Controllers & Sensors

Controllers & Sensors
Components Performance/Risk
Period Return
71.2%
Return Rank
Strong
Risk Exposure
Above Average

A small selection of international firms, manufacturing or relying on controllers and sensors in their products, is bound to be arbitrary. Choices have been made to suggest global coverage with American and Japanese as well as British (Renishaw) and French (Schneider Electric) firms

World-leading specialists with market caps of $40 billion and more, such as Analog Devices and Amphenol of the US or Schneider Electric are part of the selection, but specialists with market caps below $10 billon have been the strongest performers

US-based specialist in 3D-measurements Faro, Sensata with more than 1 billion sensors & controls shipped annually, British metrology and heathcare manufacturer Renishaw and Japanese Yokagawa of industrial automation and test solutions all are amongst the noteworthy smal-cap stocks

The distinctive features of one of Japan's most famous 'unknowns',  Keyence (market cap $133 billion as of Jan. '21), will be presented in a special case study

Our theme is linked to the two closely related 'Semiconductor Signals' themes

The firms listed in these two selections serve the companies in 'Industrial Processes', in 'Industrial Robotics', i, 'Internet of Things' and in 'ADAS - Advanced driver-assistance systems'

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Cognex CGNX Industrial GoodsPrecision, Measurement & Processing64.6711 B101.3% Strong Up High Risk
FARO Technologies FARO Industrial GoodsPrecision, Measurement & Processing43.99835 M0.2% Strong Up Low Risk
Sensata Technologies ST Industrial GoodsPrecision, Measurement & Processing52.647.7 B67.0% Strong Up Average Risk
Keyence KYCCF Industrial GoodsPrecision, Measurement & Processing519.98-34.0% Neutral Above Average
Yokogawa Electric (ADR) YOKEY Industrial GoodsPrecision, Measurement & Processing69.90-45.1% Weak Up Low Risk
Amphenol APH Industrial GoodsCables, Connectors & Cabling Networks146.77180 B49.0% Weak Up Above Average
CTS Corp CTS Industrial GoodsElectrical Components, Connectors & Sensors66.281.9 B49.2% Strong Up Average Risk
TE Connectivity TEL Industrial GoodsElectrical Components, Connectors & Sensors220.7565 B29.7% Weak Up Average Risk
OMRON (ADR) OMRNY Industrial GoodsRobotics & Industrial Processes36.18-40.7% Neutral Above Average
Schneider Electric (ADR) SBGSY Industrial GoodsElectrical Power Systems & Automation62.93-19.2% Neutral Average Risk
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