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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
BWA
Burt Wealth Advisors
Maryland
$94K -$1.74K 2 0.08% Reduced
1927
Balentine LLC
Balentine LLC
Georgia
$89K +$19.7K 5 0.02% Increased
1928
RI
Redwood Investments
Massachusetts
$87K -$7.87M 3 0.01% Reduced
1929
NCMG
NCM Capital Management Group
North Carolina
$86K $0 1 1.01% Maintained
1930
EVC
Eidelman Virant Capital
Missouri
$83K +$301K 1 0.05% New
1931
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$83K $0 1 0.21% Maintained
1932
Global X Management Company
Global X Management Company
New York
$79K -$38.5K 5 0.01% Reduced
1933
DPA
Delphi Private Advisors
California
$77K +$75.9K 3 0.13% New
1934
VIM
Veritas Investment Management
United Kingdom
$75K +$33.2K 1 0.01% Increased
1935
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$74K +$72.9K 2 0.04% New
1936
JGC
J. Goldman & Co
New York
$74K +$67.9K 1 0.01% New
1937
MCF Advisors
MCF Advisors
Kentucky
$73K -$4.62K 2 0.02% Reduced
1938
LBG
Lloyds Banking Group
United Kingdom
$70K -$39K 1 0.57% Reduced
1939
SIG
Stanford Investment Group
California
$66K -$19K 2 0.04% Reduced
1940
CPA
Cowen Prime Advisors
New York
$62K $0 1 0.03% Maintained
1941
NEAM
New England Asset Management
Connecticut
$60K $0 1 0% Maintained
1942
TFA
Transamerica Financial Advisors
Florida
$60K -$9.1K 4 0% Reduced
1943
CIM
Contravisory Investment Management
Massachusetts
$59K +$2.11K 1 0.02% Increased
1944
ANBT
American National Bank & Trust
Texas
$57K +$38.2K 1 0.02% Increased
1945
LWA
Lenox Wealth Advisors
New York
$54K +$8.72K 5 0.02% Increased
1946
UFA
US Financial Advisors
Massachusetts
$53K -$60 5 0.05% Reduced
1947
CWM
Catamount Wealth Management
Connecticut
$52K $0 1 0.05% Maintained
1948
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$52K -$178K 2 0.02% Reduced
1949
JGIA
Jackson Grant Investment Advisers
Connecticut
$52K +$51K 1 0.05% New
1950
LOT
Lombard Odier Transatlantic
Quebec, Canada
$52K $0 1 0.04% Maintained