← 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
2051
FUBT
First United Bank & Trust
Maryland
$1.3M -$1.21M 3 0.37% Reduced
2052
PC
Parrish Capital
Georgia
$1.3M -$162K 1 1.25% Reduced
2053
WI
WBI Investments
New Jersey
$1.3M -$585K 1 0.32% Reduced
2054
JCIA
Jackson Creek Investment Advisors
Colorado
$1.3M +$473K 2 0.43% Increased
2055
BONH
Bank of New Hampshire
New Hampshire
$1.3M -$254K 4 0.27% Reduced
2056
SA
Strategic Advisors
New York
$1.3M -$9.38M 2 0.28% Reduced
2057
TM
TigerOak Management
New Mexico
$1.3M -$383K 2 0.36% Reduced
2058
EA
Ellsworth Advisors
Ohio
$1.3M -$1.29M 1 0.21% Reduced
2059
FWA
Fulcrum Wealth Advisors
Washington
$1.29M -$961K 1 0.99% Reduced
2060
PDM
Penn Davis McFarland
Texas
$1.29M -$1.29M 1 0.12% Reduced
2061
MWA
Madson Wealth Advisors
California
$1.29M -$244K 2 0.88% Reduced
2062
MVA
Mount Vernon Associates
Maryland
$1.29M -$1.29M 1 0.84% Reduced
2063
CFFP
Center for Financial Planning
Michigan
$1.29M -$3.79K 3 0.12% Reduced
2064
AAIM
Asset Advisors Investment Management
Georgia
$1.29M -$394K 1 0.12% Reduced
2065
HAIM
Hunter Associates Investment Management
Pennsylvania
$1.29M -$554K 2 0.15% Reduced
2066
AIC
Archer Investment Corporation
Indiana
$1.29M -$473K 4 0.25% Reduced
2067
GSB
Greenfield Savings Bank
Massachusetts
$1.29M -$1.51M 2 0.49% Reduced
2068
HWA
HCR Wealth Advisors
California
$1.29M -$1.36M 1 0.12% Reduced
2069
HZ
Hixon Zuercher
Ohio
$1.28M -$4.78M 1 0.38% Reduced
2070
RGC
Regents Gate Capital
United Kingdom
$1.28M -$17.4M 2 1.71% Reduced
2071
FAM
Fulcrum Asset Management
United Kingdom
$1.28M +$1.14M 2 0.13% New
2072
BWM
Brown Wealth Management
Illinois
$1.28M $0 1 0.29% Maintained
2073
EM
Excalibur Management
Massachusetts
$1.28M -$437K 2 0.42% Reduced
2074
LFA
Legacy Financial Advisors
Kentucky
$1.28M -$538K 3 0.16% Reduced
2075
TVPW
Third View Private Wealth
Connecticut
$1.27M -$1.43M 1 0.16% Reduced