← 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
BCM
Barometer Capital Management
Ontario, Canada
$19K +$18.7K 1 0% New
2002
HS
Horan Securities
United States
$19K +$19.1K 1 0.02% New
2003
LWA
Lenox Wealth Advisors
New York
$18K -$34K 1 0.01% Reduced
2004
SA
SRH Advisors
Kansas
$15K $0 1 0.07% Maintained
2005
PS
Portfolio Solutions
Michigan
$14K +$13.9K 1 0% New
2006
WAM
Watermark Asset Management
California
$14K +$14K 1 0.01% New
2007
RWM
Raffa Wealth Management
District of Columbia
$13.1K -$2.6K 3 0.01% Reduced
2008
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$13K $0 1 0% Maintained
2009
CFS
Commonwealth Financial Services
West Virginia
$12K $0 1 0.01% Maintained
2010
VCM
Vigilant Capital Management
Maine
$12K -$53.3K 1 0% Reduced
2011
SCA
Stuart Chaussee & Associates
California
$11K +$10.7K 1 0.01% New
2012
Pathstone Family Office
Pathstone Family Office
New Jersey
$10K +$11.2K 3 0.01% New
2013
Group One Trading
Group One Trading
Illinois
$9K -$731K 1 0% Reduced
2014
NYLT
New York Life Trust
New York
$9K -$19.9K 1 0.44% Reduced
2015
GWS
Glassman Wealth Services
Virginia
$8K +$179 2 0.01% Increased
2016
CCS
Crosspoint Capital Strategies
California
$7K $0 1 0.01% Maintained
2017
Guinness Asset Management
Guinness Asset Management
United Kingdom
$6K $0 1 0% Maintained
2018
SLF
Sun Life Financial
Ontario, Canada
$3.98K +$20.4K 3 0.01% New
2019
Financial Engines Advisors
Financial Engines Advisors
California
$3K +$3.09K 1 0% New
2020
TFA
Transamerica Financial Advisors
Florida
$2K +$110 2 0% Increased
2021
CAM
ClariVest Asset Management
California
$1K $0 1 0% Maintained
2022
CFN
Cordasco Financial Network
Florida
$1K +$1.44K 1 0% New
2023
KLWA
Kelly Lawrence W & Associates
California
$1K +$773 1 0% New
2024
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
2025
ED
Exane Derivatives
France
$125 $0 1 0% Maintained