The future of manufacturing is all about automation—not just physical automation (the production and movement of goods in a factory) but also the digitalization of workflows. Think sensors, software, robots, and cobots, all connected seamlessly in a physical-meets-virtual world. The future of manufacturing is all about automation—not just physical automation (the production and movement of goods in a factory) but also the digitalization of workflows. In this overview of what we call a growth theme, we discuss how changes in manufacturing have the potential to unlock the fourth industrial revolution—and what it means for investors.