← All themes Robotics & Automation

Industrial Automation

Industrial automation covers the controllers, drives, and robot arms that run factories and process plants. Orders follow manufacturing capital spending, which makes the group a clean read on industrial confidence.

16 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1426
AFWM
AMJ Financial Wealth Management
Virginia
$3.52M $0 1 0.83% Maintained
1427
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$3.51M -$1.97M 2 0.71% Reduced
1428
Goelzer Investment Management
Goelzer Investment Management
Indiana
$3.51M -$2.91M 2 0.15% Reduced
1429
WSC
Wellington Shields & Co
New York
$3.51M -$2.4M 3 0.79% Reduced
1430
Mechanics Bank - Trust Department
Mechanics Bank - Trust Department
California
$3.5M -$190K 2 0.43% Reduced
1431
SCI
S&CO Inc
Massachusetts
$3.5M -$366K 5 0.2% Reduced
1432
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$3.49M -$34.7K 6 0.33% Reduced
1433
Nelson Capital Management
Nelson Capital Management
California
$3.48M -$60.7K 1 0.38% Reduced
1434
JWM
JPL Wealth Management
Colorado
$3.48M -$42.8K 6 0.69% Reduced
1435
Sendero Wealth Management
Sendero Wealth Management
Texas
$3.47M +$1.14M 2 0.35% Increased
1436
ARG
Advisory Resource Group
Oklahoma
$3.47M -$3.5M 1 0.52% Reduced
1437
Allied Investment Advisors
Allied Investment Advisors
Montana
$3.47M -$295K 1 0.44% Reduced
1438
HCM
Hall Capital Management
Rhode Island
$3.46M -$1.45M 2 1.08% Reduced
1439
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$3.46M -$935K 4 0.2% Reduced
1440
SVB Wealth
SVB Wealth
Massachusetts
$3.44M -$2.91M 3 0.22% Reduced
1441
Stonebridge Financial Group
Stonebridge Financial Group
California
$3.43M +$3.38M 2 0.48% New
1442
D.J. St. Germain
D.J. St. Germain
Massachusetts
$3.43M -$1M 3 0.12% Reduced
1443
IFS
Ifrah Financial Services
Arkansas
$3.41M -$504K 4 0.83% Reduced
1444
First PREMIER Bank
First PREMIER Bank
South Dakota
$3.41M -$49.4K 2 0.55% Reduced
1445
Nexus Investment Management
Nexus Investment Management
Ontario, Canada
$3.41M -$3.4M 1 0.44% Reduced
1446
LCM
Lionhunter Capital Management
New York
$3.41M +$3.39M 1 1.54% New
1447
RPC
Royal Palms Capital
Montana
$3.41M -$1.19M 1 3% Reduced
1448
SkyOak Wealth
SkyOak Wealth
Michigan
$3.4M -$257K 1 0.56% Reduced
1449
TIM
Tevis Investment Management
Texas
$3.39M -$965K 3 1.86% Reduced
1450
SBF
Sara-Bay Financial
Florida
$3.39M -$317K 1 0.9% Reduced