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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
DA
Dillon & Associates
Michigan
$210K -$406K 1 0.1% Reduced
1877
GAM
Gemmer Asset Management
California
$209K +$14.4K 13 0.12% Increased
1878
TFO
Tarbox Family Office
California
$208K +$1.84K 6 0.17% Increased
1879
LA
Lau Associates
Delaware
$207K +$204K 1 0.22% New
1880
Allworth Financial
Allworth Financial
California
$206K +$3.77K 3 0.04% Increased
1881
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$206K +$203K 1 0.03% New
1882
GF
Goodman Financial
Texas
$206K +$203K 1 0.12% New
1883
WI
WHV Investments
California
$206K -$33.2K 1 0.01% Reduced
1884
IC
Inverness Counsel
New York
$205K +$202K 1 0.02% New
1885
FAG
Financial Advisory Group
Texas
$204K $0 1 0.1% Maintained
1886
CCM
Compass Capital Management
Minnesota
$203K +$202K 1 0.04% New
1887
SFSG
Stearns Financial Services Group
North Carolina
$201K +$200K 1 0.06% New
1888
VC
Vicus Capital
Pennsylvania
$201K +$200K 1 0.05% New
1889
CAW
Cornerstone Advisors (Washington)
Washington
$196K -$23.1K 10 0.22% Reduced
1890
AA
Apriem Advisors
California
$195K -$4.33K 3 0.07% Reduced
1891
BCM
Bayesian Capital Management
New York
$195K +$218K 1 0.28% New
1892
RPG
Risk Paradigm Group
Texas
$193K +$74.3K 3 0.23% Increased
1893
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$189K -$25.6K 1 0.13% Reduced
1894
ACM
Armbruster Capital Management
New York
$184K +$188K 2 0.16% New
1895
FNBSF
First National Bank Sioux Falls
South Dakota
$184K $0 2 0.58% Maintained
1896
ASP
Adams Street Partners
Illinois
$181K +$202K 1 0.03% New
1897
QAM
QCI Asset Management
New York
$178K -$31.8K 5 0.03% Reduced
1898
CMBA
C.M. Bidwell & Associates
Hawaii
$177K +$165K 1 0.04% New
1899
PCTC
Perkins Coie Trust Company
Washington
$165K -$32.1K 3 0.12% Reduced
1900
RWM
Raffa Wealth Management
District of Columbia
$151K -$4.76K 9 0.09% Reduced