← 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
Citizens Business Bank
Citizens Business Bank
California
$230K -$17K 1 0.04% Reduced
2102
GCM
Grisanti Capital Management
New York
$230K $0 1 0.09% Maintained
2103
ODG
O'Dell Group
Ohio
$229K +$221K 1 0.17% New
2104
Legacy Private Trust
Legacy Private Trust
Wisconsin
$228K +$4.86K 1 0.03% Increased
2105
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management
Pennsylvania
$226K $0 1 0.1% Maintained
2106
PDS Planning
PDS Planning
Ohio
$225K +$210K 1 0.23% New
2107
Rice Partnership
Rice Partnership
Hawaii
$225K +$217K 1 0.16% New
2108
IBOK
Independence Bank of Kentucky
Kentucky
$224K +$216K 3 0.19% New
2109
Toth Financial Advisory
Toth Financial Advisory
Virginia
$224K +$213K 3 0.05% New
2110
ARMC
American Research & Management Company
Massachusetts
$223K +$16.8K 3 0.07% Increased
2111
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$223K +$216K 1 0.28% New
2112
Elgethun Capital Management
Elgethun Capital Management
South Dakota
$222K $0 1 0.16% Maintained
2113
Johnson Financial Group LLC (Colorado)
Johnson Financial Group LLC (Colorado)
Colorado
$221K -$54.3K 1 0.17% Reduced
2114
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$221K -$102K 2 0.1% Reduced
2115
ACP
Arcus Capital Partners
Georgia
$220K +$213K 1 0.12% New
2116
Parkwood LLC
Parkwood LLC
Ohio
$220K +$214K 1 0.03% New
2117
VCM
Vivaldi Capital Management
Illinois
$220K +$213K 1 0.18% New
2118
Avity Investment Management
Avity Investment Management
Connecticut
$218K +$203K 1 0.03% New
2119
WPA
Winning Points Advisors
Florida
$218K $0 1 0.18% Maintained
2120
MC
Mathes Company
New York
$216K +$209K 1 0.1% New
2121
Rational Advisors
Rational Advisors
New York
$216K -$45.3K 1 0.11% Reduced
2122
Hartline Investment Corp
Hartline Investment Corp
Illinois
$215K +$209K 1 0.06% New
2123
Lido Advisors
Lido Advisors
California
$215K +$208K 1 0.03% New
2124
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$214K +$205K 1 0.09% New
2125
LCM
Leisure Capital Management
California
$214K +$207K 1 0.18% New