← 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
2026	CFG Cooper Financial Group Irvine, California	$1.36M	-$106K	4	0.11%	Reduced
2027	WCMNY Westchester Capital Management (New York) Valhalla, New York	$1.36M	-$2.9K	1	0.07%	Reduced
2028	M MATAURO New York	$1.36M	-$767K	1	0.18%	Reduced
2029	WA WBH Advisory Baltimore, Maryland	$1.36M	-$762K	2	0.09%	Reduced
2030	IPW Impact Partnership Wealth Marietta, Georgia	$1.35M	+$385K	3	0.13%	Increased
2031	CI Corient IA Miami, Florida	$1.35M	$0	3	1.25%	Maintained
2032	SIC Sigma Investment Counselors Northville, Michigan	$1.35M	+$200K	3	0.07%	Increased
2033	OIC Orion Investment Company St. Louis, Missouri	$1.34M	+$23.9K	1	0.39%	Increased
2034	I InceptionR Lafayette, California	$1.34M	+$1.21M	3	0.33%	New
2035	VMMC V.M. Manning & Co Greenville, South Carolina	$1.34M	+$1.34M	2	1.15%	New
2036	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$1.34M	-$1.54M	2	0.09%	Reduced
2037	AFM Armstrong Fleming & Moore Washington, District of Columbia	$1.34M	-$760K	2	0.44%	Reduced
2038	NL Navalign LLC Encino, California	$1.33M	-$715K	2	0.31%	Reduced
2039	TW TritonPoint Wealth Chevy Chase, Maryland	$1.33M	-$1.4M	1	0.13%	Reduced
2040	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$1.33M	-$50K	5	0.27%	Reduced
2041	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$1.33M	-$1.35M	1	0.25%	Reduced
2042	LWP LeClair Wealth Partners Dublin, Ohio	$1.32M	+$1.27M	2	0.69%	New
2043	VAM Verity Asset Management Durham, North Carolina	$1.32M	-$182K	3	0.5%	Reduced
2044	Lighthouse Investment Partners Palm Beach Gardens, Florida	$1.32M	-$16.2M	3	0.04%	Reduced
2045	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$1.31M	-$828K	2	0.26%	Reduced
2046	SFGM Stonebridge Financial Group (Missouri) St. Louis, Missouri	$1.31M	+$8.19K	2	0.87%	Increased
2047	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$1.31M	-$541K	2	0.19%	Reduced
2048	CCM Cox Capital Management Andover, Massachusetts	$1.31M	-$892K	2	0.73%	Reduced
2049	Livforsakringsbolaget Skandia Stockholm, Sweden	$1.31M	$0	3	0.04%	Maintained
2050	IP Indivisible Partners Clearwater, Florida	$1.3M	-$487K	2	0.07%	Reduced