← 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
1626
AFM
Abbot Financial Management
Massachusetts
$2.53M $0 1 0.87% Maintained
1627
WC
Waterloo Capital
Texas
$2.53M -$524K 3 0.14% Reduced
1628
CL
CVFG LLC
Indiana
$2.53M -$1.63M 2 0.27% Reduced
1629
HWMO
Heritage Wealth Management (Ohio)
Ohio
$2.52M +$2.37M 4 0.63% New
1630
SHFA
SS&H Financial Advisors
Michigan
$2.52M +$2.48M 2 0.64% New
1631
RCAG
Rehmann Capital Advisory Group
Michigan
$2.51M +$236K 5 0.11% Increased
1632
SAM
SP Asset Management
California
$2.51M -$2.91M 1 0.2% Reduced
1633
RFA
Register Financial Advisors
Georgia
$2.51M -$1.89M 2 0.77% Reduced
1634
Sowell Financial Services
Sowell Financial Services
Arkansas
$2.51M -$2.41M 5 0.08% Reduced
1635
ILI
Invesco LLC (Illinois)
Illinois
$2.5M -$1.05M 2 0.77% Reduced
1636
AAS
AdviceOne Advisory Services
Connecticut
$2.49M -$288K 1 1.41% Reduced
1637
NERM
New England Research & Management
Illinois
$2.49M +$1.5M 1 0.97% Increased
1638
SIM
Studio Investment Management
Illinois
$2.49M -$2.32M 2 0.42% Reduced
1639
MSS
Mitchell Sinkler & Starr
Pennsylvania
$2.49M -$1.29M 1 1.04% Reduced
1640
IIM
Ipswich Investment Management
Massachusetts
$2.48M -$2.26M 1 0.52% Reduced
1641
GTS Securities
GTS Securities
Florida
$2.48M +$209K 4 0.05% Increased
1642
NB
NBT Bank
New York
$2.48M -$6.31M 3 0.16% Reduced
1643
BIP Wealth
BIP Wealth
Georgia
$2.47M -$227K 3 0.07% Reduced
1644
NRC
New Republic Capital
North Carolina
$2.47M +$1.46M 3 0.57% Increased
1645
CAM
Costello Asset Management
Pennsylvania
$2.47M -$1.87M 3 0.74% Reduced
1646
PIC
PCJ Investment Counsel
Ontario, Canada
$2.47M +$1.1M 1 0.71% Increased
1647
PCM
Park Capital Management
Wisconsin
$2.46M +$1.92M 1 1.45% New
1648
FCM
Fire Capital Management
California
$2.46M -$276K 3 1% Reduced
1649
KCM
KRS Capital Management
Michigan
$2.46M -$432K 4 1.14% Reduced
1650
IPAM
ICICI Prudential Asset Management
India
$2.43M -$205K 2 0.27% Reduced