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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
PL
Parkwood LLC
Ohio
$862K +$285K 2 0.12% Increased
1702
CWM
Cornerstone Wealth Management
Missouri
$860K +$181K 1 0.21% Increased
1703
DF Dent & Co
DF Dent & Co
Maryland
$853K +$72.6K 2 0.02% Increased
1704
PWMAG
Pinnacle Wealth Management Advisory Group
New Jersey
$852K +$40.3K 2 0.59% Increased
1705
JCM
Jacobi Capital Management
Pennsylvania
$850K +$196K 8 0.44% Increased
1706
WA
Wheatland Advisors
Pennsylvania
$844K -$17.9K 1 0.75% Reduced
1707
Diversified Trust
Diversified Trust
Tennessee
$841K -$1.02M 3 0.06% Reduced
1708
FCMT
Founders Capital Management (Texas)
Texas
$841K +$839K 1 0.76% New
1709
SPM
Symmetry Peak Management
Pennsylvania
$840K +$744K 1 0.13% New
1710
BOS
Bingham Osborn & Scarborough
California
$838K +$6.31K 2 0.08% Increased
1711
MJRIC
Mogy Joel R Investment Counsel
California
$837K $0 1 0.14% Maintained
1712
Ballentine Partners
Ballentine Partners
Massachusetts
$836K +$826K 2 0.06% New
1713
IWMPD
Integrated Wealth Management (Palm Desert)
California
$836K +$43.8K 2 0.28% Increased
1714
AB
AT Bancorp
Iowa
$835K $0 1 0.11% Maintained
1715
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$832K -$298K 2 0.27% Reduced
1716
CCT
Country Club Trust
Missouri
$831K +$6.07K 2 0.11% Increased
1717
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$828K -$328K 5 0.03% Reduced
1718
LCP
Legacy Capital Partners
Wisconsin
$828K +$6.74K 1 0.46% Increased
1719
CFMC
Curbstone Financial Management Corp
New Hampshire
$826K +$217K 2 0.51% Increased
1720
MCM
Mengis Capital Management
Oregon
$825K -$23.9K 1 0.6% Reduced
1721
BFC
Blue Fin Capital
Rhode Island
$820K +$10.5K 2 0.5% Increased
1722
RAM
Redmond Asset Management
Virginia
$820K -$425K 2 0.42% Reduced
1723
RCA
Rowland Carmichael Advisors
Arizona
$820K -$192K 1 0.5% Reduced
1724
NCM
Niemann Capital Management
Nevada
$819K +$788K 1 0.58% New
1725
AI
ArchPoint Investors
Florida
$814K -$295K 2 0.31% Reduced