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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
1676
BCM
Blume Capital Management
California
$996K $0 2 0.57% Maintained
1677
CAS
Cue Advisory Services
Arizona
$994K -$146K 1 0.71% Reduced
1678
BA
Bristlecone Advisors
Washington
$990K $0 1 0.34% Maintained
1679
IFWM
Institute for Wealth Management
Colorado
$978K +$968K 2 0.27% New
1680
BHBT
Burke & Herbert Bank & Trust
Virginia
$973K -$39.2K 2 0.89% Reduced
1681
AssetMark Inc
AssetMark Inc
California
$972K +$218K 13 0.01% Increased
1682
PG
Proffitt & Goodson
Tennessee
$972K -$256K 1 0.43% Reduced
1683
Aspiriant LLC
Aspiriant LLC
California
$969K -$87.5K 1 0.08% Reduced
1684
SRSA
S.R. Schill & Associates
Washington
$968K -$137K 1 0.61% Reduced
1685
CI Global Investments
CI Global Investments
California
$962K -$6.49K 1 0.02% Reduced
1686
OIM
Opus Investment Management
Massachusetts
$954K $0 1 0.16% Maintained
1687
CCT
Capital City Trust
Florida
$950K +$55.6K 1 0.37% Increased
1688
FNBOH
First National Bank of Hutchinson
Kansas
$949K -$6.61K 1 0.6% Reduced
1689
NC
NewSquare Capital
Pennsylvania
$947K +$53.1K 3 0.23% Increased
1690
PSC
Prentiss Smith & Co
Vermont
$945K -$74.1K 1 0.49% Reduced
1691
Quadrant Capital Group
Quadrant Capital Group
Ohio
$938K +$84.1K 18 0.41% Increased
1692
NAM
North American Management
Massachusetts
$931K -$129K 1 0.15% Reduced
1693
MCM
Manchester Capital Management
Vermont
$925K -$65.1K 4 0.15% Reduced
1694
SLG
Stanley-Laman Group
Pennsylvania
$924K +$44.1K 1 0.25% Increased
1695
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$923K -$19.6K 1 0.54% Reduced
1696
CIA
Capital Impact Advisors
Massachusetts
$922K -$341K 1 0.42% Reduced
1697
JCM
Jacobi Capital Management
Pennsylvania
$917K +$18.5K 9 0.35% Increased
1698
RCA
Rowland Carmichael Advisors
Arizona
$914K +$96.7K 1 0.53% Increased
1699
DI
DUMAC Inc
North Carolina
$913K $0 1 1.12% Maintained
1700
WP
WealthSource Partners
California
$910K -$84.8K 2 0.31% Reduced