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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
1751
Donaldson Capital Management
Donaldson Capital Management
Indiana
$277K -$187K 1 0.04% Reduced
1752
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$276K -$17.2K 1 0.13% Reduced
1753
DBG
De Burlo Group
Massachusetts
$272K -$13K 1 0.06% Reduced
1754
RG
Renaissance Group
Kentucky
$272K -$31.2M 1 0.01% Reduced
1755
VWM
Vector Wealth Management
Minnesota
$271K +$38.6K 1 0.2% Increased
1756
KTC
Kistler-Tiffany Companies
Pennsylvania
$268K +$53.8K 2 0.18% Increased
1757
GAM
Gemmer Asset Management
California
$267K +$60.9K 16 0.19% Increased
1758
MCWS
McKinley Carter Wealth Services
West Virginia
$266K -$10.1K 1 0.25% Reduced
1759
CCM
Compass Capital Management
Minnesota
$265K $0 1 0.05% Maintained
1760
11A
10-15 Associates
New York
$264K -$4.74K 1 0.09% Reduced
1761
Waverly Advisors
Waverly Advisors
Alabama
$258K +$65.8K 6 0.14% Increased
1762
SBWIC
Schaper Benz & Wise Investment Counsel
Wisconsin
$257K $0 1 0.05% Maintained
1763
AFG
American Financial Group
Ohio
$255K $0 1 0.02% Maintained
1764
AC
Addison Capital
Pennsylvania
$252K $0 1 0.22% Maintained
1765
SCA
Stillwater Capital Advisors
Pennsylvania
$251K +$4.93K 1 0.08% Increased
1766
VIMU
Veritas Investment Management (UK)
United Kingdom
$250K +$254K 1 0.18% New
1767
FNYS
First New York Securities
New York
$248K +$250K 1 0.17% New
1768
HIC
Harvey Investment Company
Kentucky
$248K $0 1 0.06% Maintained
1769
TCM
Telos Capital Management
California
$248K +$12.6K 1 0.15% Increased
1770
LPT
Legacy Private Trust
Wisconsin
$241K $0 1 0.04% Maintained
1771
GIM
Greystone Investment Management
Ohio
$238K $0 1 0.09% Maintained
1772
PWP
Private Wealth Partners
California
$238K +$247K 1 0.05% New
1773
FAG
Financial Advisory Group
Texas
$236K $0 1 0.13% Maintained
1774
QAM
QCI Asset Management
New York
$228K $0 5 0.04% Maintained
1775
IH
IFC Holdings
Florida
$227K -$29.9K 1 0.04% Reduced