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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
DAM
Doheny Asset Management
California
$567K $0 1 0.26% Maintained
1877
IAM
ICM Asset Management
Washington
$566K -$1.49K 1 0.66% Reduced
1878
SWA
SFMG Wealth Advisors
Texas
$566K +$1.17K 2 0.11% Increased
1879
VCM
Versant Capital Management
Arizona
$565K -$43.7K 15 0.31% Reduced
1880
Csenge Advisory Group
Csenge Advisory Group
Florida
$561K +$531K 2 0.22% New
1881
BBCM
Boardman Bay Capital Management
New York
$559K +$519K 1 0.56% New
1882
SFSG
Stearns Financial Services Group
North Carolina
$557K -$88.3K 2 0.14% Reduced
1883
SSP
Sapphire Star Partners
Washington
$556K +$512K 1 0.72% New
1884
AAM
Aureus Asset Management
Massachusetts
$555K +$79.6K 1 0.09% Increased
1885
FHC
First Heartland Consultants
Missouri
$555K -$84.1K 1 0.14% Reduced
1886
SBWM
Sunflower Bank Wealth Management
Arizona
$555K -$902K 2 0.2% Reduced
1887
PWSG
Pacific Wealth Strategies Group
California
$553K +$536K 1 0.44% New
1888
KL
KWMG LLC
Kansas
$552K +$535K 1 0.18% New
1889
QC
QCM Cayman
Texas
$550K +$540K 2 1.41% New
1890
PA
Probity Advisors
Texas
$547K -$160K 1 0.2% Reduced
1891
SWM
Segment Wealth Management
Texas
$541K -$22.3K 1 0.14% Reduced
1892
OP
Oldfield Partners
United Kingdom
$536K $0 1 0.04% Maintained
1893
CL
CSS LLC
Illinois
$533K +$12.1K 1 0.03% Increased
1894
GHAM
Gilman Hill Asset Management
Connecticut
$532K +$51.9K 1 0.22% Increased
1895
SOAMC
Spirit of America Management Corp
New York
$532K $0 1 0.06% Maintained
1896
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$530K +$194K 2 0.03% Increased
1897
JAM
Jolley Asset Management
North Carolina
$526K $0 2 0.36% Maintained
1898
CIAS
Capital Investment Advisory Services
North Carolina
$524K +$299K 2 0.32% Increased
1899
CA
Cornerstone Advisory
Maryland
$523K +$603 2 0.18% Increased
1900
LCM
Liberty Capital Management
Michigan
$523K +$25.2K 1 0.29% Increased