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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
1801
GWM
GSB Wealth Management
Connecticut
$740K $0 2 3.5% Maintained
1802
Maple Capital Management
Maple Capital Management
Vermont
$740K -$36.2K 2 0.2% Reduced
1803
GIM
Groesbeck Investment Management
New Jersey
$738K -$25.6K 1 0.53% Reduced
1804
SFM
Signature Financial Management
Virginia
$738K +$57.1K 2 0.22% Increased
1805
Cerity Partners OCIO
Cerity Partners OCIO
New York
$728K +$496 1 0.05% Increased
1806
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$727K $0 2 0.28% Maintained
1807
Fort Point Capital Partners
Fort Point Capital Partners
California
$723K +$423K 1 0.35% Increased
1808
Oakworth Capital
Oakworth Capital
Alabama
$718K $0 5 0.18% Maintained
1809
DUMAC Inc
DUMAC Inc
North Carolina
$717K -$419K 1 0.76% Reduced
1810
SAM
Shamrock Asset Management
Texas
$716K -$9.7K 3 0.46% Reduced
1811
HCM
Highlander Capital Management
New Jersey
$715K -$493K 2 0.56% Reduced
1812
Level Four Advisory Services
Level Four Advisory Services
Texas
$715K -$109K 1 0.06% Reduced
1813
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$705K -$45.1K 9 0.26% Reduced
1814
Pictet North America Advisors
Pictet North America Advisors
Switzerland
$704K $0 2 0.11% Maintained
1815
TCV Trust & Wealth Management
TCV Trust & Wealth Management
Virginia
$704K +$174K 2 0.1% Increased
1816
Allworth Financial
Allworth Financial
California
$703K -$4.41K 4 0.06% Reduced
1817
KM
Kalos Management
Georgia
$701K +$641K 2 0.45% New
1818
Hodges Capital Management
Hodges Capital Management
Texas
$698K -$5.95K 1 0.05% Reduced
1819
Apriem Advisors
Apriem Advisors
California
$692K +$187K 2 0.17% Increased
1820
PC
Palo Capital
California
$692K -$12.1K 1 0.37% Reduced
1821
CFA
Camarda Financial Advisors
Florida
$691K -$25.1K 3 0.74% Reduced
1822
St Louis Trust
St Louis Trust
Missouri
$691K -$120K 1 0.31% Reduced
1823
Endurance Wealth Management
Endurance Wealth Management
Rhode Island
$686K +$2.77K 3 0.11% Increased
1824
FIM
Frontier Investment Management
Texas
$685K +$2.5K 1 0.06% Increased
1825
TBA
Train Babcock Advisors
New York
$685K $0 2 0.38% Maintained