← 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
2101
BCM
Bourgeon Capital Management
Connecticut
$1.24M +$327K 1 0.18% Increased
2102
Caption Management
Caption Management
Oklahoma
$1.24M -$1.26M 1 0.01% Reduced
2103
CAM
Claret Asset Management
Quebec, Canada
$1.24M -$947K 4 0.13% Reduced
2104
MCC
Money Concepts Capital
Florida
$1.24M -$3.13M 1 0.06% Reduced
2105
LCM
LCM Capital Management
Illinois
$1.24M -$227K 2 0.54% Reduced
2106
FFS
Founders Financial Securities
Maryland
$1.23M -$730K 2 0.06% Reduced
2107
CWM
Centric Wealth Management
Illinois
$1.23M $0 2 0.19% Maintained
2108
BFA
Beacon Financial Advisory
Ohio
$1.23M -$260K 3 0.24% Reduced
2109
OFG
Oxford Financial Group
Indiana
$1.23M -$166K 2 0.06% Reduced
2110
IWM
Iams Wealth Management
Nebraska
$1.23M -$1.15M 1 0.37% Reduced
2111
IGGA
Iron Gate Global Advisors
Utah
$1.22M $0 1 0.12% Maintained
2112
CP
Canopy Partners
Ohio
$1.22M -$78.2K 3 0.37% Reduced
2113
TWM
Tradition Wealth Management
Minnesota
$1.22M -$497K 3 0.07% Reduced
2114
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.22M -$801K 2 0.23% Reduced
2115
IA
Inspire Advisors
Idaho
$1.22M +$1.02K 2 0.08% Increased
2116
NW
Naviter Wealth
Arkansas
$1.22M -$1.2M 1 0.11% Reduced
2117
WETS
Wealth Enhancement Trust Services
South Dakota
$1.21M -$3.16M 5 0.13% Reduced
2118
HFM
Hartford Financial Management
Connecticut
$1.21M -$2.26M 2 0.27% Reduced
2119
PCM
Palouse Capital Management
Washington
$1.2M -$911K 1 0.75% Reduced
2120
BAM
Brave Asset Management
New Jersey
$1.2M -$464K 2 0.26% Reduced
2121
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$1.2M -$273K 3 0.18% Reduced
2122
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.2M -$421K 4 0.07% Reduced
2123
PPC
Park Place Capital
Alabama
$1.2M -$115K 5 0.19% Reduced
2124
IA
IAM Advisory
Pennsylvania
$1.19M -$1.24M 1 0.23% Reduced
2125
MCA
MSH Capital Advisors
Arizona
$1.19M -$559K 1 0.21% Reduced