← 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
SIAS
Shine Investment Advisory Services
Colorado
$172K +$168K 4 0.09% New
1952
SFPIA
Stevens First Principles Investment Advisors
California
$162K -$3.3K 1 0.1% Reduced
1953
CAW
Cornerstone Advisors (Washington)
Washington
$161K $0 5 0.09% Maintained
1954
Harvest Fund Management
Harvest Fund Management
China
$158K +$155K 1 0.02% New
1955
BWA
Burt Wealth Advisors
Maryland
$155K +$45.9K 2 0.11% Increased
1956
H
Hexavest
Quebec, Canada
$152K $0 2 0% Maintained
1957
GEA
Glen Eagle Advisors
New Jersey
$150K $0 3 0.12% Maintained
1958
CS
Credential Securities
$147K +$6.26K 3 0.05% Increased
1959
HCA
Heck Capital Advisors
Wisconsin
$146K -$11.9K 1 0.08% Reduced
1960
MCM
MV Capital Management
Maryland
$143K -$1.26K 3 0.04% Reduced
1961
AIM
Advantage Investment Management
Iowa
$140K +$14.6K 3 0.05% Increased
1962
ACM
Armbruster Capital Management
New York
$136K +$24.5K 1 0.07% Increased
1963
IF
Ironwood Financial
Arizona
$132K $0 1 0.08% Maintained
1964
TCCM
Timber Creek Capital Management
Massachusetts
$132K $0 3 0.09% Maintained
1965
FWM
Focused Wealth Management
New York
$131K $0 4 0.05% Maintained
1966
HWP
Hefty Wealth Partners
Indiana
$130K +$25.1K 2 0.09% Increased
1967
JGIA
Jackson Grant Investment Advisers
Connecticut
$130K +$770 2 0.1% Increased
1968
KLC
Knowledge Leaders Capital
Colorado
$127K +$67.7K 2 0.08% Increased
1969
ADL
Asset Dedication LLC
California
$114K $0 2 0.06% Maintained
1970
TDC
Thompson Davis & Co
Virginia
$113K +$13K 4 0.18% Increased
1971
LYV
Live Your Vision
Pennsylvania
$111K $0 3 0.04% Maintained
1972
HCM
Highlander Capital Management
New Jersey
$110K $0 1 0.09% Maintained
1973
CFG
CKW Financial Group
Hawaii
$108K +$105K 1 0.03% New
1974
LWM
Lenox Wealth Management
Ohio
$108K +$53.7K 3 0.04% Increased
1975
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$105K +$4.03K 2 0.04% Increased