The industry of tomorrow is being reshaped by the convergence of Information Technology (IT) and Operational Technology (OT), driving industry automation as part of the shift towards hyperconnected, flexible industrial processes.  

In this thematic report, our analysts identify four long-term megatrends that are driving the unprecedented adoption of automation technologies across industry. These include ageing demographics with increasing labor costs, mass customization, disruption of supply chains and pressure for more sustainable industrial processes.

Our analysts highlight players that are set to benefit from these megatrends thanks to their differentiated and best-in class solution. This report covers the following hardware and software stocks, including six newly initiated stocks: HMS, Basler, TKH Group, Schneider Group, Lectra, Aveva, Dassault Systems, ESI, Materialise.

For more information and to benefit from our differentiated insights and find out more about the opportunities driving the industry of tomorrow, please contact:  

Thibault Morel

Equity Research I Software and IT

Gregory Ramirez

Equity Research I Software and IT

Paul Charpentier


Antoine Lebourgeois

Equity Research I Software and IT