Controllers & Sensors

Controllers & Sensors
  • Pininvest Analysis

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'

Controllers & Sensors • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Momentum Vol. Risk Contrib. MDD
 
Amphenol APH NYSE Industrial Goods Cables, Connectors & Cabling Networks USD 67.39 40 B 38.7% Neutral 23%   9% -12%
Analog Devices ADI NASDAQ Technology Semiconductors - Signal Processing USD 166.22 61 B 36.4% Weak Up 29%   9% -12%
Cognex CGNX NASDAQ Industrial Goods Robotics & Industrial Processes USD 79.01 14 B 44.9% Neutral 32%   10% -22%
CTS Corp CTS NYSE Industrial Goods Electrical Power Systems & Automation USD 36.88 1.2 B 84.3% Strong Up 37%   10% -19%
FARO Technologies FARO NASDAQ Industrial Goods Precision, Measurement & Processing USD 77.38 1.4 B 42.7% Neutral 37%   10% -28%
Keyence KYCCF OTC Industrial Goods Precision, Measurement & Processing USD 508.50 - 23.9% Weak Up 27%   5% -22%
Murata Manufacturing MRAAY OTC Technology Electronic Systems, Parts & Analog Circuits USD 19.50 - 30.0% Neutral 27%   6% -29%
OMRON OMRNY OTC Industrial Goods Robotics & Industrial Processes USD 77.81 - 15.7% Neutral 28%   7% -26%
Renishaw RNSHF OTC Technology 3D technologies & applications USD 71.27 - 42.7% Weak Down 42%   4% -26%
Schneider Electric SBGSY OTC Industrial Goods Electrical Power Systems & Automation USD 31.93 - 54.3% Neutral 24%   7% -8%
Sensata Technologies ST NYSE Industrial Goods Precision, Measurement & Processing USD 57.14 9.0 B 54.0% Neutral 31%   11% -15%
TE Connectivity TEL NYSE Industrial Goods Electrical Components, Connectors & Sensors USD 133.81 44 B 66.3% Neutral 25%   9% -11%
Yokogawa Electric YOKEY OTC Industrial Goods Precision, Measurement & Processing USD 31.28 - -0.9% Sharp Down 30%   4% -30%