← 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
1551
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$595K -$2.22M 2 0.17% Reduced
1552
GBT
Grove Bank & Trust
Florida
$594K -$1.44K 1 0.53% Reduced
1553
ACI
Advance Capital I
Michigan
$585K -$680K 1 0.62% Reduced
1554
HCM
Harvey Capital Management
Florida
$581K $0 1 0.29% Maintained
1555
TAM
Taylor Asset Management
Ontario, Canada
$581K +$137K 1 0.17% Increased
1556
WMC
Westwood Management Corporation
Illinois
$580K $0 1 0.11% Maintained
1557
Ballentine Partners
Ballentine Partners
Massachusetts
$579K +$67.5K 2 0.05% Increased
1558
PMFA
Plante Moran Financial Advisors
Michigan
$578K +$46.7K 3 0.42% Increased
1559
SEC
Seven Eight Capital
New York
$578K -$122K 3 0.2% Reduced
1560
Algert Global
Algert Global
California
$576K -$428K 2 0.23% Reduced
1561
MCM
Maryland Capital Management
Maryland
$576K +$20K 2 0.09% Increased
1562
Quadrant Capital Group
Quadrant Capital Group
Ohio
$575K +$4.72K 7 0.4% Increased
1563
TG
TLP Group
Illinois
$572K -$803K 1 0.39% Reduced
1564
JMH
J.M. Hartwell
New York
$571K $0 1 0.15% Maintained
1565
Modera Wealth Management
Modera Wealth Management
New Jersey
$569K +$29.3K 1 0.2% Increased
1566
Rafferty Asset Management
Rafferty Asset Management
New York
$568K +$208K 1 0.04% Increased
1567
WP
WealthSource Partners
California
$567K +$25.2K 1 0.21% Increased
1568
NCIM
New Century Investment Management
Michigan
$563K -$94.7K 1 0.3% Reduced
1569
TBA
Train Babcock Advisors
New York
$560K $0 2 0.22% Maintained
1570
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$557K +$114K 2 0.04% Increased
1571
HIM
Herald Investment Management
United Kingdom
$551K $0 1 0.23% Maintained
1572
Lido Advisors
Lido Advisors
California
$547K +$11.5K 1 0.17% Increased
1573
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$547K -$47 2 0.06% Reduced
1574
ST
Sabal Trust
Florida
$545K -$27.9K 1 0.06% Reduced
1575
DF Dent & Co
DF Dent & Co
Maryland
$544K +$25.5K 1 0.02% Increased