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Robotics & Automation

Robotics and automation replace or assist human physical labour, and the case for them strengthens as wages rise and workforces age. Better perception models have widened the range of tasks machines can attempt.

83 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1601
CCP
Clough Capital Partners
Massachusetts
$656K $0 1 0.02% Maintained
1602
SL
Summitry LLC
California
$652K -$14.8M 2 0.08% Reduced
1603
BDF
Balasa Dinverno & Foltz
$651K -$18K 2 0.07% Reduced
1604
BFC
Blue Fin Capital
Rhode Island
$651K -$3.36K 1 0.52% Reduced
1605
MJRIC
Mogy Joel R Investment Counsel
California
$651K $0 1 0.13% Maintained
1606
AWP
Ascent Wealth Partners
New York
$639K -$416K 2 0.4% Reduced
1607
HCA
Harbour Capital Advisors
Virginia
$634K +$193K 1 0.5% Increased
1608
NIM
NuWave Investment Management
New Jersey
$633K +$574K 4 1.63% Increased
1609
SMC
Smith, Moore & Co
Missouri
$631K -$140K 1 0.38% Reduced
1610
Wealthfront
Wealthfront
California
$631K +$208K 5 0.05% Increased
1611
PMG
ProVise Management Group
Florida
$628K +$35K 2 0.14% Increased
1612
AP
Appleton Partners
Massachusetts
$626K -$136K 1 0.15% Reduced
1613
MM
Meridian Management
Arkansas
$625K $0 1 0.47% Maintained
1614
FCIM
Fairview Capital Investment Management
California
$615K -$26.9K 1 0.05% Reduced
1615
PIM
Provident Investment Management
Michigan
$615K $0 1 0.15% Maintained
1616
Blackhill Capital
Blackhill Capital
New Jersey
$614K $0 3 0.08% Maintained
1617
BSB
Bangor Savings Bank
Maine
$612K +$234K 2 0.16% Increased
1618
Cannell & Spears
Cannell & Spears
New York
$611K $0 1 0.07% Maintained
1619
ATC
Adirondack Trust Company
New York
$606K +$8.92K 2 0.46% Increased
1620
CC
Capital Counsel
New York
$606K -$1.68K 1 0.03% Reduced
1621
CCM
CrestPoint Capital Management
Missouri
$605K -$799K 1 0.35% Reduced
1622
FP
Foundry Partners
Minnesota
$605K -$9.37M 1 0.06% Reduced
1623
CFA
Carroll Financial Associates
North Carolina
$602K +$83.7K 8 0.17% Increased
1624
IFS
Ifrah Financial Services
Arkansas
$602K -$2.85K 2 0.23% Reduced
1625
PMFA
Plante Moran Financial Advisors
Michigan
$597K +$120K 5 0.54% Increased