← 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
MLFP
MPS Loria Financial Planners
Illinois
$14K +$13.6K 1 0.01% New
2027
RWM
Raffa Wealth Management
District of Columbia
$13.6K $0 3 0.01% Maintained
2028
SCA
Stuart Chaussee & Associates
California
$12K $0 1 0.01% Maintained
2029
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$9K -$314K 2 0% Reduced
2030
Gradient Investments
Gradient Investments
Minnesota
$9K -$11.9K 3 0% Reduced
2031
TJHA
Thomas J. Herzfeld Advisors
Florida
$8K +$8.34K 1 0% New
2032
Guinness Asset Management
Guinness Asset Management
United Kingdom
$7K $0 1 0% Maintained
2033
AWM
AllSquare Wealth Management
New York
$4K -$75K 2 0% Reduced
2034
Pathstone Family Office
Pathstone Family Office
New Jersey
$3K -$8.26K 1 0% Reduced
2035
CAM
ClariVest Asset Management
California
$2K +$1.21K 2 0% Increased
2036
TFA
Transamerica Financial Advisors
Florida
$2K -$118 2 0% Reduced
2037
Tortoise Capital Advisors
Tortoise Capital Advisors
Kansas
$1K -$12.3K 1 0% Reduced
2038
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
2039
AIA
Affinity Investment Advisors
California
$0 -$1.23M 0 – Closed
2040
AF
Ally Financial
Michigan
$0 -$2.69M 0 – Closed
2041
AGM
Alpine Global Management
New York
$0 -$737K 0 – Closed
2042
AFS
Amtrust Financial Services
New York
$0 -$1.02M 0 – Closed
2043
AG
Appleton Group
Wisconsin
$0 -$213K 0 – Closed
2044
AMCA
Arthur M. Cohen & Associates
Illinois
$0 -$311K 0 – Closed
2045
AB
Atlas Brown
Kentucky
$0 -$206K 0 – Closed
2046
BIG
Bellwether Investment Group
Tennessee
$0 -$137K 0 – Closed
2047
BCP
Blue Chip Partners
Michigan
$0 -$117K 0 – Closed
2048
BCM
Bluefin Capital Management
New York
$0 -$612K 0 – Closed
2049
BFPW
BOK Financial Private Wealth
Colorado
$0 -$201K 0 – Closed
2050
BAPIM
British Airways Pensions Investment Management
United Kingdom
$0 -$5.7M 0 – Closed