US / EU / Japan · Physical AI
Factory Automation & Integration
Reshoring and labour scarcity push automation spend. Integrators and controls vendors are the existing, profitable expression of physical AI.
Controls→Cells→Integration→Factory
46
Tightness score ⓘ
#51 of 56
■ Stable
Lead time
6–12 mo
Theme 1M
−3.8%% in uptrend
50%Metric to watch
Industrial automation orders, reshoring capex, and warehouse automation backlog.
What would prove us wrong
Weakens if industrial orders fall for multiple quarters despite reshoring announcements.
Automation theme performance
Equal-weight · rebased 100 · 1YStocks we track
Who controls this bottleneck
Roles, not recommendations. Delayed prices; local currency.
| Stock | Role | Listing | Last | 1D | 1M | 3M | YTD | Off 52w high | Trend | Next earnings |
|---|---|---|---|---|---|---|---|---|---|---|
| ROK Rockwell Automation |
Industrial automation and controls | NYSE US |
$431.6 | +1.29% | −0.6% | −8.1% | +12.0% | −12.6% | 2026-11-05 | |
| EMR Emerson Electric |
Process automation and controls | NYSE US |
$162.2 | +0.41% | +2.5% | +7.2% | +23.6% | −1.0% | 2026-11-04 | |
| SIE.DE Siemens |
Factory automation and industrial software | XETRA Germany |
€261.4 | +1.79% | −6.1% | −3.6% | +11.6% | −9.8% | 2026-11-12 | |
| ABBN.SW ABB |
Electrification, drives and robotics | SIX Switzerland |
CHF 69.68 | +2.80% | −13.1% | −8.7% | +19.4% | −21.3% | 2026-10-20 | |
| ZBRA Zebra Technologies |
Warehouse robotics and scanning | NASDAQ US |
$388.4 | +0.50% | +5.0% | +36.6% | +60.0% | −0.7% | 2026-11-03 | |
| SYM Symbotic |
Warehouse robotics systems | NASDAQ US |
$38.79 | −1.25% | −10.8% | −8.4% | −34.8% | −55.6% | 2026-11-16 |