← 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
1876
AWMS
Advocacy Wealth Management Services
Georgia
$29K -$2.26K 1 0.01% Reduced
1877
SFG
Sage Financial Group
Pennsylvania
$25K $0 1 0.01% Maintained
1878
SHJ
Sharkey, Howes & Javer
Colorado
$23K -$3K 1 0.01% Reduced
1879
DIA
Davidson Investment Advisors
Montana
$22K +$5.05K 1 0% Increased
1880
Pathstone Family Office
Pathstone Family Office
New Jersey
$22K +$10.6K 2 0.02% Increased
1881
AOWM
Alpha Omega Wealth Management
Virginia
$21K $0 1 0.02% Maintained
1882
Personal Capital Advisors
Personal Capital Advisors
California
$21K $0 1 0% Maintained
1883
KLI
Kelman-Lazarov Inc
Tennessee
$20.9K $0 1 0.01% Maintained
1884
NHFG
New Harbor Financial Group
Massachusetts
$18K $0 1 0.02% Maintained
1885
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$17K $0 1 0.01% Maintained
1886
AIM
Advantage Investment Management
Iowa
$16K -$14.5K 2 0.01% Reduced
1887
CAL
Capital Advisors Ltd
Ohio
$15K -$5K 3 0.01% Reduced
1888
RBC
Roble Belko & Company
Pennsylvania
$14K -$5K 1 0.01% Reduced
1889
SA
SRH Advisors
Kansas
$14K $0 1 0.07% Maintained
1890
RWM
Raffa Wealth Management
District of Columbia
$12.2K $0 4 0.01% Maintained
1891
HCM
Herndon Capital Management
Georgia
$12K +$12.5K 3 0% New
1892
NYLT
New York Life Trust
New York
$11K -$117K 2 0.05% Reduced
1893
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$11K +$1K 1 0% Increased
1894
BC
Barnett & Company
Tennessee
$10K $0 1 0.01% Maintained
1895
CFS
Commonwealth Financial Services
West Virginia
$10K $0 1 0.01% Maintained
1896
CCS
Crosspoint Capital Strategies
California
$7K $0 1 0.01% Maintained
1897
CS
Credential Securities
$5.48K +$2.68K 3 0% Increased
1898
GWS
Glassman Wealth Services
Virginia
$5K $0 1 0% Maintained
1899
TWMP
Taylor Wealth Management Partners
Massachusetts
$5K $0 1 0% Maintained
1900
AP
Advisors Preferred
Maryland
$4K +$4.81K 1 0% New