← 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
1951
FSA
Fort Sheridan Advisors
Illinois
$1.54M -$1.32M 1 0.17% Reduced
1952
CST
Charles Schwab Trust
Nevada
$1.54M +$94.1K 2 0.09% Increased
1953
PWS
Proactive Wealth Strategies
Georgia
$1.54M +$6.05K 1 0.25% Increased
1954
BAM
Broyhill Asset Management
North Carolina
$1.53M -$1.09M 1 1.36% Reduced
1955
AIM
Axiom Investment Management
New York
$1.53M -$1.54M 4 1.02% Reduced
1956
I
InvesTrust
Oklahoma
$1.51M $0 1 0.58% Maintained
1957
RC
Roundview Capital
New Jersey
$1.5M -$1.47M 1 0.08% Reduced
1958
TC
Truvestments Capital
Florida
$1.5M +$119K 3 0.22% Increased
1959
OPA
Old Port Advisors
Maine
$1.5M -$1.21M 2 0.3% Reduced
1960
FIA
FNY Investment Advisers
New York
$1.5M +$253K 3 0.54% Increased
1961
GPA
Garrison Point Advisors
California
$1.49M -$855K 2 0.61% Reduced
1962
RWP
Revolve Wealth Partners
New Jersey
$1.49M +$19.7K 3 0.15% Increased
1963
CCP
Carmel Capital Partners
California
$1.49M -$1.63M 1 0.49% Reduced
1964
WCM
Washington Capital Management
Washington
$1.49M -$9.85K 1 0.98% Reduced
1965
CA
Clune & Associates
Illinois
$1.49M $0 1 0.23% Maintained
1966
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.49M +$307K 3 0.04% Increased
1967
MFG
Magnus Financial Group
New York
$1.49M -$1.16M 2 0.11% Reduced
1968
AMM
American Money Management
California
$1.49M -$1.51M 1 0.21% Reduced
1969
IFG Advisory
IFG Advisory
Georgia
$1.48M +$1.42M 4 0.05% Increased
1970
FWM
Focused Wealth Management
New York
$1.48M -$1.31M 3 0.13% Reduced
1971
PFW
Petros Family Wealth
Minnesota
$1.48M -$145K 1 0.91% Reduced
1972
SC
Shuttleworth & Co
Ohio
$1.48M -$4.64K 1 1.18% Reduced
1973
PA
Promethium Advisors
Maryland
$1.48M $0 1 0.71% Maintained
1974
CWM
CMH Wealth Management
New Hampshire
$1.48M -$444K 2 0.23% Reduced
1975
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$1.48M -$759K 1 0.05% Reduced