- France
- April 22, 2022
Building sustainably or building as little as possible from scratch?
The industry and construction sectors are responsible for 31% of global greenhouse gas emi…
Megatrend Exposure
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The Automation score of this Portfolio is 9%
Automation
The Globalance Megatrend-Share shows you the average share of revenues of the portfolio that is achieved in one or more megatrends. For the calculation, the Megatrend-Shares of the individual investments are capital-weighted and added up.
9%
Automation Exposure
6th
Automation is the 6th most represented megatrend in this portofolio
51 (of 504)
of the holdings are invested in this megatrend
What is it about
Automatization is the technology by which a process or procedure is performed with minimal human assistance. It is the use of various control systems for operating equipment such as machinery, processes in factories, boilers and heat treating ovens, switching on telephone networks, steering and stabilization of ships, aircraft and other applications and vehicles with minimal or reduced human intervention. Automatization covers applications ranging from a household thermostat controlling a boiler, to a large industrial control system with tens of thousands of input measurements and output control signals. In control complexity, it can range from simple on-off control to multi-variable high-level algorithms. Intelligent and digitally networked systems enable self-organized production. People, machines, plants, logistics and products communicate and cooperate directly with each other. This is also called Industry 4.0.
Automation Exposure of your Assets
Portfolio Megatrend Exposure
Data source: Globalance
What am I looking at?
The graph shows you the score for each asset. The shape of each asset is its stylized Footprint-Profile.
Asset Name | Automation Exposure | Global Megatrends Exposure | % of portfolio | |
|---|---|---|---|---|
| Western Digital Corporation | 100% | 100% | 0% | |
| NVIDIA Corporation | 100% | 100% | 3% | |
| Lam Research Corporation | 100% | 100% | 0% | |
| KLA Corporation | 100% | 100% | 0% | |
| Intuitive Surgical, Inc. | 100% | 100% | 0% |
Why does it matter
Opportunities
In the long term, it is assumed that the bottom line is that more new jobs will be created. By 2025, for example, around 270,000 new jobs should be created in Switzerland alone, especially in the fields of medicine, engineering and architecture.
Most cited opportunities are higher production rates and increased productivity, more efficient use of materials, better product quality, improved safety, shorter workweeks for labour, and reduced factory lead times.
Worker safety is an important reason for automating an industrial operation. Automated systems often remove workers from the workplace, thus safeguarding them against the hazards of the factory environment.
It is predicted that production costs will continue to fall and less valuable resources will be consumed (especially through less waste).
Risks
In the short term, most studies assume job losses, especially in production, food industry and agriculture. Especially in agriculture, it is relatively easy to monitor and manage fields automatically.
From a social point of view, automation causes fears in wide sections of the population.
Automated equipment requires high capital expenditure.
Relevance for Investors
Automated processes function more smoothly, faster and more cost-effectively. They are therefore more economical. The demand for automated processes will continue to accelerate. From an investor's perspective, companies in the field of 3D/4D printing, software and sensors for intelligent processes and robots are interesting. Their innovations cover more and more sectors that were previously "manual".
Latest Insights
Globalance assesses and comments: With our Insights, we show you what the developments in the world mean for your assets. The focus is on future-oriented answers to major challenges.