After my first post on humanoid robots received a lot of positive feedback, I went into more detail. I have subsequently added my favorites in each sector.

Extended analysis of the value chain including shovel manufacturers and potential hidden champions

New categorySecondary key sectors (sales, marketing, financing)

AdditionallyTop 25 companies worldwide, as well as Top 10 Europe and Top 10 Asia

I have also added a video link for beginners. This will give you an idea of how far the development of humanoid robotics has already progressed.

https://www.stern.de/panorama/wissen/humanoider-roboter---wie-reagiert-er-auf-beleidigungen--35996156.html

Thank you for your attention and your support 🙏

🌐 1. value chain of humanoid robots (with hidden champions)

1. research & chip design

$ARM (-3.93%) ARM (UK) - CPU-IP, energy-efficient processors

$SNPS (+11.02%) Synopsys (US) - EDA software, chip design

$CDNS (+5.24%) Cadence (US) - EDA & Simulation

$PTC PTC (US) - Engineering Software, CAD/PLM

$DSY (+2.83%) Dassault Systèmes (FR) - 3D Design & Digital Twin

$SIE (+1.22%) Siemens (DE) - Industrial Software & Lifecycle Mgmt

$ADBE (+1.32%) Adobe (US) - Design, AR/UX

ANSYS (US) - multiphysical simulation - acquisition by Synopsis

Altair (US) - CAE, simulation, digital twin - acquisition by Siemens

$HXGBY (+2.24%)
Hexagon (SE) - Metrology & Simulation

$AWE (+2.84%) Alphawave IP Group (UK) - High-speed chip IP for AI/robotics

1.Synopsis, 2.Siemens and 3.Adobe are my top 3 in this sector

2. manufacturing technology & equipment

$ASML (+5.7%) ASML (NL) - Lithography (EUV)

$AMAT (+5.77%) Applied Materials (US) - Semiconductor equipment

$8035 (+7.18%) Tokyo Electron (JP) - wafer fabrication

$KEYS (+2.42%) Keysight Technologies (US) - Metrology

$6857 (+9.94%) Advantest (JP) - Chip test systems

$TER (+3.63%) Teradyne (US) - test systems + cobots

$6954 (+1.94%) Fanuc (JP) - Industrial robots, CNC

$CAT (+3.6%) Caterpillar (US) - autonomous machines

$KU2G KUKA (DE) - industrial robots

Comau (IT) - automation - not listed on the stock exchange

$ROK (+1.59%) Rockwell Automation (US) - industrial automation

$JBL (+5.64%) Jabil (US) - contract manufacturing (EMS/ODM)

$KIT (+1.05%) Kitron (NO) - European EMS/ODM manufacturer

$AIXA (+8.83%) Aixtron (DE) - deposition equipment for compound semiconductors

$LRCX (+4.41%)
Lam Research (US) - Etch/deposition systems

$MKSI (+9.27%)
MKS Instruments (US) - Plasma/vacuum technology

$ASM (+8.35%)
ASM International (NL) - Deposition systems

1.ASML, 2.Keysight Technologies, 3.Fanuc are my top 3 in this sector

3. chip manufacturing (foundries)

$TSM (+2.36%) TSMC (TW) - leading foundry

$005930 Samsung Electronics (KR) - foundry + memory

$GFS (+3.36%) GlobalFoundries (US) - specialty chips

$INTC (+23.24%)
Intel Foundry Services (US) - new western foundry player

$981
SMIC (CN) - largest Chinese foundry

$UMC
UMC (TW) - Power/RF/Embedded chips

1.TSMC, 2.Intel, 3.Samsung Electronics are my top 3 in this sector

4. computing & control unit ("brain")

$NVDA (+3.46%) Nvidia (US) - GPUs, AI chips

$INTC (+23.24%) Intel (US) - CPUs, FPGAs

$AMD (-2.18%) AMD (US) - CPUs, GPUs

$MRVL (+5.1%) Marvell (US) - network chips

$MU (+5.49%) Micron (US) - Memory

$DELL (+1.44%) Dell Technologies (US) - Edge & Infrastructure

Graphcore (UK) - AI chips (IPU) - not a listed company

Cerebras (US) - Wafer-scale engine - not a listed company

SiPearl (FR) - European HPC chip - not a listed company

1.Nvidia, 2.Marvell, 3.Micron are my top 3 in this sector

5. sensors ("senses")

$6758 (+3.87%) Sony (JP) - image sensors

$6861 (+2.03%) Keyence (JP) - Industrial sensors

$STM (+4.35%) STMicroelectronics (FR/IT) - Sensors, MCUs

$TDY Teledyne (US) - optical/infrared sensors

$CGNX (+3.94%) Cognex (US) - Machine Vision

$HON (+0.3%) Honeywell (US) - sensor technology, security

ANYbotics (CH) - autonomous sensor fusion - not a listed company

$AMBA (+2.65%) Ambarella (US) - video & computer vision SoCs for real-time image recognition

$OUST
Velodyne Lidar (US) - Lidar sensors - acquisition by Ouster

$AMS (+4.4%)
-OSRAM (AT/DE) - optical sensors

1.Teledyne, 2.Keyence, 3.Ouster are my top 3 in this sector

6. actuators & power electronics ("muscles")

$IFX (+3.13%) Infineon (DE) - Power Electronics

$ON (+3.46%) onsemi (US) - Power & Sensors

$TXN (+0.93%) Texas Instruments (US) - Mixed-Signal Chips

$ADI (+1.91%) Analog Devices (US) - Signal Processing

$PH Parker-Hannifin (US) - Hydraulics/Pneumatics

$MP (+5.45%) MP Materials (US) - Magnets

$APH (+3.35%) Amphenol (US) - Connectors

$6481 (+0.85%) THK (JP) - Linear guides & actuators

$6324 (+17.78%)
Harmonic Drive (JP) - Precision gears & servo drives for robotics

$6594 (+0.65%)
Nidec (JP) - Electric motors

$6506 (+3.63%)
Yaskawa (JP) - Drives & Robotics

$SU (+2.3%)
Schneider Electric (FR) - Energy & control solutions

$ZIL2 (-0.27%)
ElringKlinger (DE) - Battery & fuel cell technology, lightweight construction

1.Parker-Hannifin, 2.MP Materials, 3.Infinion are my top 3 in this sector

7. communication & networking ("nerves")

$QCOM (+1.82%) Qualcomm (US) - mobile communications, edge AI

$ANET (+2.41%) Arista Networks (US) - Networks

$CSCO (+1.37%) Cisco (US) - Networks, Security

$EQIX (+0.62%) Equinix (US) - Data centers

NTT Docomo (JP) - 5G/6G carrier - not a listed company

$VZ (-0.86%) Verizon (US) - Telecommunications

$SFTBY SoftBank (JP) - Carrier + Robotics

$ERIC B (+1.57%)
Ericsson (SE) - 5G/IoT infrastructure

$NOKIA (+1.97%)
Nokia (FI) - 5G/6G for industry

$HPE (+2.39%)
Juniper Networks (US) - Network technology - acquisition by HP

1.Arista Networks, 2.SoftBank, 3.Cisco are my top 3 in this sector

8. energy supply

$3750 (+2.38%) CATL (CN) - Batteries

$6752 (+3.32%) Panasonic (JP) - Batteries

$373220 LG Energy (KR) - Batteries

$ALB (+1.11%) Albemarle (US) - Lithium

$LYC (+1.63%) Lynas (AU) - Rare earths

$UMICY (+0.64%) Umicore (BE) - recycling

WiTricity (US) - inductive charging - not a listed company

$ABBN (+0.74%) Charging (CH) - charging infrastructure

$SLDP
Solid Power (US) - Solid state batteries

Northvolt (SE) - European batteries - not a listed company

$PLUG
Plug Power (US) - fuel cells

$KULR (+0.77%)
KULR Technology (US) - Thermal management & battery safety for mobile systems

1.Albemarle, 2.CATL, 3.Panasonic are my top 3 in this sector

9. cloud & infrastructure

$AMZN (+0.59%) Amazon AWS (US) - Cloud, AI

$MSFT (+0.2%) Microsoft Azure (US) - Cloud, AI

$GOOG (+0.53%) Alphabet Google Cloud (US) - Cloud, ML

$VRT
Vertiv Holdings (US) - Data center infrastructure (UPS, cooling, edge)

$ORCL (-1.08%)
Oracle Cloud (US) - ERP + Cloud

$IBM (+1.93%)
IBM Cloud (US) - Hybrid cloud + AI

$OVH (+4.15%)
OVHcloud (FR) - European cloud

1.Alphabet, 2.Microsoft, 3.Oracle are my top 3 in this sector

10. software & data platforms

$PLTR (+4.88%) Palantir (US) - Data integration

$DDOG (+1.52%) Datadog (US) - Monitoring

$SNOW (+1.48%) Snowflake (US) - Data Cloud

$ORCL (-1.08%) Oracle (US) - Databases, ERP

$SAP (+3.88%) SAP (DE) - ERP systems

$SPGI S&P Global (US) - financial/market data

ROS2 Foundation - robotics middleware - not listed on the stock exchange

$NVDA (+3.46%) NVIDIA Isaac (US) - robotics development - part of Nvidia

$INOD (+7.3%) Innodata (US) - data annotation & AI training data

$PATH (+2.25%)
UiPath (RO/US) - Robotic process automation

$AI (+4.35%)
C3.ai (US) - AI platform

$ESTC (+2.32%)
(NL/US) - Search & data analysis

1.S&P Global, 2.Palantir, 3.Datadog are my top 3 in this sector

11. end applications / robots

$ABBN (+0.74%) ABB (CH/SE) - Industrial Robots

$6954 (+1.94%) Fanuc (JP) - Industrial robots

$TSLA (-0.24%) Tesla Optimus (US) - humanoid robot

$9618 (+1.01%) JD.com (CN) - logistics robot

$AAPL (-0.48%) Apple (US) - Platform & UX

$700 (-2.8%) Tencent (CN) - Platform & AI

$9988 (-1.02%) Alibaba (CN) - logistics & platform

PAL Robotics (ES) - humanoid robots - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

$TER (+3.63%) Universal Robots (DK) - cobots - belongs to the Teradyne Corporation

Engineered Arts (UK) - humanoid robots - not a listed company

$ISRG (+0.12%) Intuitive Surgical (US) - surgical robotics

$GMED (+1.05%)
Globus Medical (US) - surgical robotics (ExcelsiusGPS platform)

$7012 (+0.53%) Kawasaki Heavy Industries (JP) - industrial robots, automation

$CPNG (+0.38%) Coupang (KR) - Logistics end user

$IRBT (+10.28%)
iRobot (US) - consumer robotics (e.g. Roomba), non-humanoid, but navigation/sensor fusion

Boston Dynamics (US) - humanoid & mobile robots-no listed company

Hanson Robotics (HK) - humanoid robots (Sophia) - not a listed company

Agility Robotics (US) - humanoid robot "Digit" - not a listed company

1.Apple, 2.Tencent, 3.Alibaba are my top 3 in this sector

🛠 2. cross enablers (shovel manufacturers) - with hidden champions

Raw materials & battery materials

Albemarle - Lynas - Umicore

$SQM
SQM (CL) - Lithium

$ILU (+1%)
Iluka Resources (AU) - Rare earths

$ARR (-1%)
American Rare Earths (US/AU) - New supply chains

my number 1 in the sector is Albemarle

manufacturing technology

ASML - Applied Materials - Tokyo Electron

$LRCX (+4.41%)
Lam Research (US) - Plasma/etching processes

$ASM (+8.35%)
ASM International (NL) - ALD equipment

$MKSI (+9.27%)
MKS Instruments (US) - Plasma/vacuum technology

my number 1 in the sector is ASML

Quality assurance

Keysight - Advantest - Teradyne

$EMR (+1.64%)
National Instruments (US) - Measurement technology - from Emerson Electric adopted

$300567
ATE Test Systems (CN) - test systems

$FORM (+12.64%)
FormFactor (US) - Wafer probing

my number 1 in the sector is Keysight

Motion & Drive

Parker-Hannifin

Festo (DE) - Pneumatics, Soft Robotics - not a listed company

Bosch Rexroth (DE) - Drives, Controls - not a listed company

$6481 (+0.85%)
THK (JP) - Linear guides

my number 1 in the sector is Parker-Hannifin

Sensors/Imaging

$TDY Teledyne

$BSL (-0.05%) Basler (DE) - Industrial cameras

FLIR (US) - Thermal imaging sensors - acquisition by Teledyne

ISRA Vision (DE) - Machine Vision - not a listed company

my number 1 in the sector is Teledyne

Magnets & Materials

MP Materials

$6501 (+0.42%)
Hitachi Metals (JP) - Magnetic materials

VacuumSchmelze (DE) - Magnetic materials - not a listed company

$4063 (-0.13%)
Shin-Etsu Chemical (JP) - Specialty materials

my number 1 in the sector is MP Materials

Chip Design & Simulation

Synopsys - Cadence - ARM

$SIE (+1.22%)
Siemens EDA (DE/US)-Mentor Graphics-strategic business unit of Siemens AG

Imagination Tech (UK) - GPU-IP - not a listed company

$CEVA (+6.67%)
CEVA (IL) - Signal Processor IP

my number 1 in the sector is Synopsys

Engineering & Lifecycle

PTC - Dassault - Siemens

Altair (US) - Simulation - no longer a listed company

$HXGBY (+2.24%)
Hexagon (SE) - Metrology

$SNPS (+11.02%)
ANSYS (US) - Simulation - takeover by Synopsys

my number 1 in the sector is Siemens

Networks & Data Centers

Arista - Cisco - Equinix

$HPE (+2.39%)
Juniper (US) - Networks - Acquisition of HPE

$DTE (-0.03%)
T-Systems (DE) - Industry cloud

$OVH (+4.15%)
OVHcloud (FR) - European cloud

my number 1 in the sector is Arista

Cloud infrastructure

AWS - Azure - Google Cloud

$ORCL (-1.08%)
Oracle Cloud (US) - ERP & databases

$IBM (+1.93%)
IBM Cloud (US) - Hybrid Cloud

$9988 (-1.02%)
Alibaba Cloud (CN) - Asian Cloud

$VRT
Vertiv Holdings (US) - Cloud/Infra

my number 1 in the sector is Alphabet (Google)

finance/information infra

S&P Global

$MCO (-3.62%)
Moody's (US) - Ratings

$MSCI (-4.12%)
MSCI (US) - Indices

$MORN
Morningstar (US) - Investment Research

my number 1 in the sector is S&P Global

Creative/Experience Infra

Adobe

$ADSK (+1.7%)
Autodesk (US) - CAD & Design

$U
Unity (US) - 3D/AR simulation

Epic Games (US) - Unreal Engine - not a listed company

my number 1 in the sector is Adobe

Platform & Ecosystem

Apple - Tencent - Alibaba

$META (+0.97%)
Meta (US) - AR/VR, Social Robotics

ByteDance (CN) - AI & platforms - not a listed company

$9888 (-1.13%)
Baidu (CN) - AI & Cloud

my number 1 in the sector is Tencent

Infrastructure/Edge

Dell

$HPE (+2.39%)
HPE (US) - Edge Computing

$SMCI
Supermicro (US) - AI servers

$6702 (+0.61%)
Fujitsu (JP) - Edge & HPC

my number 1 in the sector is Dell

storage solutions

Micron

$000660
SK Hynix (KR) - Memory

$285A (+5.16%)
Kioxia (JP) - NAND

$WDC
Western Digital (US) - Storage solutions

my number 1 in the sector is Micron

🏛 3. secondary key sectors with hidden champions

Financing & Capital

$GS (+1.43%) Goldman Sachs (US) - investment bank; ECM/DCM, M&A, growth financing

$MS Morgan Stanley (US) - investment bank; tech banking, capital markets

$BLK (+0.87%) BlackRock (US) - asset manager; capital allocation, ETFs/index funds

$9984 (+1.86%) SoftBank Vision Fund (JP) - mega VC; growth equity in robotics/AI

Sequoia Capital (US) - venture capital; early/growth in AI/robotics - this is a classic venture capital fund

DARPA (US) - government R&D funding (robotics/defense) - independent research and development agency

EU Horizon (EU) - research funding/grants for DeepTech - Innovative Europe pillar

China State Funds (CN) - state industry/technology fund

Lux Capital (US) - VC for DeepTech - Uptake (US) - AI-based predictive maintenance

DCVC (US) - Robotics & AI focus - investing exclusively via VC fund investments

Speedinvest (AT) - EU VC for robotics - access to investment only via fund investments

my number 1 in the sector is Softbank

Maintenance & Service

$SIE (+1.22%) Siemens (DE) - Industrial Service, Lifecycle & Retrofit

$ABBN (+0.74%) ABB (CH/SE) - Robotics Service, Spare Parts, Field Support

$GEHC (-2.51%) GE Healthcare (US) - Medtech service incl. robotic systems

Uptake (US) - AI-based predictive maintenance - not a listed company

Augury (US/IL) - condition monitoring, condition diagnostics - not a listed company

$KU2 KUKA Service (DE) - Robotics maintenance

$6954 (+1.94%) Fanuc Service (JP) - global service network

Boston Dynamics AI Institute (US) - Robotics longevity - funded by Hyundai Motor Group

my number 1 in the sector is Siemens

Marketing & Advertising

$WPP (-1.79%) WPP (UK) - global advertising group; branding/communications

$OMC Omnicom (US) - marketing/PR network

$PUB (-1.63%) Publicis (FR) - communications/advertising group

$META (+0.97%) Meta (US) - Digital Ads (Facebook/Instagram)

$GOOG (+0.53%) Google Ads (US) - search & display advertising

TikTok / ByteDance (CN) - social ads & distribution - not a listed company

$AAPL (-0.48%) Apple (US) - Branding/UX; Acceptance & Platform Marketing

$WPP (-1.79%)
AKQA (UK/US) - Tech branding - Since 2012 majority owned by the WPP Groupbut continues to operate as an autonomous operating unit

R/GA (US) - Innovation marketing - not a listed company

Serviceplan (DE) - largest independent EU agency - not a listed company

my number 1 in the sector is Meta

Law, Regulation & Ethics

ISO (CH) - international standards, robotics standards

TÜV (DE) - certification & safety tests

UL (US) - safety/conformity testing

EU AI Act (EU) - legal framework for AI & robotics

UNESCO AI Ethics (UN) - global ethics guidelines

Fraunhofer IPA (DE) - Robotics safety standards

ANSI (US) - standards

IEC (CH) - Electrical engineering standards

Training & Talent

MIT (US) - Robotics/AI Research & Education

ETH Zurich (CH) - autonomous systems & robotics

Stanford (US) - AI/Robotics labs & spin-offs

Tsinghua University (CN) - Robotics/AI in Asia

CMU (US) - Robotics Institute

EPFL (CH) - Robotics research

TU Munich (DE) - humanoid robot "Roboy"

🌍 Top 25 companies for humanoid robotics

These companies are central to the development & production of humanoid robotsbecause without them, crucial parts of the chain would be missing:

Chips & computing power (brain of the robots)

$NVDA (+3.46%) Nvidia (US) - AI GPUs & Isaac platform, foundation for robotic AI

$2330 TSMC (TW) - world's most important foundry, produces the AI chips

$ASML (+5.7%) ASML (NL) - EUV lithography, indispensable for chip production

$005930 Samsung Electronics (KR) - memory, logic, foundry

$000660 SK Hynix (KR) - DRAM & NAND memory for AI

$MU (+5.49%) Micron (US) - Memory solutions for AI workloads

my number 1 in the sector is ASML

Sensors & perception (senses of robots)

$SONY Sony (JP) - image sensors, market leader

$6861 (+2.03%) Keyence (JP) - Industrial sensors & vision systems

$CGNX (+3.94%) Cognex (US) - Machine Vision, precise image processing

my number 1 in the sector is Keyence

Actuators & motion (muscles of robots)

$IFX (+3.13%) Infineon (DE) - power electronics, motor control

$6594 (+0.65%) Nidec (JP) - World market leader for electric motors

$PH Parker-Hannifin (US) - hydraulics/pneumatics, motion technology

$6481 (+0.85%) THK (JP) - Linear guides & actuators

my number 1 in the sector is Parker-Hannifin

Communication, cloud & infrastructure (nerves & data flow)

$QCOM (+1.82%) Qualcomm (US) - Mobile & Edge Chips

$AMZN (+0.59%) Amazon AWS (US) - Cloud & AI infrastructure

$MSFT (+0.2%) Microsoft Azure (US) - Cloud, AI services

$CSCO (+1.37%) Cisco (US) - Networks & Security

$VRT Vertiv Holdings (US) - Data Center Infrastructure

my number 1 in the sector is Microsoft

End Applications & Platforms (robots themselves)

$TSLA (-0.24%) Tesla (US) - humanoid robot Optimus

$ABBN (+0.74%) ABB (CH/SE) - Robotics & Automation

$6954 (+1.94%) Fanuc (JP) - industrial robots & CNC systems

$7012 (+0.53%) Kawasaki Heavy Industries (JP) - industrial robots

PAL Robotics (ES) - humanoid robots (TALOS, ARI, TIAGo) - not a listed company

Neura Robotics (DE) - cognitive humanoid robots - not a listed company

Universal Robots (DK) - cobots

my number 1 in the sector is Tesla

🇪🇺 Top 10 European key companies for humanoid robotics

$ASML (+5.7%)
ASML (NL)

World market leader in EUV lithography - no modern chips for AI & robotics without ASML.

$IFX (+3.13%) Infineon (DE)

Leading in power electronics & motor control - crucial for actuators of humanoid robots.

$STM (+4.35%)
STMicroelectronics (FR/IT)

Sensors, microcontrollers & power chips - the basis for control & perception.

$SAP (+3.88%)
SAP (DE)

ERP & data platforms, important for integrating humanoid robots into industrial processes.

$SIE (+1.22%)
Siemens (DE)

Industrial software, automation, digital twin - key for engineering & lifecycle management.

$KU2 KUKA (EN)

Robotics pioneer, industrial robots & automation - know-how for humanoid motion mechanics.

PAL Robotics (ES) - not a listed company

Specialist for humanoid robots (TALOS, ARI, TIAGo), internationally used in research & service.

Neura Robotics (DE) - Not a listed company

Young high-tech company, develops cognitive humanoid robots with advanced AI (4NE-1).

Universal Robots (DK) - Not a listed company

Market leader for cobots - platform for safe human-robot collaboration.

Engineered Arts (UK) - not a listed company

Develops humanoid robots such as Amecaknown for realistic facial expressions & gestures - important for HRI (Human-Robot Interaction)

🌏 Top 10 Asian key companies for humanoid robotics

$2330
TSMC (Taiwan)

World's largest semiconductor foundry, produces high-end chips (e.g. Nvidia, AMD, Apple) - no AI hardware without TSMC.

$005930
Samsung Electronics (South Korea)

Foundry, memory, logic chips, image sensors - extremely broadly positioned in robotics components.

$000660
SK Hynix (KR) - Memory

$SONY
Sony (Japan)

Market leader in CMOS image sensors, essential for robotic vision & perception.

$6861 (+2.03%)
Keyence (Japan)

Sensor technology & machine vision for industrial automation, widely used in robotics.

$6954 (+1.94%)
Fanuc (Japan)

Industrial robots & CNC systems, one of the most important manufacturers of robotics hardware worldwide.

$6506 (+3.63%)
Yaskawa Electric (Japan)

Drives, motion control & robot arms - relevant for humanoid motion control.

$6594 (+0.65%)
Nidec (Japan)

World market leader for electric motors (from mini motors to high-performance drives).

$7012 (+0.53%)
Kawasaki Heavy Industries (JP) - Industrial robots

$9618 (+1.01%)
JD.com (China)

Driver for robotics in e-commerce & logistics, invests in humanoid robotics applications

Podcast episode 72 "Buy High. Sell Low."

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00:00:00 20 power stocks for AI: Constellation Energy, Rolls-Royce, Schneider Electric, Siemens Energy, Cameco, Fluor Corporation, Vistra Corp, RWE, GDF Suez, Enel, Flowserve, Uniper, Crane Co, Quanta Services, MasTec, Legrand, Emerson Electric, Eaton Corporation, Uranium Energy, VanEck Uranium and Nuclear Technologies ETF A3D47K

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Servus my dears ✌️☺️

Social Media , curse and blessing at the same time 😁 on the one hand you can exchange experiences and on the other hand there are people who know everything better and are clairvoyants and can tell you 100% with which strategy you will achieve the best return 😂

Since there has been in recent times at getquin again and again propaganda against the dividend strategy😁 and today #dividendsthursday I wanted to summarize my aristocrats and possible candidates for the future where I myself am invested. ☺️👍

If you discover the dividend strategy for yourself then it is important to buy shares that annually increase the dividend or at least not lower, and there are 80% actually only stocks from the USA in question 😁👍

My Aristocrats ☺️👍

Consumption

Coca-Cola $KO (-0.33%)

• Dividend yield 2.80%
• Increasing for 61 years
• Pay-out Free-CF 86%

Procter & Gamble $PG (-1.56%)

• Dividend Yield 2.38
• Increases for 67 years
• Pay-Out Free-CF 74.6%

Colgate-Palmolive $CL (-0.55%)

• Increases for 60 years
• Dividend Yield 2.46
• Pay-Out Free-CF 84.8%

Kimberly-Clark $KMB (+0.29%)

• Dividend Yield 3.24
• Increasing for 51 years
• Pay-Out Free-CF 68%

Diageo $DGE (+0%)

• Dividend yield 2.10%
• Increases for 36 years
• Pay-Out Free-CF 85.7%

Altria $MO (-1.64%)

• Dividend Yield 7.97%
• Increases for 53 years
• Pay-Out Free-CF 82.7%

British American Tobacco $BATS (-1.42%)

• Dividend Yield 7.36
• Increases for 25 years
• Pay-Out Free-CF 59.7%

McDonald's $MCD (-1.17%)

• Dividend Yield 2.00%
• Increases for 47 years
• Pay-Out Free-CF 113.5%

Finance

Franklin Resources $BEN (+0.66%)

• Dividend Yield 4.51
• Increasing for 32 years
• Pay-Out Free-CF 41.1%

T. Rowe Price $TROW (+1.04%)

• Dividend Yield 4.44
• Increasing for 37 years
• Pay-Out Free-CF 52.7%

Old Republic $ORI (+0.49%)

• Dividend Yield 7.86%
• Increases for 42 years
• Pay-Out Free-CF 50.1%

Aflac $AFL (-0.03%)

• Dividend yield 2.48%
• Increases for 40 years
• Pay-Out Free-CF 26%

Pharma/Healthcare

Johnson & Johnson $JNJ (-0.69%)

• Dividend yield 2.78
• Increasing for 61 years
• Pay-out Free-CF 85.3%

Energy/Oil

Chevron $CVX (-0.75%)

• Dividend yield 3.48
• Increasing for 35 years
• Pay-out Free-CF 28.4%

Consolidated Edison $ED (+0.15%)

• Dividend Yield 3.21%
• Increases for 49 years
• Pay-Out Free-CF 100%

UGI Corporation $UGI (+0.92%)

• Dividend Yield 4.34%
• Increases for 36 years
• Pay-Out Free-CF 125.2%

Real Estate

Realty Income $O (-0.76%)

• Dividend Yield4.89%
• Increasing for 28 years
• Pay-Out Free-CF 77.3%

National Retail Properties $NNN (+0.14%)

• Dividend Yield 5.18%
• Increases for 33 years
• Pay-Out Free-CF 68.3%

W.P. Carey $WPC (-0.17%)

• Dividend Yield 5.91%
• Increases for 27 years
• Pay-Out Free-CF 99.1%

Essex Property Trust $ESS (+0.78%)

• Dividend Yield 4.33%
• Increases for 28 years
• Pay-Out Free-CF 58.4%

IT

IBM $IBM (+1.93%)

• Dividend yield 5.24
• Increasing for 27 years
• Pay-out Free-CF 64.2%

Industry

3M $MMM (+0.34%)

• Dividend yield 5.80%
• Increasing for 65 years
• Pay-out Free-CF 81.4%

Air Products and Chemicals $APD (+0.73%)

• Dividend yield 2.31
• Increased for 41 years
• Pay-Out Profit 62.8%

Caterpillar $CAT (+3.6%)

• Dividend yield 2.22
• Increases for 29 years
• Pay-Out Free-CF 48.4%

Ecolab $ECL (+0.36%)

• Dividend yield 1.28%
• Increases for 36 years
• Pay-Out Free-CF 55.3%

Stanley Black $SWK (+1.5%)

• Dividend Yield 4.13%
• Increases for 56 years
• Pay-Out Free-CF 100%

Emerson Electric $EMR (+1.64%)

• Dividend Yield 2.51%
• Increases for 66 years
• Pay-Out Free-CF 51.6%

Archer-Daniels-Midland $ADM (-0.19%)

• Dividend Yield 2.14%
• Increases for 48 years
• Pay-Out Free-CF 55.2%

Nucor $NUE (-0.79%)

• Dividend yield 1.40%
• Increases for 31 years
• Pay-Out Free-CF 7.6%

Leggett & Platt $LEG (+2.72%)

• Dividend Yield 5.68
• Increases for 52 years
• Pay-Out Free-CF 70.1%

Utilities

Essential Utilities $WTRG (-0.09%)

• Dividend yield 2.62
• Increasing for 31 years
• Pay-out Free-CF 100%

Logistics

C. H. Robinson $CHRW (+1.75%)

• Dividend yield 2.51
• Increasing for 26 years
• Pay-Out Free-CF 17.6%

Future potential aristocrats

Apple $AAPL (-0.48%)

• Dividend yield 0.56%
• Increasing for 10 years
• Pay-Out Free-CF 15.1%

Microsoft $MSFT (+0.2%)

• Dividend Yield 0.88%
• Increases for 19 years
• Pay-Out Free-CF 33.8%

Broadcom $AVGO (-0.18%)

• Dividend Yield 2.82%
• Increases for 11 years
• Pay-Out Free-CF 44.3%

Qualcomm $QCOM (+1.82%)

• Dividend Yield 2.63%
• Increases for 19 years
• Pay-Out Free-CF 42.1%

Texas Instruments $TXN (+0.93%)

• Dividend Yield 2.91%
• Increases for 19 years
• Pay-Out Free-CF 99.6%

Kellogg $K (+0.45%)

• Dividend Yield 3.43%
• Increases for 18 years
• Pay-Out Free-CF 69.1%

Verizon $VZ (-0.86%)

• Dividend Yield 7.04%
• Increases for 18 years
• Pay-Out Free-CF 71.2%

MetLife $MET (+0.89%)

• Dividend Yield 3.39
• Increases for 10 years
• Pay-Out Free-CF 13.7%

Starbucks $SBUX (+0.13%)

• Dividend Yield 1.83%
• Increased for 12 years
• Pay-Out Free-CF 63.2%

KDDI $9433 (-0.21%)

• Dividend Yield 3.24
• Increases for 20 years
• Pay-Out Free-CF 21.5%

Pfizer $PFE (+0.79%)

• Dividend Yield 4.17%
• Increases for 12 years
• Pay-Out Free-CF 30.8%

Bristol-Myers Squibb $BMY (-1.15%)

• Dividend Yield 3.26%
• Increases for 15 years
• Pay-Out Free-CF 39.4%

JPMorgan $JPM (+0.35%)

• Dividend Yield 2.96%
• Increases for 12 years
• Pay-Out Free-CF 29.1%

Visa $V (-0.97%)

• Dividend yield 0.72%
• Increases for 14 years
• Pay-Out Free-CF 19%

Nike $NKE (-0.43%)

• Dividend Yield 1.04%
• Increases for 20 years
• Pay-Out Free-CF 53.1%

Lockheed Martin $LMT (+0.17%)

• Dividend Yield 2.51
• Increases for 20 years
• Pay-Out Free-CF 47.4%

Home Depot $HD (+0.59%)

• Dividend Yield 2.70%
• Increases for 12 years
• Pay-Out Free-CF 69%

Oracle $ORCL (-1.08%)

• Dividend Yield 1.45
• Increases for 13 years
• Pay-Out Free-CF 51.7%

Waste Management $WM (+0.43%)

• Dividend yield 1.62%
• Increases for 19 years
• Pay-Out Free-CF 55.9%

Union Pacific $UNP (+1.24%)

• Dividend Yield 2.72%
• Increases for 16 years
• Pay-Out Free-CF 58.6%

BlackRock $BLK

• Dividend Yield 3.02%
• Increases for 13 years
• Pay-Out Free-CF 60.7%

What aristocrats do you have in your portfolio that I haven't mentioned here yet and which stocks do you see a chance to become an aristocrat in the future?

Thanks a lot ✌️☺️

Source:

https://aktienfinder.net/

top up -> savings plan

As promised

Short info about $EMR (+1.64%)

• active in industrial automation
• Competitor among others $ROK (+1.59%)
  
• ETFs $RBOT (+2.99%)

Comparison

EMR: ROK:

KGV: 18.46. 31.95

Payout ratio: 43.75%. 49.19%

Leverage ratio: 0.7 1.8

5yrs ROIC: 15.22% 14.93%.

5yrs ROE: 24.31%. 37.99%

Both listed on the stock exchange since 1984

𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️

𝗗𝗶𝗴𝗶𝘁𝗮𝗹𝗲𝗿 𝗜𝗣𝗢 / 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰𝘀 𝘁𝗲𝗶𝗹𝘁 𝘀𝗶𝗰𝗵 / 𝗧𝗵𝗲 𝗠𝘂𝘀𝗸 𝗯𝗿𝗼𝘁𝗵𝗲𝗿𝘀 / 𝗜𝗡𝗚 𝘂𝗻𝗱 𝗞𝗿𝘆𝗽𝘁𝗼

𝗜𝗣𝗢𝘀 🔔

CI&T - The price of CI&T's initial public offering has been announced. Shares are expected to begin trading on the New York Stock Exchange under "CINT" on November 10, 2021. A total of 13,043,478 shares of common stock will be offered at $15 per share. CI&T is a global digital specialist and end-to-end digital transformation partner for over 50 large enterprises. It also has a global presence in 8 countries.

𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅

As of today, among others, Alliance Data ($LID (+3.17%)), A10 Networks ($8A0 (+2.75%)), BP ($BPE5 (+0.58%)), Crown Holdings ($CWN (+0.12%)), Corteva ($2X0 (+0.83%)), Calavo Growers ($CVGW), Emerson Electric Company ($EMR (+1.64%)), Comfort Systems USA ($9CF (+5.61%)), Honeywell International ($ALD (+0.3%)), Invesco ($3IW (+2.08%)), MSCI ($3HM (-4.12%)), Materion ($BEM (+3.27%)), Royal Dutch Shell ($R6C), The J.M. Smucker Company ($JM2 (+1.45%)), Bio-Techne ($TE1 (+2.52%)), Visa Inc. ($3V64 (-0.97%)) and Essential Utilities ($A2A (-0.09%)) traded ex-dividend.

𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈

Today, among others, Adidas ($ADS (+1.51%)), Allianz SE ($ALV (+0.71%)), Alstom ($AOMD (-0.09%)), Asahi Beer ($ABW (+0.8%)), Casio ($CAC1 (+1.18%)), Continental AG ($CON (-21.64%)), Deutz AG ($DEZ (+1.84%)), E.ON ($EOAN (-0.66%)), Heidelberger Druckmaschinen ($HDD (+0.42%)), Hensoldt ($5UH (-1.61%)), Infineon ($IFX (+3.13%)), Jungheinrich ($JUN3 (+0.77%)), LEG Immobilien ($LEG (-0.6%)), Leoni AG ($LEO), Mazda ($MZA (-1.64%)), OHB ($OHB (+1.09%)), OSRAM ($OSR), Siemens Energy ($ENR (+3.38%)), SMA Solar Technology ($S92 (+3.45%)), Synlab ($SYAB), Tencent ($NNND (-2.8%)) and Walt Disney ($WDP (-0.24%)) presented their figures.

𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️

General Electrics ($GCP (+2.55%)) - One of the largest companies in the United States announced it would split into three publicly traded individual companies. These companies will then focus on the "Aviation", "Health Care" and "Energy" industries. Wall Street analysts are in favor of the company's plan. This could enable GE to escape from the astonishingly weak performance of the last two decades.

Tesla ($TL0 (-0.24%)) - Elon Musk's brother, Kimbal Musk (pictured right), sold Tesla shares shortly before his brother's Twitter poll. As previously reported, Elon Musk had a vote on the sale of ten percent of his Tesla shares via Twitter. The majority of his followers were in favor of a sale. As a result, the Tesla share price temporarily plummeted to just under 880 euros. Now Elon Musk could again find himself confronted with the U.S. supervisory authority SEC as a result of his market-moving tweets. In addition, publicly viewable SEC forms show that Kendal Musk, who is also a Tesla supervisory board member, apparently sold off his Tesla shares before the survey. He exercised an option to buy 25,000 Tesla shares at $74.17 apiece and sold them right back for prices between $1,223 and $1,236. Thus, he made a profit of $108.8 million. It remains unclear whether he knew about his brother's upcoming Twitter poll.

𝗖𝗿𝘆𝗽𝘁𝗼 💎

ING Group ($INN1 (-0.1%)) - ING's CIO, Annerie Vreugdenhil, announced at the Singapour FinTech Festival that the bank with the orange lion and the ad featuring Dirk Nowitzki is currently working on a DeFi (Decentralised Finance) P2P lending project. It is doing this in cooperation with the Dutch financial regulator AFM. The big bank's ambition to become part of the crypto world became known at the latest through the whitepaper they published in early 2021 about the ways in which banks can learn from what is happening in the crypto space. As a strong collaborative partner, ING cited Aave ($AAVE/EUR (+4.98%)) - a project that offers interest on over-collateralized crypto assets without the need for an intermediary.

Apple ($APC (-0.48%)) - The tech giant's CEO stated in the past day that he personally holds cryptocurrency, specifically Ethereum and Bitcoin. However, according to his statements, the Apple company does not currently plan to invest in cryptocurrencies.

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