Actuators

Period Return
27.7%
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 & Processing58.6610 B29.5% Neutral Above Average
Curtiss-Wright CW Industrial GoodsEngineered Products & Materials544.2120 B3.7% Sharp Down Below Average
Parker-Hannifin PH Industrial GoodsEngineered Products & Materials978.33123 B32.2% Neutral Low Risk
Emerson Electric Company EMR Industrial GoodsElectrical Power Systems & Automation158.2389 B26.3% Neutral Below Average
Schneider Electric (ADR) SBGSY Industrial GoodsElectrical Power Systems & Automation66.75-21.0% Neutral Average Risk
Flowserve FLS Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters76.0410 B43.5% Weak Down Above Average
Moog MOG_A Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters387.80-90.7% Neutral Below Average
SMC Corp (ADR) SMCAY Industrial GoodsEnergy & Fluid Control Systems/Pumps & Filters22.20-46.5% Weak Down Average Risk
Rockwell Automation ROK Industrial GoodsRobotics & Industrial Processes434.1549 B29.3% Neutral Below Average
OMRON (ADR) OMRNY Industrial GoodsRobotics & Industrial Processes40.20-47.3% Neutral Above Average
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