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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
1851
WA
Winfield Associates
Ohio
$35K +$33.4K 1 0.03% New
1852
CAW
Cornerstone Advisors (Washington)
Washington
$33K +$27 4 0.05% Increased
1853
Pathstone Family Office
Pathstone Family Office
New Jersey
$31K -$14.7K 1 0.07% Reduced
1854
SGC
South Georgia Capital
Illinois
$28K +$27.3K 1 0.02% New
1855
EWM
Elite Wealth Management
Washington
$26K -$1.65M 5 0.02% Reduced
1856
IWC
Integrated Wealth Counsel
California
$25K +$2.58K 2 0.02% Increased
1857
PFG
Piershale Financial Group
Illinois
$24K $0 1 0.03% Maintained
1858
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$21K +$19.9K 1 0.01% New
1859
NHFG
New Harbor Financial Group
Massachusetts
$20K $0 2 0.03% Maintained
1860
H
Hexavest
Quebec, Canada
$19K $0 1 0% Maintained
1861
DIS
Diversified Investment Strategies
Louisiana
$17K $0 1 0.01% Maintained
1862
OFC
Open Field Capital
United States
$17K +$17K 1 0.02% New
1863
PR
Payden & Rygel
California
$16K $0 2 0.01% Maintained
1864
TIM
Tortoise Investment Management
New York
$15K $0 1 0.01% Maintained
1865
EA
Ecofin Advisors
United Kingdom
$14K +$12.5K 1 0% Increased
1866
KIG
Kessler Investment Group
Indiana
$13K -$27K 1 0.02% Reduced
1867
LWM
LBA Wealth Management
Florida
$12K +$11.3K 1 0.01% New
1868
FMP
Financial Management Professionals
Texas
$11K $0 1 0.01% Maintained
1869
SA
SRH Advisors
Kansas
$11K +$10.8K 1 0.11% New
1870
WCM
Wealthcare Capital Management
Virginia
$7K $0 1 0% Maintained
1871
WCMN
Westchester Capital Management (Nebraska)
Nebraska
$7K $0 1 0% Maintained
1872
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$2K -$214K 1 0% Reduced
1873
CFA
Camarda Financial Advisors
Florida
$2K +$1.8K 1 0% New
1874
6CM
683 Capital Management
New York
$0 -$1.65M 0 – Closed
1875
Allworth Financial
Allworth Financial
California
$0 -$440K 0 – Closed