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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
HWM
Highwater Wealth Management
Colorado
$520K -$86K 2 1.23% Reduced
1902
BL
BFSG LLC
California
$517K +$224K 2 0.23% Increased
1903
KTC
Kistler-Tiffany Companies
Pennsylvania
$517K +$55.9K 3 0.22% Increased
1904
ICM
IMS Capital Management
Oregon
$516K $0 1 0.33% Maintained
1905
HCM
Huber Capital Management
California
$512K -$12.1K 1 0.03% Reduced
1906
BWM
Baystate Wealth Management
Massachusetts
$511K -$21.5K 5 0.09% Reduced
1907
MCP
Mirador Capital Partners
California
$507K +$9.15K 1 0.3% Increased
1908
GIM
Guild Investment Management
California
$506K +$490K 1 0.53% New
1909
RCM
RB Capital Management
Nevada
$502K -$14.6K 2 0.39% Reduced
1910
SIA
Starfire Investment Advisers
Michigan
$500K $0 2 0.3% Maintained
1911
SIM
Sadoff Investment Management
Wisconsin
$499K -$27.4K 1 0.04% Reduced
1912
BHB
Bank Hapoalim BM
Israel
$497K -$62.7K 2 0.11% Reduced
1913
SFA
Stewardship Financial Advisors
Georgia
$497K +$151K 1 0.29% Increased
1914
CL
CPWM LLC
Washington
$496K -$256K 1 0.12% Reduced
1915
BP
BBR Partners
New York
$492K -$26.1K 1 0.1% Reduced
1916
Empirical Finance
Empirical Finance
Pennsylvania
$489K +$238K 2 0.17% Increased
1917
SFI
SPC Financial Inc
Maryland
$487K +$452K 1 0.12% New
1918
TDC
Thompson Davis & Co
Virginia
$482K +$91.2K 11 0.85% Increased
1919
FCB
First Command Bank
Texas
$481K -$44.8K 5 0.3% Reduced
1920
FCFS
First Command Financial Services
Texas
$481K -$44.8K 5 0.3% Reduced
1921
OIA
Optimum Investment Advisors
Illinois
$481K +$31.3K 1 0.16% Increased
1922
SSG
Summit Securities Group
New York
$481K -$3.69K 1 0.08% Reduced
1923
AI
ArchPoint Investors
Florida
$479K +$54.4K 1 0.15% Increased
1924
WIM
Westside Investment Management
California
$475K +$36.2K 7 0.29% Increased
1925
RVPG
Relative Value Partners Group
$473K -$18.4K 2 0.05% Reduced