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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
SC
SRB Corp
Massachusetts
$351K -$292K 2 0.05% Reduced
1902
TNBTD
Trustmark National Bank Trust Department
Mississippi
$351K +$20K 1 0.05% Increased
1903
GEM
Global Endowment Management
North Carolina
$348K -$3.53M 1 0.05% Reduced
1904
SOAMC
Spirit of America Management Corp
New York
$348K -$364K 1 0.04% Reduced
1905
OP
Oldfield Partners
United Kingdom
$347K +$331K 1 0.03% New
1906
CAW
Cornerstone Advisors (Washington)
Washington
$346K -$37.7K 8 0.29% Reduced
1907
TCM
Telos Capital Management
California
$346K +$40.4K 1 0.15% Increased
1908
WI
Wedgewood Investors
Pennsylvania
$344K $0 1 0.32% Maintained
1909
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$343K -$59.5K 1 0.02% Reduced
1910
Klingman & Associates
Klingman & Associates
New York
$339K -$50.5K 1 0.1% Reduced
1911
CBA
Coastal Bridge Advisors
Connecticut
$333K -$1.32K 1 0.13% Reduced
1912
NG
Northstar Group
New York
$332K -$1.73K 1 0.23% Reduced
1913
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$330K -$12.8K 2 0.35% Reduced
1914
PBO
Peoples Bank (Ohio)
Ohio
$330K -$19.9K 1 0.19% Reduced
1915
AAM
American Asset Management
Florida
$328K +$42.8K 1 0.36% Increased
1916
CT
Clearstead Trust
Maine
$328K +$301K 1 0.29% New
1917
NEPWA
New England Private Wealth Advisors
Massachusetts
$327K -$16K 1 0.11% Reduced
1918
RVPG
Relative Value Partners Group
$327K $0 1 0.04% Maintained
1919
ACM
Ashford Capital Management
Delaware
$326K +$291K 1 0.07% New
1920
PL
Parthenon LLC
Kentucky
$325K +$610 1 0.08% Increased
1921
BWM
Baystate Wealth Management
Massachusetts
$324K +$70K 4 0.06% Increased
1922
DLHL
Donald L. Hagan LLC
Florida
$324K -$1.63K 1 0.31% Reduced
1923
BRM
Boston Research & Management
Massachusetts
$322K $0 1 0.18% Maintained
1924
Karpus Investment Management
Karpus Investment Management
New York
$322K $0 1 0.02% Maintained
1925
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$317K +$9.68K 1 0.02% Increased