← 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
1801
PTC
Philadelphia Trust Company
Pennsylvania
$43.6K -$3.13M 2 0.16% Reduced
1802
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$43K +$8.3K 3 0% Increased
1803
ANBT
American National Bank & Trust
Texas
$42K +$19.8K 3 0.02% Increased
1804
Avior Wealth Management
Avior Wealth Management
Nebraska
$41K +$23.9K 1 0.03% Increased
1805
VIM
Veritas Investment Management
United Kingdom
$41K $0 1 0.01% Maintained
1806
CFG
CKW Financial Group
Hawaii
$39K -$9K 1 0.02% Reduced
1807
RCG
Ruggie Capital Group
Florida
$38K -$9.23K 2 0.03% Reduced
1808
SFWA
Summit Financial Wealth Advisors
Louisiana
$38K $0 1 0.02% Maintained
1809
AIM
Advantage Investment Management
Iowa
$33K -$15.2K 3 0.02% Reduced
1810
VCM
Vigilant Capital Management
Maine
$33K $0 1 0.01% Maintained
1811
WP
WealthPLAN Partners
Nebraska
$33K -$2.12K 2 0.01% Reduced
1812
OAJ
Ogorek Anthony Joseph
New York
$31K $0 1 0.02% Maintained
1813
RBC
Roble Belko & Company
Pennsylvania
$31K -$59K 1 0.02% Reduced
1814
Waverly Advisors
Waverly Advisors
Alabama
$29K -$620 2 0.02% Reduced
1815
AWM
AllSquare Wealth Management
New York
$27K $0 4 0.03% Maintained
1816
SFG
Sage Financial Group
Pennsylvania
$27K $0 1 0.01% Maintained
1817
RWM
Raffa Wealth Management
District of Columbia
$26.6K $0 4 0.02% Maintained
1818
TFA
Transamerica Financial Advisors
Florida
$26K -$7.11K 2 0% Reduced
1819
Pathstone Family Office
Pathstone Family Office
New Jersey
$24K $0 1 0.04% Maintained
1820
Personal Capital Advisors
Personal Capital Advisors
California
$24K $0 1 0% Maintained
1821
CGH
Cleary Gull Holdings
Wisconsin
$19K +$19.4K 1 0.01% New
1822
HMS
Hanseatic Management Services
New Mexico
$19K +$18.1K 1 0.01% New
1823
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$17K $0 1 0.01% Maintained
1824
NHFG
New Harbor Financial Group
Massachusetts
$16K $0 1 0.02% Maintained
1825
SCP
Syntal Capital Partners
Texas
$14K -$26.9K 1 0.01% Reduced