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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
1876
SHJ
Sharkey, Howes & Javer
Colorado
$78K $0 2 0.06% Maintained
1877
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$76K $0 1 0.2% Maintained
1878
TSU
TD Securities (USA)
New York
$75K -$57.6M 4 0.69% Reduced
1879
MCF Advisors
MCF Advisors
Kentucky
$71K -$31.5K 2 0.02% Reduced
1880
TFA
Transamerica Financial Advisors
Florida
$67K -$4.24K 3 0.01% Reduced
1881
Balentine LLC
Balentine LLC
Georgia
$65K -$4.63K 5 0.01% Reduced
1882
AWS
Aris Wealth Services
Pennsylvania
$60K -$74.6K 6 0.13% Reduced
1883
LFR
Lehman Financial Resources
Pennsylvania
$60K -$2.35K 2 0.03% Reduced
1884
DSI
Daiwa SB Investments
Japan
$59K $0 1 0.01% Maintained
1885
CPA
Cowen Prime Advisors
New York
$57K $0 1 0.03% Maintained
1886
NEAM
New England Asset Management
Connecticut
$54K $0 1 0% Maintained
1887
CIM
Contravisory Investment Management
Massachusetts
$52K $0 1 0.01% Maintained
1888
UFA
US Financial Advisors
Massachusetts
$52K +$44.1K 6 0.09% Increased
1889
LWA
Lowe Wealth Advisors
Maryland
$48K +$4.97K 2 0.04% Increased
1890
CWM
Catamount Wealth Management
Connecticut
$47K -$2.64K 1 0.05% Reduced
1891
HHMI
Howard Hughes Medical Institute
Maryland
$47K +$52K 1 0.01% New
1892
LOT
Lombard Odier Transatlantic
Quebec, Canada
$47K $0 1 0.05% Maintained
1893
WA
Winfield Associates
Ohio
$45K -$666K 2 0.03% Reduced
1894
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$42K $0 4 0% Maintained
1895
LWA
Lenox Wealth Advisors
New York
$42K $0 3 0.01% Maintained
1896
RCG
Ruggie Capital Group
Florida
$41K $0 3 0.04% Maintained
1897
VIM
Veritas Investment Management
United Kingdom
$38K -$395K 1 0.01% Reduced
1898
Gradient Investments
Gradient Investments
Minnesota
$36K $0 3 0.01% Maintained
1899
KIG
Kessler Investment Group
Indiana
$35K +$26.3K 2 0.06% Increased
1900
VCM
Vigilant Capital Management
Maine
$31K -$3.44K 2 0.01% Reduced