Process Automation asset.
Read the letter →- Guinness Sustainable Energy FundAug 2026
The company also sells connectors into a broad array of industrial end markets such as factory automation, clean energy, and data centres.
Read the letter → - O'Keefe Stevens NVIDIA StrategyJul 2026
NVIDIA delivers a full-stack AI computing platform that spans the entire AI lifecycle—from training to inference—and every domain of intelligence, from language and video to biology, autonomous driving, and robotics.
Read the letter → Alongside this core franchise it runs a Product Test group (electronics, defence/aerospace, and the acquired Quantifi Photonics), and a Robotics arm built around Universal Robots cobots (collaborative robots) and mobile solutions positioned as "physical AI".
Read the letter →- Horos AM FundsJul 2026
I recall this passage from the brilliant short-seller Jim Chanos, which illustrates the Tesla CEO's powers of persuasion very well: It’s an energy company, it’s a battery company, it’s a robotics company, it’s an autonomous driving company—take your pick.
Read the letter → - REQJul 2026
Once Applied is designing fluid power systems, integrating robotics, or managing a customer's critical equipment, switching costs rise sharply, and the relationship becomes structurally recurring.
Read the letter → The company is the clear global leader in robotic-assisted surgery, with a large installed base, highly recurring revenue streams and a long runway for growth as surgical robotics penetration continues to increase globally.
Read the letter →- Guinness China RMB Income FundJul 2026
On the supply side, advanced industrial production is thriving, surging by 5.4%, driven by double-digit spikes in high-tech manufacturing, electric vehicles, lithium batteries, and industrial robotics.
Read the letter → Rockwell Automation (ROK) ● Business: Rockwell Automation (NYSE: ROK) is a leading provider of industrial automation and digital transformation solutions.
Read the letter →
Showing the 40 most recent of 150 letters.