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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
1726
Ballentine Partners
Ballentine Partners
Massachusetts
$579K +$67.5K 2 0.05% Increased
1727
IAM
Integre Asset Management
New York
$577K $0 1 0.2% Maintained
1728
SC
SRB Corp
Massachusetts
$577K +$124K 4 0.09% Increased
1729
MCM
Maryland Capital Management
Maryland
$576K +$20K 2 0.09% Increased
1730
TCM
Texan Capital Management
Texas
$574K -$2.34M 2 0.26% Reduced
1731
GLI
Guardian Life Insurance
New York
$572K +$3.38K 4 0.04% Increased
1732
JMH
J.M. Hartwell
New York
$571K $0 1 0.15% Maintained
1733
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$569K +$532K 1 0.21% New
1734
Modera Wealth Management
Modera Wealth Management
New Jersey
$569K +$29.3K 1 0.2% Increased
1735
WP
WealthSource Partners
California
$567K +$25.2K 1 0.21% Increased
1736
NCIM
New Century Investment Management
Michigan
$563K -$94.7K 1 0.3% Reduced
1737
TBA
Train Babcock Advisors
New York
$560K $0 2 0.22% Maintained
1738
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$557K +$114K 2 0.04% Increased
1739
PCA
Peddock Capital Advisors
Massachusetts
$552K $0 2 0.35% Maintained
1740
HIM
Herald Investment Management
United Kingdom
$551K $0 1 0.23% Maintained
1741
SPM
Symmetry Peak Management
Pennsylvania
$549K +$513K 1 0.09% New
1742
Lido Advisors
Lido Advisors
California
$547K +$11.5K 1 0.17% Increased
1743
ST
Sabal Trust
Florida
$545K -$27.9K 1 0.06% Reduced
1744
DF Dent & Co
DF Dent & Co
Maryland
$544K +$25.5K 1 0.02% Increased
1745
SIA
Starfire Investment Advisers
Michigan
$539K +$194K 2 0.37% Increased
1746
EC
Eachwin Capital
New York
$535K $0 1 0.51% Maintained
1747
ACM
Americafirst Capital Management
California
$535K +$566K 4 0.35% New
1748
FHC
First Heartland Consultants
Missouri
$534K +$65.9K 1 0.06% Increased
1749
Koshinski Asset Management
Koshinski Asset Management
Illinois
$526K -$2.77K 1 0.29% Reduced
1750
OC
Oakworth Capital
Alabama
$526K +$115K 4 0.2% Increased