← All themes

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
1926
H
Hexavest
Quebec, Canada
$121K $0 2 0% Maintained
1927
LBG
Lloyds Banking Group
United Kingdom
$121K -$938K 2 0.78% Reduced
1928
Capital International Sarl
Capital International Sarl
California
$119K $0 1 0.01% Maintained
1929
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$118K +$125K 1 0.04% New
1930
TCCM
Timber Creek Capital Management
Massachusetts
$113K $0 2 0.09% Maintained
1931
SMG
Spectrum Management Group
Indiana
$112K $0 2 0.04% Maintained
1932
MCF Advisors
MCF Advisors
Kentucky
$111K -$18K 4 0.03% Reduced
1933
JWA
JFS Wealth Advisors
Pennsylvania
$110K +$2.75K 5 0.06% Increased
1934
TIM
Tortoise Investment Management
New York
$109K $0 1 0.04% Maintained
1935
NCMG
NCM Capital Management Group
North Carolina
$107K $0 1 1.2% Maintained
1936
BWA
Burt Wealth Advisors
Maryland
$99K +$93 2 0.11% Increased
1937
SIG
Stanford Investment Group
California
$99K $0 2 0.07% Maintained
1938
AWA
AmeriServ Wealth Advisors
Pennsylvania
$92K +$93.4K 1 0.11% New
1939
TFA
Transamerica Financial Advisors
Florida
$86K -$6.99K 3 0.01% Reduced
1940
RFA
Reilly Financial Advisors
California
$85K -$42.9K 4 0.01% Reduced
1941
Balentine LLC
Balentine LLC
Georgia
$84K -$13.3K 4 0.01% Reduced
1942
SHJ
Sharkey, Howes & Javer
Colorado
$84K -$2.35K 2 0.06% Reduced
1943
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$82K $0 1 0.18% Maintained
1944
CFA
Camarda Financial Advisors
Florida
$75K +$70.3K 1 0.04% Increased
1945
LFR
Lehman Financial Resources
Pennsylvania
$74K +$29.4K 2 0.04% Increased
1946
CPA
Cowen Prime Advisors
New York
$72K -$12.9K 1 0.03% Reduced
1947
DSI
Daiwa SB Investments
Japan
$72K -$510K 1 0.01% Reduced
1948
NEAM
New England Asset Management
Connecticut
$59K $0 1 0% Maintained
1949
Brandes Investment Partners
Brandes Investment Partners
California
$58K $0 1 0% Maintained
1950
CIM
Contravisory Investment Management
Massachusetts
$56K $0 1 0.01% Maintained