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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
1926
NMIS
Northwestern Mutual Investment Services
Wisconsin
$6K +$5.95K 3 0% Increased
1927
FMP
Financial Management Professionals
Texas
$5K $0 1 0% Maintained
1928
IF
IRON Financial
Illinois
$5K $0 1 0% Maintained
1929
MAS
Madden Advisory Services
Florida
$5K $0 1 0% Maintained
1930
Pathstone Family Office
Pathstone Family Office
New Jersey
$5K -$18.9K 1 0.01% Reduced
1931
RWM
Rezny Wealth Management
Florida
$5K -$3.45K 1 0.01% Reduced
1932
PFA
Paradigm Financial Advisors
Missouri
$4K +$5.32K 1 0% New
1933
TWMP
Taylor Wealth Management Partners
Massachusetts
$4K -$7.58M 1 0% Reduced
1934
PSC
Prentiss Smith & Co
Vermont
$3K $0 1 0% Maintained
1935
CS
Credential Securities
$2.38K -$712K 1 0% Reduced
1936
CFN
Cordasco Financial Network
Florida
$2K $0 1 0% Maintained
1937
HMS
Hanseatic Management Services
New Mexico
$1K -$18.3K 1 0% Reduced
1938
IFA
Interactive Financial Advisors
Illinois
$1K $0 1 0% Maintained
1939
MUS
Mitsubishi UFJ Securities
Japan
$1K -$2K 1 0.01% Reduced
1940
WCM
Wealthcare Capital Management
Virginia
$1K $0 1 0% Maintained
1941
1M
13D Management
New York
$0 -$13.4M 0 – Closed
1942
AFA
Abacus FCF Advisors
Florida
$0 -$9.56M 0 – Closed
1943
AIA
Affinity Investment Advisors
California
$0 -$13.3M 0 – Closed
1944
AC
Alley Company
Illinois
$0 -$3.4M 0 – Closed
1945
AGM
Alpine Global Management
New York
$0 -$1.29M 0 – Closed
1946
AAM
American Asset Management
Florida
$0 +$265 1 0% New
1947
AFG
American Financial Group
Ohio
$0 -$352K 0 – Closed
1948
AWA
AmeriServ Wealth Advisors
Pennsylvania
$0 -$92K 0 – Closed
1949
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$7.53M 0 – Closed
1950
BBNB
Baker Boyer National Bank
Washington
$0 -$447K 0 – Closed