← 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
2251
IP
Intellectus Partners
California
$1.01M -$648K 2 0.17% Reduced
2252
PCG
PFC Capital Group
California
$1.01M -$5.63K 1 0.39% Reduced
2253
TFA
Transamerica Financial Advisors
Florida
$1.01M -$361K 7 0.09% Reduced
2254
BWP
Balboa Wealth Partners
Arizona
$1M -$161K 4 0.14% Reduced
2255
RRA
Round Rock Advisors
Connecticut
$1M -$1M 1 0.13% Reduced
2256
TW
Traveka Wealth
California
$1M -$299K 1 0.33% Reduced
2257
HAM
Hedges Asset Management
Nevada
$1M +$998K 1 0.66% New
2258
WTB
Washington Trust Bank
Washington
$1M -$317K 2 0.07% Reduced
2259
WIM
Westside Investment Management
California
$999K -$61.6K 5 0.13% Reduced
2260
MTIC
Missouri Trust & Investment Company
Missouri
$998K -$3.4M 1 0.27% Reduced
2261
V
VeraBank
Texas
$997K -$232K 2 0.17% Reduced
2262
CFO
CVA Family Office
Colorado
$997K -$180K 6 0.09% Reduced
2263
MWA
Midland Wealth Advisors
Illinois
$996K -$402K 2 0.05% Reduced
2264
ML
McAdam LLC
Pennsylvania
$996K +$898 3 0.04% Increased
2265
SSC
Syverson Strege & Co
Iowa
$995K +$201K 2 0.22% Increased
2266
PEWA
Pacific Excel Wealth Advisors
California
$992K +$976K 1 0.38% New
2267
HFO
Heritage Family Offices
Arizona
$992K -$549K 1 0.38% Reduced
2268
AC
AXQ Capital
New Jersey
$992K -$2.55M 1 0.11% Reduced
2269
SOAMC
Spirit of America Management Corp
New York
$991K -$987K 1 0.19% Reduced
2270
TPA
Trivium Point Advisory
Connecticut
$989K -$190K 2 0.09% Reduced
2271
BIAS
Beacon Investment Advisory Services
New Jersey
$986K -$18M 5 0.04% Reduced
2272
RBWA
RFG - Bristol Wealth Advisors
Massachusetts
$985K -$981K 1 0.24% Reduced
2273
Aware Super
Aware Super
Australia
$985K +$768K 1 0.01% New
2274
WFA
Wellspring Financial Advisors
Ohio
$984K -$1.64M 3 0.06% Reduced
2275
WC
Wexford Capital
Florida
$983K +$649K 3 0.13% Increased