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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
WA
Winfield Associates
Ohio
$539K +$364K 9 0.3% Increased
1877
FC
Forte Capital
New York
$538K $0 1 0.18% Maintained
1878
DA
Dillon & Associates
Michigan
$537K +$71.1K 2 0.22% Increased
1879
KA
KLCM Advisors
Wisconsin
$537K +$119K 1 0.15% Increased
1880
SCI
S&CO Inc
Massachusetts
$536K $0 2 0.07% Maintained
1881
Grimes & Company
Grimes & Company
Massachusetts
$534K +$29.4K 1 0.06% Increased
1882
IAM
ICM Asset Management
Washington
$534K -$60.6K 1 0.67% Reduced
1883
BDF
Balasa Dinverno & Foltz
$533K +$12.7K 1 0.09% Increased
1884
DAM
Doheny Asset Management
California
$533K $0 1 0.25% Maintained
1885
CS
Credential Securities
$531K +$12.3K 4 0.16% Increased
1886
SWM
Segment Wealth Management
Texas
$531K +$281K 1 0.15% Increased
1887
BHB
Bank Hapoalim BM
Israel
$529K $0 1 0.13% Maintained
1888
CHP
Cable Hill Partners
Oregon
$527K +$11.5K 9 0.28% Increased
1889
SWA
SFMG Wealth Advisors
Texas
$521K +$17.8K 2 0.11% Increased
1890
JWBC
J.W. Burns & Co
New York
$516K $0 2 0.14% Maintained
1891
CCP
Cardan Capital Partners
Colorado
$504K +$4.49K 1 0.1% Increased
1892
SOAMC
Spirit of America Management Corp
New York
$500K +$97.9K 1 0.05% Increased
1893
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$499K $0 2 0.43% Maintained
1894
JAM
Jolley Asset Management
North Carolina
$497K +$560 2 0.35% Increased
1895
SIM
Sadoff Investment Management
Wisconsin
$496K +$58.5K 1 0.05% Increased
1896
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$495K -$38.9K 2 0.12% Reduced
1897
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$494K -$28.6K 8 0.51% Reduced
1898
TTWM
TCV Trust & Wealth Management
Virginia
$494K -$8.65K 2 0.07% Reduced
1899
CA
Cornerstone Advisory
Maryland
$493K +$30.5K 2 0.16% Increased
1900
FCB
First Command Bank
Texas
$492K -$248K 3 0.32% Reduced