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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
1951
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$103K +$19.4K 2 0.02% Increased
1952
P
Palladiem
Pennsylvania
$97K +$93.5K 3 0.08% New
1953
TFA
Transamerica Financial Advisors
Florida
$96K -$24.8K 4 0.01% Reduced
1954
Waverly Advisors
Waverly Advisors
Alabama
$95K -$170K 2 0.05% Reduced
1955
CPA
Cowen Prime Advisors
New York
$93K $0 2 0.04% Maintained
1956
LWA
Lenox Wealth Advisors
New York
$89K +$14.7K 3 0.04% Increased
1957
LOCC
Lombard Odier & Cie (Canada)
Quebec, Canada
$80K -$47.9K 1 0.11% Reduced
1958
IRS
Invictus RG (Singapore)
Singapore
$78K -$249K 2 0.08% Reduced
1959
FNYS
First New York Securities
New York
$75.3K -$176K 1 0.13% Reduced
1960
IMAS
ID Management A/S
Denmark
$72K -$97K 1 0.03% Reduced
1961
AIM
Advantage Investment Management
Iowa
$70K +$68.9K 6 0.05% New
1962
MA
Minerva Advisors
Pennsylvania
$64K +$58.2K 1 0.04% New
1963
SFWA
Summit Financial Wealth Advisors
Louisiana
$55K +$55.1K 2 0.04% New
1964
CWM
Catamount Wealth Management
Connecticut
$53K +$50.3K 1 0.05% New
1965
KCM
Karp Capital Management
California
$53K +$52.7K 3 0.04% New
1966
LOT
Lombard Odier Transatlantic
Quebec, Canada
$50K +$47.8K 1 0.05% New
1967
UFA
US Financial Advisors
Massachusetts
$50K +$47.8K 1 0.04% New
1968
CFG
CKW Financial Group
Hawaii
$49K -$5.25K 2 0.02% Reduced
1969
Gradient Investments
Gradient Investments
Minnesota
$49K +$2.44K 3 0.01% Increased
1970
LFR
Lehman Financial Resources
Pennsylvania
$48K +$25.4K 2 0.02% Increased
1971
LWA
Lowe Wealth Advisors
Maryland
$48K +$47.1K 1 0.03% New
1972
Brookfield Corp
Brookfield Corp
Ontario, Canada
$47K +$51.4K 1 0% New
1973
SAM
Shamrock Asset Management
Texas
$46K -$8.89K 3 0.02% Reduced
1974
SCP
Syntal Capital Partners
Texas
$43K +$86 1 0.03% Increased
1975
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$40K -$17K 4 0% Reduced