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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
ZDA
Zweig-DiMenna Associates
New York
$237K -$5.03M 1 0.02% Reduced
1927
IC
Intersect Capital
California
$233K -$233K 1 0.18% Reduced
1928
LA
Lau Associates
Delaware
$233K $0 1 0.24% Maintained
1929
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$233K $0 1 0.1% Maintained
1930
EMB
Elefante Mark B
$230K -$22.2K 1 3.71% Reduced
1931
GF
Goodman Financial
Texas
$227K -$8.15K 1 0.14% Reduced
1932
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$227K +$217K 1 0.12% New
1933
JWA
JFS Wealth Advisors
Pennsylvania
$226K -$407K 4 0.06% Reduced
1934
IA
Independence Advisors
Pennsylvania
$225K +$224K 1 0.11% New
1935
QC
QCM Cayman
Texas
$225K -$766K 1 0.25% Reduced
1936
WFG
Windsor Financial Group
Minnesota
$225K -$322K 1 0.11% Reduced
1937
ACM
Armbruster Capital Management
New York
$224K $0 2 0.14% Maintained
1938
BWM
Baystate Wealth Management
Massachusetts
$224K -$132K 1 0.05% Reduced
1939
DA
Dillon & Associates
Michigan
$223K -$21.4K 1 0.1% Reduced
1940
TFF
The Family Firm
Maryland
$221K +$6.27K 1 0.11% Increased
1941
BIA
Barry Investment Advisors
Massachusetts
$220K +$216K 1 0.08% New
1942
MM
Meridian Management
Arkansas
$220K $0 1 0.13% Maintained
1943
WBG
Wharton Business Group
Pennsylvania
$220K -$443K 1 0.03% Reduced
1944
ARMC
American Research & Management Company
Massachusetts
$218K $0 4 0.08% Maintained
1945
AIM
Avity Investment Management
Connecticut
$218K -$58.8K 1 0.03% Reduced
1946
MWM
MinichMacGregor Wealth Management
New York
$218K +$13 3 0.2% Increased
1947
BCCM
Bridge Creek Capital Management
Massachusetts
$217K +$213K 1 0.13% New
1948
CA
Cornerstone Advisory
Maryland
$217K $0 1 0.18% Maintained
1949
KWMG
King Wealth Management Group
Florida
$217K $0 1 0.11% Maintained
1950
SWA
SFMG Wealth Advisors
Texas
$217K +$1.05K 1 0.05% Increased