← 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	LWA Lenox Wealth Advisors New York	$44K	+$24.7K	1	0.01%	Increased
2002	OAJ Ogorek Anthony Joseph Williamsville, New York	$39K	$0	1	0.04%	Maintained
2003	RI Redwood Investments Boston, Massachusetts	$39K	$0	2	0%	Maintained
2004	ECM Exchange Capital Management Ann Arbor, Michigan	$38K	-$29.3K	1	0.01%	Reduced
2005	AOWM Alpha Omega Wealth Management Richmond, Virginia	$36K	$0	1	0.02%	Maintained
2006	DVM Dreman Value Management West Palm Beach, Florida	$35K	-$356K	1	0.02%	Reduced
2007	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$32K	-$118	1	0%	Reduced
2008	GWS Glassman Wealth Services Vienna, Virginia	$32K	+$22.1K	3	0.02%	Increased
2009	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$30K	-$6.33K	1	0.02%	Reduced
2010	Simon Quick Advisors Morristown, New Jersey	$30K	-$242K	1	0.02%	Reduced
2011	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$29K	$0	1	0.01%	Maintained
2012	CWM Cedar Wealth Management Walnut Creek, California	$28K	$0	1	0.02%	Maintained
2013	DPA Delphi Private Advisors San Diego, California	$27K	$0	1	0.05%	Maintained
2014	KIG Kessler Investment Group Columbus, Indiana	$27K	$0	1	0.03%	Maintained
2015	SHJ Sharkey, Howes & Javer Denver, Colorado	$27K	$0	1	0.02%	Maintained
2016	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$25K	$0	1	0.01%	Maintained
2017	CAL Capital Advisors Ltd Shaker Heights, Ohio	$25K	$0	4	0.01%	Maintained
2018	HS Horan Securities Cincinnati, United States	$21K	+$118	1	0.02%	Increased
2019	DIA Davidson Investment Advisors Great Falls, Montana	$20K	$0	1	0%	Maintained
2020	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$20K	+$19.6K	1	0.01%	New
2021	FMA FNY Managed Accounts New York	$19K	-$68.2K	1	0.19%	Reduced
2022	MIM Macroview Investment Management Bethesda, Maryland	$18K	+$17.6K	2	0.1%	New
2023	SA SRH Advisors Salina, Kansas	$17K	$0	1	0.08%	Maintained
2024	VCM Vigilant Capital Management Portland, Maine	$15K	+$2.23K	2	0%	Increased
2025	WAM Watermark Asset Management San Ramon, California	$15K	$0	1	0.01%	Maintained