← 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
1926
AFC
AFT Forsyth & Company
Florida
$1.6M -$288K 1 0.77% Reduced
1927
EAM
Empirical Asset Management
Massachusetts
$1.6M +$376K 2 0.36% Increased
1928
GDP
Great Diamond Partners
Maine
$1.6M -$411K 3 0.27% Reduced
1929
WBWA
William B. Walkup & Associates
South Carolina
$1.59M +$1.61K 2 0.77% Increased
1930
TWM
Trueblood Wealth Management
Ohio
$1.59M -$348K 3 0.56% Reduced
1931
KP
Keel Point
Alabama
$1.59M -$43.1K 4 0.09% Reduced
1932
DAS
DMKC Advisory Services
Iowa
$1.59M -$7.04K 1 0.3% Reduced
1933
S
Storgate
Texas
$1.58M +$690K 2 0.33% Increased
1934
OL
Optas LLC
Texas
$1.58M -$280K 4 0.22% Reduced
1935
EGA
E&G Advisors
Texas
$1.58M $0 1 0.3% Maintained
1936
MFC
Mechanics Financial Corp
Ohio
$1.57M -$249K 2 0.56% Reduced
1937
NS
Northland Securities
Minnesota
$1.57M +$296K 2 0.92% Increased
1938
CIP
Convergence Investment Partners
Florida
$1.57M -$36.5K 1 0.15% Reduced
1939
MWM
Mattern Wealth Management
Kansas
$1.57M $0 1 0.26% Maintained
1940
MS
Madden Securities
Texas
$1.57M -$1.07M 2 0.44% Reduced
1941
BSB
Bangor Savings Bank
Maine
$1.57M -$284K 1 0.12% Reduced
1942
FCM
Fieldview Capital Management
Michigan
$1.56M -$1.63M 4 0.45% Reduced
1943
CreativeOne Wealth
CreativeOne Wealth
Kansas
$1.56M -$1.94M 4 0.03% Reduced
1944
AWM
Aries Wealth Management
Maine
$1.56M -$343K 3 0.31% Reduced
1945
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.55M +$199K 2 0.02% Increased
1946
BNA
BankChampaign National Association
Illinois
$1.55M +$452K 2 1.19% Increased
1947
HVP
Hudson Value Partners
Florida
$1.55M -$7.04K 1 0.39% Reduced
1948
WA1
Wimmer Associates 1
California
$1.54M +$141K 1 0.7% Increased
1949
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$1.54M $0 1 0.29% Maintained
1950
AWF
Alpha Wealth Funds
Utah
$1.54M $0 1 0.84% Maintained