Actuators

Period Return
31.9%
Return Rank
Above Average
Risk Exposure
Above Average

The theme introduces a new 'supply chain series' on key industrial components

 

Actuators are essential to automation technologies and efficient control systems; they apply energy to convert rotational motion into linear motion

Actuators are classified by power source, electric, pneumatic (using compressed air) or hydraulic (using pressurized liquid)

Enabling precision and control, guaranteeing safety and cleanliness, electric actuators benefit from the rising adoption of automation technologies, such as in

  • factory automation, robotics, semiconductor manufacturing
  • chemical processing, water treatment, power generation
  • climate control systems

Integration with digital control systems (sensors, IoT connectivity, and AI-based predictive analytics) are key market drivers for electric actuators

 

Multinational engineering firms (ABB, Honeywell, Schneider Electric) are significant players with a global footprint in industrial automation, energy management, fluid process control, automotive, and aerospace industries

Midsized firms focus on actuator integration with specific control systems, such as capture of visual information (Cognex, Teledyne), sensors and meters for climate control (Belimo), motion and fluid controls, and data capture across industrial application (Hexagon, Moog, Omron)

 

Systems integration is stimulated by partnerships, to name just a few...

Hexagon partners with German automotive firm Schaeffler for the rotary actuators to power the joints of Hexagon’s humanoid robot

Teledyne maintains multiple robotics partnerships, largely focusing on defense, subsea autonomy, and industrial automated systems, supplying its vision, sensing, and perception technologies

Rotork collaborated with Rockwell Automation to make it easier to integrate Rotork's actuators in industrial automation projects

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
Cognex CGNX Industrial GoodsPrecision, Measurement & Processing62.2510 B40.0% Weak Down Above Average
Curtiss-Wright CW Industrial GoodsEngineered Products & Materials566.7521 B18.0% Sharp Down Average Risk
Parker-Hannifin PH Industrial GoodsEngineered Products & Materials962.59121 B28.7% Neutral Low Risk
Emerson Electric Company EMR Industrial GoodsElectrical Power Systems & Automation152.8286 B18.4% Neutral Below Average
Schneider Electric (ADR) SBGSY Industrial GoodsElectrical Power Systems & Automation66.78-30.5% Neutral Average Risk
Flowserve FLS Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters76.6410 B41.8% Neutral Above Average
Moog MOG_A Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters371.68-91.9% Weak Down Below Average
SMC Corp (ADR) SMCAY Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters21.59-43.5% Weak Down Average Risk
Rockwell Automation ROK Industrial GoodsRobotics & Industrial Processes433.8149 B30.7% Weak Down Below Average
OMRON (ADR) OMRNY Industrial GoodsRobotics & Industrial Processes40.02-52.0% Neutral Above Average
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