What Makes Rockwell Automation (ROK) a High-Quality Compounder?

Group 1 - Alpha Wealth Insiders Fund reported a return of 4.96% in September 2025, with year-to-date returns reaching 21.37%, outperforming the S&P 500's September return of 3.65% and year-to-date return of 14.83% [1] - The fund highlighted Rockwell Automation, Inc. (NYSE:ROK) as a key investment, noting its one-month return of -0.91% and a significant 52-week gain of 41.60% [2] - Rockwell Automation operates in three segments: Intelligent Devices, Software & Control, and Lifecycle Services, providing products and services aimed at enhancing manufacturing efficiency [3] Group 2 - Rockwell Automation, Inc. is not among the 30 most popular stocks among hedge funds, with 51 hedge fund portfolios holding the stock at the end of Q3 2025, an increase from 49 in the previous quarter [4] - Despite the potential of Rockwell Automation as an investment, the company is viewed as having less upside compared to certain AI stocks, which are considered to carry less downside risk [4]