← 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
1701
Group One Trading
Group One Trading
Illinois
$2.24M -$2.87M 2 0% Reduced
1702
IFWM
Institute for Wealth Management
Colorado
$2.24M -$813K 5 0.2% Reduced
1703
MCM
Mill Capital Management
North Carolina
$2.23M -$423K 2 0.15% Reduced
1704
DFA
Delta Financial Advisors
Louisiana
$2.23M -$52.4K 2 0.53% Reduced
1705
GIA
Gladstone Institutional Advisory
Florida
$2.23M -$163K 3 0.07% Reduced
1706
HIC
Holderness Investments Company
North Carolina
$2.23M -$1.33M 2 0.37% Reduced
1707
OWA
Outlook Wealth Advisors
Texas
$2.22M -$381K 3 0.48% Reduced
1708
BIA
Beacon Investment Advisors
Maryland
$2.22M -$1.98K 2 0.7% Reduced
1709
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$2.22M -$432K 2 0.04% Reduced
1710
MW
Marble Wealth
Alabama
$2.22M -$355K 2 0.34% Reduced
1711
QWM
Quadcap Wealth Management
Texas
$2.21M -$650K 2 0.22% Reduced
1712
AA
Auxano Advisors
Washington
$2.21M -$371K 3 0.42% Reduced
1713
UAS
United Asset Strategies
New York
$2.21M +$738K 3 0.16% Increased
1714
PH
Pinnacle Holdings
Oklahoma
$2.21M -$214K 1 0.68% Reduced
1715
BWM
BKM Wealth Management
Wisconsin
$2.2M -$747K 2 0.78% Reduced
1716
HBW
Hazlett, Burt & Watson
West Virginia
$2.2M -$322K 4 0.58% Reduced
1717
BHBT
Burke & Herbert Bank & Trust
Virginia
$2.2M -$849K 3 0.55% Reduced
1718
LSPW
Lake Street Private Wealth
Illinois
$2.2M -$1.68M 2 0.25% Reduced
1719
NI
Natural Investments
California
$2.2M +$573K 3 0.48% Increased
1720
A
Argentarii
Ohio
$2.2M -$609K 2 0.66% Reduced
1721
NAG
Northstar Advisory Group
New Jersey
$2.19M +$1.93M 1 0.68% New
1722
ALAM
Asahi Life Asset Management
Japan
$2.19M -$403K 2 1.24% Reduced
1723
LF
LifePlan Financial
Minnesota
$2.18M -$747K 1 1.53% Reduced
1724
WMA
West Michigan Advisors
Michigan
$2.17M -$189K 3 0.41% Reduced
1725
SSI
Scott & Selber Inc
Texas
$2.17M -$2.16M 1 0.46% Reduced