In short: Raskin's final trade, in one line: "Cognex — leader in machine vision, $10 billion market cap. Long runway." Consistent with the rest of her book: a small-cap-relative industrial-technology name whose addressable market grows with automation and robotics, sized against the $100–300B AI names Brown had just enumerated.
Cognex makes machine vision systems — the cameras and software that let factory equipment see what it is doing, inspect parts and guide robots. Amy Raskin calls it the leader in that field.
Her whole case is three words long: "long runway." At a roughly $10 billion market value it is small relative to the automation trend it serves, which fits the pattern across her portfolio — owning the smaller supplier underneath a very large secular shift rather than the famous name on top of it.
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