Jun. 28 at 11:25 PM
A List of Robotics Stocks:
Robotics Automation
$PEGA Pegasystems
$ROK Rockwell Automation
$ABBN ABB
$ZBRA Zebra Technologies
$CGNX Cognex
$PATH UiPath
The real heart of the robotics revolution may not be the robots themselves—it's the automation software and industrial ecosystem behind them.
PEGA and PATH are driving enterprise workflow automation. ROK and ABBN are global leaders in industrial automation and smart manufacturing. ZBRA dominates industrial tracking and data capture, while CGNX remains the leader in machine vision.
Over the next decade, AI and robotics will increasingly converge, making automation software, machine vision, and industrial control systems some of the biggest beneficiaries. Often, the companies selling the “picks and shovels” have more durable business models and cash flows than the robot makers themselves.
If you could only invest in one robotics theme, would you choose robot manufacturers or automation infrastructure providers?
