Spotlights – Securities.io

July 6, 2026

By Jonathan Schramm

Rockwell Automation (ROK): Making Smart Factories The Default Of Manufacturing

With the explosion of capacity of AI, robotics, machine vision, connected devices, Internet of Things (IoT), 3D printing, and digital twins, manufacturing is changing very quickly....

June 29, 2026

By Jonathan Schramm

Butterfly Network (BFLY): Transforming Imaging With Midjourney

By Jonathan Schramm

Medicine has made significant progress in the past few decades, largely thanks to advances in biochemistry, pharmaceuticals, and biotechnology, giving us mRNA vaccines, advanced cancer therapies,...

June 22, 2026

By Jonathan Schramm

Vale (VALE): Making Iron Mining Sustainable & Building a Copper Giant

By Jonathan Schramm

Making Iron & Steel SustainableIron is often viewed as a “boring” metal by investors. It mostly follows global economic cycles and is unlikely to have any narrative...

June 15, 2026

By Jonathan Schramm

RTX Corporation (RTX): The Aerospace Giant Powering Global Aviation and Defense

By Jonathan Schramm

Soon after the invention of the airplane, its military applications became obvious. From reconnaissance and primitive bombing in WWI, air power became an essential component of...

June 8, 2026

By Jonathan Schramm

IDEX Corporation (IEX): The Fluidics Expert Company

By Jonathan Schramm

Industrial supply chains are supported not only by high-tech components like chips and lasers, but also by a massive layer of infrastructure that provides precise measurements...

June 1, 2026

By Jonathan Schramm

SQM (SQM): The Chilean Lithium & Salt Mining Giant

By Jonathan Schramm

For most of human history, lithium was a relatively irrelevant metallic compound with little practical applications. This started to change with the invention by John Goodenough...

May 25, 2026

By Jonathan Schramm

Air Products & Chemicals (ADP): The Backbone of the Green Transition

By Jonathan Schramm

When we think of industrial materials, we mostly think of commodities like steel, coal, aluminum, ceramics, and other easy-to-identify solid materials. But equally important are all...

May 18, 2026

By Jonathan Schramm

Kratos Defense (KOTS): Updating The US Military For The Drone Era

By Jonathan Schramm

For decades, the landscape of military equipment stayed relatively unchanged. New weapon systems would be developed, but most would be articulated around the same concept of...

May 11, 2026

By Jonathan Schramm

Teledyne Technology (TDY): The Sensors And Industrial Electronic Conglomerate

By Jonathan Schramm

In the industrial history of the USA, an archetype emerges again and again: the conglomerate.The idea is to bring together dozens or even hundreds of smaller...

May 4, 2026

By Jonathan Schramm

American Water Works (AWK): Consolidating America’s Water Infrastructures

By Jonathan Schramm

Water As Critical InfrastructureA lot of the modern world is dependent on often forgotten infrastructures like roads, harbors, electric lines, etc. Another critical infrastructure is water,...

April 27, 2026

By Jonathan Schramm

Hecla Mining (HL): Securing North America’s Strategic Silver Supply

By Jonathan Schramm

The Growing Investment Case For SilverPrecious metals, especially gold, have historically held a special place in the monetary system, as the foundation of “softer” forms of...

April 21, 2026

By Jonathan Schramm

UiPath: Leading Automation by Embracing the AI Agentic Era

By Jonathan Schramm

In the past few years, the explosion in AI capacity has made clear that many tasks will and already are being automated away. It might seem...

April 13, 2026

By Jonathan Schramm

Dover Corporation: The High-Dividend Conglomerate Powering Global Industry

By Jonathan Schramm

Many industrial companies thrive from producing excellent machinery that is mostly unknown or invisible to the general public, with the brand only known to professionals.This sort...

April 7, 2026

By Jonathan Schramm

GE Healthcare: Bringing Medical Imaging Into The AI Era

By Jonathan Schramm

General Electric , or GE, has been a powerhouse of American innovation since its inception in 1882, when it created some of the country’s first power...

March 30, 2026

By Jonathan Schramm

L3Harris (LHX): Scaling the 21st Century “Arsenal of Freedom”

By Jonathan Schramm

In the 20th century, warfare was characterized by a few dominant weapon systems like tanks, aircraft carriers, fighter jets, and heavy bombers. Having the most advanced version...