← 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
PCP
Proficio Capital Partners
Massachusetts
$336K -$29.7K 7 0.14% Reduced
1802
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$331K -$17.8K 1 0.11% Reduced
1803
PL
Parkwood LLC
Ohio
$329K -$36K 1 0.05% Reduced
1804
Sowell Financial Services
Sowell Financial Services
Arkansas
$328K -$224K 1 0.09% Reduced
1805
BW
Bison Wealth
Georgia
$323K +$59.8K 1 0.27% Increased
1806
WIC
Whitegate Investment Counselors
New Hampshire
$321K $0 1 0.07% Maintained
1807
RNC Capital Management
RNC Capital Management
California
$320K -$4.45K 1 0.02% Reduced
1808
JWM
Jacobus Wealth Management
Wisconsin
$319K $0 2 0.09% Maintained
1809
JFA
Johanson Financial Advisors
California
$319K +$19.1K 1 0.26% Increased
1810
CA
Cambridge Advisors
Nebraska
$318K -$88.3K 1 0.13% Reduced
1811
ITIM
Indiana Trust & Investment Management
Indiana
$317K $0 1 0.16% Maintained
1812
STB
S&T Bank
Pennsylvania
$316K -$15.8K 1 0.06% Reduced
1813
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$313K -$87.4K 2 0.06% Reduced
1814
WA
Wealth Architects
California
$313K -$590 1 0.12% Reduced
1815
PHAM
Palisades Hudson Asset Management
Florida
$312K $0 1 0.18% Maintained
1816
CL
CIM LLC
New York
$310K -$1.89K 1 0.13% Reduced
1817
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$310K $0 1 0.03% Maintained
1818
GG
GenWealth Group
New Jersey
$308K +$302K 1 0.21% New
1819
KWMG
King Wealth Management Group
Florida
$307K $0 1 0.12% Maintained
1820
BIAS
Beacon Investment Advisory Services
New Jersey
$306K +$300K 1 0.05% New
1821
SFA
Stewardship Financial Advisors
Georgia
$305K $0 1 0.18% Maintained
1822
EP
Edinburgh Partners
United Kingdom
$304K +$53.8K 1 0.08% Increased
1823
MWM
Marietta Wealth Management
Georgia
$304K +$302K 1 0.18% New
1824
VCM
Versant Capital Management
Arizona
$303K -$8.94K 6 0.17% Reduced
1825
DOA
D'Orazio & Associates
Virginia
$302K +$11.9K 3 0.12% Increased