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Powering a robotics revolution

25/01/2023 · Cognex (CGNX) 

Mega trends US

Cognex vision system
  • Cognex has been a constituent of the Mega-Trends portfolio since its initiation in 2019 
  • Machine vision is a fast growing market as companies increasingly use robotics and AI to enhance their performance 
  • The company's impressive long-term growth trajectory was thrown off course in 2022 - is the recovery on the way?

Whether or not you are interested in the Cognex investment case, the company’s annual reports page is well worth a visit. 

Every year founder Robert Shilman (Doctor Bob) and chief executive Rob Wilett pick a popular culture reference, complete a photoshoot and then write their annual review with unwavering dedication to their chosen theme. We’ve had Back to the Future in 2015 when Rob “McFly” Wilett wrote to Bob “Doc” Shilman (who had driven a DeLorean back…

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