← 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
2001	4WM 44 Wealth Management Eugene, Oregon	$1.42M	-$1.53M	1	0.47%	Reduced
2002	V ViaWealth Leawood, Kansas	$1.41M	-$661K	2	0.71%	Reduced
2003	ASG Advisory Solutions Group Plymouth, Minnesota	$1.41M	+$1.31M	2	0.48%	New
2004	SWM SeaCrest Wealth Management Purchase, New York	$1.41M	-$1.67M	2	0.16%	Reduced
2005	PFG Prosperity Financial Group San Ramon, California	$1.41M	+$2.61K	1	0.44%	Increased
2006	PCM Permanent Capital Management Chicago, Illinois	$1.41M	+$989K	3	0.19%	Increased
2007	MW Maia Wealth Denver, Colorado	$1.41M	+$1.14M	1	0.21%	Increased
2008	UCB United Community Bank Greenville, South Carolina	$1.41M	-$164K	3	0.44%	Reduced
2009	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.41M	-$1.21M	2	0.1%	Reduced
2010	SW SMART Wealth Omaha, Nebraska	$1.4M	+$737K	1	0.3%	Increased
2011	Sapient Capital Indianapolis, Indiana	$1.4M	-$1.63M	3	0.02%	Reduced
2012	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$1.4M	-$58.2K	3	0.18%	Reduced
2013	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$1.4M	-$667K	2	0.16%	Reduced
2014	UFF USA Financial Formulas Ada, Michigan	$1.39M	+$79.2K	5	0.25%	Increased
2015	MFS Monetta Financial Services Wheaton, Illinois	$1.39M	$0	1	0.93%	Maintained
2016	Obermeyer Wealth Partners Aspen, Colorado	$1.38M	-$437K	2	0.06%	Reduced
2017	GPW Gentry Private Wealth Wichita, Kansas	$1.38M	+$1.08M	1	0.71%	New
2018	MLL Moody Lynn & Lieberson Boston, Massachusetts	$1.38M	-$424K	3	0.07%	Reduced
2019	AA Apriem Advisors Irvine, California	$1.38M	-$617K	2	0.12%	Reduced
2020	SRC Shufro Rose & Co New York	$1.38M	-$642K	2	0.08%	Reduced
2021	LWA Lineweaver Wealth Advisors Valley View, Ohio	$1.38M	-$2.37M	2	0.16%	Reduced
2022	CFM Compass Financial Management Tampa, Florida	$1.37M	+$1.16M	5	0.17%	New
2023	CFP Cascade Financial Partners San Diego, California	$1.37M	-$12K	2	0.12%	Reduced
2024	AlTi Global New York	$1.37M	-$2.47M	1	0.03%	Reduced
2025	IF Intrua Financial Houston, Texas	$1.37M	+$134K	4	0.13%	Increased