← 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
1901
VIPI
Vista Investment Partners II
Indiana
$1.68M -$1.36M 2 0.66% Reduced
1902
PIWA
Prevail Innovative Wealth Advisors
Kansas
$1.68M +$1.67M 1 0.25% New
1903
GWMR
GC Wealth Management RIA
Massachusetts
$1.67M -$1.55M 2 0.1% Reduced
1904
KIG
Kessler Investment Group
Indiana
$1.67M -$8.3K 1 0.71% Reduced
1905
AW
Alchemi Wealth
Connecticut
$1.67M -$281K 2 0.78% Reduced
1906
MAM
Mystic Asset Management
Rhode Island
$1.67M -$2.43M 2 0.36% Reduced
1907
PCA
Prosperity Capital Advisors
Ohio
$1.67M -$507K 3 0.08% Reduced
1908
KAS
KPP Advisory Services
Kentucky
$1.66M -$809K 2 0.21% Reduced
1909
PCP
Proficio Capital Partners
Massachusetts
$1.66M +$1.5M 4 0.06% New
1910
QFA
Quantum Financial Advisors
California
$1.65M +$161K 4 0.16% Increased
1911
DMBA
Deseret Mutual Benefit Administrators
Utah
$1.65M -$371K 4 0.54% Reduced
1912
TA
Tectonic Advisors
Texas
$1.65M -$355K 3 0.08% Reduced
1913
CFP
Catalyst Financial Partners
Massachusetts
$1.64M -$387K 4 0.16% Reduced
1914
VC
Veracity Capital
Georgia
$1.64M -$1.57M 1 0.44% Reduced
1915
RGC
Roberts, Glore & Co
Illinois
$1.64M -$31.3K 2 0.4% Reduced
1916
DL
Dockside LLC
New York
$1.62M +$1.43M 1 0.38% New
1917
NB
Northwest Bancshares
Pennsylvania
$1.62M -$785K 2 0.29% Reduced
1918
CMAI
Capital Management Associates Inc
Minnesota
$1.62M -$236K 1 0.33% Reduced
1919
TC
TownSquare Capital
Utah
$1.62M -$434K 3 0.3% Reduced
1920
PCS
Personal CFO Solutions
New Jersey
$1.61M +$35.1K 4 0.23% Increased
1921
1WM
1900 Wealth Management
Texas
$1.61M -$145K 4 0.09% Reduced
1922
NICM
Neo Ivy Capital Management
New York
$1.61M -$1.1M 3 0.37% Reduced
1923
SageView Advisory Group
SageView Advisory Group
California
$1.6M -$518K 3 0.05% Reduced
1924
QC
Quent Capital
New York
$1.6M -$374K 6 0.1% Reduced
1925
BA
Bridgewater Advisors
New York
$1.6M +$177K 3 0.09% Increased