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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
1901
AIM
Advantage Investment Management
Iowa
$30K $0 6 0.02% Maintained
1902
SFWA
Summit Financial Wealth Advisors
Louisiana
$30K $0 1 0.02% Maintained
1903
WCM
Windsor Capital Management
Arizona
$29K +$31.6K 1 0.02% New
1904
OAJ
Ogorek Anthony Joseph
New York
$28K $0 1 0.02% Maintained
1905
KCM
Karp Capital Management
California
$27K -$22K 2 0.02% Reduced
1906
AWM
AllSquare Wealth Management
New York
$24K $0 4 0.02% Maintained
1907
PCM
Perkins Capital Management
Minnesota
$21K -$5.69K 1 0.02% Reduced
1908
SFG
Sage Financial Group
Pennsylvania
$21K $0 1 0.01% Maintained
1909
PRS
Pinkerton Retirement Specialists
Idaho
$20K -$2K 2 0.03% Reduced
1910
CGH
Cleary Gull Holdings
Wisconsin
$18K $0 1 0.01% Maintained
1911
LWM
LBA Wealth Management
Florida
$18K +$9.74K 1 0.01% Increased
1912
ANBT
American National Bank & Trust
Texas
$16K -$23.8K 1 0.01% Reduced
1913
CL
CSS LLC
Illinois
$16K -$604K 1 0% Reduced
1914
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$15K +$15.7K 1 0.01% New
1915
WAS
Winch Advisory Services
Wisconsin
$15K -$2.7M 2 0.02% Reduced
1916
TSS
Two Sigma Securities
New York
$14K -$214K 1 0.02% Reduced
1917
P
Palladiem
Pennsylvania
$13K $0 1 0.02% Maintained
1918
SA
SRH Advisors
Kansas
$13K $0 2 0.08% Maintained
1919
SCP
Syntal Capital Partners
Texas
$13K +$91 1 0.02% Increased
1920
FIG
Fusion Investment Group
Pennsylvania
$11K +$9.92K 1 0.03% Increased
1921
RBC
Roble Belko & Company
Pennsylvania
$11K -$14.8K 1 0.01% Reduced
1922
CFS
Commonwealth Financial Services
West Virginia
$9K $0 1 0.01% Maintained
1923
SSG
Summit Securities Group
New York
$9K -$190K 1 0.01% Reduced
1924
AssetMark Inc
AssetMark Inc
California
$7K -$4.66M 3 0% Reduced
1925
IMAS
ID Management A/S
Denmark
$6K +$5.94K 1 0% New