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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
SJIM
St. Johns Investment Management
Florida
$168K -$424K 1 0.15% Reduced
1927
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$162K -$39.6K 1 0.11% Reduced
1928
DLHL
Donald L. Hagan LLC
Florida
$161K +$145K 4 0.15% New
1929
OSNBOA
Old Second National Bank of Aurora
Illinois
$157K $0 2 0.08% Maintained
1930
CAW
Cornerstone Advisors (Washington)
Washington
$153K -$62.1K 8 0.16% Reduced
1931
VHAM
Van Hulzen Asset Management
California
$150K $0 1 0.09% Maintained
1932
FWM
Focused Wealth Management
New York
$140K -$22.9K 5 0.08% Reduced
1933
CHP
Cable Hill Partners
Oregon
$139K -$19.5K 9 0.1% Reduced
1934
SFPIA
Stevens First Principles Investment Advisors
California
$139K +$4.4K 1 0.11% Increased
1935
NYLT
New York Life Trust
New York
$138K +$27.7K 3 0.6% Increased
1936
ADL
Asset Dedication LLC
California
$134K -$25.4K 2 0.1% Reduced
1937
Global X Management Company
Global X Management Company
New York
$133K +$52K 5 0.01% Increased
1938
H
Hexavest
Quebec, Canada
$133K $0 2 0% Maintained
1939
SCM
Sterneck Capital Management
Missouri
$128K +$98.9K 1 0.09% New
1940
LWM
LBA Wealth Management
Florida
$127K +$83.9K 2 0.07% Increased
1941
IF
Ironwood Financial
Arizona
$122K +$114K 1 0.09% New
1942
GC
Globeflex Capital
California
$121K -$1.32M 3 0.03% Reduced
1943
TDC
Thompson Davis & Co
Virginia
$120K -$16.5K 6 0.18% Reduced
1944
Capital International Sarl
Capital International Sarl
California
$116K $0 1 0.01% Maintained
1945
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$116K $0 1 0.06% Maintained
1946
CAL
Capital Advisors Ltd
Ohio
$113K $0 6 0.06% Maintained
1947
LWM
Lenox Wealth Management
Ohio
$112K -$17.5K 1 0.08% Reduced
1948
MCM
MV Capital Management
Maryland
$112K $0 3 0.05% Maintained
1949
TCCM
Timber Creek Capital Management
Massachusetts
$108K $0 2 0.1% Maintained
1950
BWA
Burt Wealth Advisors
Maryland
$107K +$4.08K 3 0.1% Increased