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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
1701
SFM
Signature Financial Management
Virginia
$635K $0 2 0.3% Maintained
1702
SBL
Sargent Bickham Lagudis
Colorado
$630K +$125K 4 0.1% Increased
1703
UBV
United Bank (Virginia)
Virginia
$630K $0 1 0.62% Maintained
1704
LK
Lumbard & Kellner
New Hampshire
$629K $0 1 0.46% Maintained
1705
IMAS
ID Management A/S
Denmark
$628K +$618K 1 0.2% New
1706
JWA
JFS Wealth Advisors
Pennsylvania
$625K +$389K 4 0.17% Increased
1707
Brighton Jones LLC
Brighton Jones LLC
Washington
$624K -$13.9K 2 0.11% Reduced
1708
EI
EDMP Inc
Florida
$623K -$19.1K 1 0.61% Reduced
1709
CFA
Cahill Financial Advisors
Minnesota
$620K -$4.21K 1 0.43% Reduced
1710
IT
Independence Trust
Tennessee
$620K -$15.5K 1 0.95% Reduced
1711
AssetMark Inc
AssetMark Inc
California
$617K +$228K 13 0.01% Increased
1712
WRM
Westport Resources Management
Connecticut
$614K +$11.2K 2 0.2% Increased
1713
NCA
NCM Capital Advisers
North Carolina
$613K $0 2 1.76% Maintained
1714
VC
Vicus Capital
Pennsylvania
$609K +$321K 1 0.15% Increased
1715
NBG
Nancy B. Gardiner
$608K -$112K 1 1.95% Reduced
1716
AWA
ARS Wealth Advisors
Florida
$606K +$57.3K 1 0.26% Increased
1717
GF
Gerstein Fisher
New York
$604K -$19.8K 1 0.08% Reduced
1718
PCMM
Private Capital Management (Minnesota)
Minnesota
$602K -$62.9K 2 0.6% Reduced
1719
HCM
Huber Capital Management
California
$597K $0 1 0.02% Maintained
1720
HCM
Horrell Capital Management
Arkansas
$595K -$2.82K 3 0.39% Reduced
1721
GBT
Grove Bank & Trust
Florida
$594K -$1.44K 1 0.53% Reduced
1722
ACI
Advance Capital I
Michigan
$585K -$680K 1 0.62% Reduced
1723
PMFA
Plante Moran Financial Advisors
Michigan
$585K +$46.7K 5 0.42% Increased
1724
HCM
Harvey Capital Management
Florida
$581K $0 1 0.29% Maintained
1725
TAM
Taylor Asset Management
Ontario, Canada
$581K +$137K 1 0.17% Increased